Top 570 Client associate Jobs in Lawrenceville, 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
Client Service Associate
Morgan Stanley —Alpharetta, GA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
11h
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
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
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
Associate
CVR Associates Inc. —Alpharetta, GA
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
Quick Apply
Warehouse Associate- Lawrenceville, GA
Woodgrain —Lawrenceville, GA
- Pass drug screening
- High school diploma or GED
- Ability to lift 50 pounds
- Health savings account
- AD&D insurance
Quick Apply
Associate Client Advisor
Bessemer Trust Company, N.A. —Atlanta, GA
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Part-Time Retail Sales Associate
KOHLS —Lawrenceville, GA
- From $12.50 an hour
- Part-time
- Writing skills
- 16+ years old
- Communication skills
11d
Registered Client Service Associate
Morgan Stanley —Alpharetta, GA
- Full-time
- Writing skills
- Mid-level
- Office
Client Support Specialist
Ministry Brands —Alpharetta, GA
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
11d
Associate Director of Client Operations
MRO Corporation —Atlanta, GA
- $88,000 - $118,000 a year
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
Quick Apply
Implementation Specialist I / Client Onboarding
ADP —Alpharetta, GA
- $21 an hour
- Overtime
- Hybrid work
- Writing skills
- No experience needed
- Entry level
- Health insurance
- Paid time off
Data Entry Associate
90 Degree Benefits, Georgia —Duluth, GA
- $16 - $17 an hour
- Full-time
- Hybrid work
- Computer literacy
- Basic math
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
4d
Administrative Assistant
Maternal Gynerations —Lawrenceville, GA
- $23.92 - $28.81 an hour
- Full-time
- Bilingual
- Google Workspace
- Inventory management
Quick Apply
12d
Program Associate
Lost-n-Found Youth —Atlanta, GA
- Windows
- High school diploma or GED
- Driver's License
Associate Client Success Manager
DIGITAL ENVOY —Peachtree Corners, GA
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Part-Time Store Merchandising Associate
KOHLS —Lawrenceville, GA
- From $12.50 an hour
- Part-time
- Writing skills
- Merchandising
- 16+ years old
Retail Part Time Store Associate
Office Depot —Lawrenceville, GA
- $12.00 - $12.70 an hour
- Part-time
- Computer literacy
- No experience needed
- High school diploma or GED
- Commuter assistance
- Health savings account
Client Experience Associate - Browns Bridge Rd
PNC Financial Services Group —Cumming, GA
- Full-time
- Office
- No degree
- 1 year
- Wellness program
- Health savings account

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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

client associate jobs in lawrenceville, ga

Senior Client Services Associate - Atlanta, GA

Client Service Associate

Associate Client Support Consultant

Operations & Client Service Associate

Client Services Associate

Associate

Warehouse Associate- Lawrenceville, GA

Associate Client Advisor

Part-Time Retail Sales Associate

Registered Client Service Associate

Client Support Specialist

Associate Director of Client Operations

Implementation Specialist I / Client Onboarding

Data Entry Associate

Administrative Assistant

Program Associate

Associate Client Success Manager

Part-Time Store Merchandising Associate

Retail Part Time Store Associate

Client Experience Associate - Browns Bridge Rd

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

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