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Client Experience Associate Jobs in Alabama (NOW HIRING)

Busey

$20 - $25/hr

Position Summary The Wealth Management Client Services Associate will enhance the client experience by servicing client needs and providing support to the Wealth Management Team. Duties ...

Waverly Advisors LLC

Client Service Associate

Huntsville, AL · On-site

$13.75 - $19/hr

We are looking to add an experienced Client Service Associate to the team in our Huntsville, AL office. The Client Service Associate is an essential part of the Waverly Advisors team, regularly ...

Waverly Advisors, LLC

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

We are looking to add an experienced Client Service Associate to the team in our Huntsville, AL office. The Client Service Associate is an essential part of the Waverly Advisors team, regularly ...

StoneX

Client Onboarding Associate

Birmingham, AL · On-site

The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and internal departments to ensure a seamless onboarding experience and ongoing account maintenance.

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Client Experience Associate information

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$9

$20

$37

How much do client experience associate jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for client experience associate in Alabama is $20.31, according to ZipRecruiter salary data. Most workers in this role earn between $15.48 and $22.64 per hour, depending on experience, location, and employer.

What is a client experience associate?

A Client Experience Associate is a professional responsible for ensuring that clients have a positive and seamless experience with a company’s products or services. They serve as a key point of contact for clients, addressing inquiries, resolving issues, and gathering feedback to improve service quality. Their goal is to build strong client relationships, enhance satisfaction, and support client retention. Typically, they work closely with sales, support, and operations teams to deliver a consistent and high-quality experience for every client.

How does a client experience associate typically collaborate with other departments to resolve client issues?

Client Experience Associates frequently work alongside teams such as sales, product development, and technical support to address and resolve client concerns efficiently. They act as a liaison, gathering relevant information from clients and communicating it to the appropriate internal teams to ensure prompt resolution. This role requires strong interpersonal and organizational skills, as associates must balance client advocacy with internal processes. Collaboration is often facilitated through regular meetings, shared documentation, and coordinated follow-ups to maintain a seamless client experience.

What are the key skills and qualifications needed to thrive as a client experience associate, and why are they important?

To thrive as a Client Experience Associate, you need strong customer service skills, problem-solving abilities, and a background in business or communications, often supported by a bachelor's degree. Familiarity with CRM software, ticketing systems, and productivity tools like Microsoft Office or Google Workspace is typically required. Excellent interpersonal skills, patience, and the ability to remain calm under pressure set top performers apart in this role. These skills and qualities are crucial for ensuring client satisfaction, resolving issues efficiently, and building lasting relationships that support business growth.

What is the difference between Client Experience Associate vs Customer Service Representative?

AspectClient Experience AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer customer service or communication certificationsHigh school diploma or equivalent; often no formal certifications required
Work EnvironmentOffice setting, client-facing interactions, sometimes remoteCall centers, retail, or office environments, direct customer interactions
Employer & Industry UsageFinancial services, tech, consulting firmsRetail, telecom, hospitality, various service industries
Common Search & Comparison IntentUnderstanding roles in client relations, professional growthCustomer support, troubleshooting, service quality

The main difference is that a Client Experience Associate focuses on building long-term relationships and providing tailored solutions to clients, often in professional or financial settings. In contrast, a Customer Service Representative handles general customer inquiries and support, typically in retail or call center environments. Both roles require strong communication skills but differ in scope and industry focus.

Is a client experience associate a good job?

A client experience associate role involves managing customer interactions, ensuring satisfaction, and supporting client needs, often requiring strong communication and problem-solving skills. It can be a good entry-level position with opportunities for skill development and career advancement in customer service or client management fields.

What are the most commonly searched types of Client Experience jobs in Alabama?

The most popular types of Client Experience jobs in Alabama are:

What are popular job titles related to Client Experience Associate jobs in Alabama?

For Client Experience Associate jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Client Experience Associate jobs in Alabama look for?

