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Associate Client Advisor Jobs in Lancaster, SC (NOW HIRING)

SwiftCruit

Principal, Solution Architect

Fort Mill, SC · On-site

$155.94 - $259.87/hr

Terraform Associate Core Competencies * Excellent communication skills, with the ability to clearly ... Strong client‑centric mindset, focused on delivering world‑class advisor and client experiences.

New

Protouch Staffing

Family Law Attorney

Charlotte, NC · On-site

$90K - $130K/yr

The Associate Attorney will be responsible for managing family law cases from inception through ... client objectives - Advise clients on legal rights, options, and risk factors throughout the ...

LPL Financial

Sr Internal Auditor

Fort Mill, SC · On-site +1

$78K - $130K/yr

... for associate and staff level auditors * Lead and execute all areas of audits including audit ... S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 ...

ServisFirst Bank

Private Banking Officer

Charlotte, NC · On-site

Respond to client phone calls, inquiries and requests regarding accounts within 24 hours * Provide ... Inform and advise clients of status or enhancements to current account productivity and suggest ...

Paychex

Sales Executive - HR Solutions

Fort Mill, SC

$55K - $140K/yr

... client base * Highly consultative role where you operate as a trusted advisor, not a transactional ... Associate's Degree - Preferred * 3 years of experience in inside or outside business-to-business ...

Paychex

Sales Executive - HR Solutions

Rock Hill, SC

$55K - $140K/yr

... client base * Highly consultative role where you operate as a trusted advisor, not a transactional ... Associate's Degree - Preferred * 3 years of experience in inside or outside business-to-business ...

Union County

Senior Eligibility Specialist (FNS)

Monroe, NC · On-site

$57K - $85K/yr

Explains program requirements and options and advise or refer client to other programs or services ... Associate's Degree from an accredited college/university, and three (3); years of paraprofessional ...

ADP

Broker Channel Specialist

Charlotte, NC

... client referrals as part of our Human Resources Outsourcing (HRO) business. You will attend our ... Collaborate Daily.You will serve as a trusted advisor, partner, and ADP ambassador to brokers ...

ADP

Broker Channel Specialist

Charlotte, NC · On-site

... client referrals as part of our Human Resources Outsourcing (HRO) business. You will attend our ... You will serve as a trusted advisor, partner, and ADP ambassador to brokers, internal partners, and ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Lancaster, SC

Associate Client Advisor information

See Lancaster, SC salary details

$10

$22

$38

How much do associate client advisor jobs pay per hour?

As of Jul 16, 2026, the average hourly pay for associate client advisor in Lancaster, SC is $22.12, according to ZipRecruiter salary data. Most workers in this role earn between $15.77 and $25.43 per hour, depending on experience, location, and employer.

What is an Associate Client Advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

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

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

How much does an associate client advisor make?

An associate client advisor typically earns between $45,000 and $65,000 annually, depending on experience, location, and the company. Entry-level positions may start lower, while experienced advisors or those with specialized skills can earn higher salaries and bonuses. Compensation often includes base salary plus performance-based incentives.

What are the key skills and qualifications needed to thrive as an Associate Client Advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

How does an Associate Client Advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting performance metrics. The level of stress varies depending on the work environment, workload, and individual skills in communication and problem-solving.

Is a client advisor a good career?

A client advisor is a professional who manages client relationships, often in financial or service industries, requiring strong communication and interpersonal skills. The role can offer opportunities for career growth, commissions, and industry certifications, but job satisfaction depends on individual preferences and work environment. It is generally considered a stable career path with potential for advancement.

What jobs pay 4000 a week without a degree?

