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Client Relationship Associate Jobs in Birmingham, AL

StoneX

Client Onboarding Associate

Birmingham, AL

This role is responsible for facilitating the onboarding of managed account relationships ... The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and ...

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Client Relationship Associate information

See Birmingham, AL salary details

$23.4K

$44.1K

$62.8K

How much do client relationship associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for client relationship associate in Birmingham, AL is $44,131.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $46,900.00 per year, depending on experience, location, and employer.

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.

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

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

What are the most commonly searched types of Client Relationship jobs in Birmingham, AL?

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

What are popular job titles related to Client Relationship Associate jobs in Birmingham, AL?

For Client Relationship Associate jobs in Birmingham, AL, the most frequently searched job titles are:

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

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

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

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

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Birmingham, AL as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 17% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $44,131 per year, or $21.2 per hour.

Client Services Associate

Birmingham, AL • On-site

SageSpring Wealth Partners
See more jobs at SageSpring Wealth Partnersexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Job description

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.
Job Duties amp; Responsibilities:
  • Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries
  • Schedule and coordinate meetings and appointments for advisors
  • Create and maintain records and files
  • Maintain databases and create reports using the Client Relationship Management platform
  • Transcribe and prepare correspondence
  • Request compliance approval for bulk client communications
  • Receive cross-training and assist with other operational functions as required
  • Handle or delegate executive Advisor emails
  • Coordinate travel arrangements for executive advisor
  • Schedule and confirm client meetings with Advisors, clients, and other outside partners
  • Schedule executive level leadership meetings
  • Generate reports for Advisor and Team
  • Regular and timely attendance is required
  • Generate birthday card reports and prepare cards for signing and mailing
  • Perform other duties as assigned
Required Qualifications:
  • Associates degree or 2 years of administrative experience in lieu of degree
  • Proficient in Microsoft Office Suite and video conferencing systems
  • Ability to work on multiple projects simultaneously while accomplishing daily tasks
  • Effective oral and written communication skills and excellent interpersonal skills
  • Attention to detail, critical thinker and problem-solving skills
  • High standards for integrity, honesty, professionalism, and work ethic
  • Commitment to service excellence
  • Ability to work independently while demonstrating excellent organization and follow through
  • Demonstrates flexible and efficient time management and ability to prioritize workload
  • Ability and willingness to move with purpose and a strong sense of urgency
  • Self-motivated, positive, and enthusiastic
  • Self- starter with a strong desire to exceed expectations and capable of supporting a team
  • Maintains confidentiality discretion
  • Ability to effectively work in collaboration with others to achieve business objectives.
  • Willing to grow and be challenged
  • Attend training as requested
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, fun, and highly supportive work environment.
  • Team Engagement – Build genuinely special relationships and bonds throughout your team and across the company and partners.
  • High Performance - Our motto, “Humble, Hungry, and Smart,” is truly exemplified from the top down.
  • Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
  • Community Involvement – We’re passionate about supporting our community and encourage each office to choose a charity or cause to champion.

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The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position. Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department. SageSpring Wealth affirms our commitment to make reasonable accommodations for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.

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