166 client services associate jobs at 71 companies in Morrow, GA
5d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
5h
Save
Mark Applied
Hide
Client Associate
Atlanta, Georgia, United States
OnsitePart Time
1+ YOEClient service experience in finance preferred, ideally 1–3 years. Requires excellent communication, interpersonal, attention-to-detail, and Microsoft Office Suite skills; Series 7 and 66 licenses apply to registered CSAs.
Microsoft Office Suite, Microsoft Office, Artificial Intelligence (AI)
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
5h
Save
Mark Applied
Hide
Registered Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
3+ YOERequires Series 7 and 66 licenses, ideally 3 years of finance-sector client service experience, strong communication and interpersonal skills, attention to detail, and Microsoft Office Suite proficiency; bachelor's degree preferred.
Microsoft Office Suite, Microsoft Excel
1mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
1d
Save
Mark Applied
Hide
Registered Client Service Associate (Atlanta, GA)
Atlanta, Georgia, United States
OnsiteFull Time
5+ YOEFINRA Series 7 and 63/65 or 66 required, 5+ years as a sales assistant or client service associate, financial product knowledge, MS Office proficiency, confidentiality, and strong organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, DocuSign
1mo
Save
Mark Applied
Hide
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.
1d
Save
Mark Applied
Hide
Registered Client Service Associate
Atlanta, Georgia, United States
HybridFull Time
3+ YOEBachelor's degree or equivalent and 3–5 years of relevant experience required. Must hold or obtain Series 7, securities agent, IAR, life, accident, health, and variable contracts credentials.
1w
Save
Mark Applied
Hide
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
Explore Jobs