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320 client associate jobs at 163 companies in Georgia

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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20h
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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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1mo
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Client Support Associate - Temporary
Grand Rapids or Minnesota or Kentucky or Georgia or Iowa or South Carolina or New Jersey or Missouri or New York or Newfoundland and Labrador
$22-$28/hr RemoteFull Time
WASH
WASH: Provides laundry facility management and equipment for multifamily properties.
2+ YOEBachelor's degree or equivalent experience, minimum 2 years customer service experience, strong communication, MS Office (Outlook, Word, Excel) proficiency; bilingual (EN-ES/EN-FR) a plus.
Microsoft Outlook, Microsoft Word, 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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1mo
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Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
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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1mo
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P&C - Client Service Associate (GA, Columbus)
Columbus, Georgia, United States
OnsiteFull Time
Sterling Seacrest Pritchard
Sterling Seacrest Pritchard: Provides commercial insurance brokerage and risk management consulting services.
Experience supporting client service and sales processes for P&C accounts; reviewing contracts and certificates of insurance; preparing proposals, premium allocations and invoices; negotiating renewals; binding coverage; mentoring and obtaining industry designations.
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20h
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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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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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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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