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Client Associate Jobs in Alabama (NOW HIRING)

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

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

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 · 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 ...

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.

Fit Recruiting

Client Service Associate

Mobile, AL

$45K - $55K/yr

Provide outstanding client service while demonstrating empathy and problem-solving skills. * Practice active listening and rapport-building to gain a thorough understanding of the client's needs ...

WHITMAN PARTNERS INC

Client Partner

Mobile, AL · On-site

Develop portfolio manager staff or associate client partner staff to ensure best practices, quality standards, and search execution expectations are met. * Meet all CRM data requirements and ...

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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 Service Associate

Client Service Associate

Jackson Hewitt

Pell City, AL

$10/hr

Other

Posted 14 days ago

Jackson Hewitt rating

4.9

Company rating: 4.9 out of 10

Based on 115 frontline employees who took The Breakroom Quiz

137th of 138 rated financial services

Job description

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 with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us! No matter your work background or experience level, we welcome you to apply!

Perks:

  • Corporate discount program
  • Opportunities for advancement within the organization or as a tax pro
  • Tax preparation training
  • Continuing tax education
  • And More!

What you need:

  • Strong interpersonal and communication skills
  • Experience in a fast-paced retail environment
  • Basic computer proficiency and ability to troubleshoot
  • Prior customer service or sales experience preferred, but not required
  • Willingness to learn and grow in a customer-focused role

If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today! Compensation: $10.00 per hour

Working at Jackson Hewitt

Jackson Hewitt is an innovator with nearly 6,000 locations, and we're on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.

Taxes are fun (really!)

Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.

What Jackson Hewitt employees say

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