Assists Private Client Services RM's in providing financial services to qualified Private Clients as well as relationship management duties. Works under close supervision with focus on developing ...
Assists Private Client Services RM's in providing financial services to qualified Private Clients as well as relationship management duties. Works under close supervision with focus on developing ...
RM Associate
Mobile, AL · On-site
$80 - $100/hr
Assists Private Client Services RM's in providing financial services to qualified Private Clients as well as relationship management duties. Works under close supervision with focus on developing ...
RM Associate
Mobile, AL · On-site
$80 - $100/hr
Assists Private Client Services RM's in providing financial services to qualified Private Clients as well as relationship management duties. Works under close supervision with focus on developing ...
Client Service Representative
Gulf Shores, AL · On-site
$13.50 - $18.50/hr
... services, including prescriptions. • Answering questions regarding products and services ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Gulf Shores, AL · On-site
$13.50 - $18.50/hr
... services, including prescriptions. • Answering questions regarding products and services ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Tax Associate
Mobile, AL · On-site
$53K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Mobile, AL · On-site
$53K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Foley, AL · On-site
$50K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Foley, AL · On-site
$50K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Saraland, AL · On-site
$49K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Saraland, AL · On-site
$49K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Foley, AL · On-site
$50K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Foley, AL · On-site
$50K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Mobile, AL · On-site
$49K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Mobile, AL · On-site
$49K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Robertsdale, AL · On-site
$46K - $61K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Robertsdale, AL · On-site
$46K - $61K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Gulf Shores, AL · On-site
$49K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Gulf Shores, AL · On-site
$49K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Mobile, AL · On-site
$47K - $63K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Mobile, AL · On-site
$47K - $63K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Mobile, AL · On-site
$48K - $64K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Mobile, AL · On-site
$48K - $64K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Associate Consultant, Strategic Transformation About Chartis Chartis comprises 1,000 professionals ... Our project teams usually consist of 3-4 members and client engagements often span 3-6 months in ...
Associate Consultant, Strategic Transformation About Chartis Chartis comprises 1,000 professionals ... Our project teams usually consist of 3-4 members and client engagements often span 3-6 months in ...
Client Partner
Mobile, AL · On-site
Sell and ensure successful delivery of executive search services, interim consulting services, and ... Develop portfolio manager staff or associate client partner staff to ensure best practices, quality ...
Quick apply
Client Partner
Mobile, AL · On-site
Sell and ensure successful delivery of executive search services, interim consulting services, and ... Develop portfolio manager staff or associate client partner staff to ensure best practices, quality ...
Litigation Attorney
$80K - $85K/yr
Our law firm is seeking an Associate Lawyer to join our Civil Practice team. Specializing in a wide ... client services. We offer: * Competitive salary and generous benefits * Enjoy a favorable ...
Quick apply
Litigation Attorney
$80K - $85K/yr
Our law firm is seeking an Associate Lawyer to join our Civil Practice team. Specializing in a wide ... client services. We offer: * Competitive salary and generous benefits * Enjoy a favorable ...
Associate Client Solutions Director - Automation
Mobile, AL · On-site
$67.31 - $84.13/hr
WWT provides products and services to large enterprise, global service provider and public sector ... The Associate Client Solutions Director is the primary point of contact for the customer throughout ...
Associate Client Solutions Director - Automation
Mobile, AL · On-site
$67.31 - $84.13/hr
WWT provides products and services to large enterprise, global service provider and public sector ... The Associate Client Solutions Director is the primary point of contact for the customer throughout ...
WWT provides products and services to large enterprise, global service provider and public sector ... The Associate Client Solutions Director is the primary point of contact for the customer throughout ...
WWT provides products and services to large enterprise, global service provider and public sector ... The Associate Client Solutions Director is the primary point of contact for the customer throughout ...
Field Engineer 3
Mobile, AL · On-site
... service delivery. • Use advanced tools and technical knowledge to resolve client problems and ... Associate Degree • Generally, 2-4 years' experience in area of responsibility Company : At ...
Field Engineer 3
Mobile, AL · On-site
... service delivery. • Use advanced tools and technical knowledge to resolve client problems and ... Associate Degree • Generally, 2-4 years' experience in area of responsibility Company : At ...
