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Account Services Associate Jobs in Springville, AL

StoneX Group

Client Onboarding Associate

Birmingham, AL · On-site

Client Onboarding Associate Connecting clients to markets - and talent to opportunity. With 5,400 ... Process account maintenance requests, trade holds, cash raises, model changes, and other service ...

Hearst

Sales Account Associate

Birmingham, AL · On-site

Sales Account Associate (Entry level) WVTM, the NBC affiliate in Birmingham, Al is looking for a ... LGBTQ+ Health Services * Additional benefits to meet your and your family's needs Hearst Television ...

UAB NOVA RENT

FINANCIAL AFFAIRS ASSOCIATE II

Birmingham, AL · On-site

$15 - $15.45/hr

Salary Range: $15.00 - $15.45 Qualifications Associate's degree and two (2) years of experience ... Prior experience in Accounts Payable. * Administrative support skills, customer service skills and ...

UAB NOVA RENT

FINANCIAL AFFAIRS ASSOCIATE II

Birmingham, AL · On-site

$15 - $15.45/hr

To assist with the maintenance and reconciliation of budgets and accounts, review requisitions, and ... Successful candidates will have excellent customer service skills. Salary Range: $15.00 - $15.45 ...

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Account Services Associate information

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How much do account services associate jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for account services associate in Springville, AL is $20.55, according to ZipRecruiter salary data. Most workers in this role earn between $19.71 and $23.27 per hour, depending on experience, location, and employer.

What does an Account Services Associate do?

An Account Services Associate typically supports client accounts within a company, assisting with tasks such as managing client inquiries, processing account requests, maintaining accurate records, and coordinating with internal teams to ensure client satisfaction. They play a key role in resolving issues, updating account information, and facilitating communication between clients and the business. This position often requires strong organizational, communication, and problem-solving skills to meet client needs efficiently.

What are the key skills and qualifications needed to thrive as an Account Services Associate?

To thrive as an Account Services Associate, you need strong customer service skills, attention to detail, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Excellent interpersonal skills, problem-solving abilities, and the capacity to manage multiple tasks efficiently help professionals stand out in this role. These skills ensure effective client support, accurate account management, and contribute to overall customer satisfaction and retention.

How does an Account Services Associate typically collaborate with other departments to support client needs?

As an Account Services Associate, you'll frequently work with teams such as sales, marketing, and customer support to ensure client requests are addressed efficiently. You may coordinate with the sales team to clarify client requirements, relay feedback to product or service teams, and work with billing or finance for account-related inquiries. Effective communication and organization are key, as you'll often act as a liaison to help resolve issues and ensure a seamless client experience. This collaborative environment helps you build a broad understanding of company operations while contributing directly to client satisfaction.

What is an account services associate?

An account services associate is a professional responsible for managing client accounts, providing support, resolving issues, and ensuring customer satisfaction. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to handle client needs effectively.

What cities near Springville, AL are hiring for Account Services Associate jobs?

Cities near Springville, AL with the most Account Services Associate job openings:

Account Services Associate jobs near you
Infographic showing various Account Services Associate job openings in Springville, AL as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $42,735 per year, or $20.5 per hour.

Client Onboarding Associate

StoneX Group

Birmingham, AL • On-site

Other

Posted 11 days ago

Job description

Client Onboarding Associate

Connecting clients to markets – and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.

We are seeking a detail-oriented and client-focused Client Onboarding Associate to join our Managed Accounts Team. This role is responsible for facilitating the onboarding of managed account relationships, supporting portfolio model implementation, and servicing client accounts across portfolio management platforms. The ideal candidate will possess strong organizational skills, an analytical mindset, and a commitment to delivering exceptional service to financial advisors and clients. The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and internal departments to ensure a seamless onboarding experience and ongoing account maintenance.

  • Coordinate the onboarding of managed account relationships from account opening through funding and implementation.
  • Review account documentation for completeness and accuracy, ensuring compliance with firm and regulatory requirements.
  • Assist advisors and internal partners with account setup, releasing accounts to invest, and account maintenance requests.
  • Assist with the creation, maintenance, and implementation of investment models within portfolio management systems.
  • Process account maintenance requests, trade holds, cash raises, model changes, and other service-related transactions.
  • Support advisors with portfolio management system inquiries and account servicing needs.
  • Research and resolve account discrepancies in a timely manner.
  • Bachelor's degree or equivalent experience in Finance, Business Administration, or a related field.
  • 1–3 years of experience in wealth management, investment advisory services, financial services, or account administration.
  • Strong attention to detail and organizational skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office, particularly Excel.
  • Experience supporting managed accounts or advisory platforms.
  • Knowledge of portfolio management systems such as Envestnet, Advyzon, or similar platforms.
  • Familiarity with investment models, portfolio construction concepts, and account management processes.
  • Understanding of brokerage and advisory account operations.

This onsite entry level role in Birmingham, AL offers compensation typical for entry-level financial services positions in the region. Relocation will not be provided for this position.

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