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Client Associate Jobs in Jonesboro, GA (NOW HIRING)

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 ...

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Client Services Associate

Atlanta, GA · On-site

$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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All JobsClient Associate JobsClient Associate Jobs in Jonesboro, GA

Client Associate information

See Jonesboro, GA salary details

$17.3K

$47.6K

$70.6K

How much do client associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client associate in Jonesboro, GA is $47,650.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $58,000.00 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 cities near Jonesboro, GA are hiring for Client Associate jobs? Cities near Jonesboro, GA with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Jonesboro, GA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $47,650 per year, or $22.9 per hour.

Client Experience Associate

Bill Good Marketing

Atlanta, GA • On-site

$45K - $54K/yr

Full-time

Medical, Retirement

Re-posted 5 days ago

Job description

Most client-facing roles ask you to answer phones and keep a calendar. This one asks you to own an experience. At finoBlue, the client relationship is the product, and this role is at the center of it. Think Ritz-Carlton, not a reception desk. If you've worked in hospitality, luxury retail, or private client services and you know what white-glove actually means in practice, we'd like to talk.

About finoBlue

finoBlue is an Atlanta-based wealth management firm that specializes in helping clients navigate the biggest financial transitions of their lives: selling a business, entering retirement, or managing a significant inheritance. The work is personal, the clients are high-touch, and the team is serious about what they do without taking themselves too seriously. It's a professional environment with a collaborative, people-first feel.

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 make sure clients feel genuinely known and cared for at every touchpoint. This role does not cross into operations, compliance, or financial processing. It requires exceptional people instincts, strong organizational ability, and the kind of warmth that turns a routine appointment into a lasting impression.

What You'll Do

  • Serve as the first point of contact for all inbound calls, emails, and office visits; handle every interaction with professionalism and warmth, and make sure nothing falls through the cracks
  • Own the advisory team's calendar: schedule and confirm all client meetings, manage competing priorities, and keep the day running cleanly and on time
  • Prepare for every client meeting by pulling reports, building agendas, and organizing materials so the advisors walk in ready and focused
  • Coordinate personalized client appreciation: track birthdays, anniversaries, and meaningful life milestones, then source, procure, wrap, and deliver gifts that reflect each client's interests
  • Plan and execute 9 to 10 client engagement events per year, end to end: manage vendors, logistics, timelines, and on-site coordination to deliver an exceptional experience every time
  • Keep client records current in the CRM, document interactions accurately, and flag anything that needs follow-up so nothing gets missed
  • Manage day-to-day office flow, including supplies and general administrative needs

What Success Looks Like

  • Clients feel known, not just serviced. They remember your name and look forward to hearing from you.
  • The advisory team walks into every meeting prepared because you made sure of it.
  • Events run smoothly because you anticipated what could go wrong before it did.
  • Anything that lands in your lane gets handled completely, on time, without having to be asked twice.

Requirements

Who You Are

  • You have real experience in a high-touch service environment: hospitality, luxury retail, private client services, or something comparable, and you know what exceptional actually looks like
  • You're genuinely warm with people, not performatively warm
  • You anticipate needs and act on them before anyone has to ask
  • You stay calm and professional under pressure; clients never see you sweat
  • You're organized down to the detail and you enjoy keeping things running well
  • You manage multiple priorities and timelines without losing track of any of them
  • You're comfortable with Microsoft Office and calendar management tools

Nice to Have

  • Prior experience in a financial advisory or wealth management setting
  • Event planning or corporate hospitality background
  • CRM familiarity

Benefits

What You Get

  • Base salary: $45,000 to $54,000 depending on experience
  • Full benefits package including healthcare and retirement plans
  • Hours: 8:30 AM to 5:00 PM with a 30-minute lunch break
  • In-office, Atlanta, GA

How to Apply

Submit your resume along with a brief note describing a time you went above and beyond to create an exceptional experience for someone. Applications without this note will not be considered.