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Registered Client Service Associate Jobs in Tennessee

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 to join our team. We're a growing fee-only firm committed to meaningful client relationships and ...

RIA Recruiting

Client Service Associate

Nashville, TN · On-site

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 ...

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All JobsRegistered Client Service Associate JobsRegistered Client Service Associate Jobs in Tennessee

Registered Client Service Associate information

See Tennessee salary details

$9

$20

$37

How much do registered client service associate jobs pay per hour?

As of Jun 12, 2026, the average hourly pay for registered client service associate in Tennessee is $20.33, according to ZipRecruiter salary data. Most workers in this role earn between $15.48 and $22.69 per hour, depending on experience, location, and employer.

What is the difference between Registered Client Service Associate vs Client Service Associate?

AspectRegistered Client Service AssociateClient Service Associate
CredentialsFINRA registration, Series 7/63 licenses often requiredTypically no licensing required
Work EnvironmentFinancial firms, banks, investment companiesBank branches, financial institutions, customer service centers
Employer & IndustryFinancial services, wealth managementBanking, retail banking, financial services
Search & ComparisonOften compared for client interaction and licensing requirementsCommonly 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.

What cities in Tennessee are hiring for Registered Client Service Associate jobs? Cities in Tennessee with the most Registered Client Service Associate job openings:
Registered Client Service Associate jobs near you
Infographic showing various Registered Client Service Associate job openings in Tennessee as of June 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $42,293 per year, or $20.3 per hour.

Client Service Associate

Focus Partners Wealth

Nashville, TN • Hybrid

$60K - $65K/yr

Other

Medical, Dental, Vision, Life, Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Position Summary

Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client's goals and long-term priorities.

In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You'll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

  • Deliver accurate, timely service to advisors and clients with a "one-contact resolution" mindset, taking full ownership of issues through final resolution.
  • Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.
  • Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.
  • Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.
  • Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.
  • Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.

Qualifications:

  • Bachelor's Degree with 1+ years relevant experience (including internships).
  • Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred. 
  • Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.
  • Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.
  • Strong interest in financial planning and investments, with a desire to grow and develop in the role.

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$65,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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