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Client Associate Jobs in Montgomery, AL (NOW HIRING)

InsCipher

Tax Associate

Montgomery, AL · On-site

$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 ...

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 ...

OnTrack Staffing Shorter, AL

Be Seen First

Production Warehouse Associate

Shorter, AL · On-site

$13.80 - $14.30/hr

All positions with this client are eligible to conversion to permanent employee after 90 days with ... Manufacturing Warehouse Associate Essential Functions: * Responsible to ensure accuracy of their ...

chicosfas

Sales Associate - Chico's

Montgomery, AL

$13.75 - $18.75/hr

... client communication through utilization of customer book. Operational Excellence • Supports ... Associates, and Management · Regular attendance is essential to this position to ensure adequate ...

chicosfas

Sales Associate - Chico's

Montgomery, AL

$13.75 - $18.75/hr

... client communication through utilization of customer book. Operational Excellence • Supports ... Associates, and Management · Regular attendance is essential to this position to ensure adequate ...

Chico's FAS, Inc.

Sales Associate - Chico's

Montgomery, AL · On-site

$13.75 - $18.75/hr

The Sales Associate is responsible for supporting Management in in promoting a customer and product ... client communication through utilization of customer book. Operational Excellence • Supports ...

Chico's FAS

Sales Associate - Chico's

Montgomery, AL

$11.75 - $16/hr

The Sales Associate is responsible for supporting Management in in promoting a customer and product ... client communication through utilization of customer book. Operational Excellence • Supports ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Montgomery, AL

Client Associate information

See Montgomery, AL salary details

$18.3K

$50.4K

$74.7K

How much do client associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for client associate in Montgomery, AL is $50,415.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $61,300.00 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 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.

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 Montgomery, AL? The most popular types of Client jobs in Montgomery, AL are:
What are popular job titles related to Client Associate jobs in Montgomery, AL? For Client Associate jobs in Montgomery, AL, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Montgomery, AL look for? The top searched job categories for Client Associate jobs in Montgomery, AL are:
What cities near Montgomery, AL are hiring for Client Associate jobs? Cities near Montgomery, AL with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Montgomery, AL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $50,415 per year, or $24.2 per hour.

Account Associate - State Farm Agent Team Member

Bryant Smith - State Farm Agent

Troy, AL • On-site

$40K - $60K/yr

Full-time

Retirement, PTO

Re-posted 6 days ago

Job description

Benefits:
  • Simple IRA
  • License reimbursement
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Bryant Smith - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:
  • Manage client accounts and update information in the database.
  • Assist clients with policy changes and inquiries.
  • Process insurance claims and follow up with clients on claim status.
  • Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:
  • Strong organizational skills and attention to detail.
  • Excellent customer service and communication skills.
  • Previous experience in insurance or a related field preferred.