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Client Services Associate Jobs in Birmingham, AL

Stifel

Client Service Associate - NR

Tuscaloosa, AL · On-site

$12 - $16.50/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

StoneX Group

Client Onboarding Associate

Birmingham, AL · On-site

... services to all types of investors. Whether you want to forge a career connecting our retail ... The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and ...

StoneX

Client Onboarding Associate

Birmingham, AL · On-site

... services to all types of investors. Whether you want to forge a career connecting our retail ... We are seeking a detail-oriented and client-focused Client Onboarding Associate to join our Managed ...

Stifel

Client Service Associate - NR

Tuscaloosa, AL · On-site

$12 - $16.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

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

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$38

How much do client services associate jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for client services associate in Birmingham, AL is $21.00, according to ZipRecruiter salary data. Most workers in this role earn between $16.01 and $23.41 per hour, depending on experience, location, and employer.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

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

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

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

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

More about Client Services Associate jobs

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

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

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

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Birmingham, AL as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $43,671 per year, or $21 per hour.

Client Services Associate

SageSpring Wealth Partners

Birmingham, AL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago

Job description

The Will Scroggins Wealth Team is looking for a detail-oriented, people-oriented Client Services Associate who enjoys working directly with clients and being part of a collaborative team. As part of SageSpring Wealth Partners, you’ll join a growing, established wealth management firm known for its strong culture and commitment to its people. SageSpring has been recognized as a USA TODAY Top Workplace, one of Financial Planning’s Best Workplaces in Money Management, one of the Nashville Business Journal’s 25 Fastest-Growing Companies, and among CityWire’s fastest-growing RIAs. This is a full-time, in-office position based in Birmingham, Alabama.
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.

What You’ll Do

  • Serve as a professional, friendly point of contact for clients and help create a welcoming, high-touch client experience
  • Communicate with clients by phone, email, and in person to assist with service needs, paperwork, and follow-through
  • Help manage advisor calendars and coordinate client meeting scheduling
  • Prepare client meeting materials and help ensure meetings and follow-up are organized and executed smoothly
  • Coordinate client requests and action items with advisors and other team members
  • Track tasks, deadlines, and client requests to ensure complete and timely follow-through
  • Maintain accurate and up-to-date client information in Salesforce and other systems
  • Manage multiple priorities and shift between tasks as client and team needs change
  • Approach day-to-day responsibilities with flexibility, ownership, and attention to detail
  • Work closely with advisors and team members to deliver an excellent and consistent client experience
  • Communicate openly, ask questions, and proactively help move team priorities forward
  • Anticipate team needs and contribute to organized, efficient processes
  • Enjoy being part of a collaborative, high-performing team

Who You Are

  • Professional, warm, and confident when interacting with clients
  • Genuinely enjoy talking with people and building positive relationships
  • Detail-oriented, organized, and dependable
  • Strong in execution and follow-through
  • Flexible and comfortable shifting between priorities
  • Team-oriented, collaborative, and eager to contribute
  • Tech-savvy and comfortable learning new systems and tools

Qualifications

  • 1–3 years of experience in financial services, operations, or client service preferred, but not required
  • Wealth management or financial services experience is a plus
  • Proficient in Microsoft Office, including Word, Excel, and PowerPoint
  • Experience with Salesforce or similar CRM software is a plus
  • Bachelor’s degree preferred

Compensation amp; Benefits

  • Competitive salary
  • Health insurance
  • 401(k) retirement plan
  • Professional development support
  • Opportunity to grow within a successful and expanding wealth management firm
  • Supportive, team-oriented culture with clear processes and high expectations
  • Stable, established team with continued growth opportunities

How to Apply

  • Submit your resume to Nathan.Dendy@sagespring.com
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, f

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