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Financial Client Services Associate Jobs in Alabama

Tuskegee University

Position Information Position Title Donor Services Associate Status Full Time Job Summary The Donor ... Maintain confidentiality of donor and financial information. * Support improvements to gift ...

TalentLink Solutions

Client Service Associate

Birmingham, AL · On-site

$12.50 - $17.25/hr

We believe in deep financial planning work and taking the care to get the details right the first ... Our firm is looking to hire a Client Service Associate to support our advisory team, create and ...

Troy University

Academic Services Associate

Troy, AL · On-site

Posting Details Position Information Posting Number SF2511P Position Title Academic Services Associate Position Type Classified Staff/Hourly Department Advisement - Troy Online Division Finance and ...

Morgan Stanley

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Pivotal

Client Advisory Manager

Auburn, AL

Manage all services provided to assigned clients including monthly financial statement delivery, tax returns and related deliverables. * Monitor client engagements to ensure quality service delivery ...

defi AUTO LLC

Client Service Executive

Montgomery, AL · On-site

$82K - $117K/yr

As a Client Service Executive within the Managed Servicing business, you operate in a highly ... financial services industry. You are responsible for delivering exceptional service and driving ...

Forrest Johnson

Client Advisory Manager

Auburn, AL · On-site

Manage all services provided to assigned clients including monthly financial statement delivery, tax returns and related deliverables. * Monitor client engagements to ensure quality service delivery ...

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Financial Client Services Associate information

What are Financial Client Services Associates?

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, and why are they important?

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.

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.

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 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 Specialist

Client Services Specialist

Housing Authority of the Birmingham District

Birmingham, AL • On-site

$16 - $21/hr

Full-time

Posted 15 days ago

Job description

Job Type
Full-time
Description
Client Services Specialist (Full Time)
Department: Client Services
Summary:
Under the direct supervision of the Resident Service Coordinator, the Resident Service Specialist is responsible for the organization and implementation of regular and seasonal programs and activities for HABD residents, including, but not limited to, promoting physical, educational, and social development. Duties require the exercise of considerable mature judgment in developing and administering federal programs and the coordination of center staff activities as required.
Essential Duties and Responsibilities
The statements contained here reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skills typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload. The position description complies with the Americans with Disabilities Act.
  • Organize and implement regular and seasonal programs and activities, including, but not limited to, promoting physical, mental, educational, and social development among residents.
  • Enforce rules and regulations of the center to maintain discipline. Act to ensure no possible hazards or unsafe conditions; administer first aid according to prescribed procedures; and notify emergency medical personnel when necessary.
  • Communicate effectively, both orally and in writing; ability to plan, organize, train, and assist with overseeing work assignments as directed by the coordinator.
  • Coordinate with public and private sector organizations and groups and/or agencies on behalf of the HABD to promote community center programs and partnerships.
  • Confer with the Resident Service Coordinator and staff to review and resolve residents complaints.
  • Complete and maintain data tracking and evaluations of programs and services to ensure effective and positive outcomes using HABD approved systems.
  • Evaluate recreation areas, facilities, programs, and services to determine effectiveness.
  • Assist the Resident Services Coordinator with working with the Property Manager and maintenance staff in identifying areas needing preventive maintenance, housekeeping, and resident resources.
  • Assist the Resident Services Coordinator with day-to-day operation of the community centers, including field trips, resident activities, etc.
  • Ensure the centers are maintained in a clean, neat, orderly, safe, and healthy manner, and perform other duties as assigned.

Job Competencies:
  • Knowledge of the general operations and procedures of a Public Housing Agency (PHA).
  • Knowledge of community/social services available through local, state, and federal agencies and/or funding sources.
  • Knowledge of sources and availability of information relating to social services with the ability to secure the confidence and cooperation of other public agencies.
  • Knowledge of report preparation techniques and procedures. Ability to prepare and evaluate professional and technical reports and other documents.
  • Knowledge of social trends, economic conditions, and their application to overall community service programs. Knowledge of source availability and information relating to community services.
  • Knowledge of office equipment, including copiers, personal computers, calculators, facsimile machines, etc.
  • Ability to communicate effectively and the ability to conduct research, and prepare comprehensive reports.
  • Ability to establish and maintain effective working relationships with residents, employees, and the general public; ability to communicate with people from a broad range of socio-economic backgrounds.
  • Ability to orient others and explain organizational policies, rules, regulations, and procedures.
  • Ability to administer first aid in accordance with required procedures.
  • Ability to prepare and present ideas in a clear and concise manner.
  • Ability to evaluate and disseminate factual information and develop proposals to promote solutions to the residents' educational, social, recreational, and civic problems.
  • Ability to demonstrate leadership experience, professional ability, and capability to elicit cooperation.

Requirements
Minimum Qualifications:
  • Associate's Degree or two (2) years of completed college coursework from an accredited college or university. Knowledge of sports, coaching, or related experience. Minimum of six (6) months experience in community service or related field, OR
  • High School Diploma or GED with a minimum of two (2) years experience in community service or related field.

Special Requirements:
Possession of a valid Alabama drivers license and safe driving record for those required to drive or allowed to drive on behalf of HABD.
Supervision: No
Technical Skills
  • To perform this job successfully, the employee should have strong computer skills (e.g., MS Word, Excel, PowerPoint, and Outlook). Must be able to learn other computer software programs as required by assigned tasks.
  • Highly proficient in collaborative work, adaptable to shifting goals and priorities. Must have strong writing, editing, and oral communication skills and works well in a fast-paced environment.

Physical Demands
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • To perform this job successfully, the employee is frequently required to remain in a stationary position. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending onsite and offsite meetings. The employee must be able to exchange information in person, in writing, and via telephone. The employee must occasionally transport up to 50 pounds.

Work Environment:
  • The work environment characteristics described here represent those an employee encounters while performing this job's essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
  • Outside and inside office environment: The noise level in the work environment is moderate to high.

Position open until filled.

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