203 client services associate jobs at 89 companies in Georgia
2d
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Client Services Associate - Atlanta, GA
Atlanta, Georgia, United States
$57k-$76k/yr HybridFull Time
2+ YOEAssociate's or bachelor's degree preferred; 2+ years of client services or administrative support experience in financial services, banking, or insurance required.
Microsoft Salesforce
1w
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Seasonal Client Services Associate
Savannah, Georgia, United States
OnsiteSeasonal
Client-facing or retail experience, strong written and verbal communication, sound judgment, organization in high-volume settings, resourcefulness, adaptability, and collaborative customer service skills.
ERP
5d
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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.
Zoom
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
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
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
5d
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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
2w
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Wealth Management Client Associate
Athens, Georgia, United States
OnsiteFull Time
Provide client service support to financial advisors, deliver accurate client materials, learn investment products and platforms, and maintain client relationships; SIE/Series credentials desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
Atlanta, Georgia, United States
OnsiteFull Time
5+ YOEBachelor's degree or equivalent experience,5+ years financial services experience with ultra-high net worth clients,proficiency with Salesforce and Microsoft Office,knowledge of Fidelity/Schwab platforms preferred,excellent communication and discretion.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Fidelity, Schwab
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
2w
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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
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
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
1mo
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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
6d
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Associate Client Partner- Information Servcies and Publishing
Atlanta or Boston or Chicago
$100k-$187k/yr OnsiteFull Time
7+ YOEBachelor's degree or equivalent experience, 7+ years in sales, client, project, or account management, publishing or information services experience, C-level relationship building, proposal leadership, and U.S. work authorization.
AI
1w
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Client Relationship Associate, Family Office
Columbus, Georgia, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent and one year of job-related or administrative support experience. Requires client service, communication, organization, reporting, documentation, and confidentiality skills.
2w
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Brokerage Registered Client Service Associate
Warner Robins, Georgia, United States
OnsiteFull Time
Support financial advisors and clients with account servicing, trade processing, paperwork submission, authentication, and administrative tasks; FINRA licensing required or obtainable; strong communication and computer skills.
Microsoft Office, SalesForce
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 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
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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