Client Associate Jobs in Georgia
Client Associate jobs in Georgia are open across Atlanta, Columbus, and Savannah and other Georgia metros, with employers like Bank OZK, Morgan Stanley, and Rockefeller Capital Management hiring at every experience level. Find a role that fits below and apply directly.
Find Client Associate JobsOverview
Showing 5 of 39+ Client Associate jobs
ABOUT ROCKEFELLER CAPITAL MANAGEMENT
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.
POSITION
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Generate expense reports for submission using Concur
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Support marketing efforts by promoting client seminars and events
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Oversee client insurance and annuities processes
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 strongly preferred, and if not, willing to obtain
- BA/BS degree
SKILLS
- Strong client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
- Experience with eMoney financial planning software a plus
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.
POSITION
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Generate expense reports for submission using Concur
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Support marketing efforts by promoting client seminars and events
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Oversee client insurance and annuities processes
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 strongly preferred, and if not, willing to obtain
- BA/BS degree
SKILLS
- Strong client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
- Experience with eMoney financial planning software a plus
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
See All 39 Client Associate Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in Georgia
Where Georgia roles are concentrated, by current openings.
Client Associate Job Market in Georgia
A snapshot from current Georgia openings, updated as new roles post.
Who's Hiring
- Bank OZK6
- Morgan Stanley5
- Rockefeller Capital Management4
- Bank of America3
- Ameriprise Financial2
Top Industries Hiring
- Banking & Financial Services11
- Investment & Asset Management11
- Technology & Software7
- Law & Legal Services3
- Accounting & Auditing2
What Georgia Employers Look For
The qualifications that appear most often in client associate jobs across Georgia.
- Bachelor's degree in finance, business, or a related field
- Strong CRM and financial platform proficiency, including Salesforce or Salesforce Financial Services Cloud
- Series 7 and Series 66 licenses, or willingness to obtain within a set timeframe
- One to three years of client-facing experience in financial services or banking
- Demonstrated ability to manage high client contact volume with accuracy and professionalism
- Familiarity with brokerage operations, account documentation, and transfer of assets processes
Client Associate Jobs in Georgia: Frequently Asked Questions
How many client associate jobs are there in Georgia?
There are 39+ client associate openings in Georgia on Migrate Mate as of June 2026, with the most roles in Atlanta, Columbus, and Savannah. New positions post regularly as employers across Georgia hire.
How much do client associates make in Georgia?
Client associates in Georgia earn a median of about $61,570 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $49,930 for the lowest 10% to over $98,780 for the top 10%. Pay rises with experience, specialty, and employer.
Which Georgia cities have the most client associate jobs?
Atlanta, Columbus, and Savannah have the most client associate openings in Georgia right now, with additional roles spread across smaller metros statewide.
Which companies hire client associates in Georgia?
Employers hiring client associates in Georgia include Bank OZK, Morgan Stanley, and Rockefeller Capital Management, based on current listings on Migrate Mate as of June 2026.
Are there remote client associate jobs in Georgia?
Yes. About 13% of client associate openings tied to Georgia are remote or hybrid as of June 2026. The rest are on-site roles based in Georgia metros.
How do I apply for client associate jobs in Georgia?
You can apply to client associate jobs in Georgia directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Georgia location, then apply to each one that fits.
See All 39 Client Associate Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
Find Client Associate Jobs