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Financial Client Service Associate Jobs in Georgia

Ameriprise Financial

Client Service Associate

Duluth, GA ยท On-site

$13.25 - $18.50/hr

About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

Ameriprise Financial

Client Service Associate

Duluth, GA ยท On-site

$13.25 - $18.50/hr

About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

Ameriprise Financial

Client Service Associate

Atlanta, GA ยท On-site

$14 - $19.25/hr

At Ameriprise Financial, we're not just in the business of helping clients with their financial ... Role Summary The Client Service Associate supports Financial Advisors by delivering proactive, high ...

Ameriprise Financial

Client Service Associate

Atlanta, GA ยท On-site

$14 - $19.25/hr

At Ameriprise Financial, we're not just in the business of helping clients with their financial ... Role Summary The Client Service Associate supports Financial Advisors by delivering proactive, high ...

Merit Financial Advisors

Client Service Associate

Marietta, GA ยท On-site

$13.75 - $19/hr

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and ... The Position: ๏ปฟ The Client Service Associate is a key role that ensures excellence in customer ...

Waverly Advisors, LLC

Client Service Associate

Atlanta, GA ยท On-site

$14 - $19.25/hr

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ...

TalentLink Solutions

Client Service Associate

Atlanta, GA ยท On-site

$14 - $19.25/hr

We are a retirement and financial planning firm based in Atlanta. As a registered investment ... We are looking for an experienced and versatile Client Service Associate to support our advisors ...

HB Wealth

Client Service Associate

Atlanta, GA ยท On-site +1

$14 - $19.25/hr

... financial peace of mind to the clients we are privileged to serve. At HB Wealth, we foster a ... The Client Service Associate is primarily responsible for client administration as well as ...

HB Wealth

Client Service Associate

Atlanta, GA ยท On-site

$14 - $19.25/hr

... financial peace of mind to the clients we are privileged to serve. At HB Wealth, we foster a ... The Client Service Associate is primarily responsible for client administration as well as ...

HB Wealth

Client Service Associate

Atlanta, GA ยท On-site +1

$14 - $19.25/hr

Client Service Associate HB Wealth ("HB") is a national, independent, fee-only wealth management ... financial peace of mind to the clients we are privileged to serve. At HB Wealth, we foster a ...

Jackson Hewitt

Client Service Associate

Buford, GA

$9 - $10/hr

Seasonal Client Service Associate At Jackson Hewitt, and its Franchisees, we provide an invaluable ... For most Americans, their tax return is the biggest single financial event of the year, and it can ...

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Showing results 1-20

All JobsFinancial Client Service Associate JobsFinancial Client Service Associate Jobs in Georgia

Financial Client Service Associate information

See Georgia salary details

$11

$26

$57

How much do financial client service associate jobs pay per hour?

As of Jun 18, 2026, the average hourly pay for financial client service associate in Georgia is $26.99, according to ZipRecruiter salary data. Most workers in this role earn between $17.45 and $29.04 per hour, depending on experience, location, and employer.

Is $50,000 enough to work with a financial advisor?

For a Financial Client Service Associate, a $50,000 salary can be sufficient depending on the location, cost of living, and experience level. Entry-level roles or positions in areas with lower living costs may find this salary adequate, but in high-cost regions, it might be considered below average for the profession. Additional certifications or skills can influence salary expectations and job responsibilities.

How much does a finance associate earn?

A financial client service associate typically earns between $40,000 and $65,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced associates or those with specialized skills can earn higher salaries, often supplemented with bonuses or commissions.

What is the role of a financial service associate?

A financial client service associate supports clients by providing account information, processing transactions, and addressing inquiries related to financial products and services. They often assist with account maintenance, ensure compliance with regulations, and use financial software to manage client data. Strong communication skills and knowledge of financial regulations are essential for this role.

What does a client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist with account management, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and financial knowledge are essential for this role.
What cities in Georgia are hiring for Financial Client Service Associate jobs? Cities in Georgia with the most Financial Client Service Associate job openings:
Financial Client Service Associate jobs near you

Financial Client Associate

Benjamin F Edwards & Co

Alpharetta, GA โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Financial Client Associate


Summary

The Financial Client Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all clientโ€™s needs are met in a timely and efficient manner. Financial Client Associates have the opportunity to shape the client experience in a way that delights those we provide service and drives trust and confidence and forging lifelong relationships.

Under direct supervision, the Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of client-related activities, including but not limited to account opening, maintenance and research, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, coordinating appointments, implementing marketing and business plans, filing and record keeping in accordance with Compliance regulations by following policy and procedure. Partner closely with a Financial Advisor (s) to collaborate on delivering a seamless client experience.

Essential Duties/Responsibilities:

  • Serves as primary point of contact for clients and provides a high level of support; respond to client inquiries and ensure timely resolution.
  • Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients.
  • Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients.
  • Create, prepare and review daily client reports and presentations for client meetings and/or for Financial Advisor(s). Maintain client notes and follow up on resulting action items, leveraging tools such as Salesforce, Orion and Microsoft Bookings, etc.
  • Assist in financial planning efforts by entering client data in MoneyGuidePro, financial planning software, and walking clients through account set up and review options in the client portal.
  • Perform tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests.
  • Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc.
  • Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars.
  • Follow firm policies, procedures and maintain files in accordance with firm and regulatory guidelines.
  • Perform administrative duties as required by the Financial Advisor(s) or branch manager.
  • Provide backup support as required to other branch support personnel.
  • Perform other related duties as assigned.

Qualifications:

  • Proficient experience with Microsoft Office Suite and ability to learn other software and technology. Experience with Pershing/NetX360, Salesforce, Orion and MoneyGuidePro is a plus.
  • Professional presence with strong customer service and interpersonal skills experience
  • Detail oriented, excellent organization skills and able to manage a variety of tasks.
  • Ability to multi-task and work in a fast-paced, evolving environment; excellent time management skills.
  • Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills.
  • Ability to seek new ways to improve processes, suggest new ideas and approaches.
  • Exercise discretion in handling confidential information.
  • Perform other related duties as assigned.

Education and/or Work Experience:

  • Minimum Required: Bachelorโ€™s Degree, and/or equivalent work experience
  • Minimum Required: 1+ year of work experience in client services, preferably within the financial industry.

License/Registration:

  • N/A

Work Environment:

This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.


About Benjamin F. Edwards

If you are interested in joining a firm that truly puts the interests of its advisors and clients first, you have come to the right place. Serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firmโ€™s mission statement.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer.

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