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.
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Showing 4 of 57+ Client Service Associate jobs
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, LPL Financial is the place for you!
This is an in-office Atlanta, GA employment opportunity that would allow you to support Financial Advisors with LPL Financial under our Employee Advisor Model. This opportunity is an excellent steppingstone to continue to build on your wealth management experience and opportunities to work with multiple internal departments at a growing company.
Responsibilities:
Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms. Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution. Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work. Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption. Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
- 2+ years of financial industry experience, preferably in wealth management
- 2+ years of experience in the client service industry supporting clients and advisors
Preferences:
- Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
- Strong attention to detail and organizational skills
- Effective oral and written communication; able to explain complex information clearly and simply
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
- Time management skills with the ability to handle multiple projects and deadlines
- Possess strong analytical and problem-solving skills
- Self-motivated, driven and takes initiative
- Experience with the Microsoft program suite (Outlook, Word, Excel)
#LI-Onsite
Pay Range:
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. 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. 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. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, LPL Financial is the place for you!
This is an in-office Atlanta, GA employment opportunity that would allow you to support Financial Advisors with LPL Financial under our Employee Advisor Model. This opportunity is an excellent steppingstone to continue to build on your wealth management experience and opportunities to work with multiple internal departments at a growing company.
Responsibilities:
Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms. Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution. Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work. Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption. Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
- 2+ years of financial industry experience, preferably in wealth management
- 2+ years of experience in the client service industry supporting clients and advisors
Preferences:
- Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
- Strong attention to detail and organizational skills
- Effective oral and written communication; able to explain complex information clearly and simply
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
- Time management skills with the ability to handle multiple projects and deadlines
- Possess strong analytical and problem-solving skills
- Self-motivated, driven and takes initiative
- Experience with the Microsoft program suite (Outlook, Word, Excel)
#LI-Onsite
Pay Range:
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. 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. 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. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26
See All 57 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
- Banking & Financial Services
- Investment & Asset Management
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 Morgan Stanley, per current listings on Migrate Mate as of November 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, Marietta, and Savannah 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 November 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 57 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