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Client Experience Associate Jobs in Alabama (NOW HIRING)

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.

Wells Fargo

Client Associate

Anniston, AL

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells ... Experience interacting directly with customers * Intermediate Microsoft Office (Word, Excel ...

LVMH

Operations Associate - Part Time

Huntsville, AL · On-site

$18 - $20.50/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

Morgan Stanley

Client Service Associate

Huntsville, AL · On-site

$13.75 - $19/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Education and/or Experience: * High School Diploma/Equivalency * College degree preferred

Help At Home

Intake Client Associate

Montgomery, AL · On-site

$21 - $24/hr

We're seeking a Intake Client Associate who is passionate about making a difference and driving ... Experience as a manager or team leader preferred. * Experience managing relationships with ...

Morgan Stanley

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or ...

Morgan Stanley

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or ...

TERRACON

Project Coordinator

Theodore, AL · On-site

... client experience. * High school diploma and a minimum of 4 years' related experience. * Associate or bachelor's degree in related field preferred. * Experience with gINT Geotechnical software and ...

Morgan Stanley

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Education and/or Experience High School Diploma/Equivalency College degree preferred Industry ...

Sephora

Operations Associate - Part Time

Huntsville, AL · On-site

$18 - $20.50/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

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Client Experience Associate information

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How much do client experience associate jobs pay per hour?

As of Sep 1, 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 Onboarding Associate

Vestavia Hills, AL • On-site

StoneX Group
Finance and Insurance • 1 - 5K employees
Learn more about StoneX Groupexternal

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This job post has expired today. Applications are no longer accepted.

Job description

Overview
Connecting clients to markets - and talent to opportunity.
With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.
Responsibilities
We are seeking a detail-oriented and client-focused Client Onboarding Associate to join our Managed Accounts Team. This role is responsible for facilitating the onboarding of managed account relationships, supporting portfolio model implementation, and servicing client accounts across portfolio management platforms. The ideal candidate will possess strong organizational skills, an analytical mindset, and a commitment to delivering exceptional service to financial advisors and clients. 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.
  • Coordinate the onboarding of managed account relationships from account opening through funding and implementation.
  • Review account documentation for completeness and accuracy, ensuring compliance with firm and regulatory requirements.
  • Assist advisors and internal partners with account setup, releasing accounts to invest, and account maintenance requests.
  • Assist with the creation, maintenance, and implementation of investment models within portfolio management systems.
  • Process account maintenance requests, tradee holds, cash raises, model changes, and other service-related transactions.
  • Support advisors with portfolio management system inquiries and account servicing needs.
  • Research and resolve account discrepancies in a timely manner.
Qualifications
  • Bachelor's degree or equivalent experience in Finance, Business Administration, or a related field.
  • 1-3 years of experience in wealth management, investment advisory services, financial services, or account administration.
  • Strong attention to detail and organizational skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office, particularly Excel.
Preferred
  • Experience supporting managed accounts or advisory platforms.
  • Knowledge of portfolio management systems such as Envestnet, Advyzon, or similar platforms.
  • Familiarity with investment models, portfolio construction concepts, and account management processes.
  • Understanding of brokerage and advisory account operations.

This onsite entry level role in Birmingham, AL offers compensation typical for entry-level financial services positions in the region.
Relocation will not be provided for this position.
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