Top 519 Member services representative Jobs in Knoxville, Tn

Wealth Management Client Service Associate
Marsh Wealth Management —Knoxville, TN
- $30 an hour
- 8 hour shift
- Background check
- Microsoft Excel
- Microsoft Outlook
- 401(k)
- Paid time off
Quick Apply
2d
Patient Services Representative - Knoxville Endo
Healthstar Physicians, P.C. —Knoxville, TN
- High school diploma or GED
- Ability to lift 50 pounds
- Typing
- Paid holidays
- Health insurance
Quick Apply
Imaging Services Representative, Blount, Radiology-ETMG, Full-Time, Days
Prisma Health —Maryville, TN
- Full-time
- Hospital
- No experience needed
- High school diploma or GED
14d
Teller (Member Services Representative I - Strawberry Plains Branch)
Knoxville TVA Employees Credit Union —Knoxville, TN
- $18 - $20 an hour
- Full-time
- Research
- Office
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
2d
Call Center (Member Services Representative I - Member Services)
Knoxville TVA Employees Credit Union —Knoxville, TN
- $18 - $20 an hour
- Full-time
- High school diploma or GED
- Financial services
- In-person
- Paid training
- Paid holidays
Quick Apply
Medical Office Receptionist
LifeStance Health —Knoxville, TN
- From $19.50 an hour
- Full-time
- HIPAA
- In-person
- 1 year
- Paid parental leave
- AD&D insurance
Quick Apply
Guest Service Representative
Holiday Inn Express Knoxville East —Knoxville, TN
- Weekends as needed
- Hotel
- High school diploma or GED
- 1 year
- Paid holidays
- Disability insurance
Quick Apply
Medical Services Coordinator
LifeStance Health —Knoxville, TN
- From $20.25 an hour
- Full-time
- Psychiatry
- HIPAA
- Office
- Paid parental leave
- AD&D insurance
Quick Apply
10d
Teller (Member Services Representative I - South Floater Market)
Knoxville TVA Employees Credit Union —Knoxville, TN
- $18 - $20 an hour
- Full-time
- Research
- Office
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
10d
Customer Service Representative - State Farm Agent Team Member
Steve Whitley - State Farm Agent —Knoxville, TN
- $50,000 - $70,000 a year
- Full-time
- Office
- Children
- Communication skills
- 401(k)
- Paid time off
Quick Apply
Teller (Member Services Representative I - West Floater Market)
Knoxville TVA Employees Credit Union —Knoxville, TN
- $18 - $20 an hour
- Full-time
- Research
- Office
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
6d
Client Services Representative (Remote – East Tennessee Residents Only)
Multiple Companies —Knoxville, TN
- $14 - $18 an hour
- Full-time
- Remote
- Google Workspace
- Administrative experience
- US work authorization
- Paid training
Quick Apply
10d
Scheduling Coordinator
Langford Orthodontics —Knoxville, TN
- $18 - $23 an hour
- Full-time
- Dental office
- Administrative experience
- High school diploma or GED
- Health savings account
- Disability insurance
Quick Apply
13d
PATIENT SERVICE REP I
Covenant Health —Knoxville, TN
- Full-time
- High school diploma or GED
- Clinic
- Communication skills
Customer Service Representative - State Farm Agent Team Member
Ozzie Gutierrez Holden - State Farm Agent —Knoxville, TN
- $50,000 - $70,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Customer Service Representative - State Farm Agent Team Member
Sunny Hall Snoeyenbos - State Farm Agent —Knoxville, TN
- $40,000 - $60,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- Paid time off
Quick Apply
Representative - Customer Service
Wesco —Knoxville, TN
- $18.55 - $23.18 an hour
- Urgently hiring
- Computer literacy
- Writing skills
- Research
- Health insurance
- Dental insurance
7d
Customer Service Representative - State Farm Agent Team Member
Mansour Hasan - State Farm Agent —Knoxville, TN
- $40,000 - $70,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- 401(k)
Quick Apply
Patient Services Coordinator
Tennessee Cancer Specialists —Knoxville, TN
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
Multi-Line Representative - State Farm Agent Team Member
Steve Whitley - State Farm Agent —Knoxville, TN
- $60,000 - $80,000 a year
- Full-time
- Office
- Children
- Organizational skills
- 401(k)
- Paid time off
Quick Apply

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Wealth Management Client Service Associate

Marsh Wealth Management
Knoxville, TN

Quick Apply

Job Details

Full-time
$30 an hour
2 days ago

Benefits

401(k)
Paid time off

Qualifications

Wealth management
Task prioritization

Full Job Description

Marsh Wealth is an independent wealth management firm dedicated to helping clients navigate retirement with confidence. We're looking for an experienced Client Service Associate who enjoys building relationships, takes pride in getting the details right, and wants to be part of a collaborative team that genuinely enjoys serving clients.

