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finoBlue is an Atlanta-based wealth management firm that specializes in helping clients navigate the biggest financial transitions of their lives: selling a business, entering retirement, or managing a significant inheritance. If you’ve built your career in financial services, wealth management, a law firm, or mortgage lending, and you have the kind of warmth and instincts to be the first face clients see when they walk in the door, we’d like to talk.

YEAR

Bill Good Marketing

Client Experience Associate

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The work • Take requested conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm You get • Remote work • A written process so you are not inventing the job • Coaching from people who have done the work • A path into leadership if you produce You should apply if you are competitive, coachable, and comfortable on camera. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.

AO Garcia Agency

Fully Remote Client Retention Associate

Daily work • Speak with people who asked for information • Map needs to available protection options • Run a simple enrollment flow • Build and service a client list Provided • Pre-qualified warm leads • Step-by-step onboarding • Remote tools • Flexible hours • Ongoing mentorship Good fit Self-starters who like helping families and can handle a performance environment. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.

Work From Home Client Retention Associate

The role researches, escalates, and resolves problems with carriers (medical, dental, vision, life, disability, voluntary), ensuring timely and accurate resolution and a strong client experience. The Employee Benefits Claims Specialist serves as the advocate and point of contact for client employees and HR contacts on claims issues.

Sterling Seacrest Pritchard

Employee Benefits - Claims Client Service Associate

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Launched in 2020, Orbiss has helped hundreds of small and medium-sized international companies scale up and thrive in the dynamic American market. Our vision is modernity, driving us to adopt an innovative approach that prioritizes process automation and quality assurance, while always keeping people at the heart of our mission.

Orbiss

Tax Associate - Private Clients

Workable

The Client Transition Specialist works across advisory teams, clients, custodians, and internal partners to manage multiple concurrent workstreams, anticipate and resolve issues in real time, and deliver seamless client and team experience while adhering to firm policies, procedures, and regulatory requirements. Execute the end-to-end onboarding of multiple clients and accounts simultaneously, including preparing and sending client documentation, establishing accounts, facilitating custodian transfers and asset movement, driving each onboarding through completion with speed, accuracy, and exceptional service experience.

Cresset Capital Management LLC

ASSOCIATE DIRECTOR, CLIENT TRANSITION SPECIALIST

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Bring • Communication skill • Self-management • Team habits • A spine — integrity is not optional Apply if you want the remote track and you will do the work.

Client Relations Associate

Our success is rooted in the principle of human connection, epitomized by our NEWJOBPHORIA ethos - the joy and freedom in work that empowers our team and clients to excel. At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws.

Spectraforce is a leading global services firm that provides a portfolio of Consulting, Staffing and Outsourcing services & solutions to a broad range of clients and industries worldwide. We are headquartered in Raleigh, NC, USA and have offshore global delivery centers at Pune, Chandigarh, and Hyderabad, India. At Spectraforce we have a Philosophy - a Philosophy that excellence is derived through dedicated, focused and innovative work. We also believe that knowledge comes through sharing and growth comes to every organization where people use knowledge in team work. A progressive culture and a world of possibilities is what you see with us.

Spectraforce Technologies Inc

Associate Director, Client Development

WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal/external stakeholders, and provides clear guidance to ensure others fulfill roles effectively.

Willis Towers Watson PLC

Associate Client Advocate- Construction

Key Responsibilities: - Act as the primary point of contact for our clients and their customers, responding to inquiries and providing support via phone, email, and chat. You will serve as the first point of contact for any inquiries or concerns, and will work closely with our team to ensure timely and effective resolution.

Client Support Associate

WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). frame-loader#lazyLoad clinch:authenticated@document->frame-loader#reload" data-controller="frame-loader" data-src="/blocks/jobs/499d9d902744dacd1f5528ec7f35267e/favourites?page_id=1bef585b961d92644b3d97892c80e115" id="499d9d902744dacd1f5528ec7f35267e_favourites">.

Construction Associate Client Advocate

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

Raymond James Financial Inc

Client Service Associate (Atlanta, GA)

Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Recognized by Barron's among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Cresset Capital

Associate Director, Private Wealth Client Services

You'll discover how our employees love their jobs, driven by the meaningful connections they make and the positive impact they have on our clients' businesses. At INFUSE, we're seeking a passionate Client Success Specialist to join our team, where your efforts directly contribute to our clients' satisfaction and our company's success.

INFUSE

Client Success Associate (Entry level, Remote)

GreenHouseAPI

SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

The Colony Group, LLC

Associate, Client Service Solutions

Build and maintain a strong partnership with Regional Managing Director (RMD) counterparts to proactively identify advisor and client needs and implement solutions that drive business success and an exceptional client experience. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

REGIONAL MANAGING DIRECTOR, CLIENT SERVICE

Exception Handling: Investigate and resolve ACATS rejects, mutual fund registration errors, and account discrepancies by communicating with internal teams, contra-firms, and fund providers. As a BPS Operations Associate, you be responsible for oversight and review of work performed by Transfer processors, working closely with our clients as move assets/accounts to and from FIS custody.

Fidelity National Information Services Inc

Representative II, BPS Client Service & Support

ABOUT USFounded by Spanish-born Cristóbal Balenciaga in 1917 and established in Paris in 1937, the original House of Balenciaga defined modern couture with its many innovations to form and technique. The brand's unprecedented interactions with the expanding digital realm, material developments, and today's social responsibilities keep it at the forefront of modernity.

Kering Group

Balenciaga Sales & Client Advisor | Phipps Plaza Atlanta

HSA with Employer Contribution In-vitro Fertility (treatment coverage) Dental Vision (2 plans: 12-month and 24-month frames allowance) FSA Plans (Healthcare, Dependent Care and Limited Purpose) Pre-tax Commuter Plans Employer-paid Life Insurance Employer-paid Short + Term Disability Long Term Disability (2 plans: Employer-paid or optional Self-paid). The Client Executive (CE) serves as the primary sales leader for an assigned territory and customer base, responsible for retaining, growing, and expanding customer relationships through strategic account development, cross-selling, upselling, renewals, and net-new business acquisition that support company growth.

ConvergeOne Inc

Client Executive

Assist bankers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is current and accurate. Assist in general servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.

Client Associate Jobs in Roswell, GA

Client Experience Associate Bill Good Marketing

Fully Remote Client Retention Associate AO Garcia Agency

Work From Home Client Retention Associate AO Garcia Agency

Employee Benefits - Claims Client Service Associate Sterling Seacrest Pritchard

Tax Associate - Private Clients Orbiss

ASSOCIATE DIRECTOR, CLIENT TRANSITION SPECIALIST Cresset Capital Management LLC

Client Relations Associate AO Garcia Agency

Associate Director, Client Development Spectraforce Technologies Inc

Associate Client Advocate- Construction Willis Towers Watson PLC

Client Support Associate AYS

Construction Associate Client Advocate Willis Towers Watson PLC

Client Service Associate (Atlanta, GA) Raymond James Financial Inc

Associate Director, Private Wealth Client Services Cresset Capital

Client Success Associate (Entry level, Remote) INFUSE

Associate, Client Service Solutions The Colony Group, LLC

REGIONAL MANAGING DIRECTOR, CLIENT SERVICE Cresset Capital Management LLC

Representative II, BPS Client Service & Support Fidelity National Information Services Inc

Balenciaga Sales & Client Advisor | Phipps Plaza Atlanta Kering Group

Client Executive ConvergeOne Inc

CRE Client Specialist II Truist Financial Corporation

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