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Client Onboarding Associate Jobs in Georgia (NOW HIRING)

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Intake Client Associate

Atlanta, GA · On-site

$21 - $24/hr

Support the onboarding, training, and continuous development of Intake Client Associates. Provide mentorship, feedback, and foster a culture of professional growth. * Facilitate collaboration with ...

Seacoast Bank

Commercial Client Specialist

Atlanta, GA · On-site

Lead onboarding process for complex commercial deposit relationships * Coordinate the collection ... Exhibit strong work ethics and teamwork, collaborating with other associates within the Commercial ...

Seacoast Bank

Commercial Client Specialist

Atlanta, GA · On-site

Lead onboarding process for complex commercial deposit relationships * Coordinate the collection ... Exhibit strong work ethics and teamwork, collaborating with other associates within the Commercial ...

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Client Onboarding Associate information

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How much do client onboarding associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client onboarding associate in Georgia is $21.92, according to ZipRecruiter salary data. Most workers in this role earn between $17.26 and $24.13 per hour, depending on experience, location, and employer.

What are some common challenges faced by client onboarding associates during the onboarding process, and how are they typically addressed?

Client Onboarding Associates often encounter challenges such as managing tight deadlines, handling complex regulatory requirements, and coordinating between multiple internal teams and clients. To address these, Associates typically rely on strong organizational skills, clear communication, and thorough documentation. Many organizations provide structured workflows and regular training to ensure compliance and efficiency, and teamwork is encouraged to resolve issues quickly and maintain a smooth onboarding experience for clients.

What is a client onboarding associate?

A client onboarding associate is a professional responsible for guiding new clients through the onboarding process, ensuring all necessary documentation and account setup are completed efficiently. They often communicate with clients, coordinate internal teams, and use customer relationship management (CRM) tools to facilitate a smooth transition into the company's services.

What are the key skills and qualifications needed to thrive as a client onboarding associate, and why are they important?

To thrive as a Client Onboarding Associate, you need strong organizational skills, attention to detail, and knowledge of client relationship management, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and document management systems is typically required. Exceptional communication, problem-solving abilities, and a customer-centric mindset are valuable soft skills that set top performers apart. These skills ensure a smooth onboarding experience, build client trust, and contribute to long-term client satisfaction and retention.

What is the difference between Client Onboarding Associate vs Client Relations Specialist?

AspectClient Onboarding AssociateClient Relations Specialist
CredentialsTypically requires a bachelor's degree in business, communications, or related fieldOften requires similar degrees; certifications in customer service or relationship management are a plus
Work EnvironmentUsually works in financial services, banking, or consulting firms, focusing on new client setupWorks across industries, maintaining ongoing client relationships and satisfaction
Employer & Industry UsageCommon in finance, banking, and professional services for onboarding new clientsUsed broadly in finance, tech, and service industries for client retention

The main difference is that a Client Onboarding Associate focuses on the initial setup and integration of new clients, ensuring a smooth onboarding process. In contrast, a Client Relations Specialist manages ongoing relationships, aiming to retain clients and enhance satisfaction after onboarding.

What does a client onboarding associate do?

A Client Onboarding Associate is responsible for guiding new clients through the initial setup and integration process with a company’s products or services. This role involves collecting and verifying client information, ensuring all necessary documentation is completed, and coordinating with internal teams to facilitate a smooth transition. Client Onboarding Associates also address client questions, resolve any issues that may arise during onboarding, and help ensure a positive first experience. Their work is essential in building strong client relationships and setting the foundation for long-term customer satisfaction.
What are the most commonly searched types of Client Onboarding jobs in Georgia? The most popular types of Client Onboarding jobs in Georgia are:
What are popular job titles related to Client Onboarding Associate jobs in Georgia? For Client Onboarding Associate jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Client Onboarding Associate jobs in Georgia look for? The top searched job categories for Client Onboarding Associate jobs in Georgia are:
What cities in Georgia are hiring for Client Onboarding Associate jobs? Cities in Georgia with the most Client Onboarding Associate job openings:
Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 14% Part Time, 1% Temporary, and 7% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $45,601 per year, or $21.9 per hour.

Associate Director, Client Relationship Management & Accounting

Pathstone

Atlanta, GA • On-site

$38K - $48K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Job description

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
Job Description: The Associate Director is a senior, client-facing role responsible for managing complex Personal CFO engagements for ultra-high-net-worth individuals and families. This role partners closely with Directors and senior leadership to deliver an elevated, high-touch client experience while overseeing the day-to-day financial administration of client entities.
This hands-on role requires deep expertise in financial reporting, cash flow oversight, bill payment operations, and multi-entity accounting across individuals, trusts, foundations, and related structures. The Associate Director plays a critical role in anticipating client needs, identifying operational improvements, and driving execution across internal and external stakeholders.
While this role does not initially include direct reports, it requires leadership through influence, strong judgment, and the ability to manage complex workstreams independently while partnering with and leveraging the broader team. As the platform grows, this role may evolve to include formal team leadership responsibilities.
Key Responsibilities:
  • Serve as a primary day-to-day contact for assigned clients, ensuring timely and high-quality execution of all Personal CFO deliverables.
  • Oversee financial administration for ultra-high-net-worth families, including accounting, bill payment operations, and reporting.
  • Prepare and monitor detailed cash flow analyses, identifying trends and anticipating future funding requirements.
  • Manage multi-entity accounting, including general ledger review, reconciliations, and transaction classification.
  • Ensure accuracy, completeness, and documentation of banking and credit card activity.
  • Prepare consolidated and entity-level financial reporting, including sources and uses of cash tracking.
  • Support strategic initiatives such as property acquisitions, liquidity planning, capital calls, and funding movements.
  • Coordinate closely with internal wealth advisors and external legal, tax, and investment professionals to ensure alignment.
  • Identify operational inefficiencies and implement process enhancements to improve reporting accuracy and workflow.
  • Lead complex client projects, including entity onboarding, structural transitions, and major funding initiatives.

Qualifications:
  • Bachelor's degree in Accounting, Finance, or related field; CPA preferred, CFP or CFA a plus.
  • 7-10+ years of experience in family office, private wealth, public accounting, fund administration, or related financial services.
  • Demonstrated success managing high-touch client engagements with strong attention to detail and service orientation.
  • Strong technical knowledge of general ledger systems, multi-entity accounting, investment activity, and cash flow analysis.
  • Ability to translate complex financial information into clear, actionable insights for clients and advisors.
  • Experience coordinating across legal, tax, and investment teams.
  • Exceptional organizational and project management skills, with the ability to manage multiple complex priorities simultaneously.
  • Proactive, accountable, and solutions-oriented mindset with a commitment to continuous improvement.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
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