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Client Associate Jobs in Millbrook, AL (NOW HIRING)

InsCipher

Tax Associate

Montgomery, AL · Remote

$21 - $26/hr

... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

apsTemps

1ST Shift Production Associate

Clanton, AL

$15.50/hr

1 st SHIFT PRODUCTION ASSOCIATE Automation Personnel Services is looking for a 1 st Shift ... Client Award (2016-2025). • Winner of the ClearlyRated ® Best of Staffing Talent Award (2019 ...

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apsTemps

2nd Shift Production Associate

Clanton, AL

$15.50/hr

2 nd SHIFT PRODUCTION ASSOCIATE Automation Personnel Services is looking for a 2 nd Shift ... Client Award (2016-2025). • Winner of the ClearlyRated ® Best of Staffing Talent Award (2019 ...

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All JobsClient Associate JobsClient Associate Jobs in Millbrook, AL

Client Associate information

See Millbrook, AL salary details

$16.9K

$46.6K

$69K

How much do client associate jobs pay per year?

As of Jun 1, 2026, the average yearly pay for client associate in Millbrook, AL is $46,564.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,500.00 and $56,600.00 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 job categories do people searching Client Associate jobs in Millbrook, AL look for? The top searched job categories for Client Associate jobs in Millbrook, AL are:
What cities near Millbrook, AL are hiring for Client Associate jobs? Cities near Millbrook, AL with the most Client Associate job openings:
Client Associate jobs near you
Senior Associate, Audit

Senior Associate, Audit

Carr, Riggs & Ingram, LLC

Montgomery, AL

$68K - $83.60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Carr, Riggs & Ingram rating

7.9

Company rating: 7.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

11th of 17 rated bookkeepers and accountants

Job description

SENIOR ASSOCIATE, AUDIT
At Carr, Riggs amp; Ingram, your career path is just that—yours. We are strong believers in the notion that your career should adapt to and integrate into your life and not the other way around. We invite you to explore our opportunities and learn how CRI can help you reinvent your career path and shape your future.

We are dedicated to uniting your professional passions with your individual personal pursuits, creating an empowered workplace for everyone—from interns and admins to staff accountants and future partners. At CRI, #EverybodyCounts.

Essential Functions:
  • Performs diversified accounting and auditing assignments under the direction of supervisor and manager
  • Participates in planning and scheduling client engagements
  • Prepares and indexes working papers; performs various procedures established under generally accepted accounting principles (GAAP) to verify accuracy and validity of client’s financial matters
  • Begins to develop a command of GAAP, other comprehensive bases of accounting, unique or specialized accounting principles, and financial statement presentations
  • Obtains a thorough understanding of generally accepted auditing standards and common audit procedures and techniques
  • Effectively communicates with client to receive information necessary to complete the engagement with a minimum of disruption to client
Qualifications:
  • Meets all requirements to sit for CPA exam
    • Those possessing CPA certification will be given preference
  • Minimum of 3 years in public accounting, demonstrating a progression in complexity of auditing and accounting tasks as well as having in charged engagements
  • Proficiency in accounting software
  • Excellent oral and written communication skills
  • Strong organizational and analytical abilities
  • Ability to work well in a team environment
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. CRI will not sponsor applicants for U.S. work visa status for this position or future positions (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

CRI is a nationally recognized accounting and advisory firm known for its audit, tax, and business consulting expertise. The profession and our communities widely acknowledge our commitment to delivering tailored solutions to help ensure client success.

We stand out through our collaborative, client-focused approach, offering personalized services backed by deep industry knowledge. Clients trust CRI as a dedicated partner who understands their unique needs and ensures support at every step. To learn more about the industries we serve, our service offerings, and our family of companies please visit us at www.criadv.com.

CRI offers a generous benefits package that includes 21 PTO days, 9 paid holidays, and company-paid long-term disability and life insurance. Employees also have access to Blue Cross Blue Shield medical insurance, as well as dental, vision, and short-term disability coverage. Additional benefits include parental leave, flexible spending accounts, and a 401(k) retirement plan.

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