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Associate Financial Services Jobs in Alabama (NOW HIRING)

StoneX

Client Onboarding Associate

Birmingham, AL · On-site

... 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 ...

StoneX Group

Client Onboarding Associate

Birmingham, AL · On-site

... 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 ...

RSM US LLP

RSM is looking for a Tax Senior Manager to join our Financial Services Insurance team. Our ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Alabama

Associate Financial Services information

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are the most commonly searched types of Financial Services jobs in Alabama?

The most popular types of Financial Services jobs in Alabama are:

What cities in Alabama are hiring for Associate Financial Services jobs?

Cities in Alabama with the most Associate Financial Services job openings:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Customer Service Representative (Loan Consultant II)

Lendmark Financial Services

Huntsville, AL • On-site

$15.75 - $21.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New

Lendmark Financial Services rating

8.0

Company rating: 8.0 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

76th of 154 rated financial services

Job description

At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That's one way we differ from our competitors. We are proud of what we as a team have accomplished. We will always strive for improvement, our motto since day one has been "Success is the only option."

Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vision benefits, paid time off, paid holidays, 401(k), life insurance, long-term disability, tuition assistance and an employee assistance program. We also offer optional benefits such as critical care, auto, home and pet insurance as well as other ancillary insurance options.

GENERAL SUMMARY:

The role of Loan Consultant II is to provide exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and accuracy.

MAJOR DUTIES/RESPONSIBILITIES:

  • Greet, assist and solicit individuals entering the office and calling by phone; receive and process credit and employment verifications, and record information obtained.

  • Process payments, distributions, and make recommendations regarding loan approvals.

  • Approve loans up to established lending limits and complete loan closings.

  • Handle account activities related to collection accounts, including phone calls and face to face communications with customers.

  • Prepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch.

  • Actively market all branch products and services to individuals.

  • Perform all other duties as assigned by management.

BASIC REQUIREMENTS:

  • High School Diploma or GED from accredited institution

  • 2-4 plus years consumer finance or related experience

  • Cash handling; computer skills; customer service skills

  • Ability to work with minimum supervision

  • Excellent communication skills

  • Proficient working knowledge of Microsoft Windows, Excel and Word Applications

PREFERRED/DESIRED QUALIFICATIONS:

  • Associates or Bachelor's Degree

  • Bilingual, Spanish/English

COMPENSATION:

  • The salary range for this position is competitive based on the job duties as well as the specific Knowledge, Skills, Abilities and Experience of the selected candidate.

  • This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.

WORK ENVIRONMENT:

  • Office Environment

If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!

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