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Client Associate Jobs in Alabaster, AL (NOW HIRING)

Insight Global

Client Relations Specialist

Pelham, AL · On-site

$57K - $65K/yr

Required Skills & Experience • Associates Degree preferred • Financial Industry experience ... This Client Relations Specialist will be expected to have consistent follow-through with all ...

First Horizon

Client Specialist

Birmingham, AL

... associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and ...

PangeaTwo

Associate Attorney

Birmingham, AL · On-site

Associate Attorney A well-established litigation firm is seeking a Civil Defense Litigation ... Handling client communication and case strategy discussions * Assisting with trial preparation and ...

First Horizon

Client Specialist

Homewood, AL

... associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and ...

First Horizon

Client Specialist

Birmingham, AL · On-site

... associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and ...

First Horizon Bank

Client Specialist

Birmingham, AL · On-site

... associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and ...

Doeren Mayhew

Senior Audit Associate

Birmingham, AL · On-site

$75K - $93K/yr

Reviewing and analyzing client internal controls. * Identifying and resolving client issues. * Communicating with clients on a daily basis. * Work closely with clients and associates to develop ...

Doeren Mayhew

Senior Audit Associate

Birmingham, AL · On-site

$75K - $93K/yr

Reviewing and analyzing client internal controls. * Identifying and resolving client issues. * Communicating with clients on a daily basis. * Work closely with clients and associates to develop ...

MAC Animal Hospital

Associate Veterinarian

Calera, AL · On-site

Associate Veterinarian - MAC Animal Hospital | Calera, AL 4300 Highway 31, Calera, AL 35040 (Just ... Our loyal client base, collaborative team culture, and commitment to continuous learning make this ...

MAC Animal Hospital

Associate Veterinarian

Calera, AL

Associate Veterinarian - MAC Animal Hospital | Calera, AL 4300 Highway 31, Calera, AL 35040 (Just ... Our loyal client base, collaborative team culture, and commitment to continuous learning make this ...

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All JobsClient Associate JobsClient Associate Jobs in Alabaster, AL

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 8, 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
Client Relations Specialist

Client Relations Specialist

Insight Global

Pelham, AL • On-site

$57K - $65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Required Skills & Experience
• Associates Degree preferred
• Financial Industry experience required
• 2 + years working alongside a Financial Advisor in a fast-paced office environment preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• Licenses: Series 65 and Alabama Life and Health (if not licensed, company will pay for the licensing but all licenses must be obtained within 6 months of hire date)
Job Description
This Client Relations Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the advisor for client reviews. Other daily, weekly, and/or monthly tasks may include:
• Submitting allocation changes that the advisors have determined, assisting with penalty-free withdrawals and income elections on annuity contracts, running performance reports for client meetings and phone calls, assisting clients with logging into their Client Portal accounts, updating financial Roadmaps for client review meetings, processing RMD’s, opening new accounts for existing clients when needed, assisting clients with employer plan rollovers, etc.
• Utilizing websites and software to obtain client and product information
• Responding to client service calls, emails and texts in a friendly and professional manner
• Completing each service request and resolving client issues in a timely manner
• Inputting detailed notes into CRM and keeping updated
• Coordinating and following up on client transfers, contributions, distributions
• Preparing servicing documents, communicating with clients to obtain signatures and/or supporting documents, reviewing documents prior to submission, and following the process through to ensure completion
• Updating client plans for upcoming review appointments and processing post-review follow up items
• Maintaining professional communication with clients and other team members
• Assisting in setting client appointments for advisors when needed
• Cross training to assist with New Business processing
• Meeting with clients to review plans, answer quest