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Client Service Advisor Jobs in Atlanta, GA (NOW HIRING)

Digital Check

Client Service Advisor

Alpharetta, GA · On-site

Client Service Advisor The Client Service Advisor (CSA) is a vital member of our customer experience team, responsible for delivering outstanding service through professional, empathetic, and ...

Morgan Stanley

Client Service Associate

Alpharetta, GA · On-site

$14.25 - $19.50/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...

Aritzia

Service Advisor - Perimeter Mall

Atlanta, GA

As a Service Advisor, you will deliver Everyday Luxury experiences by being present and engaging in ... Along with your team, you will process transactions, manage client services, and uphold exceptional ...

Aritzia LP

Service Advisor - Perimeter Mall

Atlanta, GA · On-site

As a Service Advisor, you will deliver Everyday Luxury experiences by being present and engaging in ... Along with your team, you will process transactions, manage client services, and uphold exceptional ...

TalentLink Solutions

Client Service Associate

Dunwoody, GA · On-site

$14.25 - $19.50/hr

Deliver superior client service - troubleshoot problems and serve as liaison between Advisor and Client as needed * Communicate with the broker/dealer, advisory firm and product contacts * Perform ...

TalentLink Solutions

Client Service Associate

Atlanta, GA · On-site

$14 - $19.25/hr

Deliver superior client service - troubleshoot problems and serve as liaison between Advisor and Client as needed * Communicate with the broker/dealer, advisory firm and product contacts * Perform ...

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All JobsClient Service Advisor JobsClient Service Advisor Jobs in Atlanta, GA

Client Service Advisor information

See Atlanta, GA salary details

$11

$24

$43

How much do client service advisor jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for client service advisor in Atlanta, GA is $24.94, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $28.65 per hour, depending on experience, location, and employer.

How does a client service advisor typically collaborate with other departments to resolve client issues?

Client Service Advisors frequently work alongside teams such as sales, technical support, and operations to address client needs or resolve concerns. This collaboration often involves coordinating responses, sharing relevant client information, and ensuring that solutions are implemented effectively and promptly. Strong communication and organizational skills are essential, as advisors act as the bridge between the client and internal teams to deliver a seamless service experience.

What is the difference between Client Service Advisor vs Customer Service Representative?

AspectClient Service AdvisorCustomer Service Representative
Required CredentialsHigh school diploma; sometimes certifications in finance or insuranceHigh school diploma or equivalent
Work EnvironmentFinancial institutions, insurance companies, or consulting firmsRetail stores, call centers, or service desks
Employer & Industry UsageFinancial and professional servicesRetail and consumer services
Common Search & Comparison IntentUnderstanding client-focused roles in finance or consultingCustomer support and service roles in retail or call centers

While both roles involve assisting clients or customers, a Client Service Advisor typically works in financial or professional services, providing tailored advice and managing client relationships. In contrast, a Customer Service Representative handles general customer inquiries, often in retail or call centers. The roles differ mainly in industry focus and scope of advisory responsibilities.

What is a client service advisor?

A Client Service Advisor is a professional who supports customers by addressing their inquiries, resolving issues, and ensuring a positive experience with a company's products or services. They act as a main point of contact for clients, handling requests, providing information, and facilitating communication between clients and internal teams. Their goal is to maintain strong client relationships and help meet the client's needs efficiently. Client Service Advisors are commonly found in industries like banking, finance, insurance, and professional services.

What are the key skills and qualifications needed to thrive as a client service advisor?

To thrive as a Client Service Advisor, you need strong customer service skills, problem-solving abilities, and a background in business or finance, often supported by a relevant degree or experience. Familiarity with CRM software, financial products, and communication platforms is typically required. Excellent interpersonal skills, active listening, and the ability to remain calm under pressure help build lasting client relationships. These skills are crucial for delivering high-quality service, resolving issues efficiently, and ensuring client satisfaction and retention.
Client Service Advisor jobs near you
Infographic showing various Client Service Advisor job openings in Atlanta, GA as of July 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $51,873 per year, or $24.9 per hour.

Client Service Advisor

Digital Check

Alpharetta, GA • On-site

Other

Re-posted 8 days ago

Job description

Client Service Advisor

The Client Service Advisor (CSA) is a vital member of our customer experience team, responsible for delivering outstanding service through professional, empathetic, and solution-oriented interactions. Whether by phone, email, web form, or chat, CSAs serve as the first point of contact for clients seeking assistance. Empowered to make decisions within company guidelines, CSAs ensure customer satisfaction while supporting internal operations.

This role bridges customer service and sales support, handling administrative tasks such as processing sales and repair orders, managing returns, generating reports, and coordinating accounting transactions. CSAs also play a key role in customer retention by building relationships, guiding clients through our systems, and promoting relevant products and services.

Collaboration is central to this role—CSAs work closely with sales, technical teams, and accounting to ensure timely, accurate, and effective resolution of customer needs.

This is a hybrid position with 3 days in office and 2 days work from home.

Essential Job Functions:

  • Serve as the primary contact for customer inquiries, offering knowledgeable and courteous support
  • Resolve customer complaints and concerns with professionalism and efficiency
  • Maintain detailed records of customer interactions in the CRM system
  • Collaborate with internal departments to resolve issues and ensure customer satisfaction
  • Process orders, returns, repairs, and exchanges with precision and timeliness
  • Identify opportunities to improve customer satisfaction and foster loyalty
  • Stay current on product offerings, pricing, and promotions to better serve customer needs
  • Accurately process sales orders from multiple channels including phone, email, and eCommerce
  • Verify and update customer account details, shipping information, inventory levels, pricing, and terms

Education and Skill Requirements:

  • High school diploma or equivalent; 2–3 years of customer service experience preferred
  • Proficiency in Microsoft Office/365 (Outlook, Excel, Word, PowerPoint, Teams)
  • Familiarity with ERP systems, CRM platforms, and sales order processing is highly desirable
  • Strong verbal and written communication skills with active listening capabilities
  • Critical thinking and problem-solving skills to address customer concerns effectively
  • High attention to detail and accuracy, especially in handling financial transactions
  • Ability to multitask and thrive in a fast-paced environment
  • Strong interpersonal skills to build rapport with customers and team members
  • Knowledge of banking equipment and systems is a plus
  • Exceptional attention to detail and organizational skills
  • Ability to manage multiple priorities with accuracy and efficiency
  • Team-oriented mindset with a commitment to meeting deadlines
  • Passion for delivering outstanding customer service
  • Positive attitude and strong interpersonal communication

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