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Financial Client Services Associate Jobs in Atlanta, GA

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 ...

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 ...

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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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Atlanta, GA

Financial Client Services Associate information

See Atlanta, GA salary details

$13

$30

$65

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

As of Aug 1, 2026, the average hourly pay for financial client services associate in Atlanta, GA is $30.74, according to ZipRecruiter salary data. Most workers in this role earn between $19.90 and $33.08 per hour, depending on experience, location, and employer.

What are Financial Client Services Associates?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a Financial Client Services Associate, and why are they important?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a Financial Client Services Associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
What are popular job titles related to Financial Client Services Associate jobs in Atlanta, GA? For Financial Client Services Associate jobs in Atlanta, GA, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Atlanta, GA look for? The top searched job categories for Financial Client Services Associate jobs in Atlanta, GA are:
What cities near Atlanta, GA are hiring for Financial Client Services Associate jobs? Cities near Atlanta, GA with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Atlanta, GA as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $63,933 per year, or $30.7 per hour.

Client Services Associate

Rubicon Global

Atlanta, GA • On-site

$20/hr

Full-time

Re-posted 3 days ago

Job description

Job Title: 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 compensation is commensurate with job related knowledge, skills, experience, etc.)
Position Summary
We are seeking a dedicated and personable Customer Service Associate to join our team. The Client Services Associate (CSA) processes inbound customer service requests and inquiries via phone, e-mail, and Internet portals. The CSA is responsible for providing effective customer service for all internal and external customers by using excellent, in-depth knowledge of company provided services as well as communicating effectively with team members within the customer operational department.
Essential Duties & Key Responsibilities
  • Provide timely and accurate information to inbound customer service requests.
  • Respond promptly and professionally to incoming phone calls, E-mails, and other web-based systems.
  • Process customer service requests according to established department policies and procedures.
  • Provide timely feedback to the company regarding service failures or customer concerns.
  • Schedule services with service partners; Enter and update service requests and orders into designated internal work order system and/or portals.
  • Follow up throughout the life of existing tickets and keep the customers informed about ticket status.
  • Determine problems that demand immediate promotion to direct supervisor.
  • Support strategic ongoing initiatives communicated by the direct supervisor.
  • Respond proactively to customer inquiries and concerns.
  • Resolve invoice questions and investigate payment issues with vendors; assist manager with preparing the customer bills each month.
  • Verify data points and update the system as needed.
  • Project management as needed, including sustainability reporting, optimizing services, finding cost savings, weekly status updates, communicating policy updates that are relevant to customers, etc.
  • Performs other duties as assigned or apparent.

Supervisory Responsibilities:
  • This job has no supervisory responsibilities

Experience & Qualifications:
  • High school diploma required.
  • Bachelor's degree preferred.
  • Two (2)+ years of experience in customer service roles.
  • Experience in entering a high volume of transactions quickly and accurately with great attention to detail.
  • Proficiency with Microsoft Office and Excel.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Exceptional interpersonal skills, with the ability to interface effectively with stakeholders at all levels of the organization.
  • Strong customer service orientation with the ability to handle inquiries and requests efficiently and professionally.
  • A proactive, can-do attitude with a willingness to take ownership of tasks and drive them to completion.
  • Strong problem solving and critical thinking skills.
  • Ability to work effectively and independently with minimal supervision, while also being a team player who thrives in a collaborative environment.
  • Discretion and trustworthiness in handling sensitive information and supporting high-level strategic initiatives.
  • Ability to work evenings, weekends and holidays as required.
  • Travel and/or onsite work will be on an as needed basis.

Physical Demands and Working Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions.
  • While performing the duties of this job in a home office setting, the employee is regularly required to work on a computer for extended periods of time.
  • Frequent use of a computer requires fine motor skills and hand-eye coordination.
  • Ability to sit for extended periods while working from home or a designated workspace.
  • Ability to perform tasks that require sustained attention and focus.
  • Occasional lifting of materials up to 25 pounds.
  • Travel to attend team meetings may be required.
  • To facilitate working from home, and as a requirement for this role, the employee must provide reliable internet connection with sufficient bandwidth to execute all job functions and technology setup conducive to remote work. The company laptop will be provided.
  • A quiet, distraction-free workspace is required for maintaining productivity.
  • Collaboration with team members may occur through virtual meetings and communication platforms.

About Rubicon
Rubicon is a digital marketplace for waste and recycling, and provider of innovative software-based solutions to businesses and governments. Rubicon has created a new industry standard by using technology to drive environmental innovation. The company helps turn businesses into more sustainable enterprises, and neighborhoods into greener and smarter places to live and work. Rubicon helps its partners find economic value in their waste streams and confidently execute on their sustainability goals.
Rubicon is an Equal Employment Opportunity Employer. We also maintain a Drug-Free Workplace.
Rubicon is committed to sustainability and will rely on all employees to serve as an advocate for Environmental Social and Governance (ESG) both internally and externally to help grow the Company's ESG objectives.
  • Environment: Contribute, measurably, to Rubicon's carbon reduction goal and circular economy efforts
  • Social: Support Rubicon's efforts to cultivate/promote racial and gender equity
  • Governance: Advance Rubicon's commitment to best-in-class governance practices

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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