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Financial Customer Associate Jobs in Atlanta, GA

Rockefeller Financial

Client Associate

Atlanta, GA · On-site

... financial advisory services firm. Originally founded in 1882 as the family office of John D ... The Client Associate will work with our Private Advisor team members and will interact directly ...

Aptean

Associate Client Advocate

Alpharetta, GA · On-site

You'll be a key member of our Customer Advocacy team, engaging customers directly and helping ... Aptean's compliance solutions are built for companies serving specific markets such as finance ...

Aptean

Associate Client Advocate

Alpharetta, GA · On-site

You'll be a key member of our Customer Advocacy team, engaging customers directly and helping ... Aptean's compliance solutions are built for companies serving specific markets such as finance ...

UBS

Client Associate

Atlanta, GA · On-site

Do you know how to take care of people? We're looking for a Client Associate to: • keep ... the finance sector • bachelor degree preferred • excellent communicator, with solid ...

UBS

Client Associate

Alpharetta, GA · On-site

Do you know how to take care of people? We're looking for a Client Associate to: • keep ... the finance sector • bachelor degree preferred • excellent communicator, with solid ...

Pearl Recruiter

Customer Service Associate

Atlanta, GA · On-site

$14 - $19.25/hr

Customer Service Associate I'm looking for a Customer Service Associate to join a client-focused ... financial services experience is a plus Comfort with CRM tools, scheduling systems, and common ...

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All JobsFinancial Customer Associate JobsFinancial Customer Associate Jobs in Atlanta, GA

Financial Customer Associate information

See Atlanta, GA salary details

$17.8K

$49K

$72.6K

How much do financial customer associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial customer associate in Atlanta, GA is $49,011.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $59,600.00 per year, depending on experience, location, and employer.

What does a financial customer associate do?

A Financial Customer Associate assists clients with their financial accounts, answering questions and resolving issues related to investments, banking, or retirement products. They often provide information about account balances, transactions, and company policies, as well as guide customers through various financial processes. This role usually involves communicating with clients over the phone, via email, or through online chat, ensuring a positive customer experience. Strong communication, problem-solving, and organizational skills are essential for success in this position.

What skills and qualifications are needed to be a financial customer associate?

To thrive as a Financial Customer Associate, you need a solid understanding of financial products, customer service principles, and typically at least a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, financial account systems, and sometimes FINRA Series 6 or 7 certifications is advantageous. Strong communication, problem-solving, and active listening skills set top performers apart in handling client inquiries and concerns. These skills are crucial for ensuring client satisfaction, maintaining compliance, and building trust in financial services.

What does a typical day look like for a financial customer associate, and how do they interact with other teams?

A typical day for a Financial Customer Associate involves responding to customer inquiries about financial products, resolving account issues, and guiding clients through transactions or processes. Associates often work in a fast-paced call center or office environment, utilizing phone and online communication tools. Collaboration with other departments, such as compliance, operations, and financial advisors, is common to ensure accurate and timely service. This teamwork not only helps resolve complex customer issues but also provides Associates with valuable exposure to different aspects of the financial industry.

What cities near Atlanta, GA are hiring for Financial Customer Associate jobs?

Cities near Atlanta, GA with the most Financial Customer Associate job openings:

Financial Customer Associate jobs near you
Infographic showing various Financial Customer Associate job openings in Atlanta, GA as of August 2026, with employment types broken down into 77% Full Time, 18% Part Time, and 5% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $49,011 per year, or $23.6 per hour.

Associate Customer Executive

COMPUTACENTER PLC

Norcross, GA • On-site

Full-time

Posted 23 days ago

Computacenter rating

7.4

Company rating: 7.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

118th of 226 rated it services

Job description

About the role

The Associate Customer Executive (ACE) is responsible assisting in the delivery of all products and services to customer specifications and meeting the contractual service level agreements (SLA) with the customer. The ACE communicates regularly with Inside Sales Managers, Customer Executives, Sr. Customer Executives and Partner Management, to assist with open requests, open quotes, escalated orders, and on-going projects. This position is an office-based position. 


What you'll be doing

  • Partners with team members to deliver services that support company objectives and that are consistent with Computacenter values. 
  • Collaborates with Inside Sales management and team members as well as other cross functional teams on an as needed basis regarding customer projects and orders. 
  • Uses Computacenter systems and process to enter and track orders. 
  • Provides regular data and timeline updates to Inside Sales Management. 
  • Assists in providing status reports to Account managers, project teams, and Partner Management. 
  • Follows defined processes and procedures to assist in the coordination and execution of open requests, open quotes, open purchase orders, and escalated orders. 
  • Assists in entering and managing open opportunities within team and follows up directly with Customer Executives and Inside Sales management.
  •  Coordinates with Customer Executives in creating and maintaining a database of historical deals, pricing, and technology preferences across the customer base.
  •  Conducts general administrative duties as necessary. 
  • Embraces and supports Computacenter 's mission and core values.

What you have

  • Bachelor's degree preferred.
  • Minimum of 1 year of customer service experience.
  • Legally eligible to work in the United States. 
  • Customer focused.
  • Strong written and verbal communication skills.
  • Strong interpersonal, problem-solving, time-management, organizational, and prioritizing skills. 
  • Self-starter able to work both independently and collaboratively with others to accomplish goals.
  • Prefer a strong working knowledge of computer system applications (e.g.: Windows, Microsoft Office). 

What you can expect

There's so much more to enjoy about being at Computacenter than just having a rewarding career. In addition to offering competitive compensation plans and long-term career opportunities, we provide an attractive mix of benefit plans to contribute to your good health, future financial security, and peace of mind.

About us

Computacenter is a leading independent technology partner, trusted by large corporate and public sector organizations. We help our world-renowned customers to source, transform, and manage their IT infrastructure to deliver digital transformation, enabling users and their business. We're a public company quoted on the London FTSE 250 (CCC.L) and employ over 21,000 people worldwide. In the US, we support some of the country's best-known businesses with regional hubs in San Francisco and Irvine, CA; Norcross, GA; Plano, TX; and New York City; and Integration Centers in Silicon Valley and Atlanta. www.computacenter.com/us

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