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Client Services Associate Jobs in Alpharetta, GA

Inlight Wealth

Client Services Associate

Atlanta, GA · On-site

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.

TransPerfect

Client Services Associate

Atlanta, GA · On-site

Client Services Associate 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 ...

Rubicon

Client Services Associate

Atlanta, GA · Remote

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt Compensation: Starting at $20/hour (Actual ...

Rubicon

Client Services Associate

Atlanta, GA · On-site

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt Compensation: Starting at $20/hour (Actual ...

Rubicon Global

Client Services Associate

Atlanta, GA · On-site

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt Compensation: Starting at $20/hour (Actual ...

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 · 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 ...

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How much do client services associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for client services associate in Alpharetta, GA is $21.87, according to ZipRecruiter salary data. Most workers in this role earn between $16.68 and $24.42 per hour, depending on experience, location, and employer.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

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

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Alpharetta, GA?

The most popular types of Client Services jobs in Alpharetta, GA are:

What are popular job titles related to Client Services Associate jobs in Alpharetta, GA?

For Client Services Associate jobs in Alpharetta, GA, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Alpharetta, GA look for?

The top searched job categories for Client Services Associate jobs in Alpharetta, GA are:

What cities near Alpharetta, GA are hiring for Client Services Associate jobs?

Cities near Alpharetta, GA with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Alpharetta, GA as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, and 4% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $45,493 per year, or $21.9 per hour.

Client Services Associate

Inlight Wealth

Atlanta, GA • On-site

Other

Posted 6 days ago

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.

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