Top 57331 Client Care Associate Jobs

Client Service Associate
Legacy —Franklin, TN
- $60,000 - $72,000 a year
- Full-time
- Google Workspace
- Writing skills
- Office
- 401(k)
- Paid time off
Quick Apply
Data Entry/Payroll Specialist - Lewiston Office
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- $19.35 - $20.95 an hour
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Manufacturing Associate - 1st Shift
Getinge —Merrimack, NH
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- Hybrid work
- Microsoft Word
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Client Care Associate
Handel Behavioral Health —Amherst, MA
- $40,000 - $49,500 a year
- Full-time
- Background check
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- Sales
- Paid training
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7d
Client Service Representative - Healthcare Scheduling
Interim HealthCare- Maine —South Portland, ME
- $23 - $26 an hour
- Urgently hiring
- Office
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Customer Care Associate
Health Advocate —Remote
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- Full-time
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Satisfaction Research Center Associate - UT/TX/NC
Activated Insights —Remote
- $10 - $11 an hour
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- Computer literacy
- 11+ years
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Client Success Associate
The Human Reach —Remote
- $0 a year
- Full-time
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- English
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Care Professional HR Associate
Honor —Remote
- $23.60 - $26.25 an hour
- Weekends as needed
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- Mid-level
- Bachelor's degree
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M7 Health —Remote
- Full-time
- Remote
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Seasonal Customer Care Associate
Health Advocate —Remote
- From $16.50 an hour
- Full-time
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Patient Care Associate (PCA)
LYP Contact Center —Remote
- From $15 an hour
- Full-time
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- Customer service
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4d
Account Associate Specializing In Home Care
24/7 Coastal Contact —Gulf Shores, AL
- From $13 an hour
- Weekends as needed
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- Home Health
- Communication skills
- Entry level
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Hiring Associate
Honor —Remote
- $25.30 - $28.80 an hour
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- Sales
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Retirement Client Associate
Leading Retirement Solutions —Remote
- $55,000 - $70,000 a year
- Full-time
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- Microsoft Outlook
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- Health savings account
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5d
Virtual Design - Chat Consultant
Williams-Sonoma Inc. Customer Care Centers —Las Vegas, NV
- $19 an hour
- Computer literacy
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Call Center Customer Service Representative (1st Shift)
Travel Incorporated —Remote
- Full-time
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Customer Support Associate II
ResMed —Remote
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- Mid-level
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Remote Healthcare Customer Service Representative
Conduent Commercial Solutions, LLC —Remote
- $16 an hour
- Email
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Care Partner
Within Health Provider Services —Remote
- $22 - $26 an hour
- Full-time
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Client Service Associate

Legacy -
Franklin, TN

Quick Apply

Job Details

Full-time
$60,000 - $72,000 a year

Benefits

401(k)
Paid time off
401(k) matching
Professional development assistance
Retirement plan

Qualifications

Google Workspace
Writing skills
Executive administrative support
Attention to detail
Patience

Full Job Description

Client Service Associate

Legacy Investment Planning
Full-Time | In Person | Operations Team
Compensation: $60,000–$72,000 base, depending on experience

About Legacy Investment Planning

Legacy Investment Planning is a growth-oriented wealth management firm built on the belief that financial planning should address the whole picture — business strategy, generational wealth, life transitions, and long-term wellness — not just portfolio performance.

We are scaling intentionally, and that growth creates real opportunity. We promote from within, reward high performers with expanded ownership, and build long-term careers here.

About the Role

The Client Service Associate is the operational heartbeat of our client experience.

Every smooth account opening, every proactive call before a client even knows they need one, every detail handled without error — that is what makes a client feel cared for. That is what makes Legacy different.

This is not a stepping-stone job. This is a home for someone who wants meaningful ownership, a clear path upward, and the satisfaction of building something lasting alongside a team that genuinely cares about the people it serves.

Key Responsibilities

The Client Service Associate will support the Operations team and advisor team by owning day-to-day client service execution with accuracy, warmth, and follow-through.

