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Client Associate Jobs in Decatur, GA (NOW HIRING)

Inlight Wealth

Client Services Associate

Atlanta, GA · On-site

Client Service Associate -- Sandy Springs We are an independent, fee-only wealth management and financial planning firm seeking an experienced Client Service Associate (CSA) to join our growing team.

Movable Ink

Client Experience Associate

Atlanta, GA · On-site

$60K - $65K/yr

Client Experience Associate Movable Ink scales content personalization for marketers through data-activated content generation and AI decisioning. The world's most innovative brands rely on Movable ...

New

TransPerfect

Client Services Associate

Atlanta, GA · On-site

Client Services Associate 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 ...

TransPerfect

Client Services Associate

Atlanta, GA

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 ...

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 ...

Rubicon

Client Services Associate

Atlanta, GA · Remote

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt Compensation: Starting at $20/hour (Actual ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Decatur, GA

Client Associate information

See Decatur, GA salary details

$18.1K

$49.8K

$73.7K

How much do client associate jobs pay per year?

As of Sep 8, 2026, the average yearly pay for client associate in Decatur, GA is $49,758.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $60,500.00 per year, depending on experience, location, and employer.

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.

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 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 Decatur, GA?

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

What are popular job titles related to Client Associate jobs in Decatur, GA?

For Client Associate jobs in Decatur, GA, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Decatur, GA look for?

The top searched job categories for Client Associate jobs in Decatur, GA are:

What cities near Decatur, GA are hiring for Client Associate jobs?

Cities near Decatur, GA with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Decatur, GA as of August 2026, with employment types broken down into 84% Full Time, 12% Part Time, and 4% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $49,758 per year, or $23.9 per hour.

Client Services Associate

Atlanta, GA • On-site

Inlight Wealth
See more jobs at Inlight Wealthexternal

Other

Posted 9 days ago

Job description

Client Service Associate — Sandy Springs


We are an independent, fee-only wealth management and financial planning firm seeking an experienced Client Service Associate (CSA) to join our growing team.


The CSA will be a key point of contact for clients and will work closely with our advisors and operations team to deliver an organized, responsive, high-touch client experience. We’re looking for someone who is proactive, detail-oriented, and excellent at following through.


Key Responsibilities


* Serve as a primary point of contact for day-to-day client service needs

* Manage client onboarding, account openings, maintenance, transfers, and other Schwab paperwork and workflows

* Track client requests and coordinate with advisors and operations through completion

* Maintain accurate client information in Wealthbox CRM

* Manage tasks, follow-ups, meeting preparation, and other administrative needs

* Anticipate advisor and client needs and help ensure nothing falls through the cracks

* Assist with special projects and firm initiatives as needed


What We’re Looking For


* 2+ years of client service experience in wealth management or financial services

* Prior experience working with Charles Schwab Advisor Services is required

* Experience with a CRM system; Wealthbox experience is a plus

* Highly organized with exceptional attention to detail and follow-through

* Strong written and verbal communication skills

* Comfortable managing multiple priorities and deadlines

* Proactive, professional, warm, and genuinely enjoys helping clients and teammates


Why Join Us


We’re a collaborative, growing RIA where you’ll have meaningful client relationships and a visible impact on the firm. This role offers broad exposure across the business and the opportunity to take on greater responsibility as the firm continues to grow.

Apply