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Client Associate Jobs in Mobile, AL (NOW HIRING)

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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Client Representative

Mobile, AL · On-site

$1.0K - $1.5K/wk

Client Representative - Entry Level Mayshee, Inc. is a Sales and Direct Marketing company that helps businesses grow through customer acquisition. The primary job responsibilities include: building ...

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Client Representative

Mobile, AL · On-site

$1.0K - $1.5K/wk

Client Representative - Entry Level Mayshee, Inc. is a Sales and Direct Marketing company that helps businesses grow through customer acquisition. The primary job responsibilities include: building ...

Assists Private Client Services RM's in providing financial services to qualified Private Clients as well as relationship management duties. Works under close supervision with focus on developing ...

New

Associate Attorney

Mobile, AL · Remote

$85K - $100K/yr

Review client issues on legal matters, analyze available options, and diligently work to determine ... senior associate attorneys * Prepare correspondence and legal documents such as contracts ...

Tax Associate

Foley, AL · On-site

$50K - $66K/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 ...

Tax Associate

Foley, AL · On-site

$50K - $66K/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 ...

Tax Associate

Mobile, AL · On-site

$53K - $70K/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 ...

Tax Associate

Fairhope, 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 ...

Tax Associate

Gulf Shores, AL · On-site

$49K - $66K/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 ...

Tax Associate

Bay Minette, AL · On-site

$58K - $78K/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 ...

Tax Associate

Mobile, AL · On-site

$49K - $66K/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 ...

Tax Associate

Saraland, AL · On-site

$49K - $66K/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 ...

Tax Associate

Semmes, 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 ...

Tax Associate

Mobile, 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 ...

Tax Associate

Daphne, AL · On-site

$50K - $67K/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 ...

Tax Associate

Pascagoula, MS · On-site

$55K - $74K/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 ...

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Client Associate information

See Mobile, AL salary details

$18.4K

$50.6K

$74.9K

How much do client associate jobs pay per year?

As of Aug 27, 2026, the average yearly pay for client associate in Mobile, AL is $50,574.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $61,500.00 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 are the most commonly searched types of Client jobs in Mobile, AL?

The most popular types of Client jobs in Mobile, AL are:

What job categories do people searching Client Associate jobs in Mobile, AL look for?

The top searched job categories for Client Associate jobs in Mobile, AL are:

What cities near Mobile, AL are hiring for Client Associate jobs?

Cities near Mobile, AL with the most Client Associate job openings:

Infographic showing various Client Associate job openings in Mobile, AL as of August 2026, with employment types broken down into 81% Full Time, 15% Part Time, and 4% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $50,574 per year, or $24.3 per hour.

Full-time

Re-posted yesterday


Job description

 

Sell and ensure successful delivery of executive search services, interim consulting services, and perioperative consulting services to surgical centers.


Job Duties

  • Achieve annual sales goals executing perioperative leadership searches on a retained and exclusive basis whether developed independently or by colleagues in the firm.
  • Mentor and develop staff to ensure the firms best practices, quality standards and service delivery expectations are met.
  • Develop and execute searches including capabilities presentations and based on the firm’s methodology and best practices.
  • Accountable for business development and new client relationships: building and managing relationships with clients and Directors of Surgical Services.
  • External representative of Whitman Partners as needed: speaking engagements: participation in approved journals or healthcare publications.
  • 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 reporting deadlines


Required Competencies

  • Relationship building
  • Motivation
  • Sales
  • Communication (Presenting & Listening Skills)
  • Time Management


Our Mission at Whitman Partners

We improve outcomes for Directors of Surgical Services and our clients through executive search, consulting services, and professional partnership. We enhance the careers of Directors of Surgical Services and contribute to the success of hospital OR departments by providing white glove recruiting, industry recognition, continuing education, and a community voice to share knowledge, expertise, and professional support.


Whitman Partners is a Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.