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Client Associate Jobs in Alabama (NOW HIRING)

ServisFirst Bank

Client Associate

Birmingham, AL

Client Associate At ServisFirst, Our Name is Our Mission. The Client Associate position provides administrative support to Bank Officers, assisting with responses to client requests, scheduling ...

ServisFirst Bank

Client Associate

Homewood, AL

DUTIES AND RESPONSIBILITIES The Client Associate position provides administrative support to Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating ...

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ServisFirst Bank

Client Associate

Birmingham, AL · On-site

DUTIES AND RESPONSIBILITIES The Client Associate position provides administrative support to Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating ...

Wells Fargo

Client Associate

Huntsville, AL

About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at ...

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Client Associate information

See Alabama salary details

$16.8K

$46.2K

$68.4K

How much do client associate jobs pay per year?

As of May 31, 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 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.

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 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.

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

Client Associate

ServisFirst Bank

Birmingham, AL

Other

Posted 4 days ago

Job description

Client Associate

At ServisFirst, Our Name is Our Mission.

The Client Associate position provides administrative support to Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related reports as needed. Assignments will depend on the local region and the individual needs of officers, who require varying degrees of assistance depending on specialty (commercial loans, executives, management duties) and technical knowledge (ex., some officers manage their own calendars, some delegate to an assistant).

The incumbent will perform duties in the following areas:

  • Interact directly with clients and vendors to obtain necessary loan documentation (title companies, attorneys, business owners, etc.)
  • Examine documents to identify missing, incomplete, or inconsistent information such as signatures, notarization, initials, terms, etc.
  • Prepare and submit loan packages for underwriting, further approval, or closing, depending on type of loan and needs of officer
  • Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
  • Respond to telephone and email inquiries on behalf of the officer
  • Coordinate responses among multiple parties as needed, serving as a single point of contact
  • Advise the officer of client requests and seek officer approval in cases of fee waivers, overdrafts, etc.
  • Schedule events such as meetings, conferences, sales appointments, etc.
  • Prepare reports and distribute as appropriate
  • Reserve and coordinate resources (conference rooms, catering, PCs, reports, presentations) on behalf of office
  • Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.

Note: Additional duties and responsibilities may be assigned

The minimum qualifications for this position include:

  • High school diploma or equivalent; some college preferred
  • Administrative experience; financial services environment preferred
  • Experience interacting directly with clients/vendors/management/directors responding to requests and researching/resolving issues
  • Proficient with Microsoft Outlook, Word, Excel and PowerPoint
  • Experience coordinating shared resources and working successfully with team members
  • Knowledge of loan documents, approval process and general Bank policies and procedures
  • Excellent organizational and time management skills, as demonstrated in experience handling multiple tasks and client requests within deadline

The physical requirements and environmental conditions of this position consist primarily of:

  • Sustained standing and sitting
  • Frequent use of PC, including typing or sustained attention to monitor
  • Occasional lifting of basic office files or equipment up to 20 lbs
  • Normal office environment with comfortable internal temperatures and low level noise

EOE/AA

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