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Client Service Associate Jobs in Alabama (NOW HIRING)

Keel Point

Client Service Representative

Huntsville, AL

$15.25 - $20.75/hr

The CSR works closely with a team of advisors to deliver outstanding client service. The role requires frequent communication and coordination with the advisors, clients, and internal and external ...

Keel Point, LLC

Client Service Representative

Huntsville, AL · On-site

$15.75 - $21.50/hr

The CSR works closely with a team of advisors to deliver outstanding client service. The role requires frequent communication and coordination with the advisors, clients, and internal and external ...

AA2IT

Client Service Coordinator

Birmingham, AL

$16.75 - $22/hr

Client Service Coordinator Hours/Shift: M-F 8-5 pm local time Duration: 3 months with potential for ... Associate degree (A.A.) or equivalent from 2-year college required. * 3 years' experience providing ...

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How much do client service associate jobs pay per hour?

As of May 30, 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 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.

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 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 jobs make 3000 a month without a degree?

A Client Service Associate typically earns less than $3,000 monthly, but roles such as sales representatives, administrative assistants, or delivery drivers can reach or exceed this income level without a degree, especially with experience or commissions. These jobs often require strong communication skills, customer service abilities, and sometimes certifications or licenses depending on the industry.

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 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
Client Service Representative

Client Service Representative

Keel Point

Huntsville, AL

$15.25 - $20.75/hr

Other

Posted 28 days ago

Job description

Keel Point, a premier wealth management firm, with multiple locations in the United States, is seeking an experienced Client Service Representative to join our team in our Huntsville, AL location. Keel Point serves a wide variety of clients with the highest levels of financial fiduciary excellence. The CSR works closely with a team of advisors to deliver outstanding client service. The role requires frequent communication and coordination with the advisors, clients, and internal and external partners.

Specific responsibilities include:

  • Build and maintain strong client relationships to deliver the highest level of service.
  • Act as the primary liaison between the branch office, custodial platforms, and internal operations.
  • Facilitate new client onboarding, including account setup across custodial platforms, asset transfers, and investment management coordination.
  • Manage daily account administration tasks such as money movements, account updates, and routine client information requests.
  • Maintain and organize client records in compliance with FINRA and SEC regulatory requirements.
  • Track and manage client relationships, accounts, communications, and requests using our CRM system.
  • Support advisors in business development initiatives to promote growth and client retention.
  • Prepare accurate, client-ready reports using various software tools, while monitoring project progress and deadlines.
  • Oversee general office operations by prioritizing daily tasks, including answering phones, handling mailings, and supporting team operations.
  • Serve as a backup for other team members to ensure consistent team coverage.
  • Participate in special projects and recommend process improvements to enhance efficiency.
  • Perform additional duties as assigned.

Qualifications:

  • Education: Bachelor's degree preferred. Series 7 and Series 66 (or Series 63 and 65) licenses preferred.
  • Experience: Minimum of 2 years of experience in the financial industry preferred.
  • Knowledge and Skills:
    • Strong organizational and communication skills.
    • Proficiency in Microsoft Office applications.
    • Familiarity with the Fidelity platform preferred, but not required.
    • Excellent time management abilities with a proven capacity to prioritize tasks, meet deadlines, and manage competing responsibilities effectively.
  • Customer Service: Demonstrated commitment to providing excellent customer service and the ability to manage multiple tasks efficiently in both team and independent settings.
  • Personal Attributes: Proactive, self-motivated, and skilled at building and maintaining strong professional relationships.

Working Hours:

  • This is a full-time position located in the Huntsville, AL office.

This is a unique opportunity with a dynamic advisory company. The ideal candidate will possess and reflect Keel Point's Core Values. They will have excellent relationship skills and dedication to deliver exceptional results.

Apply