1,243 Results for

Client Service Associate Jobs in Alpharetta, GA

Jobs

Atlanta, GA7 days ago

$120,000–$150,000 Per Year

Atlanta, GA7 days ago

$100,000–$140,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for managing a caseload from start to finish, collaborating with partners on case strategy, and working closely with expert witnesses.

Atlanta, GA7 days ago

$55,000–$65,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.

New!

Atlanta, GA6 days ago

$125,000–$170,000 Per Year

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Locations: CA (Los Angeles, Orange County, San Diego, San Francisco) | GA (Atlanta) | MA (Boston)\ NY (New York) \ VA (Richmond, Virginia Beach)

HYBRID

Provide legal advice and regulatory guidance, communicate case strategy and developments, and support clients responding to government and agency investigations.

New!

Brookhaven, GA5 days ago

$60,000–$65,000

Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.

Atlanta, Georgia14 days ago

Full-time

p>Pay Transparency: .

Preferred Qualifications: .

New!

Atlanta, GA4 days ago

li>

Execute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings for mid-sized to more complex projects.

Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.

New!
Atlanta, GA4 days ago
p>HITT Contracting is seeking a creative, dynamic, and results-driven Senior Associate of Virtual Construction to lead construction process evolution and provide effective virtual construction services on HITT’s most complex projects.
Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.

New!
Dunwoody, GA4 days ago
$20–$23 Per Hour
p>SDA CPA Group helps small business owners reduce financial stress through proactive accounting, payroll, tax planning, and organized financial systems.
We believe in responsive communication, accurate work, and helping clients understand their numbers so they can make better business decisions.

New!
Atlanta, GA6 days ago
$190,000–$310,000 Per Year
li>Skilled in drafting and negotiating complex purchase and sale agreements, easements, declarations of restrictive covenants, and loan documents for construction and permanent financing. With nearly 50 attorneys dedicated to helping clients bring projects from concept to completion, the team advises on virtually every type of real property, from office buildings and mixed-use developments to renewable energy projects and health care facilities.

New!
Atlanta, GA4 days ago
This role requires strong legal analysis, organization, and the ability to move cases forward efficiently while maintaining excellent client service and communication.
Evaluate liability, damages, and settlement opportunities; participate in negotiations to resolve matters efficiently.

New!
Atlanta, GA2 days ago
$140,000–$190,000 Per Year
p>More specifically, we assist lawyers and law firms in starting law firms, law firm structuring, partnership agreements, buying and selling law firms, lateral moves, separation agreements, law firm dissolutions, legal malpractice, attorney fee disputes, risk management, succession planning, ethics advice, and more.
Excellent analytical, organizational, prioritization, and time management skills, along with the ability to work under tight deadlines and execute efficiently against multiple, high-priority projects.

New!
Decatur, GA1 day ago
The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.

Atlanta, GA30+ days ago
$33,280–$88,000 Per Year
MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) • Assist FAs / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.
DUTIES AND RESPONSIBILITIES:
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g.

New!
Alpharetta, GA2 days ago
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships.
Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.

Atlanta, GA20 days ago
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.
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

Alpharetta, GA30+ days ago
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.
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

Atlanta, GA30+ days ago
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Suwanee, GA11 days ago
$27.38–$45.61 Per Hour
The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

Atlanta, GA30+ days ago
Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.\n \nGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.\n \nESSENTIAL DUTIES AND RESPONSIBILITIES\n \nFollowing is a summary of the essential functions for this job.

New!
Atlanta, GA6 days ago
$18–$27 Per Hour
This entry-level role is ideal for individuals who enjoy helping clients, building strong communication skills, and working in a fast-paced environment.
The Client Service Associate will support daily client interactions, assist with account coordination, and help maintain a positive customer experience.

Atlanta, Georgia17 days ago
Remote
p>The Client Services Associate will assist clients with inquiries, service support, and ongoing communication while maintaining a high level of professionalism and organization. This role is ideal for individuals who enjoy helping people, communicating effectively, and providing excellent customer experiences in a remote work environment.

New!
Atlanta, GA3 days ago
Remote
$65,000–$72,000 Per Year
li>Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot; actively uses them to improve productivity, communication, and workflow efficiency. The Client Service Associate sits at the center of the Advisor's practice, connecting people, processes, and systems to deliver a seamless client journey.

Atlanta, Georgia30+ days ago
Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).

GA30+ days ago
In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish.
Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion.

GA30+ days ago
$120,000–$198,000 Per Year
For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.

Atlanta, GA30+ days ago
p>Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between clients and the advisory team, you will help manage every aspect of the client experience, from onboarding and account administration to meeting preparation and ongoing service needs.

Atlanta, GA30+ days ago
Remote
$20–$22 Per Hour
The CSA is responsible for providing effective customer service for all internal and external customers by using excellent, in-depth knowledge of company-provided services as well as communicating effectively with team members within the customer operational department. • Project management as needed, including sustainability reporting, optimizing services, finding cost savings, weekly status updates, communicating policy updates that are relevant to customers, etc.

