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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Showing 5 of 23+ Client Associate jobs
Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's retail banking organization, you will be based in Cumming, Georgia, at the Browns Bridge Rd branch location.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
- Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
- Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
- Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
- Applies product and procedural knowledge to solve customer's problems.
- Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
- Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.
- Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetencies
Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork Experience
Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically <1 year of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered.Education
No DegreeCertifications
No Required Certification(s)Licenses
No Required License(s)Language Assessments
No Required or Preferred Language Assessments
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. 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.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's retail banking organization, you will be based in Cumming, Georgia, at the Browns Bridge Rd branch location.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
- Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
- Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
- Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
- Applies product and procedural knowledge to solve customer's problems.
- Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
- Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.
- Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetencies
Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork Experience
Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically <1 year of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered.Education
No DegreeCertifications
No Required Certification(s)Licenses
No Required License(s)Language Assessments
No Required or Preferred Language Assessments
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. 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.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
See All 23 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
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
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 PNC Financial Services, UBS, and BlackRock, based on current listings on Migrate Mate as of September 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, Athens, and Cumming. 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 57% of client associate openings tied to Georgia are remote or hybrid as of September 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 23 Client Associate Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
Find Client Associate Jobs