129 client services associate jobs at 63 companies in Newnan, GA
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
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
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 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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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
5d
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Registered Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
2+ YOERequires Series 7 and 66 licenses, 2–4 years of client service experience in finance, strong communication and interpersonal skills, attention to detail, and Microsoft Office Suite proficiency. Bachelor's degree preferred.
Microsoft Office Suite
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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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
1d
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J.P. Morgan Advisors -Senior Client Associate - Atlanta, GA
Atlanta, Georgia, United States
OnsiteFull Time
Bachelor's degree or equivalent experience; Series 7 and 66 licenses required upon hire or within 180 days. Requires independent ownership, client communication, solution delivery, and adaptability to regulatory and technology changes.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, JP Morgan Online
3w
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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
3d
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Member Services Associate Talent Pool
Los Angeles or Dallas or Portland or Denver or Miami or Hapeville or Lanai City or Las Vegas or United States
RemoteFull Time
2+ YOERequires 2–3 years of luxury customer service or hospitality experience, high-end client experience, high school diploma/GED, Microsoft Office proficiency, CRM adaptability, U.S. work authorization, and background and drug screening.
Microsoft Office, CRM Dynamics
3mo
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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
1mo
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Business Advisory Services Associate
Atlanta, Georgia, United States
OnsiteFull Time
0+ YOEBachelor's degree in MIS, IT, Business, Accounting or related; 0-1 years public accounting experience; aptitude for technical work, project management, client travel, and leadership; CISA development opportunities.
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