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Client Service Associate Jobs in Opelika, AL (NOW HIRING)

Dollartree

Customer Service Associate I

Columbus, GA · On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Columbus, GA · On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollartree

Customer Service Associate I

Columbus, GA · On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Columbus, GA · On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Columbus, GA · On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Columbus, GA · On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollartree

Customer Service Associate I

Columbus, GA · On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollartree

Customer Service Associate I

Tuskegee, AL · On-site

$13.25 - $18.25/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Columbus, GA · On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollartree

Customer Service Associate I

Columbus, GA · On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Tuskegee, AL · On-site

$13.25 - $18.25/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollartree

Customer Service Associate I

Columbus, GA

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Phenix City, AL · On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollartree

Customer Service Associate I

Columbus, GA · On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollartree

Customer Service Associate I

Columbus, GA · On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Phenix City, AL · On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Phenix City, AL · On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollartree

Customer Service Associate I

Lanett, AL · On-site

$12.50 - $17.25/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollartree

Customer Service Associate I

Phenix City, AL · On-site

$13 - $18/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

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Showing results 41-60

All JobsClient Service Associate JobsClient Service Associate Jobs in Opelika, AL

Client Service Associate information

See Opelika, AL salary details

$8

$15

$25

How much do client service associate jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for client service associate in Opelika, AL is $15.73, according to ZipRecruiter salary data. Most workers in this role earn between $12.79 and $17.64 per hour, depending on experience, location, and employer.

What is a client service associate?

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.

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 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.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What cities near Opelika, AL are hiring for Client Service Associate jobs?

Cities near Opelika, AL with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Opelika, AL as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $32,728 per year, or $15.7 per hour.

Client Relationship Associate, Family Office

Synovus

Columbus, GA • On-site

$35K - $44K/yr

Other

Posted 5 days ago

Synovus rating

8.9

Company rating: 8.9 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

12th of 171 rated banks

Job description

Job Summary:
The Family Office Client Relationship Associate is responsible for delivering exceptional client relationship support and servicing to ultra-high-net-worth (UHNW) clients and Family Office Advisors (FOA). Key responsibilities include building and maintaining strong client relationships through proactive communication and collaboration with the advisory team and internal business partners. This role serves as a point of contact for client inquiries, addressing needs, resolving account issues, and coordinating daily administrative activities such as account management, cash disbursements, and charitable gifting. This role helps create and generate reports, client meeting materials, and provides assistance to other members of the client relationship team (FOAs, Wealth Strategists and Portfolio Managers) as needed. The Client Relationship Associate will escalate more complex issues or tasks to the Manager of Family Office Client Services or other senior team members.
Job Duties and Responsibilities:
  • Builds, manages, and maintains strong client relationships through daily interactions with clients, family office advisor team, and internal/external business partners to contribute to the development of existing and new client relationships.
  • Coordinates and monitors all daily activities and transactions necessary for the efficient administration of UHNW clients' accounts to include, but not limited to: account opening and closing, cash management, asset transfers, bill review and payment processing, charitable gifting, private banking.
  • May prepare and assemble presentations for meetings, including cash flows, annual reviews, will schematics, asset allocation information, performance information, plan results, insurance coverage reviews, etc.
  • Helps with the completion of the Investment Policy Statement, inputting information for review and approval by the FOA and Portfolio Manager.
  • Assists the FOA in overseeing the risk management process for effective account reviews that comply with audit and compliance guidelines. Ensures the timely completion of testing and documentation, while keeping the FOA informed of monthly reviews for evaluation and sign-off.
  • May attend client meetings where appropriate, take notes, and provide action items for follow-up.
  • Coordinates the collection of printed and electronic signatures, maintains record keeping, organizes and stores documents. Maintains data in accordance with document retention requirements, ensuring data accuracy, integrity, and confidentiality.
  • Sets alerts, creates, and distributes various trust-related communication, including Crummey letters, co-trustee letters, and recurring distribution letters.
  • Manages various reporting and transfers on UHNW investment programs, including covered call program and hedge fund reporting. Creates reports for client and advisor support, including overdraft management, age distributions, statement requests, client cash flows, compliance/audit reports, and various internal system reports.
  • Coordinates, schedules, and shares information across a client's external advisor team, including tax advisors, estate and planning advisors, insurance agents/brokers, legal advisors, CPAs, attorneys, and/or external investment advisors.
  • Collaborates across the organization with subject matter experts, including The Family Office, Pinnacle Trust Firm, and Pinnacle Banking partners.
  • Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Firm authority in a timely fashion.
  • Performs other related duties as required.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: High School Diploma or equivalent
Minimum Experience: One year of job related work experience and/or administrative support experience. Regular office environment;
Required Knowledge, Skills & Abilities:
  • May sit for long periods of time;
  • Talk and hear regularly;
  • Use of hands, ability to reach;
  • Ability to see objects up close or at a distance, use peripheral vision, identify basic colors;
  • Up to 10 pounds weight lifting/force exertion required;
  • Weight/force exertion required less than 10% of the time;
  • Travel required less than 10% of the time.

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