Client Relationship Associate
Connect Staffing, Inc.
Job Description Job Description A respected regional financial institution is seeking a Client Relationship Associate to join its commercial banking team in Buckhead. This is an excellent opportunity for a relationship-focused professional who enjoys meeting new people, building trust, and helping businesses succeed.
Working alongside an experienced commercial banker, you'll develop relationships with business owners and professional referral partners—including attorneys, CPAs, physicians, wealth advisors, and other professionals throughout the Atlanta community. You'll gain valuable exposure to commercial banking while building a long-term career with a collaborative, community-focused organization.
Responsibilities
Build and maintain relationships with business clients and referral partners.
Attend client meetings and assist with ongoing relationship management.
Represent the bank at networking events, industry associations, and community organizations.
Identify opportunities to strengthen existing client relationships and support new business development efforts.
Coordinate with internal teams to deliver exceptional client service.
Assist with client presentations, proposals, and relationship planning.
Learn the commercial banking process and develop into a trusted advisor for business clients.
Qualifications
Bachelor's degree preferred.
3-5 years of experience in a client-facing, relationship management, business development, account management, or consultative sales role.
Strong communication and interpersonal skills with the ability to build credibility quickly.
Professional presence and confidence interacting with business owners and other professionals.
Self-motivated, organized, and eager to build a long-term career.
Previous experience in banking or financial services is helpful but not required.
Why You'll Love This Opportunity
Work directly alongside an experienced commercial banker who is invested in your success.
Build relationships with Atlanta's business community and professional referral network.
Gain exposure to commercial banking and business finance.
Join a collaborative regional organization where your contributions make an impact.
Enjoy a clear path for long-term professional growth.
Location: Buckhead, Atlanta
This position includes occasional local travel and attendance at networking and community events as part of building client relationships and supporting business development efforts.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Relationship Associate in Atlanta, GA vacancy
- ...Commercial Term Lending Team Client Associate Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving... ...advancement. Job Responsibilities Develop strong business relationships through proactive calling of prospects, engaging in...SuggestedWork at office
- ...Client Experience Associate Most client-facing roles ask you to answer phones and keep a calendar. This one asks you to own an experience. At finoBlue, the client relationship is the product, and this role is at the center of it. Think Ritz-Carlton, not a reception...SuggestedWork at office
- ...through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from...SuggestedSeasonal workWork at officeShift workDay shift
- ...Client Services AssociateWe're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely... ...in customer serviceExperience building relationships with clients and co-workersDesired Skills and...Suggested
- ...individual, small business and institutional clients. We are a longstanding leader in... ...and we are looking for a Client Service Associate to join our operations team! The Client... ...support; responsible for using the client relationship model and turnkey tools. Activities may...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...Client Service AssociateAtlanta, GAWaverly Advisors' primary goal is to serve our clients... ...to add an experienced Client Service Associate to the team in our Atlanta, GA office.... ...in developing and maintaining client relationships.Oversee front desk operations by greeting...Work at officeLocal area
$23.52 - $39.17 per hour
...you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: Are you passionate... ...their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take...Work at officeWork from home- ...Oppenheimer & Co. Inc. Private Client Division Oppenheimer & Co. Inc.'s Private Client... ...seeking a Registered Client Service Associate for their Atlanta branch office. The... ...Cultivate and grow existing client relationships Assist with marketing efforts Prioritize...
- Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor... ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful...Work at officeLocal area
$22.5 - $30 per hour
...Make an Impact in Foreign Exchange Client Services At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses... ..., service standards, and regulatory requirements. Build relationships with internal partners across Wealth Management, Commercial...Temporary workWork experience placementWork at officeLocal area3 days per week- ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to... ...interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$50k - $65k
...Client Service Associate Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high... ...by delivering exceptional service, maintaining strong relationships with clients and partners, and ensuring our advisors have...Full timeTemporary workWork at officeFlexible hours- ...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through... ...SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing...Full timeWork at officeLocal areaWork visa
$56k - $76k
...Client Services Associate - Atlanta, GA Atlanta GA - Atlanta, GA 30350 Overview Salary Range $56,000.00 - $76,000.00 Salary/year Position... ...Shift Day Description Love building strong client relationships while keeping the details moving behind the scenes? As a...Full timeWork experience placementSummer workWork at officeWork from homeWork visaMonday to FridayFlexible hoursShift work- ...Ocio Client Service Associate HB Wealth is seeking an OCIO Client Service Associate to support the firm's Outsourced Chief Investment Officer business and institutional client relationships. This position serves as a key liaison among OCIO advisors, institutional clients...Work at officeRemote work
$16 per hour
...together, whether they're across a table or across the world. Work is what we do, not where we do it. We're hiring Client Experience Associates to join our team! Your Role Watch first: A Day in the Life of a Client Experience Associate Answer inbound...Work at officeRemote workWork from homeShift work$50k - $65k
Wealth Enhancement in Sandy Springs, GA, is hiring a Client Service Associate to support high-net-worth clients and Financial Advisors. You will manage onboarding, account administration, meeting prep, and ongoing service needs in a hybrid role with in-office days. The...Work at office- ...Atlanta Key Responsibilities Are you truly service oriented? Do you know how to take care of people? We’re looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with...Full timeWork at officeFlexible hours
- ...well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026. Position A Private Advisor team... ...a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members...Work at officeLocal area
- ...integral part of our branch serving financial advisors and our clients. As a Client Associate, become a trusted resource to our clients, advisors and... ...What will you do? Build and maintain professional relationships with clients by assisting them and answering account...Full timeFlexible hours
- ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource... ...What will you do? Build and maintain professional relationships with clients by assisting them and answering account...Full timeFlexible hours
- POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an... ...SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client...Work at officeLocal areaWork visa
- Client Support Associate We are currently seeking a highly motivated and customer-focused individual to join our team as a Client Support Associate. In this role, you will be responsible for providing excellent support to our clients and their customers. You will serve...Work at officeFlexible hours
- ...includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential Duties And Responsibilities Following is a summary of the...Second jobWork at officeMonday to Friday
- ...Job Description Job Description The Client Service Associate (CSA) works alongside and supports the activities of our Client Service Executives and Producers in the marketing and sales process for new and renewing business. As a Client Service Associate, you will...
- Hexnode Partner Network invites applications for a Remote Digital Support Associate in Atlanta, Georgia. This role is fully remote and available only to candidates located within the United States. No previous experience is required. Structured onboarding and clear step...Remote work
- JPMorgan Chase & Co. in the United States seeks a Private Client Investment Associate within Wealth Management to deliver client service and... ...performance reporting. This role focuses on building client relationships, complying with Know Your Customer and risk controls, and...
- ...Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide...
- ...environment with excellent communication skills . If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring...Full timePart timeSeasonal workFlexible hoursShift work
- ...legal support services. All services and client partnerships are aided by best-in-breed... ...looking for are solid communication and relationship building abilities, keeping a cool head... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal areaWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship Associate. Be the first to apply!
Related searches
- client account associate Atlanta, GA
- client success associate Atlanta, GA
- client services associate Atlanta, GA
- client relationship associate Atlanta, GA
- client account associate
- client success associate
- client services associate
- seasonal client associate
- client solutions associate
- senior client service associate


