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Financial Client Services Associate Jobs in Macon, GA

Nexx 1 Marketing

Client Services Coordinator

Macon, GA · On-site

$15.50 - $20.75/hr

Our company is looking for a Client Account Representative who can assist clients with product ... The management team offers an environment where our associates ideas are not only heard but ...

Nexx 1 Marketing

Client Services Coordinator

Macon, GA

$15.50 - $20.75/hr

Our company is looking for a Client Account Representative who can assist clients with product ... The management team offers an environment where our associates ideas are not only heard but ...

H&R Block

Tax Associate

Cochran, GA · On-site

$47K - $63K/yr

... client services-no prior tax experience required. With training and support from day one, you'll ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Gray, GA · On-site

$54K - $72K/yr

... client services-no prior tax experience required. With training and support from day one, you'll ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Bonaire, GA · On-site

$49K - $66K/yr

... client services-no prior tax experience required. With training and support from day one, you'll ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Macon, GA · On-site

$48K - $65K/yr

... client services-no prior tax experience required. With training and support from day one, you'll ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Forsyth, GA · On-site

$50K - $67K/yr

... client services-no prior tax experience required. With training and support from day one, you'll ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Macon, GA · On-site

$55K - $74K/yr

... client services-no prior tax experience required. With training and support from day one, you'll ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Warner Robins, GA · On-site

$51K - $68K/yr

... client services-no prior tax experience required. With training and support from day one, you'll ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Warner Robins, GA · On-site

$49K - $66K/yr

Experience in a client-facing or consultative role, such as financial advising, insurance, retail ... services * Experience asking questions and recommending solutions based on customer needs * Ability ...

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Financial Client Services Associate information

See Macon, GA salary details

$13

$30

$65

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

As of Aug 16, 2026, the average hourly pay for financial client services associate in Macon, GA is $30.65, according to ZipRecruiter salary data. Most workers in this role earn between $19.81 and $32.98 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.

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 Macon, GA?

For Financial Client Services Associate jobs in Macon, GA, the most frequently searched job titles are:

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

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

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

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

Financial Client Services Associate jobs near you

Client Services Coordinator

Nexx 1 Marketing

Macon, GA • On-site

$15.50 - $20.75/hr

Full-time

Re-posted 26 days ago

Job description

Company Description
Here at Nexx 1 Marketing the old meets the new as we mix both traditional marketing and sales approaches with new techniques that not only put us ahead of the competition, but also allow us to meet clients needs with maximum efficiency. Every campaign we run is strategically adapted to the results our clients aim to see, and we are willing to adapt and develop our own style to incorporate a wide variety of client needs. Nexx 1 Marketing has developed a successful training program that is designed to produce top- notch managers for the national accounts of new and existing clients. As we continue to grow so does our need for these leaders in our business.
Job Description
We are celebrating by expanding and adding to our fast-paced team! Our company is looking for a Client Account Representative who can assist clients with product issues and help to maintain a high customer retention level.
Responsibilities:
• Handle customer inquiries and establish new accounts
• Develop and maintain a knowledge base of the evolving products and services
• Demonstrate and provide our customers with product knowledge and information
• Monitor the customer satisfaction levels and develop methods for increasing them
• Assist in creating ways for delivering excellent customer service to irate or problematic customers
Qualifications:
• High school diploma/GED required (College degree preferred)
• Ability to build rapport with clients
• Proficiency with MS Office
• Ability to work well in a team environment
• Strong sense of professionalism and discretion required
Benefits: The management team offers an environment where our associates ideas are not only heard but implemented. As a company, we offer advancements base solely on individual performance.
• Full paid training
• Full time / Part Time / Students positions available
• Management trainee positions opening
• Travel opportunities
• Yearly R&R trips
If you feel that you are the right candidate, do not hesitate - Apply Today! A member of our Human Resources team will be in contact shortly after to discuss further details
Qualifications
Additional Information
All your information will be kept confidential according to EEO guidelines.

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