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Client Services Associate Jobs in Savannah, GA (NOW HIRING)

Bluffton Financial Planning (Raymond James)

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Client Services Associate

Bluffton, SC · On-site

$16 - $20/hr

Position Overview The Client Service Associate (CSA) plays a critical role in delivering an exceptional experience to our clients while ensuring smooth daily operations. You will serve as the primary ...

TravisMathew

Part Time Client Associate

Bluffton, SC · On-site

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...

NC SECU

Associate Member Services Officer

Pembroke, GA · On-site

Purpose The Associate Member Services Officer (MSO) is an entry-level position intended to provide team members with foundational knowledge of SECU branch operations. Associate MSOs perform routine ...

Socket.dev

Client Relationship Manager

Hardeeville, SC · On-site

$60 - $80/hr

This position reports to the Director of Client Services and collaborates closely with the Branch ... Associates or Bachelors degree preferred * 3-4 years of experience as a Client Relations Manager ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for client services associate in Savannah, GA is $20.87, according to ZipRecruiter salary data. Most workers in this role earn between $15.91 and $23.27 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 Savannah, GA?

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

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

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Savannah, GA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $43,399 per year, or $20.9 per hour.

Client Services Associate

Bluffton Financial Planning (Raymond James)

Bluffton, SC • On-site

$16 - $20/hr

Part-time

Posted 7 days ago

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Job description

Position Overview

The Client Service Associate (CSA) plays a critical role in delivering an exceptional experience to our clients while ensuring smooth daily operations. You will serve as the primary administrative bridge between our clients, our advisors, and the Raymond James back-office platform.

This role requires strong organization, clear communication, discreet handling of confidential information, and the ability to manage multiple operational workflows in a fast-paced, collaborative environment.

Key Responsibilities

1. Client Service & Communication

  • Deliver high-touch, prompt service to existing and prospective clients via phone, email, video conference, and in-person greetings.
  • Manage advisor calendars, schedule appointments, and coordinate client review meetings.
  • Help clients navigate online client portal access, digital onboarding tools, and e-signatures.
  • Facilitate client hospitality and assist in organizing client appreciation events and educational workshops.

2. Account Administration & Operational Support

  • Open new accounts (individual, joint, trust, corporate, retirement) and ensure all required documentation meets Raymond James compliance standards.
  • Process day-to-day cashiering and money movement requests, including wires, ACH transfers, check deposits, journal transfers, and required minimum distributions (RMDs).
  • Coordinate asset transfers (ACATs, rollovers, direct rollovers) and track transfers through to completion.
  • Prepare meeting agendas, review packets, portfolio summary reports, and account paperwork ahead of advisor-client meetings.

3. Practice Management & Recordkeeping

  • Maintain up-to-date and organized client records within the Client Relationship Management (CRM) system.
  • Track pending operational tasks, follow up proactively on outstanding documentation, and resolve operational discrepancies.
  • Maintain branch files, correspondence logs, and compliance records in adherence to FINRA, SEC, and Raymond James regulatory policies.
  • Assist in general branch office administrative duties, supplies ordering, and vendor coordination.

Qualifications & Skills

Required:

  • Education: High school diploma or equivalent required. Bachelor’s or Associate degree in Business, Finance, Communications, or a related field preferred.
  • Experience: 3-5+ years of professional administrative, banking, or client service experience (wealth management or financial services experience preferred although not a requirement).
  • Technical Proficiency: Strong computer skills, including Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and experience using CRM databases.
  • Communication: Exceptional verbal and written communication skills with a polished, professional demeanor.
  • Attention to Detail: Meticulous accuracy when handling documentation, numeric data, and legal/financial forms.
  • Proactive Problem Solving: Ability to prioritize multiple incoming requests, manage deadlines, and follow through independently.
  • Other: Must be able to pass a background check verification.

Company Description

At Bluffton Financial Planning, we believe that every meaningful financial journey begins with a relationship built on trust and earned through clear, thoughtful, and personalized guidance in pursuit of personal and financial goals. Operating through Raymond James Financial Services, our practice pairs the boutique, high-touch experience of an independent advisory firm with the extensive resources, research, and institutional backing of one of the nation’s premier financial institutions headquartered in St. Petersburg, Florida.
We serve individuals, families, retirees, women investors, and business owners across the Lowcountry and beyond. Rooted in Raymond James’ “Service 1st” philosophy, our team operates on principles of integrity, independence, analytical rigor, and client-first commitment.
We are seeking a proactive, detail-oriented, and client-focused Client Service Associate to join our team in Bluffton, SC.