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Client Associate Jobs in Alabama (NOW HIRING)

Jackson Hewitt

Client Service Associate

Mobile, AL

$13 - $15/hr

Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships ...

Jackson Hewitt

Client Service Associate

Pell City, AL

$10/hr

Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships ...

Jackson Hewitt

Client Service Associate

Talladega, AL

$10/hr

Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships ...

Jackson Hewitt

Client Service Associate

Decatur, AL

$10 - $12/hr

Seasonal Client Service Associate At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with ...

Morgan Stanley

Client Service Associate

Huntsville, AL

$14.25 - $19.75/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Huntsville, AL

$13.75 - $19/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular ...

TalentLink Solutions

Client Service Associate

Birmingham, AL · On-site

$12.50 - $17.25/hr

Our firm is looking to hire a Client Service Associate to support our advisory team, create and nurture long-term needs of firm clients, and help to manage client relationships by supporting service.

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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 Services Associate - Birmingham, AL

Savant Insights

Birmingham, AL • On-site

$57K - $76K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description

Join our Birmingham Client Services Team as a Client Services Associate, where you'll play a key role in supporting both clients and advisors by ensuring smooth day-to-day operations and delivering exceptional service. This role is ideal for someone who thrives in a fast-paced, client-focused environment and enjoys being a go-to resource for both internal teams and clients.
As a member of the Client Services Team at Savant, the Client Services Associate is responsible for providing support to both Advisors and clients. Duties for this position may include, but are not limited to managing office administrator responsibilities, preparing client paperwork, initiating and completing client requests, contacting clients to schedule meetings, and managing incoming calls and client meeting preparation. This position requires the ability to communicate effectively, multitask and troubleshoot problems while maintaining a positive and client centric approach.
The Client Services Associate can expect to focus in the following areas:
  • Provides first line of contact with clients and prospects with a professional approach.
  • Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
  • Meets routine client needs in a timely manner and understands Savant's unique philosophies.
  • Manages client information-prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
  • Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
  • Supports account opening process with Savant for all prospects and clients in a seamless way.
  • Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
  • Facilitate completion of all client applications and transfer documents.
  • Proofreads reports, documentation, and electronic data for errors.
  • Assembles materials for client meetings.
  • Utilizes Salesforce to complete both client and internal requests.
  • Professionally answers and directs incoming telephone calls.
  • Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
  • Assists in coordinating RSVPs, planning, and set-up for events in area.
  • Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
  • Serves as back up to others within Client Services as needed.
  • Maintains team approach by assisting and filling in for others as requested.

A couple things to note about our Client Services Associate position:
  • This position will be based out of our Birmingham, Alabama office.
  • The role is a full-time 40 hour/week position with a schedule of Monday - Thursday, 8:00am - 5:00pm; Friday, 8:00am - 3:00pm.
  • After training, there may be an opportunity to join a Friday work-from-home rotation, depending on performance and team needs.

The Client Services Associate position typically requires the following qualifications:
  • Bachelor's or Associate's Degree from accredited college or university preferred
  • Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance
  • Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
  • Critical thinking, organized, detail-oriented, and able to multitask
  • Client first attitude
  • Effective written and verbal communication skills
  • Position requires a high level of confidentiality
  • Team player, collaborative, able to work with and through others

The Perks:
At Savant, we are committed to supporting our employees' as well as investing in their well-being and growthWe take a market-based approach to compensation. The expected base salary range for this role in this market is $57,000 - $76,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.
In addition to compensation. We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our offering and the specific benefits available for this role can be discussed in detail during the hiring process.
  • Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
  • Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
  • Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
  • Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
  • Vision Insurance: Keep your eyes healthy with our vision insurance plan.
  • Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
  • Company-Paid Disability Coverage: Rest easy knowing you're covered with both short-term and long-term disability plans.
  • 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
  • Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
  • Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
  • Dress Code: Enjoy a "Dress for Your Day" approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
  • Employee Recognition: Enjoy monetary awards through our recognition program.
  • Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
  • Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
  • Exclusive Discounts: Take advantage of various discount programs for additional savings.
  • Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
  • Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.

Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer.

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