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Client Associate Jobs in Dallas, GA (NOW HIRING)

TransPerfect

Client Services Associate

Atlanta, GA · On-site

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Semantix

Client Services Associate

Atlanta, GA · On-site

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Bill Good Marketing

Client Experience Associate

Atlanta, GA · On-site

$45K - $54K/yr

The Role As Client Experience Associate, you are the first voice clients hear and the first face they see. You set the tone for every interaction, keep the advisory team prepared and on schedule, and ...

Bill Good Marketing

Client Experience Associate

Atlanta, GA · On-site

$45K - $54K/yr

The Role As Client Experience Associate, you are the first voice clients hear and the first face they see. You set the tone for every interaction, keep the advisory team prepared and on schedule, and ...

Bill Good Marketing

Client Experience Associate

Atlanta, GA · On-site

$45K - $54K/yr

The Role As Client Experience Associate, you are the first voice clients hear and the first face they see. You set the tone for every interaction, keep the advisory team prepared and on schedule, and ...

BofA Securities

Associate Regional Director

Atlanta, GA · On-site

Influences advisor engagement and client experience, ensuring alignment with enterprise priorities ... Direct experience leading financial advisors or other senior client facing associate(s), recruiting ...

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All JobsClient Associate JobsClient Associate Jobs in Dallas, GA

Client Associate information

See Dallas, GA salary details

$16.7K

$46K

$68.2K

How much do client associate jobs pay per year?

As of Jul 22, 2026, the average yearly pay for client associate in Dallas, GA is $46,043.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,100.00 and $56,000.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 are Client Associates?

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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 Dallas, GA? The most popular types of Client jobs in Dallas, GA are:
What are popular job titles related to Client Associate jobs in Dallas, GA? For Client Associate jobs in Dallas, GA, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Dallas, GA look for? The top searched job categories for Client Associate jobs in Dallas, GA are:
What cities near Dallas, GA are hiring for Client Associate jobs? Cities near Dallas, GA with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Dallas, GA as of June 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Hybrid job distribution, with an average salary of $46,043 per year, or $22.1 per hour.
Registered Client Associate

Registered Client Associate

UBS - Experienced professionals - job boards

Atlanta, GA

Other

Posted 14 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

14th of 150 rated banks

Job description

The key tasks of your job as a Client Service Associate/Registered Client Service Associate include the following:
Relationship Management
Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, RMA cards, etc.)
Collect appropriate documentation to set up new accounts
Leverage various communication channels to keep in touch with clients (e.g., send out birthday cards, e-mail research newsletters)
Process account service requests and ensure appropriate documentation
Direct incoming phone calls to appropriate team member
Wealth Management
Input data into Financial Planning tools
Input orders within appropriate system and complete associated paperwork, if registered
Review daily branch reports and alerts and process accordingly
Assist in the preparation of client reports and other materials for client meeting.
Practice Management
Organize logistics of team marketing events, develop and maintain team marketing materials
Maintain contact management systems with up to date key client information
Provide team with up to date calendar including daily, weekly, and monthly activities
Talent Management
Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to Senior Financial Advisor or Team Administrator as applicable
Assist with on-boarding new members to the team

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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