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

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Client Services Associate

Atlanta, GA · Remote

$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 ...

Rubicon Global

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 ...

Rockefeller Financial

Client Associate

Atlanta, GA · On-site

The Client Associate will work with our Private Advisor team members and will interact directly ... or partnership status, caregiver status, legally recognized disability, or any other basis ...

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Associate Client Partner information

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 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 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 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 does an associate client partner position do?

An Associate Client Partner is responsible for managing client relationships, understanding client needs, and ensuring the delivery of services or solutions that meet those needs. They often coordinate with internal teams, support account growth, and maintain ongoing communication to foster long-term partnerships.

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.

Client Services Associate - Atlanta, GA

Savant Insights

Atlanta, GA • On-site

$57K - $76K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Love building strong client relationships while keeping the details moving behind the scenes? As a Client Services Associate supporting our Turnkey Asset Management Program (TAMP), you'll partner with Advisors and external financial professionals to deliver a seamless client experience-from account opening and paperwork to day-to-day service and problem-solving. If you're organized, personable, and thrive in a fast-paced, relationship-driven environment, this could be a great fit for you.
The Client Services Associate can expect to focus in the following areas:

  • Provides first line of contact with clients and prospects with a professional approach.
  • Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
  • Meets routine client needs in a timely manner and understands Savant's unique philosophies.
  • 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 all client interactions.
  • Supports account opening process with Savant for all prospects and clients in a seamless way.
  • Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
  • Facilitate completion of all client applications and transfer documents.
  • Proofreads reports, documentation, and electronic data for errors.
  • Assembles materials for client meetings.
  • 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.
  • Assists in coordinating RSVPs, planning, and set-up for events in area.
  • Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
  • Serves as back up to others within Client Services as needed.
  • Maintains team approach by assisting and filling in for others as requested.
A couple things to note about this position:
  • This position position is based out of our office in Atlanta, Georgia.
  • After the 90-day training period, there may be an opportunity to transition to a hybrid work model of three days in the office and two days working from home, based on business needs.
  • The schedule for this role is Monday - Friday 8:00am - 5:00pm.
The Client Services Associate position typically requires the following qualifications:
  • Bachelor's or Associate's Degree from accredited college or university preferred
  • Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance
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 is $57,000 - $76,000 annually with 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

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