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Client Service Associate Entry Level Jobs in Alpharetta, GA

HB Wealth

Client Service Associate

Atlanta, GA · On-site

$14 - $19.25/hr

The Client Service Associate is primarily responsible for client administration as well as providing a broad range of support to both their assigned client advisory team and other advisory teams on ...

TalentLink Solutions

Client Service Associate

Dunwoody, GA · On-site

$14.25 - $19.50/hr

We are expanding our team and hiring a highly organized and efficient Client Service Associate to join our team. This position is crucial in supporting the advisory team and the clients, including ...

HB Wealth

Client Service Associate

Atlanta, GA · On-site +1

$14 - $19.25/hr

The Client Service Associate is primarily responsible for client administration as well as providing a broad range of support to both their assigned client advisory team and other advisory teams on ...

Morgan Stanley

Client Service Associate

Alpharetta, GA

$14.25 - $19.50/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Alpharetta, GA · On-site

$14.25 - $19.50/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

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All JobsClient Service Associate JobsClient Service Associate Entry Level JobsClient Service Associate Entry Level Jobs in Alpharetta, GA

Client Service Associate Entry Level information

See Alpharetta, GA salary details

$8

$16

$26

How much do client service associate entry level jobs pay per hour?

As of Aug 2, 2026, the average hourly pay for client service associate entry level in Alpharetta, GA is $16.73, according to ZipRecruiter salary data. Most workers in this role earn between $13.61 and $18.80 per hour, depending on experience, location, and employer.

Is a customer service associate a good first job?

A client service associate entry-level position is often suitable as a first job because it develops communication, problem-solving, and customer management skills. It typically requires basic computer skills and offers on-the-job training, making it accessible for those starting their careers.

What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?

AspectClient Service Associate Entry LevelCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; relevant certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsVarious industries including tech, retail, telecom
Employer & Industry UsageCommonly used in banking and finance sectorsWidespread across multiple customer-facing industries
Search & Comparison IntentOften compared for entry-level client-facing roles in financeCompared for customer support roles across industries

In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.

Can an associate be entry level?

Yes, a Client Service Associate entry level position is designed for individuals with little to no prior experience in client service or finance. These roles typically require basic communication skills, a willingness to learn, and may involve training on specific tools or systems used in the industry.

What jobs pay 4000 a week without a degree?

A Client Service Associate at an entry-level can potentially earn around $4,000 a week through commissions, bonuses, or high-volume sales, especially in financial services or sales roles. Such earnings typically require strong communication skills, sales ability, and experience, often with certifications or licenses like FINRA for finance-related positions. High weekly pay without a degree is uncommon and usually involves commission-based roles or entrepreneurial ventures.

What is the career path for a client service associate?

A client service associate can advance to roles such as senior associate, client relationship manager, or financial advisor by gaining experience, developing client management skills, and obtaining relevant certifications like the Series 7 or Series 63. Progression often involves increasing responsibilities, specialization, and sometimes further education in finance or related fields.
What are popular job titles related to Client Service Associate Entry Level jobs in Alpharetta, GA? For Client Service Associate Entry Level jobs in Alpharetta, GA, the most frequently searched job titles are:
What job categories do people searching Client Service Associate Entry Level jobs in Alpharetta, GA look for? The top searched job categories for Client Service Associate Entry Level jobs in Alpharetta, GA are:
What cities near Alpharetta, GA are hiring for Client Service Associate Entry Level jobs? Cities near Alpharetta, GA with the most Client Service Associate Entry Level job openings:
Client Service Associate Entry Level jobs near you
Infographic showing various Client Service Associate Entry Level job openings in Alpharetta, GA as of July 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Remote job distribution, with an average salary of $34,802 per year, or $16.7 per hour.

Client Service Associate

HB Wealth

Atlanta, GA • On-site

$14 - $19.25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Job Type
Full-time
Description
HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®-bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
Position Summary
We are seeking a Client Service Associate for our Atlanta, Georgia location. In this role, you'll be instrumental in building and maintaining strong client relationships. The Client Service Associate is primarily responsible for client administration as well as providing a broad range of support to both their assigned client advisory team and other advisory teams on an as-needed basis.
Job Responsibilities
  • Support client requests and account servicing, including transfers, checks, wires, and ACHs.
  • Open, maintain, and close client brokerage accounts, ensuring all documentation is complete and accurate.
  • Serve as a key point of contact for clients and advisory team members, resolving issues through research and collaboration.
  • Assist with preparation for client meetings.
  • Maintain accurate client, account, and transaction records in CRM and document management systems.
  • Manage client offboarding activities.
  • Help safeguard sensitive information in accordance with firm cybersecurity policies.
  • Support cross-functional teams, special projects, and other duties as needed.

Requirements
  • Excellent written, verbal, and interpersonal communication skills, with the ability to build trust and work effectively across teams.
  • Highly organized, detail-oriented, and able to manage multiple priorities, administrative projects, and deadlines with strong follow-through.
  • Ability to take direction from multiple stakeholders and thrive in a fast-paced, entrepreneurial environment.
  • High level of confidentiality, professionalism, personal integrity, and commitment to fiduciary responsibility.
  • Self-motivated, proactive, and willing to pitch in where needed, with a positive attitude and strong work ethic.
  • Strong analytical and problem-solving skills.
  • Proficiency in Microsoft Office Suite, CRM, and portfolio reporting software.
  • Ability to successfully pass a criminal background and credit check.

Benefits
  • Competitive PTO/Holiday policy
  • 401k match
  • 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
  • Paid Maternity/Paternity leave
  • Fun and welcoming office environment with monthly and quarterly events
  • Ability to work remotely 40%
  • Cell phone stipend
  • Equity Participation Plan

Why HB is a great place to work
Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.
HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.

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