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HHM CPAs

Client Services Associate

Pay: Not specified

Posted: 1 week ago

Location: Chattanooga, TN (Onsite)

Last Updated: 1 week ago

Hours: Full-Time

Expires: 10/6/2026

Career Insights for Client Service Representative / Associate

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Scorecard

Based on Tennessee data

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What they do

A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.

$44,333 / year median in Tennessee

-2% projected decline

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Job Description

Client Services Associate HHM CPAs Chattanooga, TN Job Details Full-time 10 hours ago Qualifications Customer communication Full Job Description HHM Wealth Advisors is seeking a CSA to join our team. As a member of the Client Service Team, the Client Service Associate (CSA) responsibilities focus on the daily activities that support our mission of providing excellent client service. Duties and responsibilities will include the support of all partners, advisors and staff members. This role will be onsite in Chattanooga, TN.

Areas of focus:

Deliver superior client service Serve as liaison between advisor and client Manage client information

Duties and Responsibilities:

Trader:

Accurately execute trades Verify trades daily Complete trade corrections quickly and efficiently

Client Service:

Schedule client review meetings Create portfolio review documentation Maintain CRM with appropriate review schedules with updates as necessary Manage client requests efficiently New Clients/Account Maintenance Client onboarding Document generation and processing Client file documentation maintenance

Qualifications:

Client first attitude A team player, collaborative, able to work with others Desire/ability to work successfully in a small company environment Ability to multitask and prioritize a variety of activities Strong analytical and financial skills Organized/detail-oriented with a high degree of accuracy Good written and verbal communication skills Proficiency in Word, Excel, Outlook Willingness to learn new tasks/programs/software