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Financial Client Services Associate Jobs in Atlanta, GA

TransPerfect

Client Services Associate

Atlanta, GA · On-site

Client Services Associate TransPerfect is more than just a job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100 ...

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 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 · 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 ...

TransPerfect

Client Services Associate

Atlanta, GA

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 ...

Semantix

Client Services Associate

Atlanta, GA

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 22, 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 is a financial client services associate?

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?

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.

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 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.

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 August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 15% Part Time, and 5% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $63,933 per year, or $30.7 per hour.

Financial Client Services Specialist

Golden Reserve LLC

Atlanta, GA • On-site

$70K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. 


As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan), (2) delivering world-class first line ongoing client support and service, and (3) facilitating start-to-finish insurance application execution.


Our CSS Team is recognized as the Engine of Golden Reserve that drives this company forward. 


Golden Reserve’s unique approach to financial services is redefining financial planning – we hold monthly seminars that you would help support and have weekly TV & Radio Shows across Ohio. And it is working; we are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country. 


What we ask


· Client Service Excellence: Understanding that we are entrusted with the life savings of our clients is a huge responsibility – that we do not take lightly.

· Be The Engine: Ensure our Sales team is supported so that we can help more families – being the steady and consistent voice and leader in every office to make sure we don’t stop moving forward.

· Commitment: we know we must earn your trust, but we expect every recruit to be committed to our process and systems of managing client services and support to learn the GR-Way.


What we need:

  • Two (2) years+ of financial services experience.
  • Life Insurance Annuity Application Excellence – completion, monitoring & management.
  • GRIT –  we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace.
  • This position will be based at one of our new office locations in the Kennesaw or Alpharetta area. Candidates must be able to reliably commute to the assigned office location on a regular basis. 

What we provide:


· CSS Captains – you will have three (3) dedicated supporting CSS Team Members that help you manage your (1) workload, (2) new business support (outstanding applications) and (3) policy and training needs.

· Competitive Salary - $70,000 - $100,000.

· Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance.
 

WORK SCHEDULE 


Work hours are 8:30 am - 5:30 pm with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We also pay overtime. This is an in-office role, based our new office locations that will be opening in the Kennesaw and Alpharetta areas.


If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.


BEFORE YOU APPLY – this is NOT a typical financial services position –to learn more about the CSS role, check out: A Day in the Life of a CSS. To learn more about how we are different, check out Expedition Retirement, to see if our mission is the right fit for you. (https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw)
 

You can also learn more at www.goldenreserve.com.




Compensation details: 70000-100000 Yearly Salary


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