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Client Associate Jobs in Columbus, GA (NOW HIRING)

Stifel

Client Service Associate - NR

Columbus, GA

$13 - $18/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

Stifel

Client Service Associate - NR

Columbus, GA · On-site

$13 - $18/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Columbus, GA · On-site

$13 - $18/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Walton Law Firm, P.C.

Associate Attorney

Auburn, AL · On-site

We are actively seeking a driven and client-focused Associate Attorney to join our growing Personal Injury team. This role offers the opportunity to manage cases from intake through resolution ...

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All JobsClient Associate JobsClient Associate Jobs in Columbus, GA

Client Associate information

See Columbus, GA salary details

$16.6K

$45.6K

$67.6K

How much do client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client associate in Columbus, GA is $45,620.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,800.00 and $55,500.00 per year, depending on experience, location, and employer.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

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

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Columbus, GA? The most popular types of Client jobs in Columbus, GA are:
What are popular job titles related to Client Associate jobs in Columbus, GA? For Client Associate jobs in Columbus, GA, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Columbus, GA look for? The top searched job categories for Client Associate jobs in Columbus, GA are:
What cities near Columbus, GA are hiring for Client Associate jobs? Cities near Columbus, GA with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Columbus, GA as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 20% Part Time, 1% Temporary, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $45,620 per year, or $21.9 per hour.

Client Relationship Associate, Family Office

Synovus

Columbus, GA • On-site

$35K - $44K/yr

Full-time

Posted 4 hours ago

Posted today

Synovus rating

8.9

Company rating: 8.9 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

12th of 171 rated banks

Job description

Job Summary:
The Family Office Client Relationship Associate is responsible for delivering exceptional client relationship support and servicing to ultra-high-net-worth (UHNW) clients and Family Office Advisors (FOA). Key responsibilities include building and maintaining strong client relationships through proactive communication and collaboration with the advisory team and internal business partners. This role serves as a point of contact for client inquiries, addressing needs, resolving account issues, and coordinating daily administrative activities such as account management, cash disbursements, and charitable gifting. This role helps create and generate reports, client meeting materials, and provides assistance to other members of the client relationship team (FOAs, Wealth Strategists and Portfolio Managers) as needed. The Client Relationship Associate will escalate more complex issues or tasks to the Manager of Family Office Client Services or other senior team members.
Job Duties and Responsibilities:
  • Builds, manages, and maintains strong client relationships through daily interactions with clients, family office advisor team, and internal/external business partners to contribute to the development of existing and new client relationships.
  • Coordinates and monitors all daily activities and transactions necessary for the efficient administration of UHNW clients' accounts to include, but not limited to: account opening and closing, cash management, asset transfers, bill review and payment processing, charitable gifting, private banking.
  • May prepare and assemble presentations for meetings, including cash flows, annual reviews, will schematics, asset allocation information, performance information, plan results, insurance coverage reviews, etc.
  • Helps with the completion of the Investment Policy Statement, inputting information for review and approval by the FOA and Portfolio Manager.
  • Assists the FOA in overseeing the risk management process for effective account reviews that comply with audit and compliance guidelines. Ensures the timely completion of testing and documentation, while keeping the FOA informed of monthly reviews for evaluation and sign-off.
  • May attend client meetings where appropriate, take notes, and provide action items for follow-up.
  • Coordinates the collection of printed and electronic signatures, maintains record keeping, organizes and stores documents. Maintains data in accordance with document retention requirements, ensuring data accuracy, integrity, and confidentiality.
  • Sets alerts, creates, and distributes various trust-related communication, including Crummey letters, co-trustee letters, and recurring distribution letters.
  • Manages various reporting and transfers on UHNW investment programs, including covered call program and hedge fund reporting. Creates reports for client and advisor support, including overdraft management, age distributions, statement requests, client cash flows, compliance/audit reports, and various internal system reports.
  • Coordinates, schedules, and shares information across a client's external advisor team, including tax advisors, estate and planning advisors, insurance agents/brokers, legal advisors, CPAs, attorneys, and/or external investment advisors.
  • Collaborates across the organization with subject matter experts, including The Family Office, Pinnacle Trust Firm, and Pinnacle Banking partners.
  • Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Firm authority in a timely fashion.
  • Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: High School Diploma or equivalent
Minimum Experience: One year of job related work experience and/or administrative support experience. Regular office environment;
Required Knowledge, Skills & Abilities:
  • May sit for long periods of time;
  • Talk and hear regularly;
  • Use of hands, ability to reach;
  • Ability to see objects up close or at a distance, use peripheral vision, identify basic colors;
  • Up to 10 pounds weight lifting/force exertion required;
  • Weight/force exertion required less than 10% of the time;
  • Travel required less than 10% of the time.

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