Client Service Associate Jobs in Georgia
Client Service Associate jobs in Georgia are consistently active, with strong demand concentrated in financial services, insurance, healthcare administration, and wealth management, drawing candidates at every level from entry-level to senior relationship roles. Atlanta anchors the market and is home to major employers such as Fiserv, Equifax, and SunTrust's successor Truist Financial, while Alpharetta and Savannah also generate steady openings. The most in-demand specialties include brokerage support, banking client services, and insurance account servicing. Find a role that fits below and apply directly.
Find Client Service Associate JobsOverview
Showing 5 of 37+ Client Service Associate jobs
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Summary:
This role is pivotal in ensuring an exceptional client experience and maintaining professional relationships. This position collaborates closely with clients, addressing their needs, providing support, and ensuring seamless interactions, understanding when to engage sales or operations to meet client needs. The ideal candidate is an enthusiastic learner, adept at managing client-facing responsibilities and contributing to the overall success of our wealth management team.
Essential Duties and Responsibilities (includes but is not limited to):
Client Onboarding & Management
- Maintain a working understanding of all OneDigital internal and partner systems impacting sales and service efficiency and client experience including CRM, investment, financial planning, advanced planning, compliance, corporate finance, and IT.
- Guide new clients through the onboarding process, explaining account setup, services, and procedures.
- Collect necessary documentation and ensure compliance with regulatory requirements.
- Coordinate with internal teams to facilitate a smooth transition for new clients.
- Partner with advisors to establish a regular client review process, scheduling and coordinating meetings.
- Act as the primary point of contact for client inquiries, ensuring timely and accurate responses.
- Foster strong relationships by actively listening and addressing client concerns.
Meeting Preparation & Client Service
- Collaborate with operations in preparing materials for client meetings, including financial plans, performance reports and investment summaries.
- Assist advisors in preparing materials for client meetings, including performance reports and investment summaries.
- Collaborate with custodians, brokerage firms, and internal teams to process client transactions.
- Coordinate with team to prepare and review necessary paperwork for account-related activities (e.g., account opening, transfers, withdrawals, beneficiary updates).
- Maintain accurate records of client interactions and follow up on outstanding items.
Data Management & Communication
- Ensure compliance with regulatory requirements and internal policies.
- Collaborate with team members to ensure accurate and timely reporting.
- Maintain client data in the CRM system, ensuring accuracy and completeness.
- Update client profiles, contact information, and preferences.
- Handle incoming calls, emails, and inquiries from clients and internal team members.
Teamwork & Support
- Assist with office organization, filing, and other administrative tasks as needed.
- Regularly attend team meetings and contribute insights to enhance client service.
- Perform other duties as assigned.
Qualifications, Skills and Requirements:
- Solid understanding of financial planning principles, investment strategies, and relevant regulations.
- Excellent communication, presentation, and interpersonal skills.
- Demonstrated ability to manage multiple tasks and projects effectively.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
- Ability to adapt to a rapidly changing business and technology environment.
- Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems.
- Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
- Regular and predictable attendance is required.
- Business travel up to 25%.
Education, Training and Experience:
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
- 5+ years' experience in wealth management service business preferred
- Familiarity with Charles Schwab, Fidelity and/or Raymond James preferred
- Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred
Other:
This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here .
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Summary:
This role is pivotal in ensuring an exceptional client experience and maintaining professional relationships. This position collaborates closely with clients, addressing their needs, providing support, and ensuring seamless interactions, understanding when to engage sales or operations to meet client needs. The ideal candidate is an enthusiastic learner, adept at managing client-facing responsibilities and contributing to the overall success of our wealth management team.
Essential Duties and Responsibilities (includes but is not limited to):
Client Onboarding & Management
- Maintain a working understanding of all OneDigital internal and partner systems impacting sales and service efficiency and client experience including CRM, investment, financial planning, advanced planning, compliance, corporate finance, and IT.
- Guide new clients through the onboarding process, explaining account setup, services, and procedures.
- Collect necessary documentation and ensure compliance with regulatory requirements.
- Coordinate with internal teams to facilitate a smooth transition for new clients.
- Partner with advisors to establish a regular client review process, scheduling and coordinating meetings.
- Act as the primary point of contact for client inquiries, ensuring timely and accurate responses.
- Foster strong relationships by actively listening and addressing client concerns.
Meeting Preparation & Client Service
- Collaborate with operations in preparing materials for client meetings, including financial plans, performance reports and investment summaries.
- Assist advisors in preparing materials for client meetings, including performance reports and investment summaries.
- Collaborate with custodians, brokerage firms, and internal teams to process client transactions.