Responsibilities include:

Processing account openings, distributions, transfers, and maintenance requests accurately and on time
Maintaining 24-hour responsiveness on client emails, calls, and service requests
Serving as a first point of contact for client needs
Managing proactive client touchpoints, including birthdays, life events, and planning check-ins
Identifying service gaps before they become client issues
Maintaining accurate client records in Wealthbox CRM
Logging, tracking, and documenting client activity in alignment with firm standards
Supporting financial planning workflows, insurance tracking, and broader operational execution
Partnering closely with the Operations Lead and advisor team to create a smooth, high-trust client experience

What Success Looks Like in Year One

In the first year, success in this role means:

Clients receive timely, accurate responses without having to follow up
Service requests are handled completely and correctly the first time
Clients feel proactively cared for, not just reactively served
The advisor team trusts you to own the client experience without constant oversight
CRM data and documentation are clean, current, and compliance-ready at all times

During the first 90 days, you will onboard into Legacy’s systems, Wealthbox CRM, StoneX compliance processes, and core service workflows. As you grow, you will begin owning day-to-day service execution, maintaining our 24-hour response standard, and building a proactive client outreach cadence.

Growth Path

We are invested in this person’s long-term growth. Advancement is performance-driven and tied to demonstrated ownership, accuracy, service excellence, and leadership — not time alone.

Potential growth path includes:

Year 1: Client Service Associate
Own service execution, build client relationships, learn Legacy’s systems, and establish yourself as a steady operational voice.

Year 2: Client Relationship Manager
Expand into fuller ownership of the client experience, proactive relationship strategy, and support across broader operations functions.

Year 2–3: Senior Client Relationship Manager
Lead client experience initiatives, help build the firm’s client touchpoint playbook, mentor junior team members, and support more complex client situations.

Year 3+: Director of Operations
Step into broader operational leadership, team management, vendor coordination, SOP development, and strategic infrastructure as the firm continues to scale.

Who You Are

You bring steadiness to everything you touch. You are not rattled by a busy day or a long task list. You move with calm intention. Clients trust you because you are consistent, unhurried, and reliable.

You care — genuinely. You understand that behind every account is a real person, family, goal, or major life transition. You carry that responsibility with warmth and professionalism.

You take pride in doing things right the first time. Accuracy is not just a job requirement to you; it is a personal standard. You double-check, follow through, and do not submit something you are unsure about.

You want to grow, not just get by. You are not looking for a job you can coast in. You want to be trusted with more over time — more relationships, more responsibility, and more ownership of outcomes.

Experience & Qualifications

Ideal candidates will have:

Experience in client service, financial operations, administrative operations, or another client-facing role where relationships and accuracy both mattered
Strong attention to detail and follow-through
Ability to manage a high volume of tasks without dropping the ball
Clear, warm, and professional written communication skills
Confidence speaking with clients by phone
A calm, steady presence in a fast-moving environment
CRM experience preferred; Wealthbox experience is a plus
Series 7 or Series 66 licenses are not required, but are a plus
Financial services or wealth management experience is helpful, but not required for the right person

Compensation & Benefits

Starting base salary: $60,000–$72,000, depending on experience
Full-time position with benefits
Structured milestone-based compensation growth
90-day review tied to service excellence, accuracy, and operational ownership
Clear long-term advancement path within the firm

Why Join Legacy

If the idea of changing lives through financial clarity means something to you, this is where you belong.

At Legacy, you will not simply complete tasks. You will help create a client experience that makes people feel known, cared for, and confident in the financial decisions that shape their lives.

We are looking for someone who wants to build, grow, and become a trusted part of the future of this firm.

Pay: $60,000.00 - $72,000.00 per year

Benefits:

401(k)
401(k) matching
Paid time off
Professional development assistance
Retirement plan

Location:

Franklin, TN 37067 (Required)

Shift availability:

Day Shift (Required)

Ability to Commute:

Franklin, TN 37067 (Required)

Work Location: In person

Quick Apply

Refine Your Search

Client Care Associate jobs

Client Service Associate

Data Entry/Payroll Specialist - Lewiston Office

Manufacturing Associate - 1st Shift

Client Care Associate

Client Service Representative - Healthcare Scheduling

Customer Care Associate

Satisfaction Research Center Associate - UT/TX/NC

Client Success Associate

Care Professional HR Associate

Customer Support Associate

Seasonal Customer Care Associate

Patient Care Associate (PCA)

Account Associate Specializing In Home Care

Hiring Associate

Retirement Client Associate

Virtual Design - Chat Consultant

Call Center Customer Service Representative (1st Shift)

Customer Support Associate II

Remote Healthcare Customer Service Representative

Care Partner

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