149 client service associate jobs at 74 companies in Atlanta, GA
4w
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Client Service Associate
Atlanta, Georgia, United States
HybridFull Time
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
2mo
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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
1mo
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Client Service Coordinator
Flowery Branch, Georgia, United States
$15-$20/hr OnsitePart Time
Coordinates client and pet flow, supports veterinary team productivity, communicates with clients and associates, and delivers welcoming, efficient service.
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
1mo
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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
1mo
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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
1d
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Client Associate
Alpharetta, Georgia, United States
OnsiteFull Time
1+ YOERequires strong communication, interpersonal, organizational, and detail-oriented skills, Microsoft Office Suite proficiency, and ideally 1–2 years of finance-sector client service experience. Bachelor's degree preferred.
Microsoft Office Suite, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Client Service Manager
Sandy Springs, Georgia, United States
$27-$38/hr OnsiteFull Time
3+ YOE3-5 years managing professionals preferred, associate degree preferred, strong time management, organization, and leadership skills.
2mo
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Private Wealth Client Associate
Atlanta or United States
OnsiteFull Time
Client service support for Financial Advisors; account onboarding, wire transfers, journal entries, bannering tasks; strong client focus, attention to detail, ability to learn technology platforms, proficiency with Microsoft Office and Salesforce. High school diploma required; FINRA exams preferred.
Salesforce, WebEx Softphone, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Brokerage Client Service Associate - Columbus or Atlanta, Georgia
Columbus or Atlanta
OnsiteFull Time
Assist Financial Advisors with client servicing, administrative tasks, order entry, and client communication; FINRA SIE, Series 7 and 66; willingness to obtain licenses; Bachelor's degree or equivalent experience; 3 years securities experience preferred.
Salesforce, Microsoft Office
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
1w
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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
1mo
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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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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
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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Associate Client Success Manager
Atlanta, Georgia, United States
HybridFull Time
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
1w
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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
3w
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Client Experience Associate - Duluth Station
Duluth, Georgia, United States
OnsiteFull Time
0+ YOEBranch banking experience preferred, customer service and sales skills, digital awareness, accuracy, fraud detection, typically <1 year related experience; no degree required.
2mo
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ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
Atlanta, Georgia, United States
OnsiteFull Time
5+ YOE5+ years financial services experience with ultra-high net worth clients; bachelor’s degree or equivalent preferred; strong communication, attention to detail, and ability to manage confidential client relationships.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
23h
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Work From Home - Client Services Associate
Duluth, Georgia, United States
RemoteRemote
Requires a genuine desire to help others, strong communication and interpersonal skills, independent and collaborative work ability, and integrity in professional dealings.
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