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Client Relationship Assistant Jobs in Decatur, GA

TIAA

Director, Relationship Manager II

Atlanta, GA · On-site

$99.80K - $130K/yr

Relationship Manager II The Relationship Manager II plays a crucial role in our mission to deliver ... able to assist client's outside counsel and/or legal counsel on plan design as applicable ...

TIAA

Director, Relationship Manager II

Atlanta, GA · On-site

$99.80K - $130K/yr

Relationship Manager II The Relationship Manager II plays a crucial role in our mission to deliver ... able to assist client's outside counsel and/or legal counsel on plan design as applicable ...

Focus South

Client Service Assistant

Atlanta, GA

$49K - $59K/yr

This position will be responsible for onboarding new clients, supporting existing clients and maintaining client relationships. The onboarding process includes account set-up and system configuration ...

Focus South

Client Service Assistant

Atlanta, GA · On-site

$49K - $59K/yr

This position will be responsible for onboarding new clients, supporting existing clients and maintaining client relationships. The onboarding process includes account set-up and system configuration ...

Freese Nichols

Client Service Leader

Atlanta, GA · Hybrid

Develop relationships with identified strategic and key client accounts * May serve in one or more client representative roles * Coordinate, assist, and attend client events, meetings, appointments ...

Freese and Nichols

Client Service Leader

Atlanta, GA · On-site

Develop relationships with identified strategic and key client accounts * May serve in one or more client representative roles * Coordinate, assist, and attend client events, meetings, appointments ...

First Horizon Bank

Relationship Banker

Marietta, GA

$17.50 - $23/hr

This role emphasizes deepening client relationships through excellent service, personalized advice ... Operational efficiency • Assist in conducting and/or participating in meetings to promote sales ...

First Horizon

Relationship Banker

Marietta, GA · On-site

$17.50 - $23/hr

This role emphasizes deepening client relationships through excellent service, personalized advice ... Operational efficiency • Assist in conducting and/or participating in meetings to promote sales ...

Raymondjames

Client Service Associate

Atlanta, GA · On-site

$14 - $19.25/hr

Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ... Client Relationship Management (CRM) software, or similar contact management software. * Excel ...

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$56K

$95.7K

How much do client relationship assistant jobs pay per year?

As of May 31, 2026, the average yearly pay for client relationship assistant in Decatur, GA is $56,025.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $63,500.00 per year, depending on experience, location, and employer.

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

To thrive as a Client Relationship Assistant, you need strong communication skills, attention to detail, and a background in business or customer service, often supported by a relevant diploma or degree. Familiarity with CRM software, office productivity tools, and sometimes experience with data entry systems are typically required. Exceptional interpersonal skills, problem-solving abilities, and a proactive attitude help you build rapport and address client needs effectively. These skills ensure positive client experiences, efficient issue resolution, and ongoing business growth through strong client relationships.

How does a Client Relationship Assistant typically collaborate with account managers and other departments?

Client Relationship Assistants play a crucial role in supporting account managers by handling routine client communications, scheduling meetings, and ensuring client needs are promptly addressed. They often act as a bridge between clients and various internal teams such as sales, marketing, and customer support, helping to coordinate responses and deliverables. This collaborative approach ensures that clients receive consistent and timely service, while also allowing the assistant to gain exposure to different aspects of the business, which can be valuable for career growth.

What are Client Relationship Assistants?

Client Relationship Assistants are professionals who support account managers or client service teams by maintaining strong relationships with clients. They handle daily communications, help resolve client concerns, coordinate meetings, and ensure client needs are met efficiently. Their role is essential in fostering client satisfaction and loyalty, which often leads to repeat business and positive referrals. They may also assist with administrative tasks, updating records, and preparing reports to help the team deliver excellent service.

Is CSR an entry level job?

A Client Relationship Assistant role is often considered entry level, suitable for individuals with strong communication and customer service skills. Many positions require minimal prior experience, though some may prefer familiarity with CRM software or related tools. Advancement opportunities typically exist with experience and skill development.
What are the most commonly searched types of Client Relationship jobs in Decatur, GA? The most popular types of Client Relationship jobs in Decatur, GA are:
What job categories do people searching Client Relationship Assistant jobs in Decatur, GA look for? The top searched job categories for Client Relationship Assistant jobs in Decatur, GA are:
Client Relationship Assistant jobs near you

Client Relationship Manager

Rockefeller Capital Management

Atlanta, GA • On-site

Full-time

Posted 17 days ago

Job description

About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.
Position
A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
  • Account opening and maintenance
  • Transferring assets and money movement
  • Completing investment subscription documents
  • Cash management & RMDs
  • Assisting with client online access
  • Responding to account activity and statement inquiries
  • Managing life events
  • Administrative work as needed
  • Provide top quality service to clients and complete administration of client accounts
  • Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
  • Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
  • Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Prepare client correspondence, obtain necessary management approvals, and transmit
  • Review daily activity and reconcile current client activity, funds transfers and previous day's activity and trades against various clearing firm systems to ensure accuracy
  • Oversee client insurance and annuities processes
  • Assist in the preparation of key documents and reports for client meetings
  • Attend client meetings as necessary
  • Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
  • Additional duties as assigned

Qualifications
  • BA/BS degree
  • At least 5 years of experience in the industry preferred
  • Registered with Series 7 & 66 (or 7, 65 & 63)
  • On-site position in Atlanta

Skills
  • Works effectively within a collaborative, engaging, and fun team culture while maintaining professionalism and accountability
  • Excellent client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow

Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

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