ZipRecruiter

Log In

1

Client Operations Associate Jobs in Birmingham, AL

Allied Universal

Director of Operations

Irondale, AL · On-site

Caring Leadership, Client Engagement, and Operational Oversight: * Lead and mentor a team of ... Associate's degree in criminal justice, business or a related field with five (5) years of ...

Allied Universal

Director of Operations

Irondale, AL · On-site

Caring Leadership, Client Engagement, and Operational Oversight: Lead and mentor a team of Account ... Associate's degree in criminal justice, business or a related field with five (5) years of ...

Allied Universal

Director of Operations

Irondale, AL · On-site

$120 - $180/hr

As Director of Operations, you will manage onsite Account Managers to ensure client satisfaction ... Associate's degree in criminal justice, business or a related field with five (5) years of ...

next page

Showing results 1-20

All JobsClient Operations Associate JobsClient Operations Associate Jobs in Birmingham, AL

Client Operations Associate information

See Birmingham, AL salary details

$10

$24

$50

How much do client operations associate jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for client operations associate in Birmingham, AL is $24.60, according to ZipRecruiter salary data. Most workers in this role earn between $16.68 and $28.37 per hour, depending on experience, location, and employer.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What are the key skills and qualifications needed to thrive as a client operations associate?

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

What does a client operations associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

How does a client operations associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.
What are the most commonly searched types of Client Operations jobs in Birmingham, AL? The most popular types of Client Operations jobs in Birmingham, AL are:
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Birmingham, AL as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $51,160 per year, or $24.6 per hour.

OPERATIONS ASSOCIATE

OneAscent Holdings LLC

Birmingham, AL • On-site

Full-time

Re-posted 23 hours ago

Job description

Description:

Reports To: Director of Advisor Adoption

Job Type: Full Time

Who We Are

OneAscent is a family of companies committed to helping people align their financial

decisions with their values—and we take that mission seriously, even if we don't take

ourselves too seriously. We're a growing, values-aligned RIA serving advisors and clients

across the country, and we believe excellent work done with the right heart posture can

change lives. Our culture is shaped by five core values we actually live out (not just hang on

the wall): Kingdom-Focused Excellence, Humble (Big Team, Little Me), Hungry

(Committed, Can-Do Attitude), Smart (Competent and Accountable), Client's Needs First

—Always

What It Takes to Win in This Role

Client & Account Operations

  • Execute and manage client account operations including new account applications, paperwork processing, onboarding, money movement, account maintenance, and custodian coordination.
  • Maintain existing client accounts and ensure accuracy of all account data and documentation.
  • Validate required documents and update systems accordingly, following data governance standards.
  • Correct errors, maintain high data quality, and meet departmental performance standards for accuracy, timeliness, and compliance.

Client Service & Experience Enablement

  • Serve as a primary point of contact for account-related inquiries and enable a high-quality client experience that supports advisor-led engagement and communications.
  • Resolve client concerns by partnering with internal teams and escalating complex issues appropriately.
  • Assist clients with portal usage and execute experience-enhancing initiatives, including on-site support.
  • Keep the client's needs first in every interaction.

Meeting Preparation & Follow-Up

  • Prepare advisors for client meetings by assembling agendas, reports, and documentation.
  • Own post-meeting follow-up by tracking action items to completion.
  • Coordinate with internal teams to ensure timely execution and seamless handoffs.
  • Anticipate advisor and client needs to keep engagements moving forward.
Requirements:

What You Bring to the Table

Required Qualifications

  • Associate's or Bachelor's degree in business or a related field. 4-6 years of operations or client services experience in wealth management or financial services.
  • Strong organizational, project management, and attention-to-detail skills.
  • Proficiency in portfolio management, CRM systems, and Microsoft Office.


Preferred Qualifications

  • Series 7 and 66 licenses.
  • RIA or wealth management operations experience.
  • Familiarity with multiple custodial platforms such as Schwab and Fidelity.
  • Financial planning software knowledge and a client service or hospitality background.