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Manager Client Relations Associate Jobs in Georgia

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Manager Client Relations Associate information

What does a client relations associate do?

A client relations associate manages communication between a company and its clients to ensure satisfaction and address concerns. They often handle inquiries, provide product or service information, and maintain positive relationships, utilizing skills in communication and customer service tools. The role may require understanding client needs and coordinating with internal teams to deliver solutions.

What is the difference between Manager Client Relations Associate vs Client Relations Specialist?

AspectManager Client Relations AssociateClient Relations Specialist
Required CredentialsBachelor's degree, experience in client management, strong communication skillsBachelor's degree, customer service experience, communication skills
Work EnvironmentSupervisory role, team coordination, client meetingsCustomer support, client interaction, account management
Employer & Industry UsageFinancial services, consulting, corporate sectorsRetail, banking, tech companies
Search & Comparison IntentUnderstanding managerial roles in client relationsEntry to mid-level client interaction roles

The Manager Client Relations Associate typically holds a supervisory position with responsibilities for team oversight and strategic client management, requiring more experience and credentials. In contrast, a Client Relations Specialist focuses on direct client interaction and support, often at an entry or mid-level. Both roles are vital in client-focused industries but differ in scope and seniority.

What are popular job titles related to Manager Client Relations Associate jobs in Georgia? For Manager Client Relations Associate jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Manager Client Relations Associate jobs in Georgia look for? The top searched job categories for Manager Client Relations Associate jobs in Georgia are:
What cities in Georgia are hiring for Manager Client Relations Associate jobs? Cities in Georgia with the most Manager Client Relations Associate job openings:
Infographic showing various Manager Client Relations Associate job openings in Georgia as of May 2026, with employment types broken down into 1% As Needed, 79% Full Time, 15% Part Time, 1% Temporary, and 4% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Client Relationship Associate

Vident Asset Management

Alpharetta, GA

$39.10K - $48.80K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago


Job description

Vident Asset Management, LLC is seeking an experienced Sub-Advisory Client Relationship Associate (CRA) to join our dynamic team. This role is responsible for managing the lifecycle of Vident’s Sub-Advisory clients. The CRA will serve as the primary liaison between Vident and its clients, focusing on nurturing long-term partnerships, ensuring client needs and expectations are being met and driving client retention and growth. They understand what each client’s specific needs are and work with colleagues to help identify appropriate solutions. Key duties include proactive and ongoing client outreach, managing inbound client communications, resolving issues, and fostering trust. This role acts as a bridge between clients and the broader Vident organization, working closely with Portfolio Management, Operations, and Sales.

Who we are:

Vident Asset Management is a specialized exposure and solutions provider partnering with clients to help them assess new opportunities and bring their investment ideas to life. Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform. We traditionally partner with institutional investors, asset managers, and wealth management firms to Bring Investment Ideas to Life.

What you’ll do:

• Role Type: Relationship Management

• Primary Objective: Ensure a high-touch, white glove service experience for clients in order to retain and help grow relationships, including assets under management (AUM).

• Relationship Management: Establishing and maintaining strong, proactive, and positive relationships with Sub-Advisory clients.

• Client Onboarding: Partnering with the Business Development Success Associate, Operations, and Portfolio Managers to transition newly acquired relationships and guide new clients through the Vident Client Experience.

• Needs Assessment: Understanding each client’s requirements and communicating them to appropriate internal teams to ensure timely and complete service delivery.

• Problem Resolution: Acting as the first point of contact for clients, identifying their problems or concerns, and helping to identify appropriate solutions.

• Internal Collaboration: Coordinate with Sales, Compliance, and Investment Management to support new fund launches and ensure operational excellence.

• Client Retention & Growth: Partnering with Sales to identify opportunities for upselling or cross-selling products and services to increase revenue and AUM.

• Product Expertise: Delivering insights into Vident’s primary service offering to clients, including handling questions about non-investment related processes.

• Market Analysis: Stay abreast of ETF market trends, regulatory changes, and competitor activity to provide actionable insights to senior leadership.

What you have:

• Exceptional Communication: Strong written and verbal communication skills are a must. Need to be comfortable speaking to clients across varied demographics and have the public presence to be a front-line representative of Vident.

• Client-Centered Mindset: Ensuring that each client feels valued and heard, even those that are difficult, and partnering with internal colleagues to achieve resolution of problems and concerns.

• Attention to Detail: Providing timely client communication, tracking requests, and communicating clearly to colleagues is a non-negotiable requirement.

• Negotiation & Problem-Solving: Experience and comfort in handling conflict and resolving issues to maintain positive client relationships.

• Customer Relationship Management (CRM) Proficiency: Experience in using CRM tools (particularly Salesforce) to track client interactions and data is highly preferred.

• Analytical Skills: Ability to monitor and analyze client service data to identify trends and opportunities to improve service.

• Align with Vident Core Values: Inspired Collaboration, Honor & Authenticity, Intellectual Curiosity, Exceptional Performance and Inclusion & Humility

Qualifications & Skills:

• Education: Bachelor’s degree in Finance, Economics, Marketing, or Communications preferred.

• Experience: 3-5 years of professional experience in financial services, preferably in asset management.

• Licenses: Having regulatory certifications (or the willingness to acquire them) such as Certified ETF Advisor (CETF®) designation, FINRA Series 7 and 63, and FINRA SIE are preferred.

• Technical Skills: Proficiency in CRM software (e.g., Salesforce), Microsoft Suite (Excel, Teams, PowerPoint, etc.) strongly preferred.

What we offer:

• PTO plus 13 paid holidays

• Flexible Working Benefits

• Daily Paid Lunch for Onsite Employees

• Onsite Gym Discount

• Medical, Dental, Vision

• EAP and Telehealth with Mental Health Support

• Short and Long Term Disability

• SIMPLE IRA with up to 3% Match