Top 325 Senior client associate Jobs in Georgia

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
SENIOR ASSOCIATE
CVR Associates Inc. —Alpharetta, GA
- $80,000 - $130,000 a year
- Full-time
- Finance
- Bachelor's degree
- Mentoring
Quick Apply
Onboarding Senior Associate
Crowe —Atlanta, GA
- $67,700 - $133,900 a year
- Full-time
- Remote
- Microsoft Excel
- Mid-level
- Bachelor's degree
Quick Apply
1d
ERP Agile Transformation Delivery Consultant, Senior Associate
PRICE WATERHOUSE COOPERS —Atlanta, GA
- $77,000 - $202,000 a year
- Remote
- Mid-level
- 3 years
- Bachelor's degree
- Paid holidays
- Health insurance
7d
US Tech - AI Product Senior Associate
PRICE WATERHOUSE COOPERS —Atlanta, GA
- $55,000 - $187,000 a year
- 3 years
- Bachelor's degree
- Continuous improvement
- Paid holidays
- Health insurance
Microsoft D365 CRM or Copilot/AI Functional Lead, Senior Associate
PRICE WATERHOUSE COOPERS —Atlanta, GA
- $77,000 - $202,000 a year
- Azure
- Mid-level
- 3 years
- Paid holidays
- Health insurance
Full Stack Engineer – Senior Associate .NET 0223
The Omnitrust Technologies LLC —Alpharetta, GA
- $47 - $52 an hour
- Full-time
- Computer Science
- 5 years
- System design
- Health insurance
- Dental insurance
Quick Apply
Senior Associate, Enterprise Account Management - Restaurants
DoorDash USA —Atlanta, GA
- $85,680 - $126,000 a year
- Mid-level
- Military encouraged
- Fair chance
- Paid parental leave
- Parental leave
Quick Apply
Senior Customer Support Specialist
Brightree —Peachtree Corners, GA
- $30.91 - $41.21 an hour
- Full-time
- Computer science
- Microsoft Excel
- Computer Science
- Commuter assistance
- Health savings account
Senior Associate, U.S. Real Estate Logistics Asset Management
Ares Management —Atlanta, GA
- $140,000 - $160,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Commuter assistance
- Health savings account
Senior AI Product Associate, IT
Aprio —Atlanta, GA
- $104,400 - $160,500 a year
- Full-time
- Remote
- Azure
- Product management
- SharePoint
- Profit sharing
- Wellness program
Senior Associate, Compliance as a Service
Aprio —Atlanta, GA
- $80,000 - $132,000 a year
- Full-time
- Remote
- Azure
- Mid-level
- 3 years
- Profit sharing
- Wellness program
Strategy& - Strategy Consulting Business Model Reinvention - Senior Associate
PRICE WATERHOUSE COOPERS —Atlanta, GA
- $77,000 - $202,000 a year
- Mid-level
- 3 years
- Master's degree
- Paid holidays
- Health insurance
Senior Customer Support Specialist
ResMed —Peachtree Corners, GA
- $30.91 - $41.21 an hour
- Full-time
- Computer science
- Microsoft Excel
- Computer Science
- Commuter assistance
- Health savings account
Talent Business Advisor Senior Associate
Crowe —Atlanta, GA
- $59,500 - $118,000 a year
- Full-time
- Remote
- Mid-level
- Microsoft Office
- 3 years
Quick Apply
Finance Solutions – FP&A Consultant – Senior Associate
PRICE WATERHOUSE COOPERS —Atlanta, GA
- $77,000 - $202,000 a year
- 3 years
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
Provider Clinical Operations Consultant, Senior Associate
PRICE WATERHOUSE COOPERS —Atlanta, GA
- $77,000 - $202,000 a year
- Hybrid work
- Computer Science
- Mid-level
- Finance
- Paid holidays
- Health insurance
Strategy& Pharma and Life Sciences Strategy Consulting Senior Associate
PRICE WATERHOUSE COOPERS —Atlanta, GA
- $77,000 - $202,000 a year
- Computer Science
- Mid-level
- 3 years
- Paid holidays
- Health insurance
9d
Supply Chain Consulting - Relex Senior Associate
PRICE WATERHOUSE COOPERS —Atlanta, GA
- $77,000 - $202,000 a year
- Mid-level
- Team management
- Mentoring
- Paid holidays
- Health insurance
Managed Services, Epic Certified Senior Associate
PRICE WATERHOUSE COOPERS —Atlanta, GA
- $77,000 - $202,000 a year
- Master's degree
- Bachelor's degree
- Team management
- Paid holidays
- Health insurance

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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

senior client associate jobs in georgia

Senior Client Services Associate - Atlanta, GA

SENIOR ASSOCIATE

Onboarding Senior Associate

ERP Agile Transformation Delivery Consultant, Senior Associate

US Tech - AI Product Senior Associate

Microsoft D365 CRM or Copilot/AI Functional Lead, Senior Associate

Full Stack Engineer – Senior Associate .NET 0223

Senior Associate, Enterprise Account Management - Restaurants

Senior Customer Support Specialist

Senior Associate, U.S. Real Estate Logistics Asset Management

Senior AI Product Associate, IT

Senior Associate, Compliance as a Service

Strategy& - Strategy Consulting Business Model Reinvention - Senior Associate

Senior Customer Support Specialist

Talent Business Advisor Senior Associate

Finance Solutions – FP&A Consultant – Senior Associate

Provider Clinical Operations Consultant, Senior Associate

Strategy& Pharma and Life Sciences Strategy Consulting Senior Associate

Supply Chain Consulting - Relex Senior Associate

Managed Services, Epic Certified Senior Associate

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