Knoxville, TN · On-site
$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 ...
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Knoxville, TN · On-site
$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 ...
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 ...
Knoxville, TN · On-site
$15 - $17.70/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...
Knoxville, TN · On-site
$15 - $17.70/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...
Knoxville, TN · On-site
$17.25 - $22.50/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...
Knoxville, TN · On-site
$17.25 - $22.50/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...
Knoxville, TN · On-site
$16.25 - $21.50/hr
Client Service Associate The Client Service Associate provides support to a team of Relationship Managers and Client Specialists who manage a portfolio of client relationships. This position also ...
Knoxville, TN · On-site
$16.25 - $21.50/hr
Client Service Associate The Client Service Associate provides support to a team of Relationship Managers and Client Specialists who manage a portfolio of client relationships. This position also ...
Knoxville, TN · On-site
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...
Knoxville, TN · On-site
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...
Knoxville, TN · On-site +1
$33K - $42K/yr
This opportunity combines customer service, client relations, benefits education, consultative ... Associate → Advisor → Mentor → Trainer → Team Leadership → Management Leadership ...
New
Knoxville, TN · On-site +1
$33K - $42K/yr
This opportunity combines customer service, client relations, benefits education, consultative ... Associate → Advisor → Mentor → Trainer → Team Leadership → Management Leadership ...
New
Knoxville, TN · On-site
$13.75 - $19/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to The McLaughlin-Johnson Group. Key ...
Knoxville, TN · On-site
$13.75 - $19/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to The McLaughlin-Johnson Group. Key ...
Sevierville, TN · On-site
$13 - $17/hr
We empower our associates to make a difference for our clients, support one another, and actively engage in the communities we serve. That's the SmartBank way. Position Overview As a Client Service ...
Sevierville, TN · On-site
$13 - $17/hr
We empower our associates to make a difference for our clients, support one another, and actively engage in the communities we serve. That's the SmartBank way. Position Overview As a Client Service ...
We empower our associates to make a difference for our clients, support one another, and actively engage in the communities we serve. That's the SmartBank way. Position Overview As a Client Service ...
We empower our associates to make a difference for our clients, support one another, and actively engage in the communities we serve. That's the SmartBank way. Position Overview As a Client Service ...
Sevierville, TN · On-site
$13 - $17/hr
We empower our associates to make a difference for our clients, support one another, and actively engage in the communities we serve. That's the SmartBank way. Position Overview As a Client Service ...
Sevierville, TN · On-site
$13 - $17/hr
We empower our associates to make a difference for our clients, support one another, and actively engage in the communities we serve. That's the SmartBank way. Position Overview As a Client Service ...
With more than 31,000 dedicated team members, including 1,600 registered dietitians and 1,200 ... Contributes to patient satisfaction goals by provides quality service. * Adheres to facility ...
With more than 31,000 dedicated team members, including 1,600 registered dietitians and 1,200 ... Contributes to patient satisfaction goals by provides quality service. * Adheres to facility ...
Knoxville, TN · On-site
Are you truly service oriented. Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account ...
Knoxville, TN · On-site
Are you truly service oriented. Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account ...
Knoxville, TN · On-site
Are you truly service oriented. Do you know how to take care of people? We're looking for a Client Associate - PT to: keep management systems up-to-date with client information educate clients on ...
Knoxville, TN · On-site
Are you truly service oriented. Do you know how to take care of people? We're looking for a Client Associate - PT to: keep management systems up-to-date with client information educate clients on ...
Knoxville, TN · On-site
Are you truly service oriented. Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account ...
Knoxville, TN · On-site
Are you truly service oriented. Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account ...
Are you truly service oriented. Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account ...
Are you truly service oriented. Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account ...
Are you truly service oriented. Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account ...
Are you truly service oriented. Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account ...
Knoxville, TN · On-site
Field client service calls: distributions, statements, account questions, etc. * Handle day-to-day ... Experience: 3-5 years in paraplanning, associate advisor, or wealth management ops * Technical:
Knoxville, TN · On-site
Field client service calls: distributions, statements, account questions, etc. * Handle day-to-day ... Experience: 3-5 years in paraplanning, associate advisor, or wealth management ops * Technical:
Knoxville, TN · On-site
Encourage client reviews and referrals through excellent service * Support daily clinic operations ... Current Registered Nurse (RN) license in good standing * Passion for providing exceptional patient ...
Knoxville, TN · On-site
Encourage client reviews and referrals through excellent service * Support daily clinic operations ... Current Registered Nurse (RN) license in good standing * Passion for providing exceptional patient ...
Knoxville, TN · On-site
Encourage client reviews and referrals through excellent service * Support daily clinic operations ... Current Registered Nurse (RN) license in good standing * Passion for providing exceptional patient ...
Knoxville, TN · On-site
Encourage client reviews and referrals through excellent service * Support daily clinic operations ... Current Registered Nurse (RN) license in good standing * Passion for providing exceptional patient ...
$7.86 - $10.04
3% of jobs
$10.04 - $12.21
12% of jobs
$13.15 is the 25th percentile. Wages below this are outliers.
$12.21 - $14.39
23% of jobs
The median wage is $15.43 / hr.
$14.39 - $16.57
24% of jobs
$18.36 is the 75th percentile. Wages above this are outliers.
$16.57 - $18.75
15% of jobs
$18.75 - $20.92
10% of jobs
$20.92 - $23.10
6% of jobs
$23.10 - $25.28
2% of jobs
$25.28 - $27.45
2% of jobs
$27.45 - $29.63
1% of jobs
$29.63 - $31.81
1% of jobs
$7
$17
$31
| 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 Luttrell, TN, the most frequently searched job titles are:
Cities near Luttrell, TN with the most Registered Client Service Associate job openings:
Knoxville, TN • On-site
$70K - $90K/yr
Full-time
Medical, Life, Retirement, PTO
Re-posted 18 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
