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Financial Client Services Associate Jobs in Tennessee

About BluWave BluWave is the Business Builders' Network for Private Equity-grade service provider ... This is an operations-focused position that does not involve financial modeling, analysis, or ...

Client Service Manager Job Overview: The Client Service Manager ( CSM) position is to sit on-site ... Manages site financials in terms of hours, gross margin spread, profitability and growth. * Serves ...

Client Service Associate

Nashville, TN · On-site

$65K - $80K/yr

... 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 ...

Client Services Representative

Knoxville, TN · Remote

$15.25 - $20.75/hr

Integrity FEX is growing and seeking Client Services Representatives to help individuals and families explore life insurance options that meet their financial goals. We provide comprehensive training ...

Client Service Associate

Nashville, TN · On-site

$14 - $19.25/hr

The Client Service Associate is responsible for supporting our client service team by handling foundational service tasks that do not require a Property & Casualty license. This position is ideal for ...

Showing results 41-60

Financial Client Services Associate information

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial client services associate?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

What are popular job titles related to Financial Client Services Associate jobs in Tennessee?

For Financial Client Services Associate jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Financial Client Services Associate jobs in Tennessee look for?

The top searched job categories for Financial Client Services Associate jobs in Tennessee are:

What cities in Tennessee are hiring for Financial Client Services Associate jobs?

Cities in Tennessee with the most Financial Client Services Associate job openings:

Client Solutions Associate

Bluwave

Brentwood, TN • On-site

Full-time

Re-posted 9 days ago


Job description

About BluWave
BluWave is the Business Builders' Network for Private Equity-grade service provider needs. Our invitation-only ecosystem comprises best-in-class specialized consultancies, senior advisors and board members, independent consultants, and interim executives. By blending AI, technology, and data with concierge-like consultative support, BluWave expertly connects businesses with proven providers for due diligence, value creation, and prep for sale initiatives. Our innovative platform ensures that our clients have access to the resources they need to thrive in today's competitive landscape.
Job Description
Are you a relationship builder who loves talking to new people?Are you curious about all aspects of business? Do you love solving complex problemsin a fast-paced environmentand going to any lengths necessary tohelp our customers and your teammates succeed?
BluWaveis an innovative, nimble, and rapidly growing organization with a unique business model serving a large unmet need within the Private Equity industry. We're looking for proactive, sharp, and self-motivated individuals for our Client Solutions Associate position who can work efficiently either by themselves or while collaborating with their team without letting important details slip through the cracks.
You'll succeed in this role by managing multiple projects simultaneously; collaborating effectively with cross-functional teams, clients, and service providers; and ensuring clear written and verbal communication throughout project lifecycles. This is an operations-focused position that does not involve financial modeling, analysis, or reporting responsibilities.
AtBluWave, you'll be intimately learning how businesses are built and developed. Your role will actively support clients' key value creation initiatives. Most people don't get this type of exposure until they get an MBA.
Key responsibilities will include:
• Effectively and professionally interact with senior level private equity / venture capital investors and portfolio company executives to understand business challenges and explore the best ways to tackle them in a results-oriented environment
• Spend a large portion of the day interacting with clients and solution providers, supporting multiple projects at any given point in time
• Perform original research to map networks and identify third-party resources to help our clients assess opportunities to build and grow their companies
• Communicate effectively and efficiently over the phone and through email without missing important details and under tight deadlines
• As with any fast growth start-up, you will need to be flexible and happy taking on other responsibilities as needed as part of our collaborative team with a shared mission
Key characteristics:
• A good person who loves to win and believes in "we" more than "me"
• Self-motivated with strong ability to work both in teams and alone to get jobs done on time
• A keen ability to ask questions, explore, and understand a wide variety of business challenges
• Extremely well-organized, detail-oriented, and highly comfortable with multitasking
• A natural ability to use existing and form new professional networks, build fast rapport over phone/email, and assess the quality and skill of third parties
• Amazing verbal and written communication skills
Qualifications:
  • 4-year undergraduate degree from a top University
  • 1-3 years of professional work experience in a recruiting, business development, or sales role (preference for recruiting; preference for postgraduate degree if 0 years of professional work experience). Experience serving private equity firms and their portfolio companies is a strong plus, but certainly not required
  • Strong experience performing internet research, utilizing databases such as Pitchbook and CRM systems, and using community networks in dynamic start-up environments is desirable
  • We prefer that you live here in Nashville currently, but we're open to talking if you're interested in relocating here
  • We are looking to hire ASAP, so candidates should have already graduated

Why Join BluWave?
BluWave offers a unique opportunity to be part of a pioneering market network that is reshaping how proactive businesses connect with top-tier service providers. We provide a supportive work environment, opportunities for professional growth, and a competitive benefits package. If you're passionate about contributing to the success of businesses and service providers alike, we'd love to hear from you.
Additional information
TheBluWaveValues:
We place great importance on adding team members that align with our company values. We live and breathe these every day, and we are looking for someone to join the team who appreciates the importance of company values and culture as much as we do.
  • Team: We're a "we" not "me" people
  • Integrity: We bring value with integrity
  • Grow: We are always growing our business and our selves
  • Win: Winning for our clients

BluWave is a top tier destination for differentiated individuals to grow their long-term careers. We are building the best intelligent B2B marketplace in the world.
BluWave encouragesanyone to apply to join our team.BluWave is an inclusive workplace that considers all applicants regardless of gender, race, ethnicity, sexual orientation or identification, background, disability or status.
Future Opportunities for Growth:
As BluWave grows, numerous opportunities for additional responsibilities and advancement will present themselves to talented, ambitious, team-oriented individuals who have proven themselves in this role.
BluWave, LP is proud to be an equal opportunity employer that is committed to inclusion and diversity.
Full time: in-office Monday-Thursday; option to work remotely on Fridays