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Client Assistant Jobs in Mableton, GA (NOW HIRING)

Chandler Macleod

Executive Assistant

Atlanta, GA · On-site

You will build ongoing rapport with your Partners, their clients, client assistants, internal colleagues, your Executive Assistant (EA) team and other EAs globally. You will act as an informed ...

Freese and Nichols

Client Service Leader

Atlanta, GA · On-site

Coordinate, assist, and attend client events, meetings, appointments, and conferences * Oversee preparation of presentations for internal business development teams and external clients * Prepare ...

Freese Nichols

Client Service Leader

Atlanta, GA · Hybrid

Coordinate, assist, and attend client events, meetings, appointments, and conferences * Oversee preparation of presentations for internal business development teams and external clients * Prepare ...

McKinsey & Company

Executive Assistant

Atlanta, GA · On-site

You will build ongoing rapport with your Partners, their clients, client assistants, internal colleagues, your Executive Assistant (EA) team and other EAs globally. You will act as an informed ...

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Client Assistant information

What does a client assistant do?

A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.

What are the key skills and qualifications needed to thrive as a client assistant?

To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.

How does a client assistant typically collaborate with other departments to ensure excellent client service?

Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.

What are the most commonly searched types of Client jobs in Mableton, GA?

The most popular types of Client jobs in Mableton, GA are:

What cities near Mableton, GA are hiring for Client Assistant jobs?

Cities near Mableton, GA with the most Client Assistant job openings:

Client Assistant jobs near you
Infographic showing various Client Assistant job openings in Mableton, GA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Client Relationship Manager

Rockefeller Capital Management

Atlanta, GA • On-site

Full-time

Re-posted 10 days ago

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.

Position

A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

Responsibilities
  • Account opening and maintenance
  • Transferring assets and money movement
  • Completing investment subscription documents
  • Cash management & RMDs
  • Assisting with client online access
  • Responding to account activity and statement inquiries
  • Managing life events
  • Administrative work as needed
  • Provide top quality service to clients and complete administration of client accounts
  • Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
  • Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
  • Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Prepare client correspondence, obtain necessary management approvals, and transmit
  • Review daily activity and reconcile current client activity, funds transfers and previous day's activity and trades against various clearing firm systems to ensure accuracy
  • Oversee client insurance and annuities processes
  • Assist in the preparation of key documents and reports for client meetings
  • Attend client meetings as necessary
  • Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
  • Additional duties as assigned
Qualifications
  • BA/BS degree
  • At least 5 years of experience in the industry preferred
  • Registered with Series 7 & 66 (or 7, 65 & 63)
  • On-site position in Atlanta
Skills
  • Works effectively within a collaborative, engaging, and fun team culture while maintaining professionalism and accountability
  • Excellent client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow
Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

Employment Type: FULL_TIME

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