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Client Associate Jobs in Millbrook, AL (NOW HIRING)

H&R Block

Tax Associate

Montgomery, AL · On-site

$49K - $65K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Wetumpka, AL · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Montgomery, AL · On-site

$48K - $64K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

gpac

Associate Veterinarian

Pike Road, AL · On-site

$115K - $150K/yr

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

gpac

Associate Veterinarian

Montgomery, AL · On-site

$115K - $150K/yr

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

gpac

Associate Veterinarian

Prattville, AL · On-site

$115K - $150K/yr

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

gpac

Associate Veterinarian

Millbrook, AL · On-site

$115K - $150K/yr

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

gpac

Associate Veterinarian

Wetumpka, AL · On-site

$115K - $150K/yr

I am seeking an Associate Veterinarian for a full-service pet hospital. This practice is rated as ... We are extremely competitive, client-focused and realize that our value is in our ability to ...

Carr, Riggs & Ingram

Senior Associate, Audit

Montgomery, AL · On-site

$80K - $98K/yr

SENIOR ASSOCIATE, AUDIT At Carr, Riggs & Ingram, your career path is just that-yours. We are strong ... Participates in planning and scheduling client engagements * Prepares and indexes working papers ...

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Showing results 21-40

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 Aug 26, 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 is a client associate?

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?

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 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 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

Tax Associate

Montgomery, AL • On-site

H&R Block
Accounting Services • 1 - 5K employees

5.6

Company rating: 5.6 out of 10

Based on 291 frontline employees who took The Breakroom Quiz

147th of 152 rated financial services

People enjoy working here

Recommended by students

Recommended by parents

Learn more about H&R Blockexternal

$49K - $65K/yr

Full-time

Posted 16 days ago

Job description

About the Role
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
  • Meet with clients to gather information and understand their tax situation
  • Prepare complete and accurate tax returns with training and support from experienced teammates
  • Explain tax information clearly and provide recommendations in a way clients can easily understand
  • Identify tax savings opportunities and recommend relevant products and services
  • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
  • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Required Qualifications
  • Successful completion of the H&R Block Income Tax Course1
  • Experience interacting with customers or clients in a service-oriented environment
  • Strong communication skills, including explaining information clearly and asking questions to understand needs
  • Problem-solving skills, including organizing information and identifying solutions
  • Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
  • High school diploma / GED/ equivalent

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
  • Experience asking questions and recommending solutions based on customer needs
  • Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
  • Availability to work evenings and weekends during tax season

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

View All H&R Block Jobs

What H&R Block employees say

Pay

Benefits

Hours and flexibility

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