Top 1265 Client associate Jobs in Alpharetta, Ga

Senior Client Services Associate - Atlanta, GA
Savant Wealth Management —Atlanta, GA
- $70,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health savings account
- AD&D insurance
Remote WFH Live Chat Support Specialist
Qureos Inc —Atlanta, GA
- Remote
- English
- Continuous improvement
- Communication skills
2d
Operations & Client Service Associate
Anchyra Partners —Atlanta, GA
- From $60,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Client Support Consultant
ADP —Alpharetta, GA
- $21 an hour
- Overtime
- Hybrid work
- Military
- Writing skills
- 1 year
- Paid time off
- Benefits from day one
Client Support Specialist
Ministry Brands —Alpharetta, GA
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
8d
Associate
CVR Associates Inc. —Alpharetta, GA
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
Quick Apply
Operations Associate (Part-Time) - Avalon
ALO —Alpharetta, GA
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Budgeting
- Health insurance
- Dental insurance
Quick Apply
Registered Client Service Associate
Morgan Stanley —Alpharetta, GA
- Full-time
- Writing skills
- Mid-level
- Office
Associate Client Advisor
Bessemer Trust Company, N.A. —Atlanta, GA
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Client Services Associate
Rubicon —Atlanta, GA
- From $20 an hour
- Weekends as needed
- Hybrid work
- Mid-level
- High school diploma or GED
- Bachelor's degree
Client Account Manager
Ministry Brands —Alpharetta, GA
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Client Service Associate (Hybrid Opportunity)
Wealth Enhancement Group —Atlanta, GA
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Finance
- Profit sharing
- Paid parental leave
Associate Customer Success Consultant
TriNet —Atlanta, GA
- $23.08 - $36.06 an hour
- Full-time
- PMP
- Mid-level
- Office
- Employee stock purchase plan
- Disability insurance
Sales Associate
LOFT —Alpharetta, GA
- Part-time
- Merchandising
- High school diploma or GED
- Product management
Quick Apply
Administrative Services Associate
Southern Education Foundation —Atlanta, GA
- $55,000 - $65,000 a year
- Online Application
- Hybrid work
- Google Workspace
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Quick Apply
1212 - Sales Associate-ANN
LOFT —Alpharetta, GA
- Part-time
- Merchandising
- High school diploma or GED
- Product management
Quick Apply
Client Contracts Specialist
King & Spalding —Atlanta, GA
- $100,000 - $130,000 a year
- Full-time
- Mid-level
- Travel
- Fair chance
- Profit sharing
- Health savings account
Employment & Labor Associate
Dentons —Atlanta, GA
- $225,000 - $345,000 a year
- Writing skills
- Mid-level
- Business development
- Paid holidays
- Disability insurance
Associate Manager / Manager, Project Services - Laboratories (Remote - East Coast)
IQVIA —Marietta, GA
- $64,200 - $173,000 a year
- Full-time
- Remote
- Microsoft Excel
- Computer literacy
- Data analysis skills
- Work from home
12d
Associate Client Service Manager - Employee Benefits
Hylant —Atlanta, GA
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
10d

I want to receive the latest job alert for client associate in alpharetta, ga

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client associate jobs near alpharetta, ga

Client Services Associate jobs in Atlanta, GA

Operations Associate jobs in Alpharetta, GA

Client Manager jobs in Alpharetta, GA

Sales Associate jobs in Alpharetta, GA

Customer Success Manager jobs in Atlanta, GA

Client Services Manager jobs in Atlanta, GA

Client Advisor jobs in Atlanta, GA

Registered Client Associate jobs in Alpharetta, GA

Customer Support Representative jobs in Atlanta, GA

Contract Specialist jobs in Atlanta, GA

Client Services Associate jobs in Holladay, UT

Client Services Associate jobs in Remote

Fairview Health Services Patient Care Supervisor jobs in Minnesota

Client Service Associate jobs in Los Angeles, CA

Client Services Associate jobs in Lincoln, NE

Mental Health Associate No Experience jobs in New Jersey

Republic Services jobs in Anaheim, CA

Client Services Associate jobs in Hawaii

Child Life Specialist jobs in St. Louis, MO

Client Services Specialist jobs in Fort Lee, VA

Senior Client Services Associate - Atlanta, GA

Savant Wealth Management -
Atlanta, GA

Apply Now

Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Gym membership
Benefits from day one
Life insurance

Qualifications

Wealth management
Financial services customer support
Confidential information handling
Microsoft Outlook
Administrative experience
Client services
Sales management systems proficiency
CRM system proficiency

Full Job Description

You've built a successful career supporting advisors and delivering exceptional service in an RIA—now it's time to take that experience even further. Join Savant as a Senior Client Services Associate, where you'll leverage your expertise supporting high-net-worth clients, serve as a trusted resource to your team, and continue growing your career with a firm that values collaboration and excellence.

