142 client services associate jobs at 69 companies in Woodstock, GA
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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
5d
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Work From Home - Client Services Associate
Atlanta, Georgia, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and in a team, genuine desire to help others, 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
2mo
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Client Associate/Registered Client Associate
Atlanta, Georgia, United States
OnsiteFull Time
Bachelor's degree or job-related experience; strong communication and client service skills; Series 7 and 66 (or 63/65) or willingness to obtain within 12 months; attention to detail and adaptability to technology.
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
1w
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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
4d
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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
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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
3w
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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
2w
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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
4d
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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
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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
1w
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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
6d
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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
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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.
6d
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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.
2w
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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
1w
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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
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