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Client Services Associate Jobs in Daphne, AL (NOW HIRING)

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 ...

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

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

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

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

$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 ...

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 ...

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 ...

... 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 ...

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Client Services Associate information

See Daphne, AL salary details

$8

$19

$35

How much do client services associate jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for client services associate in Daphne, AL is $19.48, according to ZipRecruiter salary data. Most workers in this role earn between $14.86 and $21.73 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.

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:

Infographic showing various Client Services Associate job openings in Daphne, AL as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $40,524 per year, or $19.5 per hour.

Part-time

Posted 15 days ago


First Horizon Bank rating

7.8

Company rating: 7.8 out of 10

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

  • Winning attitude and desire to excel in this highly desirable work environment. Able to adjust to changing work environment.


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