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.
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.
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.
Program Manager - IDD Community Service - (Specialty Services) - Clayton Job Code: SSP031/Social ... Assists with the development of individualized service plans for each client by members of an ...
Program Manager - IDD Community Service - (Specialty Services) - Clayton Job Code: SSP031/Social ... Assists with the development of individualized service plans for each client by members of an ...
Lawrenceville, GA · On-site
Program Manager - IDD Community Service - (Specialty Services) - Clayton Job Code: SSP031/Social ... Assists with the development of individualized service plans for each client by members of an ...
Lawrenceville, GA · On-site
Program Manager - IDD Community Service - (Specialty Services) - Clayton Job Code: SSP031/Social ... Assists with the development of individualized service plans for each client by members of an ...
Atlanta, GA · Remote
$130K - $145K/yr
The Client Services Manager functions as a key leader in successfully managing the Client Services team and assigned client relationships through effective project management coordination and ...
Atlanta, GA · Remote
$130K - $145K/yr
The Client Services Manager functions as a key leader in successfully managing the Client Services team and assigned client relationships through effective project management coordination and ...
Alpharetta, GA · On-site
This position is responsible for serving as a primary point of contact for clients, managing ... The Client Services Associate works closely with the legal team to support a smooth, professional ...
Alpharetta, GA · On-site
This position is responsible for serving as a primary point of contact for clients, managing ... The Client Services Associate works closely with the legal team to support a smooth, professional ...
Atlanta, GA · On-site
$50K - $66K/yr
Manages, mentors, and schedules clinic personnel, case management, program assistants, and peer ... Client Services and Case Management Oversight: Monitors client intake, eligibility verification ...
Atlanta, GA · On-site
$50K - $66K/yr
Manages, mentors, and schedules clinic personnel, case management, program assistants, and peer ... Client Services and Case Management Oversight: Monitors client intake, eligibility verification ...
Manages, mentors, and schedules clinic personnel, case management, program assistants, and peer ... Client Services and Case Management Oversight: Monitors client intake, eligibility verification ...
Manages, mentors, and schedules clinic personnel, case management, program assistants, and peer ... Client Services and Case Management Oversight: Monitors client intake, eligibility verification ...
Cultivate and manage relationships inside/outside Client Protection as well as on the Client Protection Shared Services team. Required Qualifications: * 5+ years Project or Program Management ...
Cultivate and manage relationships inside/outside Client Protection as well as on the Client Protection Shared Services team. Required Qualifications: * 5+ years Project or Program Management ...
Atlanta, GA · On-site
Client Services Associate We're looking for a Client Services Associate to join our team! In this ... You'll help coordinate new projects, manage preflight tasks, enter key details into internal ...
Atlanta, GA · On-site
Client Services Associate We're looking for a Client Services Associate to join our team! In this ... You'll help coordinate new projects, manage preflight tasks, enter key details into internal ...
Atlanta, GA · On-site
$22/hr
Client Services Team Lead Location: Remote/Hybrid - USA Reports to ... Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt ...
Atlanta, GA · On-site
$22/hr
Client Services Team Lead Location: Remote/Hybrid - USA Reports to ... Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt ...
Atlanta, GA · On-site
$22/hr
Client Services Team Lead Location: Remote/Hybrid - USA Reports to ... Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt ...
Atlanta, GA · On-site
$22/hr
Client Services Team Lead Location: Remote/Hybrid - USA Reports to ... Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt ...
Atlanta, GA · On-site
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be ... You'll help coordinate new projects, manage preflight tasks, enter key details into internal ...
Atlanta, GA · On-site
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be ... You'll help coordinate new projects, manage preflight tasks, enter key details into internal ...
Atlanta, GA · On-site
$22/hr
Client Services Team Lead Location: Remote/Hybrid - USA Reports to ... Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt ...
Atlanta, GA · On-site
$22/hr
Client Services Team Lead Location: Remote/Hybrid - USA Reports to ... Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt ...
Atlanta, GA · On-site
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be ... You'll help coordinate new projects, manage preflight tasks, enter key details into internal ...
Atlanta, GA · On-site
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be ... You'll help coordinate new projects, manage preflight tasks, enter key details into internal ...
Atlanta, GA · On-site
Overview We are seeking a skilled Program Manager to lead complex programs across our T-Mobile ... Ensure consistent client satisfaction and maintain strong client relationships Qualifications * 7+ ...
Atlanta, GA · On-site
Overview We are seeking a skilled Program Manager to lead complex programs across our T-Mobile ... Ensure consistent client satisfaction and maintain strong client relationships Qualifications * 7+ ...
Atlanta, GA · On-site
Experience in client-facing roles managing program delivery and stakeholder relationships * Proven ... Experience in a vendor or services based company Qualifications: * 7+ years of experience in ...
Atlanta, GA · On-site
Experience in client-facing roles managing program delivery and stakeholder relationships * Proven ... Experience in a vendor or services based company Qualifications: * 7+ years of experience in ...
Atlanta, GA · On-site
... services among different program activities to increase efficiency. -Monitors and approves all ... Manages all project funds according to established accounting policies and procedures. Quals-
Atlanta, GA · On-site
... services among different program activities to increase efficiency. -Monitors and approves all ... Manages all project funds according to established accounting policies and procedures. Quals-
Atlanta, GA · On-site
... services among different program activities to increase efficiency. -Monitors and approves all ... Manages all project funds according to established accounting policies and procedures. Quals-
Atlanta, GA · On-site
... services among different program activities to increase efficiency. -Monitors and approves all ... Manages all project funds according to established accounting policies and procedures. Quals-
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 ...
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 ...
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 ...
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 ...
| Aspect | Client Services Program Manager | Client Success Manager |
|---|---|---|
| Primary Focus | Overseeing client programs, ensuring service delivery, managing multiple projects | Building client relationships, ensuring client satisfaction, driving retention |
| Responsibilities | Program coordination, process improvement, cross-team collaboration | Onboarding, ongoing support, upselling opportunities |
| Credentials | Project management certifications often preferred | Customer relationship management experience, communication skills |
| Work Environment | Corporate, client-facing, project-driven | Customer-centric, relationship-focused, often in SaaS or tech industries |
While both roles focus on client engagement, the Client Services Program Manager manages client programs and project delivery, whereas the Client Success Manager emphasizes building strong relationships and ensuring client satisfaction to promote retention and growth.
Cities in Georgia with the most Client Services Program Manager job openings:
Atlanta, GA • On-site
Other
This job post has expired today. Applications are no longer accepted.
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.