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255 client associate jobs at 131 companies in Roswell, GA

2w
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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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1mo
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Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides financial advisory and wealth management for wealthy clients.
1+ YOEClient-facing support for high-net-worth accounts including account opening/maintenance, cash management, transfers, reconciliation; Series 7 & 66 strongly preferred; BA/BS degree and 1+ years financial client service experience preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Office, Concur, eMoney
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6d
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Registered Client Associate
Roswell, Georgia, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOE1+ year brokerage/client service experience; Series 7 and 63 completed or equivalent; ability to obtain/maintain FINRA registration; strong customer service, prioritization, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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1mo
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Private Wealth Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
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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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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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2w
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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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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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4d
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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
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
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
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1d
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Client Service Associate
Atlanta, Georgia, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provide high-touch administrative support to Financial Advisors; use CRM and Excel; process transactions, open accounts, prepare reports; strong communication and organizational skills; HS diploma required, securities experience preferred.
Client Relationship Management (CRM) software, Microsoft Excel
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1w
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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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3w
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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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1w
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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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1w
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Senior Associate, Client Experience
Atlanta, Georgia, United States
$59k-$65k/yr HybridFull Time
Omnicom Group
Omnicom GroupNYSE: OMC: Global holding providing marketing and communication services.
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
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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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1mo
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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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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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6d
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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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1w
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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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1w
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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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