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Client Associate Jobs in Alabama (NOW HIRING)

Busey

$22 - $25/hr

Position Summary The Wealth Management Client Services Associate will enhance the client experience by servicing client needs and providing support to the Wealth Management Team. Duties ...

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All JobsClient Associate JobsClient Associate Jobs in Alabama

Client Associate information

See Alabama salary details

$16.8K

$46.2K

$68.4K

How much do client associate jobs pay per year?

As of Jun 21, 2026, the average yearly pay for client associate in Alabama is $46,194.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,300.00 and $56,200.00 per year, depending on experience, location, and employer.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Alabama? The most popular types of Client jobs in Alabama are:
What are popular job titles related to Client Associate jobs in Alabama? For Client Associate jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Alabama look for? The top searched job categories for Client Associate jobs in Alabama are:
What cities in Alabama are hiring for Client Associate jobs? Cities in Alabama with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in AL? For Client Associate jobs in AL, the most frequently searched job titles are:
Client Associate jobs near you
Client Associate - Wealth Management

Client Associate - Wealth Management

StoneX Group

Birmingham, AL • On-site

$13.50 - $18.75/hr

Other

Posted 19 days ago

Job description

Client Associate

StoneX Wealth Management is currently seeking a client associate to support our team of advisors. The candidate for this role will aid and partner with the advisor to provide day-to-day support, project management, and partners with our back office to provide support resolve issues.

Responsibilities

Responsibilities include:

  • Delivering exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions and responding to ad hoc requests
  • Working closely with advisors to prepare quarterly reviews, proposals and other client-related materials, this includes proofreading the documents, printing, binding and mailing
  • Maintaining updated client contact information within the CRM system; assisting with ongoing maintenance including gathering and uploading documents to SharePoint record
  • Greeting office guests in a professional, friendly, and hospitable manner
  • Answering phone calls with a welcoming and positive demeanor; ensuring phone calls are directed to the appropriate team member
  • Assisting in scheduling, calendaring, and confirming tasks, activities, and appointments
  • Performing other duties and special projects as required, including firm-wide initiatives
  • Serving as a back-up to additional administrative professionals (assist with meeting set up or other tasks as needed)
Qualifications

Qualifications include:

  • Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
  • Excellent math skills and the ability to quickly grasp financial and investment concepts
  • Positive attitude and a team player
  • Energized by change and ability to think "outside the box" regarding process improvement
  • A high standard of professionalism
  • Notable attention to detail
  • Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
  • Exceptional written and verbal communication skills

Preferred:

  • 1+ year experience in investment industry

Education / Certification Requirements:

  • Bachelor's Degree or equivalent work experience

Working Environment:

  • Full time onsite
  • Flexibility to handle changing priorities, pressure, and short deadlines

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