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Client Success Associate Jobs in Portland, TN (NOW HIRING)

RIA Recruiting

Client Service Associate

Nashville, TN

$65K - $80K/yr

Decker Wealth Management in Nashville, TN is seeking a full-time in-office Client Service Associate ... Work-life balance, teamwork, and enabling everyone's success are our core priorities. In this ...

RIA Recruiting

Client Service Associate

Nashville, TN · On-site

$65K - $80K/yr

Decker Wealth Management in Nashville, TN is seeking a full-time in-office Client Service Associate ... Work-life balance, teamwork, and enabling everyone's success are our core priorities. In this ...

Hansoninc

Deputy CAD Administrator

Nashville, TN · On-site +1

$50/hr

The belief in sustainability within our company's practices creates a focus on client success and ... Associate degree or higher in CAD, Engineering Technology, Drafting, or related field (or ...

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Showing results 21-40

All JobsClient Success Associate JobsClient Success Associate Jobs in Portland, TN

Client Success Associate information

See Portland, TN salary details

$16.8K

$48.1K

$84.4K

How much do client success associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client success associate in Portland, TN is $48,096.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,500.00 and $59,400.00 per year, depending on experience, location, and employer.

What is the difference between Client Success Associate vs Customer Support Specialist?

AspectClient Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften a high school diploma or associate degree; training provided
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageCommon in SaaS, tech, and service industriesWidespread across retail, telecom, and tech sectors

The main difference is that a Client Success Associate focuses on proactive relationship management and ensuring client satisfaction over time, while a Customer Support Specialist primarily handles reactive problem-solving and technical issues. Both roles require strong communication skills but serve different stages of the customer journey.

What does a Client Success Associate do?

A Client Success Associate is responsible for ensuring that clients have a positive experience with a company’s products or services. They act as a primary point of contact for clients, helping with onboarding, addressing concerns, and providing ongoing support. Their goal is to build strong relationships, increase customer satisfaction, and help clients achieve their desired outcomes. They may also collaborate with sales, product, and support teams to resolve issues and identify opportunities for improving the client experience.

How does a Client Success Associate typically collaborate with other departments to address client needs?

As a Client Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure client satisfaction and resolve issues efficiently. This often involves participating in cross-functional meetings, relaying client feedback to relevant departments, and coordinating solutions for complex client requests. Effective communication and teamwork are essential, as you'll act as a bridge between clients and internal teams to ensure expectations are met and ongoing improvements are made.

What are the key skills and qualifications needed to thrive as a Client Success Associate?

To thrive as a Client Success Associate, you need strong relationship-building abilities, problem-solving skills, and a background in business or communications, often supported by a bachelor's degree. Familiarity with customer relationship management (CRM) tools like Salesforce or HubSpot and proficiency with data tracking systems are typically required. Exceptional communication, active listening, and adaptability help professionals stand out in this client-facing role. These skills and qualities are vital for fostering client satisfaction, resolving issues efficiently, and supporting long-term business growth.
What are the most commonly searched types of Client Success jobs in Portland, TN? The most popular types of Client Success jobs in Portland, TN are:
What job categories do people searching Client Success Associate jobs in Portland, TN look for? The top searched job categories for Client Success Associate jobs in Portland, TN are:
What cities near Portland, TN are hiring for Client Success Associate jobs? Cities near Portland, TN with the most Client Success Associate job openings:
Client Success Associate jobs near you

Client Service Associate

RIA Recruiting

Nashville, TN

$65K - $80K/yr

Full-time

Retirement

Re-posted 11 days ago

Job description

Decker Wealth Management in Nashville, TN is seeking a full-time in-office Client Service Associate to join our team. We're a growing fee-only firm committed to meaningful client relationships and investing in our people. Work-life balance, teamwork, and enabling everyone's success are our core priorities. In this client service role, you'll be essential to delivering outstanding experiences. You'll work alongside a team that values both professional excellence and treating people well.

Compensation:

  • Salary range of $65K-80K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • 401(k) with employer match
  • Room for development into an operations role

Responsibilities include:

  • Respond to client requests with timeliness and accuracy
  • Process account opening applications, transfer paperwork, money movements and/or other various interactions with custodian(s).
  • Document notes, activities, workflows and reports in our CRM
  • Manage and execute client deliverables after the advisors' meetings and communicate with clients to follow up
  • Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks
  • Assist with some compliance tasks under the direction of our Chief Compliance Officer
  • Solve issues as they arise with the goal of providing excellent client service

Requirements:

  • 1 year of financial services experience
  • Adept and skilled with technology - we are a tech-forward firm. Mac experience is a plus
  • Series 65 or the ability to obtain in the first 6 months
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to work independently while prioritizing projects and managing your time - we do not micromanage
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well with clients and colleagues and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

Our firm's core values are: Integrity, Fiduciary, Intelligence, Dependable, Exceptional Service, and Respect.

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

Employment Type: FULL_TIME

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