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Client Associate Jobs in Alabaster, AL (NOW HIRING)

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.

S&A Group

Client Services Associate

Birmingham, AL · On-site

At S&A Group, final expense is all we do. We specialize in helping families across Alabama, Mississippi, Louisiana, and Michigan protect their loved ones from the financial burden of end-of-life ...

S&A Group

Client Services Associate

Birmingham, AL · On-site

$65K - $75K/yr

At S&A Group, final expense is all we do. We specialize in helping families across Alabama, Mississippi, Louisiana, and Michigan protect their loved ones from the financial burden of end-of-life ...

S&A Group

Client Services Associate

Birmingham, AL

At S&A Group, final expense is all we do. We specialize in helping families across Alabama, Mississippi, Louisiana, and Michigan protect their loved ones from the financial burden of end-of-life ...

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Client Associate information

See Alabaster, AL salary details

$15.7K

$43.4K

$64.2K

How much do client associate jobs pay per year?

As of Jun 6, 2026, the average yearly pay for client associate in Alabaster, AL is $43,365.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,000.00 and $52,800.00 per year, depending on experience, location, and employer.

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 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 popular job titles related to Client Associate jobs in Alabaster, AL? For Client Associate jobs in Alabaster, AL, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Alabaster, AL look for? The top searched job categories for Client Associate jobs in Alabaster, AL are:
What cities near Alabaster, AL are hiring for Client Associate jobs? Cities near Alabaster, AL with the most Client Associate job openings:
Client Associate jobs near you
Registered Client Service Associate

Registered Client Service Associate

Ameriprise Financial

Birmingham, AL

Full-time

Posted 25 days ago

Ameriprise rating

8.1

Company rating: 8.1 out of 10

Based on 116 frontline employees who took The Breakroom Quiz

58th of 138 rated financial services

Job description

About Our Company


We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today!

Key Responsibilities

  • Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
  • Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
  • Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
  • Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
  • Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Required Qualifications:

  • Bachelors degree or equivalent.
  • 3 - 5 years relevant experience required.
  • Series 7 or ability to obtain within 150 days.
  • State securities agent registration (S63 or S66) or ability to obtain within 150 days.
  • Experience working in a client service environment.
  • Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
  • Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
  • Able to communicate with all levels within the organization. Process oriented and can work with a team.
  • Strong computer and software skills.

Preferred Qualifications:

  • State IAR registration (S65 or S66) or ability to obtain within 150 days.
  • Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Employees in this role work in the office five (5) days per week.Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

AAG Ameriprise Advisor Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ameriprise logo

About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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