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Client Services Associate Ii Jobs in Georgia (NOW HIRING)

Inlight Wealth

Client Services Associate

Atlanta, GA · On-site

Client Service Associate -- Sandy Springs We are an independent, fee-only wealth management and ... * 2+ years of client service experience in wealth management or financial services * Prior ...

New

Rubicon Global

Client Services Associate

Atlanta, GA · On-site

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department ... Two (2)+ years of experience in customer service roles. * Experience in entering a high volume of ...

Rubicon

Client Services Associate

Atlanta, GA · Remote

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department ... Two (2)+ years of experience in customer service roles. * Experience in entering a high volume of ...

Semantix

Client Services Associate

Atlanta, GA · On-site

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

TransPerfect

Client Services Associate

Atlanta, GA

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

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All JobsClient Services Associate Ii JobsClient Services Associate Ii Jobs in Georgia

Client Services Associate Ii information

What is a Client Services Associate II?

A Client Services Associate II is a mid-level professional who supports clients by addressing their inquiries, processing transactions, and providing information about products or services. They often work in financial services, banking, or other client-focused industries, acting as a key point of contact for clients. In addition to resolving client issues, they may assist with account management, documentation, and ensuring compliance with company policies. Their role requires excellent communication skills, attention to detail, and the ability to handle multiple tasks efficiently.

What skills and qualifications are needed to thrive as a Client Services Associate II?

To thrive as a Client Services Associate II, you need strong customer service skills, attention to detail, and a background in business or finance, often with a relevant bachelor’s degree. Familiarity with CRM software, financial platforms, and Microsoft Office Suite is typically required, and FINRA certifications may be beneficial in financial services environments. Excellent communication, problem-solving abilities, and teamwork are crucial soft skills for building client relationships and resolving issues efficiently. These competencies ensure high-quality client support, drive satisfaction, and contribute to overall organizational success.

What opportunities for career advancement are typically available to a Client Services Associate II within a financial services firm?

Client Services Associate II roles often serve as a stepping stone to more senior positions within client services, account management, or even advisory roles. By gaining hands-on experience with client interactions, operational processes, and financial products, associates build a strong foundation for progression. Many firms encourage internal mobility, so high performers may transition into roles such as Senior Client Associate, Relationship Manager, or Operations Supervisor. Additionally, pursuing relevant certifications or additional training can further expand career options within the firm.

What is the difference between Client Services Associate II vs Client Services Associate I?

AspectClient Services Associate IIClient Services Associate I
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent
Work EnvironmentCustomer service, financial or client-focused settings, often with increased responsibilitiesCustomer service, financial or client-focused settings, entry-level
Employer & Industry UsageFinancial services, banking, insurance, investment firmsFinancial services, banking, insurance, investment firms
Common Search & Comparison IntentUnderstanding role progression, responsibilities, and qualificationsEntry-level duties, basic client interaction

The main difference between Client Services Associate II and Client Services Associate I lies in experience and responsibilities. The II level typically requires more experience and involves handling more complex client issues, whereas the I level is more entry-level with basic client interactions. Both roles are common in financial and customer service industries and share similar work environments and employer usage.

How much does a Client Services Associate II make?

The average salary for a Client Services Associate II typically ranges from $40,000 to $55,000 annually, depending on experience, company size, and industry. Compensation may also include benefits such as health insurance and paid time off, with some roles offering bonuses or performance incentives.

What are the most commonly searched types of Client Services Ii jobs in Georgia?

The most popular types of Client Services Ii jobs in Georgia are:

What cities in Georgia are hiring for Client Services Associate Ii jobs?

Cities in Georgia with the most Client Services Associate Ii job openings:

Client Services Associate Ii jobs near you

Client Services Associate

Inlight Wealth

Atlanta, GA • On-site

Other

Posted 2 days ago

New

Job description

Client Service Associate — Sandy Springs


We are an independent, fee-only wealth management and financial planning firm seeking an experienced Client Service Associate (CSA) to join our growing team.


The CSA will be a key point of contact for clients and will work closely with our advisors and operations team to deliver an organized, responsive, high-touch client experience. We’re looking for someone who is proactive, detail-oriented, and excellent at following through.


Key Responsibilities


* Serve as a primary point of contact for day-to-day client service needs

* Manage client onboarding, account openings, maintenance, transfers, and other Schwab paperwork and workflows

* Track client requests and coordinate with advisors and operations through completion

* Maintain accurate client information in Wealthbox CRM

* Manage tasks, follow-ups, meeting preparation, and other administrative needs

* Anticipate advisor and client needs and help ensure nothing falls through the cracks

* Assist with special projects and firm initiatives as needed


What We’re Looking For


* 2+ years of client service experience in wealth management or financial services

* Prior experience working with Charles Schwab Advisor Services is required

* Experience with a CRM system; Wealthbox experience is a plus

* Highly organized with exceptional attention to detail and follow-through

* Strong written and verbal communication skills

* Comfortable managing multiple priorities and deadlines

* Proactive, professional, warm, and genuinely enjoys helping clients and teammates


Why Join Us


We’re a collaborative, growing RIA where you’ll have meaningful client relationships and a visible impact on the firm. This role offers broad exposure across the business and the opportunity to take on greater responsibility as the firm continues to grow.

Apply