Other duties as assigned, or requirements set forth in client's contract (security clearances ... Associates degree in Criminal Justice or similar related field ii. Three (3) years of security ...
Quick apply
Other duties as assigned, or requirements set forth in client's contract (security clearances ... Associates degree in Criminal Justice or similar related field ii. Three (3) years of security ...
Field Engineer 3
Mobile, AL · On-site
... overall service delivery. • Uses advanced tools and technical knowledge to resolve client ... High School Diploma or GED required May require technical certification or Associate Degree ...
Field Engineer 3
Mobile, AL · On-site
... overall service delivery. • Uses advanced tools and technical knowledge to resolve client ... High School Diploma or GED required May require technical certification or Associate Degree ...
Client Services Associate information
See Daphne, AL salary details
$8.78 - $11.21
3% of jobs
$11.21 - $13.65
12% of jobs
$14.70 is the 25th percentile. Wages below this are outliers.
$13.65 - $16.08
23% of jobs
The median wage is $17.24 / hr.
$16.08 - $18.51
24% of jobs
$20.51 is the 75th percentile. Wages above this are outliers.
$18.51 - $20.94
15% of jobs
$20.94 - $23.38
10% of jobs
$23.38 - $25.81
6% of jobs
$25.81 - $28.24
2% of jobs
$28.24 - $30.67
2% of jobs
$30.67 - $33.11
1% of jobs
$33.11 - $35.54
1% of jobs
$8
$19
$35
How much do client services associate jobs pay per hour?
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?
What are the key skills and qualifications needed to thrive as a client services associate?
What are some common challenges faced by client services associates, and how can they be overcome?
What is the difference between Client Services Associate vs Customer Support Specialist?
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting 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.
- How to become a client services associate?
- How much is the salary of a client services associate in the US?
- What is the career progression of a client services associate?
- What is the difference between a client services associate and a financial advisor?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template
What are the most commonly searched types of Client Services jobs in Daphne, AL?
The most popular types of Client Services jobs in Daphne, AL are:
What job categories do people searching Client Services Associate jobs in Daphne, AL look for?
The top searched job categories for Client Services Associate jobs in Daphne, AL are:
What cities near Daphne, AL are hiring for Client Services Associate jobs?
Cities near Daphne, AL with the most Client Services Associate job openings:

First Horizon Bank rating
7.8
Based on 32 frontline employees who took The Breakroom Quiz
78th of 176 rated banks
Job description
Location: On site at location listed in job posting.
Summary
Under general supervision, this position provides a variety of full service banking operations for high net worth clients that are simple to moderately complex following strict departmental standards and guidelines.
Responsibilities
- Assists Private Client Services RM’s in providing financial services to qualified Private Clients as well as relationship management duties. Works under close supervision with focus on developing sales skills and knowledge. Will manage smaller client accounts as primary point of contact.
- Acts as a primary point of contact for sales and service to some existing clients, supporting Private Client Services in growing markets, with a particular emphasis on serving consumer clients early in their wealth cycle. Answers client inquiries about bank products, services, bank accounts and policies; opens new accounts; promotes cross-selling. Assists Relationship Manager with processing consumer loans towards closing, and lines up meeting opportunities with Wealth partners.
- Assists Relationship Manager in maintaining a portfolio mix of targeted high value and high potential clients. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Position includes helping Relationship Manager organize client files, calendar, and email to develop closer client relationships. Coordinates with internal partners to position Bank products and services.
- Uncovers prospect needs for products and services and recommends solutions; will have opportunities to help develop sales plans and strategies in future; also will have opportunity in future to help finalize, structure, and close deals with input from supervising relationship manager. In addition will assist relationship manager with client/prospect entertainment opportunities which may occur during evening and/or weekend hours.
Requirements
- Bachelor's degree or equivalent; 2 years of experience required; 2 - 4 years preferred.
- Proficiency with MS Office Suite
-
Good written and oral skills
-
Accurate grammar, typing and spelling
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Winning attitude and desire to excel in this highly desirable work environment. Able to adjust to changing work environment.
What First Horizon Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About First Horizon Bank
Sourced by ZipRecruiter
Industry
Finance and insurance and commercial banking
Company size
5,001 - 10,000 Employees
Headquarters location
Memphis, TN, US