An Associate Client Advisor role typically does not pay $4,000 a week without a degree; however, high-earning sales positions, such as financial or real estate sales agents, can reach that level through commissions and experience. These roles often require strong communication skills, industry knowledge, and sometimes licensing or certifications but not necessarily a formal degree.
What cities near Lancaster, SC are hiring for Associate Client Advisor jobs? Cities near Lancaster, SC with the most Associate Client Advisor job openings:
Associate Client Advisor jobs near you

Principal, Solution Architect

SwiftCruit

Fort Mill, SC • On-site

$155.94 - $259.87/hr

Other

Posted 2 days ago

New

Job description

Job Overview

Provide technical and strategic leadership across the ClientWorks advisor platform, driving the evolution of LPL’s integrated technology ecosystem. The Solution Architect partners with senior leaders in Enterprise Architecture, Product, Security Engineering, Infrastructure, and Operations to define and implement architectural strategies that enable secure, scalable, and efficient delivery of advisor and client‑facing capabilities. This role requires hands‑on expertise in cloud‑native architecture, front‑end and mobile frameworks, API design, data integration, and regulatory compliance, with a strong emphasis on user experience, operational resilience, and business value. The architect will lead or support initiatives spanning ClientWorks Essentials, Mobile, Compass, Householding, and Design System modernization, collaborating with cross‑functional teams to deliver measurable impact.

Responsibilities
  • Architect and evolve the ClientWorks platform, overseeing the design and delivery of foundational capabilities including account opening, client management, trading, reporting, and dashboard customization.
  • Ensure seamless integration with advisor workflow and third‑party solutions.
  • Lead cross‑domain initiatives, driving architectural alignment for ClientWorks Essentials, Mobile, Compass, Householding, and Design System efforts.
  • Facilitate technical deep‑dives, whiteboarding, and Candidate Architecture Designs reviews to resolve complex requirements and dependencies.
  • Champion security and compliance, ensuring platform architecture meets regulatory standards for financial services.
  • Partner with Security Engineering to implement robust authentication, authorization, and data protection mechanisms.
  • Optimize cloud and hybrid infrastructure, architecting solutions for scalable, resilient, and cost‑effective delivery.
  • Address incident response, adaptive capacity, and performance optimization for high‑volume API endpoints.
  • Drive integration and automation, leading efforts to connect ClientWorks with platforms such as Salesforce and Wealthbox, enabling workflow automation and real‑time insights.
  • Mentor development teams in adopting modern architecture, DevSecOps, and design system practices.
  • Foster a culture of continuous improvement, collaboration, and innovation.
  • Partner with Product and Operations to define KPIs, track outcomes, and ensure architecture decisions drive advisor efficiency, scalability, and client experience.
Requirements
  • 5+ years experience in cloud‑native architecture (AWS, hybrid on‑prem / cloud), API design, and data integration.
  • 10+ years experience with front‑end frameworks (React, Angular), mobile platforms, and design systems.
  • 5+ years experience in CI/CD pipeline design, containerization, and Infrastructure as Code (Terraform, GitHub Actions).
  • 5+ years experience collaborating with Enterprise Architecture, Product, Security Engineering, and Infrastructure & Operations teams; demonstrated ability to evangelize architecture practices and mentor cross‑functional teams.
  • 2+ years experience leading AI‑driven initiatives or deploying AI capabilities in production is a plus.
Education & Certifications
  • Bachelor’s degree preferred, ideally in Computer Science, Information Systems, or Engineering.
  • Relevant certifications include:
    • AWS Certified Solutions Architect – Professional preferred
    • HashiCorp Certified: Terraform Associate
Core Competencies
  • Excellent communication skills, with the ability to clearly articulate architectural intent, trade‑offs, and recommendations.
  • Strategic thinking and ability to translate business needs into technical solutions.
  • Strong client‑centric mindset, focused on delivering world‑class advisor and client experiences.
  • Ability to operate in a fast‑paced, regulated environment and manage competing priorities.
Preferences
  • Familiarity with regulatory requirements for financial services.
Pay Range

$155,942.00 - $259,869.00

EEO Statement

We are an Equal Opportunity Employer. Employment is based on qualifications, experience, and abilities.

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