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Client Service Associate Jobs in Kennesaw, GA (NOW HIRING)

Pearl Recruiter

Customer Service Associate

Atlanta, GA · On-site

$14 - $19.25/hr

Customer Service Associate I'm looking for a Customer Service Associate to join a client-focused Atlanta-based, UHNW Registered Investment Advisor (RIA) firm that prides itself on high-touch service ...

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Client Services Associate

Atlanta, GA · On-site

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department ... Process customer service requests according to established department policies and procedures.

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Client Services Associate

Atlanta, GA · Remote

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department ... Process customer service requests according to established department policies and procedures.

Rubicon Global

Client Services Associate

Atlanta, GA · On-site

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department ... Process customer service requests according to established department policies and procedures.

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Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for client service associate in Kennesaw, GA is $15.84, according to ZipRecruiter salary data. Most workers in this role earn between $12.88 and $17.79 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.

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.

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 do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What is a client service associate?

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 are the most commonly searched types of Client Service jobs in Kennesaw, GA? The most popular types of Client Service jobs in Kennesaw, GA are:
What cities near Kennesaw, GA are hiring for Client Service Associate jobs? Cities near Kennesaw, GA with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Kennesaw, GA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $32,941 per year, or $15.8 per hour.

Client Service Associate (Hybrid Opportunity)

Wealth Enhancement Group

Atlanta, GA • On-site

$14 - $19.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between clients and the advisory team, you will help manage every aspect of the client experience, from onboarding and account administration to meeting preparation and ongoing service needs.
This role is central to our team's success. You will help shape our office culture by delivering exceptional service, maintaining strong relationships with clients and partners, and ensuring our advisors have the operational support they need. The ideal candidate brings foundational financial knowledge, professional communication skills, attention to detail, and the ability to manage multiple priorities with confidence. This position is an excellent fit for someone interested in growing into a future Financial Advisor role. If you are ambitious, client focused, and eager to build a long-term career in wealth management, this is a fantastic opportunity to grow with a collaborative team.
This is a hybrid position, typically requiring 3-4 days per week in the office.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $50,000.00 to $65,000.00 depending on experience, plus discretionary annual bonus eligibility, and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
New Client Onboarding and Administration
  • Accurately prepare and process all prospect and new client paperwork
  • Track and follow up on incoming fund transfers from external institutions
  • Research and resolve issues with internal departments and third-party vendors
  • Maintain prospect and account information

Client Relationship Management and Review Support
  • Engage with clients to understand their background, goals, and financial needs
  • Serve as a primary point of contact for client inquiries, coordinating next steps, and ensuring timely follow-through
  • Prepare and process account transactions such as trades, deposits, withdrawals, and RMDs
  • Maintain accurate client data across CRM, custodial platforms, and portfolio accounting systems
  • Gather and organize client information and prepare materials for client meetings
  • Complete all post-meeting tasks to ensure a seamless client experience
  • Coordinate with clients' tax or legal professionals, including review of 1099s as needed
  • Review and troubleshoot quarterly statements when required

Team and Corporate Support
  • Assist the Advisor Team with operational improvements and process enhancements
  • Support firmwide operational projects and initiatives
  • Communicate process updates, sales information, and operational changes to the team
  • Manage vendor relationships in alignment with Service Level Agreements
  • Contribute to ad hoc projects as assigned
  • Provide backup support for the Front Desk, including answering phones, greeting clients, managing mail, and maintaining organized common areas

Industry and Company Knowledge
  • Demonstrate understanding of WEG's Suitability Guidelines, operational processes, and sales model
  • Maintain working knowledge of financial terminology, products, and industry standards
  • Participate in Client Services meetings and company educational events

Education & Qualifications
  • Bachelor's degree in Finance, Financial Planning, Economics, or a related field (or equivalent professional experience)
  • 1-2 years of experience in financial administration or client service preferred
  • Interest in pursuing professional credentials such as the CFP® or Series 65
  • Strong interpersonal skills with the ability to build effective team and client relationships
  • Professional communication skills and a confident, client-facing presence
  • Highly motivated self-starter with a results-driven mindset
  • Strong organizational abilities with a solution-oriented approach, attention to detail, and comfort working under deadlines
  • Proficiency in Microsoft Office applications
  • Experience with Salesforce, Orion, or eMoney is a plus
  • Familiarity with Fidelity or Schwab custodial platforms is beneficial

#LI-Hybrid
#LI- NR
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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