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Manager Client Relations Associate Jobs in Georgia

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Manager Client Relations Associate information

What is the highest paying job in customer service?

The highest paying roles in customer service include senior management positions such as Director of Customer Service or Customer Service Vice President, which can earn six-figure salaries. These roles typically require extensive experience, leadership skills, and often involve overseeing large teams or strategic initiatives.

How much does a client relationship associate at Vanguard make?

A Client Relationship Associate at Vanguard typically earns an average annual salary of around $50,000 to $65,000, depending on experience and location. Compensation may also include bonuses and benefits, and the role often requires strong communication and customer service skills.

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 does a client relations manager do?

A client relations manager is responsible for maintaining and strengthening relationships with clients to ensure satisfaction and loyalty. They communicate with clients to understand their needs, address concerns, and coordinate services or solutions, often using CRM tools. The role requires strong communication skills, problem-solving abilities, and a focus on customer retention.

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, using tools like CRM software. Strong communication and problem-solving skills are essential for this role.
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:
Manager Client Relations Associate jobs near you
Infographic showing various Manager Client Relations Associate job openings in Georgia as of June 2026, with employment types broken down into 50% Full Time, 46% Part Time, 2% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.
Associate Director, Client Relationship Management & Accounting

Associate Director, Client Relationship Management & Accounting

Pathstone

Atlanta, GA • On-site

$38K - $48K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
Job Description: The Associate Director is a senior, client-facing role responsible for managing complex Personal CFO engagements for ultra-high-net-worth individuals and families. This role partners closely with Directors and senior leadership to deliver an elevated, high-touch client experience while overseeing the day-to-day financial administration of client entities.
This hands-on role requires deep expertise in financial reporting, cash flow oversight, bill payment operations, and multi-entity accounting across individuals, trusts, foundations, and related structures. The Associate Director plays a critical role in anticipating client needs, identifying operational improvements, and driving execution across internal and external stakeholders.
While this role does not initially include direct reports, it requires leadership through influence, strong judgment, and the ability to manage complex workstreams independently while partnering with and leveraging the broader team. As the platform grows, this role may evolve to include formal team leadership responsibilities.
Key Responsibilities:
  • Serve as a primary day-to-day contact for assigned clients, ensuring timely and high-quality execution of all Personal CFO deliverables.
  • Oversee financial administration for ultra-high-net-worth families, including accounting, bill payment operations, and reporting.
  • Prepare and monitor detailed cash flow analyses, identifying trends and anticipating future funding requirements.
  • Manage multi-entity accounting, including general ledger review, reconciliations, and transaction classification.
  • Ensure accuracy, completeness, and documentation of banking and credit card activity.
  • Prepare consolidated and entity-level financial reporting, including sources and uses of cash tracking.
  • Support strategic initiatives such as property acquisitions, liquidity planning, capital calls, and funding movements.
  • Coordinate closely with internal wealth advisors and external legal, tax, and investment professionals to ensure alignment.
  • Identify operational inefficiencies and implement process enhancements to improve reporting accuracy and workflow.
  • Lead complex client projects, including entity onboarding, structural transitions, and major funding initiatives.

Qualifications:
  • Bachelor's degree in Accounting, Finance, or related field; CPA preferred, CFP or CFA a plus.
  • 7-10+ years of experience in family office, private wealth, public accounting, fund administration, or related financial services.
  • Demonstrated success managing high-touch client engagements with strong attention to detail and service orientation.
  • Strong technical knowledge of general ledger systems, multi-entity accounting, investment activity, and cash flow analysis.
  • Ability to translate complex financial information into clear, actionable insights for clients and advisors.
  • Experience coordinating across legal, tax, and investment teams.
  • Exceptional organizational and project management skills, with the ability to manage multiple complex priorities simultaneously.
  • Proactive, accountable, and solutions-oriented mindset with a commitment to continuous improvement.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
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