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Associate Client Partner Jobs in Atlanta, GA (NOW HIRING)

Ministrybrands

Client Account Manager

Alpharetta, GA · On-site

We serve more than95,000 customersas a trusted partner in digital transformation and enablement ... Associates are supported through an Employee Assistance Program which provides access to in-person ...

Rubicon

Client Services Associate

Atlanta, GA · On-site

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department ... Schedule services with service partners; Enter and update service requests and orders into ...

Compass Group

CLIENT SERVICES MANAGER

Tucker, GA · On-site

$70K - $85K/yr

Key Responsibilities Overview: • Client Partnership & Strategic Leadership • Serve as the ... Associate Shopping Program * Health and Wellness Programs * Discount Marketplace * Identity Theft ...

Compass Group

CLIENT SERVICES MANAGER

Tucker, GA · On-site

$70K - $85K/yr

Client Partnership & Strategic Leadership Serve as the primary client-facing leader, building ... Associate Shopping Program * Health and Wellness Programs * Discount Marketplace * Identity Theft ...

Compass Group

CLIENT SERVICES MANAGER

Tucker, GA · On-site

$70K - $85K/yr

Key Responsibilities Overview: • Client Partnership & Strategic Leadership • Serve as the ... Associate Shopping Program * Health and Wellness Programs * Discount Marketplace * Identity Theft ...

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Showing results 21-40

All JobsAssociate Client Partner JobsAssociate Client Partner Jobs in Atlanta, GA

Associate Client Partner information

What are the key skills and qualifications needed to thrive as an associate client partner, and why are they important?

To thrive as an Associate Client Partner, you need a solid understanding of client relationship management, business development, and consultative sales, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software, data analytics tools, and project management systems is typically expected. Strong interpersonal communication, problem-solving abilities, and a client-focused mindset help individuals excel in this role. These skills and qualities are crucial for building lasting client partnerships, driving business growth, and ensuring client satisfaction.

What does an Associate Client Partner position do?

An Associate Client Partner is responsible for managing client relationships, understanding their needs, and ensuring service delivery aligns with their expectations. They often coordinate with internal teams, support account growth, and utilize CRM tools to maintain client satisfaction and retention.

What are the main challenges associate client partners typically face when managing client relationships?

Associate Client Partners often encounter the challenge of balancing client expectations with the company's capabilities and resources. Navigating complex stakeholder dynamics, ensuring timely communication, and proactively addressing issues before they escalate are key aspects of the role. Additionally, they must stay updated on industry trends to provide strategic insights and value to clients while collaborating closely with internal teams like sales, marketing, and delivery. Successfully overcoming these challenges requires strong interpersonal skills, adaptability, and a solutions-oriented mindset.

What is the difference between Associate Client Partner vs Account Manager?

AspectAssociate Client PartnerAccount Manager
Required CredentialsBachelor's degree, experience in client management, industry-specific knowledgeBachelor's degree, customer service or sales experience
Work EnvironmentCollaborates with sales, marketing, and client teams; strategic focusManages client accounts, handles day-to-day client interactions
Employer & Industry UsageUsed in consulting, technology, and professional services firmsCommon across various industries including tech, finance, and retail
Search & Comparison IntentUnderstanding strategic client roles, career progressionManaging client relationships, sales growth

The Associate Client Partner typically focuses on building strategic relationships and driving long-term client success, often requiring industry-specific knowledge and a strategic mindset. In contrast, an Account Manager handles daily client interactions, ensuring satisfaction and retention. Both roles are vital in client-facing industries but differ in scope and responsibilities.

What is an associate client partner?

An Associate Client Partner is a professional who supports and manages client relationships for a company, often acting as a liaison between the client and internal teams. Their main responsibilities include understanding client needs, facilitating communication, and ensuring the successful delivery of products or services. They also assist in developing strategies to grow client accounts and help resolve any issues that arise. Typically, this role is found in industries like consulting, technology, and marketing, and serves as a stepping stone to more senior client partner positions.
What are the most commonly searched types of Client Partner jobs in Atlanta, GA? The most popular types of Client Partner jobs in Atlanta, GA are:
What cities near Atlanta, GA are hiring for Associate Client Partner jobs? Cities near Atlanta, GA with the most Associate Client Partner job openings:
Associate Client Partner jobs near you
Infographic showing various Associate Client Partner job openings in Atlanta, GA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 12% Part Time, and 8% Contract. Highlights an 84% Physical, 4% Hybrid, and 12% Remote job distribution.

