$70K - $90K/yr
About the Job Client Service Associate (a.k.a Service Advisor) We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville. This is a ...
Quick apply
$70K - $90K/yr
About the Job Client Service Associate (a.k.a Service Advisor) We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville. This is a ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
Serve as a point of contact for an assigned book of client households * Pro-actively communicate with clients to maintain relationships and provide the highest level of service * Support a lead ...
Serve as a point of contact for an assigned book of client households * Pro-actively communicate with clients to maintain relationships and provide the highest level of service * Support a lead ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
Serve as a point of contact for an assigned book of client households * Pro-actively communicate with clients to maintain relationships and provide the highest level of service * Support a lead ...
Serve as a point of contact for an assigned book of client households * Pro-actively communicate with clients to maintain relationships and provide the highest level of service * Support a lead ...
... Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
... Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
... Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
... Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
... Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
... Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
... Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
... Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
Nashville, TN · On-site
$14 - $19.25/hr
Client Service Associate 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.
Nashville, TN · On-site
$14 - $19.25/hr
Client Service Associate 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.
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 ...
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 ...
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 ...
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 ...
Nashville, TN · On-site
$65K - $80K/yr
Client Service Associate 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 ...
Nashville, TN · On-site
$65K - $80K/yr
Client Service Associate 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 ...
... Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
... Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
... Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
... Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
Nashville, TN · On-site
$65K - $80K/yr
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 ...
Nashville, TN · On-site
$65K - $80K/yr
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 ...
$70K - $90K/yr
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 ...
$70K - $90K/yr
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 ...
Nashville, TN · On-site
$70K - $90K/yr
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 ...
Quick apply
Nashville, TN · On-site
$70K - $90K/yr
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 ...
Nashville, TN · On-site
$65K - $80K/yr
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 ...
Nashville, TN · On-site
$65K - $80K/yr
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 ...
Bristol, TN · On-site
$14 - $19.50/hr
Client Service Associates develop a working knowledge of wealth management services, processes, and systems while building core professional skills. What your day looks like: * Provides ...
Bristol, TN · On-site
$14 - $19.50/hr
Client Service Associates develop a working knowledge of wealth management services, processes, and systems while building core professional skills. What your day looks like: * Provides ...
$9.16 - $11.70
3% of jobs
$11.70 - $14.24
12% of jobs
$15.34 is the 25th percentile. Wages below this are outliers.
$14.24 - $16.78
23% of jobs
The median wage is $17.99 / hr.
$16.78 - $19.32
24% of jobs
$21.40 is the 75th percentile. Wages above this are outliers.
$19.32 - $21.86
15% of jobs
$21.86 - $24.40
10% of jobs
$24.40 - $26.94
6% of jobs
$26.94 - $29.47
2% of jobs
$29.47 - $32.01
2% of jobs
$32.01 - $34.55
1% of jobs
$34.55 - $37.09
1% of jobs
$9
$20
$37
| Aspect | Registered Client Service Associate | Client Service Associate |
|---|---|---|
| Credentials | FINRA registration, Series 7/63 licenses often required | Typically no licensing required |
| Work Environment | Financial firms, banks, investment companies | Bank branches, financial institutions, customer service centers |
| Employer & Industry | Financial services, wealth management | Banking, retail banking, financial services |
| Search & Comparison | Often compared for client interaction and licensing requirements | Commonly compared for entry-level client support roles |
The main difference is that Registered Client Service Associates typically hold licensing and work in financial firms handling investment-related client services, while Client Service Associates usually work in banking environments providing general customer support without licensing requirements.
For Registered Client Service Associate jobs in Tennessee, the most frequently searched job titles are:
The top searched job categories for Registered Client Service Associate jobs in Tennessee are:
Cities in Tennessee with the most Registered Client Service Associate job openings:
$70K - $90K/yr
Full-time
Medical, Life, Retirement, PTO
Re-posted 17 days ago
About the Job
Client Service Associate (a.k.a Service Advisor)
We are seeking an experienced, on-site Client Service Associate (Service Advisor) to join our client-facing team in Knoxville. This is a relationship and execution role. You'll work alongside a team of 16 CFPs in a fully integrated model - investments, planning, tax, insurance, and estate planning all under one roof - serving clients who have trusted us with the most important financial decisions of their lives.
Because this is an in-office position, candidates must either live in the Knoxville area or be willing to relocate. A relocation stipend is available.
Benefits
Unlimited PTO with bonus targets
401(k) with 6% match and ROTH option
Competitive health insurance benefits
Life/AD&D Insurance: $50,000 after one year
Long-term disability
Professional development, training, and growth opportunities
Supportive, team-oriented work environment
Relocation stipend if needed
Primary Duties
Serve as a point of contact for an assigned book of client households
Pro-actively communicate with clients to maintain relationships and provide the highest level of service
Support a lead advisor with client and prospect meetings on topics such as financial planning updates, life-events and transitions, and investment updates
Coordinate internally across planning, tax, and investment teams to deliver a seamless client experience
Maintain rigorous documentation and follow-through in Salesforce, the primary CRM
For those interested, tools and resources will be provided to support preparation for the CFP® examination (not required)
Qualifications
5+ years of client-facing experience in wealth management or financial planning (required)
FINRA licensing (required)
High ownership mentality - you follow through, communicate proactively, and clients notice
Comfortable operating in a structured, process-oriented environment
Proficiency with Salesforce or a comparable CRM (preferred)
About the Firm
We are committed to core values and delivering a high standard of service to clients.
Living Life on Purpose
Values Driven Planning
The Pursuit of Better
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Recruiting and staffing services
501 - 1,000 Employees
Frisco, TX, US
2006
