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Financial Client Services Associate Jobs in Alabama

Busey

$20 - $25/hr

Position Summary The Wealth Management Client Services Associate will enhance the client experience ... Bachelor's degree in business or finance required. Two or more years related experience in the ...

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Financial Client Services Associate information

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

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

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

What are popular job titles related to Financial Client Services Associate jobs in Alabama?

For Financial Client Services Associate jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Financial Client Services Associate jobs in Alabama look for?

The top searched job categories for Financial Client Services Associate jobs in Alabama are:

What cities in Alabama are hiring for Financial Client Services Associate jobs?

Cities in Alabama with the most Financial Client Services Associate job openings:

Financial Client Services Associate jobs near you

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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