In this role, you'll take ownership of complex client relationships, partner closely with advisors to deliver a seamless client experience, and help drive the success of our practice through proactive service, operational excellence, and collaboration across the firm.

The Senior Client Services Associate can expect to focus in the following areas:

Provides first line of contact with prospects, clients and specifically those high-net-worth clients with complex needs in a professional manner.
Functions as a high-level, self-directed member of the Client Services team.
Serves as an internal resource and problem solver to other team members.
Troubleshoots problems, schedules, and organizes meetings, and serves as liaison between Advisors and clients as needed. Proactively communicates with clients and advisors.
Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents client interactions.
Facilitates completion of all client applications and transfer documents.
Proofreads reports, forms, and electronic data for errors.
Conducts client paperwork signing meetings with clients.
Collects and organizes specialized reports for management.
Utilizes Salesforce to complete both client and internal requests.
Professionally answers and directs incoming telephone calls.
Professionally greets and assists office visitors while maintaining office, lobby and conference room cleanliness.
Assist in coordinating RSVPs, planning and set-up for events in area.
Prepares for upcoming meetings including preparing reports and confirming next-day appointments.

A couple things to note about our Senior Client Services Associate position:

This position will be based out of our Atlanta, GA office.
The role is a full-time 40 hour/week position with a schedule of Monday – Friday 8:00am - 5:00pm.

The Senior Client Services Associate position typically requires the following qualifications:

Bachelor’s or Associate’s degree from an accredited college or university preferred.
Knowledge of financial services, principles, products and services.
Financial Paraplanner Qualified Professional or relevant Investment Designation recommended.
Minimum 5-7 years proven success in a client services / administrative support function in the field of financial services, banking, or insurance.
Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software.
Critical thinking, organized, detail-oriented, and able to multitask.
Client first attitude.
Effective written and verbal communication skills.
Position requires a high level of confidentiality.
Team player, collaborative, able to work with and through others.

What Sets Savant Apart

Collaborative, integrated model across advisory, tax, and planning—no silos
Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
Majority employee-owned, giving our team a shared stake in our long-term success

The Perks

At Savant, we invest in our people—supporting both their well-being and long-term growth.

We take a market-based approach to compensation. The expected base salary range for this role in Atlanta, GA is $70,000 - $90,000 final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

Our Total Rewards

Core Benefits (Effective Day One):

Medical, dental, and vision coverage with multiple plan options
Health Savings Account (HSA) or Flexible Spending Account (FSA)
Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:

401(k) with company match (Roth and Traditional options)
Team-based incentive opportunities and recognition programs

Time Away & Flexibility:

Generous paid time off, plus at least 10 paid holidays
Annual “Savantiversary” day
Summer Hours (shorter work weeks during the summer)
Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:

Employee Assistance Program (EAP)
Wellness reimbursements (e.g., gym memberships)
Flexible “Dress for Your Day” approach

We’re happy to share more details about our benefits and total rewards during the hiring process.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.

Work Location: In person

Apply Now

Refine Your Search

client associate jobs in alpharetta, ga

Senior Client Services Associate - Atlanta, GA

Remote WFH Live Chat Support Specialist

Operations & Client Service Associate

Associate Client Support Consultant

Client Support Specialist

Associate

Operations Associate (Part-Time) - Avalon

Registered Client Service Associate

Associate Client Advisor

Client Services Associate

Client Account Manager

Client Service Associate (Hybrid Opportunity)

Associate Customer Success Consultant

Sales Associate

Administrative Services Associate

1212 - Sales Associate-ANN

Client Contracts Specialist

Employment & Labor Associate

Associate Manager / Manager, Project Services - Laboratories (Remote - East Coast)

Associate Client Service Manager - Employee Benefits

I want to receive the latest job alert for client associate in alpharetta, ga

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected