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265 client associate jobs at 137 companies in Brookhaven, GA

1w
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Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
3+ YOE3+ years client service experience in financial services preferred; BA/BS degree; Series 7 & 66 strongly preferred or willing to obtain; strong client service, communication, organization, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Office, eMoney, Concur
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4w
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Private Wealth Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma/GED required; client-centric, self-motivated, detail oriented; ability to learn new platforms; experience with complex account openings, wires, journals, and client service preferred; SIE/Series licenses desirable.
Salesforce, WebEx Softphone, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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3mo
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Client Relationship Associate
Alpharetta, Georgia, United States
OnsiteFull Time
Vident Asset Management
Vident Asset Management: Provides customized asset management and sub-advisory investment solutions.
3+ YOEManage lifecycle of Sub-Advisory clients, nurture relationships, onboarding, issues resolution, and growth.
Salesforce, Microsoft Excel, Microsoft Teams, PowerPoint
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21h
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Registered Client Service Associate
Atlanta, Georgia, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Client-focused role emphasizing collaboration, client service, and inclusion; specific qualifications not provided.
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1w
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Client Service Associate
Atlanta, Georgia, United States
HybridFull Time
HB Wealth
HB Wealth: Fiduciary wealth management and family office services for private clients.
Provide client administration and support for advisory teams; strong communication, organization, confidentiality, analytical skills; proficiency with Microsoft Office, CRM, and portfolio reporting software; must pass background and credit checks.
Microsoft Office Suite, CRM, portfolio reporting software
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1mo
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Registered Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
5+ YOESeries 7 and 66 licenses preferred, ~5 years client service experience in finance ideal, bachelor\u0002s degree preferred, proficient in Microsoft Office Suite, excellent communication and attention to detail.
Microsoft Office Suite
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1w
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Registered Client Associate, (Client Experience & Marketing)
Atlanta or Miami or Philadelphia
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
2+ YOESeries 7 and Series 66 required; ~2+ years client service/operations in wealth management preferred; strong communication, attention to detail, Microsoft Office and CRM proficiency; bachelor’s degree.
Microsoft Office, CRM
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3mo
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Associate Client Advocate - Construction
Dallas or Atlanta or Birmingham or Miami
$90k-$120k/yr HybridFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
4+ YOE4-6 years in commercial Property & Casualty insurance; client-facing experience; ability to analyze coverage forms; strong communication and relationship management; project management skills.
Microsoft Office
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1mo
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Registered Client Service Associate
Atlanta, Georgia, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required; Series 7 and Series 66 (or Series 63 and Series 65) required; 2+ years industry experience preferred; advanced Microsoft Office, knowledge of financial products, strong client service and organizational skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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2d
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Client Experience Associate
Woodstock, Georgia, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Provide branch customer service, process transactions, identify sales opportunities, apply product knowledge, detect fraud, and manage multiple priorities; typically <1 year experience; no college degree required.
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2w
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J.P. Morgan Advisors – Client Associate - Atlanta, GA
Atlanta, Georgia, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Bachelor's degree or equivalent experience; Series 7 & 66 required upon hire or obtained within 180 days; strong communication, self-starter, client-facing and regulatory compliance skills.
Microsoft Word, PowerPoint, Microsoft Excel
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6d
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Senior Associate, Client Solutions- Network Solutions
United States or Canada or Chicago or Detroit or Atlanta or Raleigh or New York City or Philadelphia or Washington or Boston
$80k-$95k/yr RemoteFull Time
Phreesia
PhreesiaNYSE: PHR: SaaS platform for patient intake and clinical engagement.
3+ YOEBachelor's degree and 3+ years creative agency account experience with pharmaceutical brands; ability to manage client relationships and own campaign execution; proficient with Jira, Monday.com, Ziflow and Microsoft tools; willing to travel ~10%
Jira, Monday.com, Ziflow
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2w
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Client Manager
Atlanta, Georgia, United States
$65k/yr OnsiteTemporary
Allied Universal
Allied Universal: Provides professional security, janitorial, and facility management services.
2+ YOE2+ MgmtExperience managing hourly staff (2+ years typical), bachelor's/associate/high school pathways, driver’s license for client visits, proficiency with Microsoft Office and BI tools, strong communication and financial literacy.
Microsoft Office, Business Intelligence Platform
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3w
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Associate Client Advisor
Atlanta, Georgia, United States
HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
Bachelor's degree required; 1+ years related business experience preferred; knowledge of trust administration and fiduciary laws preferred; strong analytical, communication, and organizational skills; proficiency with Microsoft Office and Salesforce.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
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4w
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Associate Client Advocate
Alpharetta, Georgia, United States
OnsiteFull Time
Aptean
Aptean: Provider of purpose-built, industry-specific enterprise software solutions.
1+ YOE1+ years experience in customer success/renewals/account management or finance ops; strong communication, negotiation, attention to detail, comfort with AI/automation and tech platforms.
Salesforce
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6d
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Associate, Client Operations | Affiliate Marketing
Atlanta, Georgia, United States
$50k-$63k/yr HybridFull Time
Publicis Groupe
Publicis GroupeEuronext Paris: PUB: Global communications, advertising, and digital transformation holding.
Bachelor's degree or related experience, strong analytical and communication skills, Microsoft Office (especially Excel) proficiency, ability to multitask and collaborate in fast-paced environment.
Microsoft Office, Microsoft Excel
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6d
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Associate, Client Operations | Affiliate Marketing
Atlanta, Georgia, United States
$50k-$63k/yr HybridFull Time
Publicis Groupe
Publicis GroupeEuronext Paris: PUB: Global advertising and digital transformation agency holding.
Bachelor's degree or equivalent experience; strong Excel and analytical skills; excellent communication; ability to multitask and collaborate; hybrid work three days in office.
Microsoft Excel
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21h
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Client Experience Associate - C13 - ATLANTA
Atlanta, Georgia, United States
$107k-$161k/yr OnsiteFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
6+ YOE6+ years experience in wealth management or financial services preferred. FINRA SIE, Series 7 and Series 66 (or 63 & 65) required/obtainable within 150 days. Bachelor's degree or equivalent experience. Strong communication and relationship skills.
Microsoft 365, InView
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1mo
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Client Service Coordinator
Flowery Branch, Georgia, United States
$15-$20/hr OnsiteFull Time
Banfield Pet Hospital
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Coordinating client and pet flow, maximizing veterinary team productivity, communicating with clients and associates, and coordinating patient care in a veterinary hospital setting.
Workday
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21h
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Associate Client Success Manager
Atlanta, Georgia, United States
HybridFull Time
Aderant
AderantNYSE: ROP: Software solutions for law firm business and practice management.
3+ YOE3+ years client-facing B2B SaaS experience in customer success, implementation, or professional services; ability to drive adoption, realize value, mitigate risk, and coordinate cross-functional teams; strong communication and data-driven decision skills.
Salesforce, Gainsight, Totango
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