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Direct Client Virtual Assistant Jobs in Birmingham, AL

Stifel

Client Service Associate - NR

Tuscaloosa, AL · On-site

$12 - $16.50/hr

... directed by the FA(s). What We're Looking For * Perform clerical functions related to opening ... Organize and assist in the maintenance of complete client account and trade- related records for ...

Stifel

Client Service Associate - NR

Tuscaloosa, AL

$12 - $16.50/hr

... directed by the FA(s). What We're Looking For * Perform clerical functions related to opening ... Organize and assist in the maintenance of complete client account and trade- related records for ...

Employers

Executive Assistant

Birmingham, AL · On-site

Organize virtual and in-person meetings, including agendas, pre-reads, supporting documents ... Requirements * 10-12 years of experience providing direct administrative support to C-suite ...

Talon Hiring Solutions

Administrative Assistant

Hoover, AL · On-site

$45K - $55K/yr

Talon Hiring Solutions has a client in the Hoover, AL area that is looking for a Administrative ... Answer and direct incoming calls * Create reports and communication * Answer, screen, and direct ...

HireQuest Direct

Be Seen First

Staffing Coordinator

Birmingham, AL · On-site

$16 - $18/hr

Staffing Coordinator HireQuest Direct Pay: $16.00-$18.00 per hour Schedule: Monday-Friday, 7:00 AM ... client issues quickly and professionally * Maintain accurate employee and staffing records * Assist ...

Employers

Executive Assistant

Birmingham, AL

Organize virtual and in-person meetings, including agendas, pre-reads, supporting documents ... Requirements * 10-12 years of experience providing direct administrative support to C-suite ...

Fast Pace Health

Clinical Tech. (Medical Assistant)

Pinson, AL · On-site

$16.75 - $21.25/hr

... direct supervision of a Provider, Nurse Practitioner or Physician Assistant. They provide ... Prepare and maintain supplies and equipment for treatment. * Assist patients utilizing a Virtual ...

ATI Physical Therapy

Physical Therapist Assistant

Hoover, AL · On-site

$26.25 - $34.75/hr

Including weight-loss and lifestyle coaching, digital mental-health support, and 24/7 virtual ... Responsibilities You will be empowered to make a difference for your patients: provide direct ...

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How much do direct client virtual assistant jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for direct client virtual assistant in Birmingham, AL is $22.87, according to ZipRecruiter salary data. Most workers in this role earn between $19.13 and $25.67 per hour, depending on experience, location, and employer.

What is a direct client virtual assistant?

Direct Client Virtual Assistants are professionals who provide administrative, technical, or creative support to clients remotely, usually working directly for the client rather than through an agency. Their tasks may include scheduling, email management, research, data entry, and more, depending on the client’s needs. Working directly with clients allows Virtual Assistants to build stronger relationships and tailor their services to specific requirements. This role often requires excellent communication, organizational skills, and proficiency with digital tools.

What are the key skills and qualifications needed to thrive as a direct client virtual assistant?

To thrive as a Direct Client Virtual Assistant, you need strong organizational abilities, excellent written and verbal communication, and proficiency in administrative tasks, often supported by experience or a relevant certification. Familiarity with tools like Google Workspace, Microsoft Office, project management platforms (e.g., Asana, Trello), and communication systems such as Slack or Zoom is typically required. Outstanding time management, problem-solving, and interpersonal skills help you stand out in supporting clients remotely. These skills ensure tasks are completed efficiently, client needs are met proactively, and professional relationships are maintained, which is vital for client satisfaction and long-term success.

How does a direct client virtual assistant typically manage communication and collaboration with clients who work in different time zones?

As a Direct Client Virtual Assistant, managing communication across time zones is a common challenge. Most VAs use shared digital tools like project management platforms, cloud-based calendars, and messaging apps to stay organized and responsive. It's standard practice to establish overlapping 'core hours' for real-time communication and clarify expectations regarding response times. Regular check-ins and clear documentation help ensure tasks are completed smoothly, regardless of time differences. This approach fosters trust and reliable collaboration, even when working remotely for clients around the world.

What are popular job titles related to Direct Client Virtual Assistant jobs in Birmingham, AL?

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Direct Client Virtual Assistant jobs near you

Client Service Associate - NR

Stifel

Tuscaloosa, AL • On-site

$12 - $16.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
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 administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking For
  • Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
  • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
  • Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
  • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
  • Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
  • Provide reports and other information to FA(s), as requested.
  • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
  • Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring
  • Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
  • Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
  • Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
  • Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience
  • Minimum Required: High School Diploma or equivalent
  • Minimum Required: 2 years clerical/related industry

Licenses & Credentials
  • Minimum Required: None

Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook

About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

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