- Coordinate with team to prepare and review necessary paperwork for account-related activities (e.g., account opening, transfers, withdrawals, beneficiary updates).
- Maintain accurate records of client interactions and follow up on outstanding items.
Data Management & Communication
- Ensure compliance with regulatory requirements and internal policies.
- Collaborate with team members to ensure accurate and timely reporting.
- Maintain client data in the CRM system, ensuring accuracy and completeness.
- Update client profiles, contact information, and preferences.
- Handle incoming calls, emails, and inquiries from clients and internal team members.
Teamwork & Support
- Assist with office organization, filing, and other administrative tasks as needed.
- Regularly attend team meetings and contribute insights to enhance client service.
- Perform other duties as assigned.
Qualifications, Skills and Requirements:
- Solid understanding of financial planning principles, investment strategies, and relevant regulations.
- Excellent communication, presentation, and interpersonal skills.
- Demonstrated ability to manage multiple tasks and projects effectively.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
- Ability to adapt to a rapidly changing business and technology environment.
- Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems.
- Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
- Regular and predictable attendance is required.
- Business travel up to 25%.
Education, Training and Experience:
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
- 5+ years' experience in wealth management service business preferred
- Familiarity with Charles Schwab, Fidelity and/or Raymond James preferred
- Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred
Other:
This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here .
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
See All 37 Client Service Associate Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
Find Client Service Associate JobsClient Service Associate Jobs by City in Georgia
Where Georgia roles are concentrated, by current openings.
Client Service Associate Job Market in Georgia
A snapshot from current Georgia openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Insurance
- Technology & Software
- Banking & Financial Services
What Georgia Employers Look For
The qualifications that appear most often in client service associate jobs across Georgia.
- Bachelor's degree in business, finance, or a related field preferred by most Georgia employers
- One or more years of client-facing or customer service experience in financial or professional services
- Strong proficiency with CRM platforms and Microsoft Office suite, especially Excel and Outlook
- Excellent written and verbal communication skills for handling client inquiries and escalations
- FINRA Series 7 or Series 63 license preferred or required for brokerage-focused roles
- Ability to work collaboratively with advisors, operations teams, and compliance in a regulated environment
Client Service Associate Jobs in Georgia: Frequently Asked Questions
How do you become a client service associate in Georgia?
Most Georgia employers require at minimum a bachelor's degree in business, finance, communications, or a related field, though some will consider an associate degree paired with relevant work experience. For roles in brokerage or investment firms, candidates are often expected to obtain or already hold a FINRA Series 7 or Series 63 license after hiring. Insurance-focused positions may require a Georgia Property and Casualty or Life and Health license issued through the Georgia Department of Insurance.
Which companies hire client service associates in Georgia?
Companies currently hiring client service associates in Georgia include Bank OZK, Banfield Pet Hospital, and CityVet, per current listings on Migrate Mate as of September 2026. Georgia's concentration of financial services headquarters and major insurance carriers in the Atlanta metro makes it one of the more active states for ongoing client service associate hiring.
Which Georgia cities have the most client service associate jobs?
Atlanta, Alpharetta, and Marietta have the most client service associate openings in Georgia. Atlanta's density of financial services firms, insurance companies, and corporate headquarters drives the majority of demand, while Alpharetta's position as a major fintech and financial operations hub and Savannah's growing professional services sector account for consistent openings outside the core metro.
Are there remote client service associate jobs in Georgia?
Yes, and they are more common than in many other fields, since much of the work involves phone, email, and digital client communication that does not require a physical presence. About 40% of client service associate openings tied to Georgia are remote or hybrid as of September 2026, reflecting the desk-based nature of the role. Back-office support, onboarding coordination, and account maintenance functions tend to be the most frequently offered in remote or hybrid arrangements.
How can I get hired as a client service associate in Georgia with little or no experience?
The most realistic entry path is through a bank or credit union's retail branch, where Georgia institutions such as Truist, Regions Bank, and Delta Community Credit Union routinely hire customer service representatives and teller associates who can move into client service associate roles within one to two years. Completing a FINRA Series 7 or Georgia insurance license study program before applying signals seriousness to financial services employers. Internships through Georgia State University's Robinson College of Business or Emory's Goizueta Business School also provide a direct pipeline into associate-level openings at Atlanta-area firms.
Where can I find and apply to client service associate jobs in Georgia?
You can find and apply to client service associate jobs in Georgia on Migrate Mate, which lists current openings tied to the state. Search the listings, identify the roles that match your background and location, and apply directly to the ones that fit.
See All 37 Client Service Associate Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
Find Client Service Associate Jobs