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Client Associate Jobs in Dallas, GA (NOW HIRING)

Balentine

Client Services Manager

Atlanta, GA · On-site

Work with the Senior Administrative Associate to ensure administrative support is well-organized, responsive, and aligned to client and team needs. * Recruit, mentor, and retain a high-performing ...

Zelis

Client Solutions Consultant

Atlanta, GA · On-site

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Position Overview The Client Solutions Consultant (CSC) serves as a client-facing, post ...

Zelis

Strategic Client Executive - RHP

Atlanta, GA

$73K - $100K/yr

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Owns the client relationship, including all short- and long-term strategies and key client ...

Tidewater Consulting

Client Relations Trainee

Woodstock, GA · On-site

$36K - $45K/yr

Customer service inquiries/questions and client acquisitions * Creating positive experiences that ensure continued business relationships * Completing sales and scheduling client meetings * Staying ...

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Showing results 41-60

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 24, 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.
Client Service Associate

Client Service Associate

Focus Financial Partners

Atlanta, GA • Hybrid

$60K - $65K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 29 days ago

Job description

Position Summary

Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client's goals and long-term priorities.

In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You'll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

  • Deliver accurate, timely service to advisors and clients with a "one-contact resolution" mindset, taking full ownership of issues through final resolution.
  • Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.
  • Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.
  • Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.
  • Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.
  • Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.

Qualifications:

  • Bachelor's Degree with 1+ years relevant experience (including internships).
  • Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred. 
  • Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.
  • Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.
  • Strong interest in financial planning and investments, with a desire to grow and develop in the role.

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$65,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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