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Senior Client Associate Jobs in Georgia (NOW HIRING)

Balentine

Senior Client Services Manager

Atlanta, GA · On-site

Work with the Senior Administrative Associate to ensure administrative support is well-organized, responsive, and aligned to client and team needs. * Recruit, mentor, and retain a high-performing ...

CornerStone Staffing

Financial Advisor

Savannah, GA

$100K/yr

Experience managing client households, high-net-worth clients, or transitioning from a senior client associate role is highly valued * Must be comfortable operating in a 1099 independent contractor ...

Infosys

Senior Principal - Insurance

Atlanta, GA · On-site

$210K - $256K/yr

Client Relationship and Development: Represents Infosys to client - leads team's interactions with ... Brings new leads to Associate Partners and Partners. Opens conversations with new and existing ...

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Senior Client Associate information

See Georgia salary details

$24.5K

$62.7K

$112.3K

How much do senior client associate jobs pay per year?

As of Jul 13, 2026, the average yearly pay for senior client associate in Georgia is $62,652.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,600.00 and $80,200.00 per year, depending on experience, location, and employer.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial or service support, and ensures client needs are met efficiently. They often handle complex inquiries, coordinate with internal teams, and use CRM tools to maintain accurate client records.

What are the key skills and qualifications needed to thrive in the Senior Client Associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a Senior Client Associate job?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

Is senior associate a high position?

A senior associate is generally considered a mid- to senior-level position within a company, often indicating increased responsibility, experience, and expertise compared to entry-level roles. In many organizations, it is a stepping stone toward higher managerial or leadership roles, and it may require specialized skills or certifications. The exact level can vary depending on the industry and company structure.

What are the common responsibilities of a Senior Client Associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

Is a CSA job stressful?

A Senior Client Associate (CSA) role can be stressful due to high client expectations, tight deadlines, and the need for strong communication and organizational skills. The level of stress varies depending on workload, firm culture, and individual experience, but managing multiple client accounts often requires multitasking and problem-solving under pressure.

What is the highest paid customer service job?

Senior client associate roles in financial services or investment firms tend to be among the highest paid customer service-related positions, often offering six-figure salaries with bonuses. These roles typically require strong industry knowledge, client management skills, and relevant certifications such as FINRA licenses.
What are popular job titles related to Senior Client Associate jobs in Georgia? For Senior Client Associate jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Senior Client Associate jobs in Georgia look for? The top searched job categories for Senior Client Associate jobs in Georgia are:
What cities in Georgia are hiring for Senior Client Associate jobs? Cities in Georgia with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Georgia as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $62,652 per year, or $30.1 per hour.
Registered Client Associate

Registered Client Associate

UBS - Experienced professionals - job boards

Atlanta, GA

Other

Re-posted 4 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

17th of 149 rated banks

Job description

The key tasks of your job as a Client Service Associate/Registered Client Service Associate include the following:
Relationship Management
Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, RMA cards, etc.)
Collect appropriate documentation to set up new accounts
Leverage various communication channels to keep in touch with clients (e.g., send out birthday cards, e-mail research newsletters)
Process account service requests and ensure appropriate documentation
Direct incoming phone calls to appropriate team member
Wealth Management
Input data into Financial Planning tools
Input orders within appropriate system and complete associated paperwork, if registered
Review daily branch reports and alerts and process accordingly
Assist in the preparation of client reports and other materials for client meeting.
Practice Management
Organize logistics of team marketing events, develop and maintain team marketing materials
Maintain contact management systems with up to date key client information
Provide team with up to date calendar including daily, weekly, and monthly activities
Talent Management
Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to Senior Financial Advisor or Team Administrator as applicable
Assist with on-boarding new members to the team

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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