Senior Associate, Client Relationship Management & Accounting

Pathstone

Atlanta, GA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Job description

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
Job Description: We are seeking a Senior Associate to join our Personal CFO Services team in a client-facing capacity. This role operates within a single family office environment, serving as a key point of execution and coordination across the client's financial ecosystem.
The Senior Associate is responsible for managing day-to-day financial operations, supporting reporting and close processes, and ensuring accurate, timely, and well-coordinated financial outputs. This role partners closely with Reporting Managers, Advisory, and Tax to deliver a seamless, high-touch client experience while maintaining strong control over financial data and workflows.
Key Responsibilities:
Client Relationship and SFO Support
  • Serve as a primary day-to-day contact for clients, delivering responsive and high-quality service
  • Operate within a single family office model, supporting a wide range of financial and operational needs
  • Coordinate with external advisors including tax, legal, and insurance professionals
  • Anticipate client needs and proactively manage requests and deliverables

Financial Operations and Bill Pay
  • Oversee client bill payment processes, ensuring accuracy, timeliness, and proper documentation
  • Manage vendor relationships and cash disbursement workflows
  • Identify and resolve discrepancies or issues in financial activity
  • Maintain organized records and audit-ready documentation

Financial Reporting and Close Support
  • Support monthly and quarterly close processes across multi-entity structures
  • Prepare and review balance sheets, income statements, and supporting schedules
  • Perform quarter-over-quarter variance analysis and support explanation development
  • Ensure alignment and consistency across client entities and reporting outputs

Investment and Cash Activity Oversight
  • Track investment activity, capital movements, and cash flows across client entities
  • Reconcile custodial data to general ledger activity
  • Monitor liquidity and support cash flow visibility for upcoming needs

Systems and Data Integrity (Sage Intacct Focus)
  • Maintain accurate and timely financial records within Sage Intacct or comparable systems
  • Reconcile system data to external sources including custodians and banking platforms
  • Identify data breaks and partner with teams to resolve discrepancies
  • Support standardized processes across systems and workflows

Inter-Entity and Reconciliation Support
  • Track and reconcile inter-entity transactions and balances
  • Support identification and resolution of inconsistencies
  • Ensure clean, fully reconciled data across structures

Cross-Functional Coordination
  • Partner with Reporting, Advisory, and Tax teams to ensure aligned financial outputs
  • Support preparation of client deliverables and reporting packages
  • Reduce rework by ensuring accuracy and completeness of inputs

Project Management and Execution
  • Manage multiple client workstreams with strong organization and follow-through
  • Ensure all assigned tasks are completed, documented, and closed
  • Maintain clear communication across internal and external stakeholders

Requirements:
  • Bachelor's degree in Accounting, Finance, or related field required
  • 4+ years of experience in family office, private wealth, public accounting, or financial services
  • Experience supporting high-net-worth or ultra-high-net-worth clients in a client-facing role
  • Exposure to multi-entity structures and financial operations
  • Experience with Sage Intacct or similar accounting systems preferred
  • Strong Excel and analytical skills
  • Experience with reconciliations, cash management, and financial reporting support
  • Strong attention to detail and ownership mindset
  • Ability to manage multiple priorities across complex client environments
  • Comfort working in fast-paced, high-expectation environments
  • Clear, professional communicator with strong client presence
  • Ability to coordinate across multiple teams and external advisors
  • Highly responsive and service-oriented approach
  • Strong service mindset with client-first orientation
  • Ability to operate within a single family office environment with complexity and ambiguity
  • Focus on continuous improvement and process discipline

What Success Looks Like:
  • Client financial operations are executed accurately and on time
  • Financial data is clean, consistent, and aligned across systems
  • Deliverables are completed with minimal rework and strong attention to detail
  • Clients and internal partners have confidence in responsiveness and execution
  • Increasing ability to operate independently across client relationships

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
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