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Client Service Associate Jobs in Alabama (NOW HIRING)

Keel Point, LLC

Client Service Representative

Huntsville, AL

$15.75 - $21.50/hr

We are looking for a Client Service Representative to join our Huntsville, AL team - someone who takes real pride in helping people and making every client interaction feel seamless and personal. As ...

Keel Point, LLC

Client Service Representative

Huntsville, AL · On-site

$15.75 - $21.50/hr

We are looking for a Client Service Representative to join our Huntsville, AL team - someone who takes real pride in helping people and making every client interaction feel seamless and personal. As ...

Keel Point

Client Service Representative

Huntsville, AL

$15.25 - $20.75/hr

We are looking for a Client Service Representative to join our Huntsville, AL team - someone who takes real pride in helping people and making every client interaction feel seamless and personal. As ...

Keel Point, LLC

Client Service Representative

Huntsville, AL · On-site

$15.75 - $21.50/hr

We are looking for a Client Service Representative to join our Huntsville, AL team - someone who takes real pride in helping people and making every client interaction feel seamless and personal. As ...

Busey

$22 - $25/hr

Position Summary The Wealth Management Client Services Associate will enhance the client experience ... Sales Support, Compliance, Customer Service, and Teamwork. * Take part in formulating the ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Alabama

Client Service Associate information

See Alabama salary details

$8

$15

$24

How much do client service associate jobs pay per hour?

As of Jun 21, 2026, the average hourly pay for client service associate in Alabama is $15.53, according to ZipRecruiter salary data. Most workers in this role earn between $12.64 and $17.45 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing information about products or services. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and efficient service delivery.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What job makes $10,000 a month without a degree?

A Client Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level often involve sales, real estate, or entrepreneurship, which may require strong communication skills, industry knowledge, and a proven track record rather than formal degrees.

Is client associate entry level?

A client service associate position is often considered entry-level, suitable for candidates with a high school diploma or bachelor's degree. The role typically involves developing customer service skills, familiarity with financial products, and using CRM tools, making it accessible to those starting their careers in client support or financial services.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What are the most commonly searched types of Client Service jobs in Alabama? The most popular types of Client Service jobs in Alabama are:
What cities in Alabama are hiring for Client Service Associate jobs? Cities in Alabama with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Alabama as of June 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $32,310 per year, or $15.5 per hour.
Client Service Representative

Client Service Representative

Keel Point, LLC

Huntsville, AL

$15.75 - $21.50/hr

Full-time

Medical, Retirement, PTO

Posted 20 days ago

Job description

About Keel Point

Keel Point is a wealth management firm serving clients across the country with a deep commitment to fiduciary excellence and genuine, lasting relationships. We are looking for a Client Service Representative to join our Huntsville, AL team - someone who takes real pride in helping people and making every client interaction feel seamless and personal.

As a CSR, you will be at the heart of the client experience. Working side by side with our advisors, you will keep things running smoothly behind the scenes and serve as a trusted, friendly point of contact for the clients we serve. If you love organization, problem-solving, and taking care of people, you will feel right at home here.

What You'll Do
  • Build warm, lasting relationships with clients and deliver service that makes them feel genuinely cared for.
  • Serve as a key point of contact between our office, custodial platforms, and internal operations team.
  • Help new clients get started - assisting with account opening, asset transfers, and onboarding across custodial platforms.
  • Handle day-to-day account administration, including account updates and routine client requests, with accuracy and care.
  • Keep client files and records organized and compliant with all applicable FINRA and SEC requirements.
  • Track client relationships, accounts, communications, and requests in our CRM.
  • Support our advisors' efforts to grow the practice and serve clients well.
  • Prepare clear, client-ready reports and keep projects and deadlines on track.
  • Provide back-up coverage for teammates so our clients always have someone in their corner.
What We're Looking For
  • A natural relationship-builder with a strong service mindset and a proactive, can-do approach.
  • 2+ years of experience in financial services, or a comparable professional setting.
  • Excellent organizational and communication skills, and comfort with Microsoft Office. Familiarity with the Fidelity platform is a plus.
  • The ability to manage multiple priorities calmly, both independently and as part of a team.
  • A bachelor's degree is preferred.
  • Series 7 and Series 66 (or 63 and 65) licenses are a plus - but not required to apply. We are glad to talk with candidates who already hold them or are ready to pursue them.

If you don't meet every qualification but believe you'd be a great fit, we'd still love to hear from you.

Why You'll Love Working Here
  • A collaborative, people-first team that lives by Keel Point's Core Values.
  • Competitive salary and a comprehensive benefits package, including health insurance, a retirement plan, and generous paid time off.
  • Professional development and support as you grow your skills and your career.
The Details

Full-time, on-site position based in our Huntsville, AL office

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