This is not an entry-level position. We're seeking someone with previous experience supporting financial advisors and onboarding investment accounts through the Charles Schwab platform or a similar custodial platform. If you're organized, proactive, and enjoy creating a seamless experience for clients, we'd love to meet you.

Position Overview

As our Senior Client Service Associate, you'll play a key role in delivering an exceptional client experience from the very first interaction. You'll coordinate new client onboarding, process account maintenance requests, and serve as the primary liaison between our clients, advisors, and Charles Schwab's service team.

Our firm has established workflows and procedures through Wealthbox CRM to ensure consistency and accuracy. You'll become an important part of that process while using your experience and judgment to help keep everything moving smoothly.

What Success Looks Like

In this role, you'll thrive if you:

Take ownership of your work and follow through on details.
Communicate professionally and warmly with clients.
Appreciates well-defined processes while using good judgment when something needs additional attention.
Balance multiple priorities without sacrificing accuracy.
Collaborate well with teammates and willingly jump in to help when needed.
Are committed to learning and continually improving your knowledge of wealth management operations.

Primary Responsibilities

Coordinate new client onboarding through the Charles Schwab platform
Prepare and process new account paperwork accurately and efficiently
Serve as a liaison between clients, advisors, and Schwab service representatives
Process client account maintenance requests, including:
Beneficiary updates
Money movement requests and bank links
Required Minimum Distributions (RMDs)
Qualified Charitable Distributions (QCDs)
Roth conversions
Follow established Wealthbox workflows for onboarding and ongoing client service
Maintain complete and accurate client records
Communicate proactively with clients regarding paperwork, account status, and next steps
Support advisors and fellow team members to ensure a consistently exceptional client experience

Qualifications

Minimum of 3 years of experience in a wealth management or financial advisory firm
Experience onboarding accounts through the Charles Schwab platform strongly preferred. Experience with other major custodial platforms will also be considered.
Strong organizational and time-management skills
Excellent attention to detail
Ability to manage multiple priorities while maintaining accuracy
Professional communication skills and a genuine desire to help clients
Proficiency with Microsoft Outlook, Word, and Excel
Positive, collaborative attitude and willingness to contribute wherever needed
Desire to continue learning and growing within the firm

Preferred Experience

Experience processing or assisting with:

New account opening
IRA distributions
Required Minimum Distributions (RMDs)
Qualified Charitable Distributions (QCDs)
Roth conversions
Money movement requests
Beneficiary updates
Wealthbox CRM

What We're Looking For

The right person is someone who enjoys creating a great client experience while making sure every operational detail is completed accurately. You are organized, dependable, and take pride in your work. You enjoy being part of a team, communicate well with clients and coworkers, and appreciate the satisfaction that comes from helping everything run smoothly behind the scenes.

Why Marsh Wealth?

At Marsh Wealth, we value professionalism, integrity, collaboration, and continuous improvement. Every member of our team plays an important role in delivering the high level of service our clients have come to expect.

We also respect our team's need for work-life balance, and give you the option to work four 9-hour days, Mon-Thursday, or four 8-hour days, Mon-Thursday and 4 hours on Friday. 36 hours is our full-time work week.

If you're looking for a long-term opportunity where your experience matters and where you'll be supported as you continue to grow professionally, let’s have a conversation.

Pay: $30.00 per hour

Benefits:

401(k)
Paid time off

Experience:

Wealth management: 3 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

member services representative jobs in knoxville, tn

Wealth Management Client Service Associate

Patient Services Representative - Knoxville Endo

Imaging Services Representative, Blount, Radiology-ETMG, Full-Time, Days

Teller (Member Services Representative I - Strawberry Plains Branch)

Call Center (Member Services Representative I - Member Services)

Medical Office Receptionist

Guest Service Representative

Medical Services Coordinator

Teller (Member Services Representative I - South Floater Market)

Customer Service Representative - State Farm Agent Team Member

Teller (Member Services Representative I - West Floater Market)

Client Services Representative (Remote – East Tennessee Residents Only)

Scheduling Coordinator

PATIENT SERVICE REP I

Customer Service Representative - State Farm Agent Team Member

Customer Service Representative - State Farm Agent Team Member

Representative - Customer Service

Customer Service Representative - State Farm Agent Team Member

Patient Services Coordinator

Multi-Line Representative - State Farm Agent Team Member

I want to receive the latest job alert for member services representative in knoxville, tn

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