Atlanta, Georgia24 days ago
ul>
Provide client relationship support through interacting directly with clients, responding to client questions and requests, problem resolution, coordinating, and tracking business-as-usual projects, preparing and submitting account applications, and a broad range of other service tasks.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.

Atlanta, GA30+ days ago
Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Atlanta, GA30+ days ago
p>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.

Atlanta, Georgia7 days ago
div>
*All interviews will be conducted via Zoom video conferencing
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
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.
Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities?

Marietta, Georgia30+ days ago
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*All interviews will be conducted via Zoom video conferencing.
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
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. Take the first step towards a rewarding journey of making a difference in the lives of families and children through financial services.
Don’t miss out on this opportunity to join a team that’s committed to making a meaningful impact.

Atlanta, GA30+ days ago
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.

Atlanta, GA30+ days ago
$100,000–$187,000 Per Year
The Compensation Range for this Role is between $100,000 to $187,000 p.a.146844BRFlorida, Georgia, IllinoisUSAInfosys Limited Associate Engagement ManagerITL USA Atlanta, GA, Peoria, IL, West Palm Beach, FLAerospace, Industrial Automation, ManufacturingTechnology|Unit Level - Unit Level|Practice Sales Associate Engagement Manager - Manufacturing Sector100000187000. The AMCS works together with their manager (Manager-Client Services/Senior Manager-Client Services) to build an account plan and is responsible for client management based on the account plan.

Atlanta, Florida17 days ago
li>Participate in ongoing relationship development with clients, carrier partners, resources and internal teams and stakeholders to strengthen relationships with the Hylant team and promote long term partnerships. In this role, the incumbent will collaborate with internal resources as needed to ensure client needs are producing a positive experience and client retention.

Atlanta, GA30+ days ago
li>Gain hands-on experience with a broad range of accounting, finance, and e-commerce tools, such as NetSuite, Rillet, Intuit Enterprise Suite, A2X, Cin7, Ramp, Maxio, Rho, Sums, Bitwave, and Reach Reporting, while demonstrating curiosity and a willingness to learn new systems quickly.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Atlanta, GA10 days ago
p>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 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.

Atlanta, GA30+ days ago
p>Required • Series 7 and Series 66 licenses • 2+ years of client service or operations experience in wealth management or financial services • strong written and verbal communication skills • exceptional attention to detail and follow through • proficiency in Microsoft Office; comfort with CRM and workflow tool • bachelors degree.
Clear Point Partners is a 12 person wealth management team at UBS serving ultra high net worth founders, entrepreneurs, and multi generational families across multi cities.

Alpharetta, GA23 days ago
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.

Alpharetta, GA13 days ago
li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Dunwoody, Georgia30+ days ago
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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs
Work Experience.

Suwanee, Georgia26 days ago
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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs
Work Experience.

Roswell, Georgia30+ days ago
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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs
Work Experience.

Johns Creek, Georgia20 days ago
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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs
Work Experience.

Buford, GA19 days ago
$15.20–$25.84 Per Hour
p>The primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all customer interactions, such as order entry and bid processing, dissemination of product and service information, outbound sales/service follow-up, and resolution of general customer issues and requests.
Pay, Benefits & Work Schedule: The salary range for this role is $15.20/hour to $25.84/hour, however all state and local minimum wages will be complied with, resulting in a possible adjustment to the salary range displayed.

GA18 days ago
$105,375–$215,375 Per Year
p>At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Buford, GA18 days ago
p>The primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all customer interactions, such as order entry and bid processing, dissemination of product and service information, outbound sales/service follow-up, and resolution of general customer issues and requests.
Must possess the ability to listen actively, analyze customer and employee needs through effective communication and listening skills.

Atlanta, Georgia30+ days ago
The AD is expected to serve as a positive role model and mentor for the staff, and to perform all responsibilities with a commitment to providing superior service to the firm’s lawyers, efficient and effective departmental operations, and an atmosphere of teamwork and continuous improvement. This leader will have full autonomy to imagine, rebuild, and direct the Conflicts Department—including operational strategy, staffing, technology, governance, workflows, and firmwide training.

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Client Service Associate Jobs in Alpharetta, GA

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Client Service Associate Jobs in Alpharetta, GA

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ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLC

Registered Client Associate, (Client Experience & Marketing) UBS Group AG

Part-Time Senior Client Associate Wells Fargo & Co

J.P. Morgan Wealth Management - Private Client Investment Associate - Alpharetta, GA JPMorgan Chase & Co

Client Experience Associate - Dunwoody Village PNC Bank

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Client Experience Associate - Peachtree Parkway PNC Bank

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Client Experience Associate PNC Bank

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Client Experience Associate - John's Creek PNC Bank

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Rep., Client Services (CPD) Office Depot

Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu Ltd

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