The top searched job categories for Client Experience Associate jobs in Alabama are:

Client Experience Associate jobs near you
Infographic showing various Client Experience Associate job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $42,236 per year, or $20.3 per hour.

Client Services Associate

SageSpring Wealth Partners

Birmingham, AL

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

Job description

The Will Scroggins Wealth Team is looking for a detail-oriented, people-oriented Client Services Associate who enjoys working directly with clients and being part of a collaborative team. As part of SageSpring Wealth Partners, you’ll join a growing, established wealth management firm known for its strong culture and commitment to its people. SageSpring has been recognized as a USA TODAY Top Workplace, one of Financial Planning’s Best Workplaces in Money Management, one of the Nashville Business Journal’s 25 Fastest-Growing Companies, and among CityWire’s fastest-growing RIAs. This is a full-time, in-office position based in Birmingham, Alabama.
Job Summary:
The Client Services position assists the Financial Advisor with various administrative tasks and provides clients with quality service. This position interacts daily on the phone and in person with prospective and existing clients, including handling basic inquiries. The role schedules and coordinates meetings and appointments for advisors while maintaining databases and creating reports using the Client Relationship Management platform. This position will have routine contact with internal and external customers required to obtain, clarify or provide facts and information while sustaining a professional image. This role provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.

What You’ll Do

  • Serve as a professional, friendly point of contact for clients and help create a welcoming, high-touch client experience
  • Communicate with clients by phone, email, and in person to assist with service needs, paperwork, and follow-through
  • Help manage advisor calendars and coordinate client meeting scheduling
  • Prepare client meeting materials and help ensure meetings and follow-up are organized and executed smoothly
  • Coordinate client requests and action items with advisors and other team members
  • Track tasks, deadlines, and client requests to ensure complete and timely follow-through
  • Maintain accurate and up-to-date client information in Salesforce and other systems
  • Manage multiple priorities and shift between tasks as client and team needs change
  • Approach day-to-day responsibilities with flexibility, ownership, and attention to detail
  • Work closely with advisors and team members to deliver an excellent and consistent client experience
  • Communicate openly, ask questions, and proactively help move team priorities forward
  • Anticipate team needs and contribute to organized, efficient processes
  • Enjoy being part of a collaborative, high-performing team

Who You Are

  • Professional, warm, and confident when interacting with clients
  • Genuinely enjoy talking with people and building positive relationships
  • Detail-oriented, organized, and dependable
  • Strong in execution and follow-through
  • Flexible and comfortable shifting between priorities
  • Team-oriented, collaborative, and eager to contribute
  • Tech-savvy and comfortable learning new systems and tools

Qualifications

  • 1–3 years of experience in financial services, operations, or client service preferred, but not required
  • Wealth management or financial services experience is a plus
  • Proficient in Microsoft Office, including Word, Excel, and PowerPoint
  • Experience with Salesforce or similar CRM software is a plus
  • Bachelor’s degree preferred

Compensation amp; Benefits

  • Competitive salary
  • Health insurance
  • 401(k) retirement plan
  • Professional development support
  • Opportunity to grow within a successful and expanding wealth management firm
  • Supportive, team-oriented culture with clear processes and high expectations
  • Stable, established team with continued growth opportunities

How to Apply

  • Submit your resume to Nathan.Dendy@sagespring.com
Physical Demands:
  • Ability to work in a traditional professional office setting
  • Prolonged periods of sitting at a desk and working on a computer
  • Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
  • Work schedule may vary and is determined by project schedules
  • Ability to efficiently operate all job-related office equipment
  • Ability to communicate via telephone, computer and work in virtual teams
  • Must be able to lift up to 15 pounds at a time
  • Ability to travel using personal vehicle to other office locations as needed
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About SageSpring:
This is an exciting opportunity to join a Forbes’ Best-In-State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.
Rewards amp; Culture:
  • Great Benefits – Including: Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
  • #1 Culture – Join and grow in an award-winning culture where you’ll look forward to Monday.
  • Inspiring Leadership – Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, f

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