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Client Service Associate Jobs in Georgia (NOW HIRING)

Merit Financial Advisors

Client Service Associate

Marietta, GA · On-site

$13.75 - $19/hr

The Position:  The Client Service Associate is a key role that ensures excellence in customer service. This person manages client interactions and maintains the highest level of confidentiality ...

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Raymondjames

Client Service Associate

Atlanta, GA · On-site

$14 - $19.25/hr

Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate ...

Stifel

Client Service Associate - NR

Savannah, GA

$13.50 - $18.75/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

Stifel

Client Service Associate - NR

Savannah, GA · On-site

$13.50 - $18.75/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Savannah, GA · On-site

$13.50 - $18.75/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

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How much do client service associate jobs pay per hour?

As of May 31, 2026, the average hourly pay for client service associate in Georgia is $14.47, according to ZipRecruiter salary data. Most workers in this role earn between $11.78 and $16.25 per hour, depending on experience, location, and employer.

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

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

What jobs make 3000 a month without a degree?

A Client Service Associate typically earns less than $3,000 monthly, but roles such as sales representatives, administrative assistants, or delivery drivers can reach or exceed this income level without a degree, especially with experience or commissions. These jobs often require strong communication skills, customer service abilities, and sometimes certifications or licenses depending on the industry.

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

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What are the most commonly searched types of Client Service jobs in Georgia? The most popular types of Client Service jobs in Georgia are:
What cities in Georgia are hiring for Client Service Associate jobs? Cities in Georgia with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Georgia as of May 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $30,100 per year, or $14.5 per hour.
Client Service Associate

Client Service Associate

Merit Financial Advisors

Marietta, GA • On-site

$13.75 - $19/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

The Company:

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

The Position:

The Client Service Associate is a key role that ensures excellence in customer service. This person manages client interactions and maintains the highest level of confidentiality and discretion in all business matters to complete appropriate paperwork in a professional and timely manner.

Responsibilities

  • Develop and maintain solid relationships with clients.
  • Assist with scheduling client appointments for advisor.
  • Investigate and resolve various administrative matters impacting the client’s overall situation, to include: abandoned property issues, cost basis determination, account and transaction history as needed, identification of fees assessed, resolution of corporate actions, and any other activity or issue needing attention.
  • Provide operational support for all existing and new clients including but not limited to:

· Account transfers

· Move money requests

· Branch check deposits to client accounts

· Conversions

· Beneficiary updates

· Estate Processing

· Process and Manage all the new and existing annuity (custodian system) and life policies

· Alternative Investment Orders

  • Perform necessary client transactions upon request. Research and resolve client inquiries, return all client calls, and ensure client satisfaction at all times.
  • Review and resolve client account related issues with custodian(s).
  • Proactive follow-up with clients to confirm account updates, paperwork, and check receipt.
  • Meet with clients when applicable for new client forms signatures and processing.
  • Review notes from client meetings and complete action items.
  • Deposit physical checks received at branch via remote check deposit tool.
  • Track and document all account changes in Salesforce CRM accurately and in a timely manner.
  • Review account transactions daily to monitor trade requests placed, confirm deposits posted, transfers received, confirm client withdraw requests sent, etc.
  • Set-up new client online account access and assist existing clients with online account access.
  • Maintain Required Minimum Distributions.
  • Submit & follow-up on advisory trade requests with Merit Investment Team.
  • Document all communication & interactions with clients and prospects and Processing managers in Salesforce CRM in a timely manner.
  • Work closely with the Processing Manager.
  • Maintain paperless client files on our cloud‐based system.
  • Keeping advisor(s) book of business updated within the custodian systems, Salesforce & Orion.
  • Collaborate with the Client Service team across all branches to keep-up with changes at custodians and develop and improve systems and processes.
  • Resolve account-related compliance requests.
  • Track & submit insurance licensing, renewal and appointments.
  • Maintain & submit branch compliance files quarterly.
  • Handle miscellaneous operational activities and projects
  • Participate in prospect and client events.

Salary + Benefits:

  • Competitive, based on experience
  • Medical Insurance
  • Dental/Vision Insurance
  • Life & Personal Accident Insurance
  • Short-term Disability Insurance
  • Long-term Disability Insurance
  • Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
  • 401(k) Plan with company matching
  • Paid Time Off (PTO) and paid holidays

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.

Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market

Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.




Requirements:

Requirements:

  • Associate’s or Bachelor’s Degree
  • Minimum of 1-2 years in client service for a wealth management firm.
  • Previous experience working on Fidelity or Schwab platforms
  • Excellent knowledge of the securities industry’s rules & regulations
  • Proficient computer skills and proficiencies in Outlook, Word, Excel, and Salesforce are desired.
  • Excellent written and verbal communication skills.
  • Outstanding teamwork and time management skills.
  • Excellent interpersonal skills
  • Ability to handle multiple tasks and operate in tight deadlines.
  • Strong team-oriented mentality with a desire to achieve personal and company performance goals.
  • Ability to interact with clients and team members in a professional and respectful manner.
  • Detail-oriented and self-motivated.
  • Curiosity and ingenuity to help implement new client‐related technology solutions as well as creatively build and maintain methods and procedures of the company.