279 client associate jobs at 134 companies in Marietta, GA
3w
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Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
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
3w
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Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
3+ YOE3-5 years client service experience in financial services preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS; strong Excel and PowerPoint skills; experience with eMoney and Concur a plus.
Microsoft Excel, Microsoft PowerPoint, eMoney, Concur
2mo
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Private Wealth Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors including account onboarding, wire transfers, journal entries, householding, and client advocacy; strong client focus and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, WebEx Softphone
1mo
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Private Wealth Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
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
1mo
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Registered Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
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
1d
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Associate, Client Transitions
Potomac or Atlanta or Newtown Square
$63k-$70k/yr HybridFull Time
1+ YOEBachelor’s degree required; 1–3 years preferred in financial services, operations, project coordination, consulting, analytics, or client-focused work. Strong organization, communication, analytical, and project management skills required.
Microsoft Excel, Microsoft 365, Microsoft Copilot, ChatGPT
3w
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Registered Client Associate, (Client Experience & Marketing)
Atlanta or Miami or Philadelphia
OnsiteFull Time
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
6d
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Registered Client Service Associate
Atlanta, Georgia, United States
OnsiteFull Time
Active Series 7 and Series 66, or Series 63 and Series 65 registrations; high school diploma or equivalent; strong financial services knowledge, client service, writing, organizational, computer, and collaboration skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1mo
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Registered Client Service Associate
Atlanta, Georgia, United States
OnsiteFull Time
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
1w
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
2w
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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
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
5d
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Associate Client Partner - Retail
Atlanta, Georgia, United States
$100k-$187k/yr OnsiteFull Time
7+ YOEBachelor's degree or equivalent, or 3 years of progressive experience per year of education, plus 7+ years in sales, business development, relationship or account management; consulting and project management experience required.
2w
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Senior Associate, Client Experience
Atlanta, Georgia, United States
$59k-$65k/yr HybridFull Time
3+ YOE3+ years communications/PR experience with consumer/retail/home/lifestyle brands, event coordination, strong writing/editing, bachelor's degree, media relations and project management skills.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
1mo
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Associate Client Advisor
Atlanta, Georgia, United States
HybridFull Time
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
1d
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Associate Client Advocate
Alpharetta, Georgia, United States
OnsiteFull Time
Strong English communication, customer focus, business acumen, and comfort with 40–50+ daily outbound calls, Excel, word processing software, and AI-powered tools. Collections experience is not required.
Salesforce, Microsoft Excel
3h
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Associate, Client Relationship Manager
Atlanta, Georgia, United States
HybridFull Time
1+ YOEBachelor’s degree; 1+ year of client support experience in an RIA or financial services industry or relevant internship; Series 65 or 66; Excel, Word, Outlook, Salesforce, and PowerPoint experience.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
1mo
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Client Service Coordinator
Flowery Branch, Georgia, United States
$15-$20/hr OnsiteFull Time
Coordinating client and pet flow, maximizing veterinary team productivity, communicating with clients and associates, and coordinating patient care in a veterinary hospital setting.
Workday
2mo
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J.P. Morgan Advisors -Senior Client Associate - Atlanta, GA
Atlanta, Georgia, United States
OnsiteFull Time
Bachelor's degree or equivalent; Series 7 & 66 on hire or within 180 days; strong client service, independent work style, and effective communication.
2w
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Client Experience Associate - C13 - ATLANTA
Atlanta, Georgia, United States
$107k-$161k/yr OnsiteFull Time
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
2mo
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Client Experience Associate - John's Creek
Suwanee or Johns Creek
OnsiteFull Time
0+ YOEDeliver exceptional customer experiences, process customer interactions, educate customers on financial options, identify sales opportunities, apply product knowledge, and follow policies; typically under 1 year related experience; no degree required.
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