Client Associate Jobs in Georgia
Client Associate jobs in Georgia are concentrated in Atlanta, Charlotte-adjacent markets near Augusta, and Savannah, where firms like Wells Fargo, LPL Financial, and Fidelity Investments maintain significant wealth management and brokerage operations. Demand is strongest in financial services client support, portfolio administration assistance, and investment operations, with openings at every level from entry-level service roles to senior relationship support positions. Georgia ranks among the more active Southern markets for client associates, driven by Atlanta's dense concentration of regional and national financial institutions. Find a role that fits below and apply directly.
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Primary Objective of Position:
Provide full-charge bookkeeping services for non-complex outsourced accounting clients with minimal supervision using a variety of accounting systems. Perform assigned tasks during the performance and completion of various outsourced accounting engagements accurately and in a timely manner, in accordance with firm policies and client specifications.
Essential Functions:
· Perform recurring accounting tasks for monthly outsourced accounting clients as assigned
· Perform high-volume accounting tasks such as invoicing, payables processing, bank feed coding, etc.
· Perform reconciliations of variance balance sheet accounts
· Calculate and prepare routine journal entries
· Process client payroll using third-party applications and prepare related journal entries
· Maintain depreciation schedules and prepare related journal entries
· Prepare financial statement packages for review
· Provide responsive and friendly client service
· Complete tax preparation checklists for clients serviced by the tax department
· Maintain accuracy and completeness of department workflow management software where assigned
· Assist other team members and management with their responsibilities as assigned
· Perform other tasks and assignments as requested
This position offers a friendly work environment, great benefits, and room for professional growth. The selected candidate will be compensated based upon relevant experience. Only qualified candidates should send resume.
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
See All 52 Client Associate Jobs in Georgia
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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
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
What Georgia Employers Look For
The qualifications that appear most often in client associate jobs across Georgia.
- FINRA Series 7 or Series 66 license active or obtained within first 90 days
- Bachelor's degree in finance, business, economics, or a related field preferred
- One to three years of experience in financial services client support or brokerage operations
- Proficiency with CRM platforms and financial portfolio management software
- Strong written and verbal communication skills for high-net-worth client interaction
- Ability to pass background check and meet FINRA registration requirements in Georgia
Client Associate Jobs in Georgia: Frequently Asked Questions
How do you become a client associate in Georgia?
Most Georgia employers require a bachelor's degree in finance, business, or a related field combined with FINRA licensing, typically the Series 7 and either the Series 63 or Series 66. FINRA registration is coordinated through your sponsoring employer and does not require a separate Georgia state license for most client associate roles. Many Georgia firms hire candidates without existing licenses and sponsor the exams during a defined onboarding window.
Which companies hire client associates in Georgia?
Employers hiring client associates in Georgia right now include Jackson Hewitt, PNC Financial Services, and Morgan Stanley, based on current listings on Migrate Mate as of November 2026. Atlanta's concentration of regional bank branches, independent registered investment advisors, and national brokerage offices makes Georgia one of the more consistent hiring markets in the Southeast for this role.
Which Georgia cities have the most client associate jobs?
The cities with the most client associate openings in Georgia are Atlanta, Alpharetta, and Savannah. Atlanta accounts for the large majority of postings given its density of financial services headquarters, wealth management firms, and regional bank operations, while smaller markets like Augusta and Savannah see steady demand from community banks, credit unions, and local brokerage offices serving high-net-worth clients in those areas.
Are there remote client associate jobs in Georgia?
Yes, but they're less common than in purely analytical roles, since client associate work often involves in-person client interaction and coordination with local advisors. About 21% of client associate openings tied to Georgia are remote or hybrid as of November 2026, and those positions tend to focus on back-office client service, account documentation, and operational support rather than direct relationship management.
How can I get hired as a client associate in Georgia with little or no experience?
The most realistic entry path is applying for a licensed client service associate or new-associate program at one of Atlanta's larger wealth management or brokerage offices, which regularly hire recent graduates and sponsor FINRA licensing. Wells Fargo Advisors, Fidelity, and regional firms like RBC Wealth Management run structured onboarding tracks for candidates without prior brokerage experience. Lateral moves from bank teller, personal banker, or customer service roles at Georgia financial institutions are a common and effective route, and passing the SIE exam before applying gives candidates a concrete advantage.
Where can I find and apply to client associate jobs in Georgia?
You can find and apply to client associate jobs in Georgia on Migrate Mate, which lists current openings from employers hiring in the state right now. Find roles that fit your experience and credentials and apply directly from the listing.
See All 52 Client Associate Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
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