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

Tax Manager: Not-for-Profit

Columbia, SC

$102K - $134K/yr

... and Associates. Lead with a client-first mindset, proactively anticipating the needs of tax-exempt entities and serving as a high-level strategic advisor. Perform complex tax research and draft ...

Whether you're supporting a Fortune 500 client or a local business, developing cutting-edge ... Education: Associates Degree or Bachelor's Degree in Nursing or related field. * Experience: 2+ ...

Whether you're supporting a Fortune 500 client or a local business, developing cutting-edge ... Education: Associates Degree or Bachelor's Degree in Nursing or related field. * Experience: 2+ ...

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Associate Client Advisor information

See Sumter, SC salary details

$10

$23

$40

How much do associate client advisor jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for associate client advisor in Sumter, SC is $23.10, according to ZipRecruiter salary data. Most workers in this role earn between $16.49 and $26.54 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 Sumter, SC are hiring for Associate Client Advisor jobs? Cities near Sumter, SC with the most Associate Client Advisor job openings:
HP Retail Sales Representative

HP Retail Sales Representative

2020 Companies, Inc.

Columbia, SC • On-site

$16.50/hr

Part-time

This job post has expired today. Applications are no longer accepted.


2020 Companies rating

7.5

Company rating: 7.5 out of 10

Based on 54 frontline employees who took The Breakroom Quiz

17th of 48 rated marketing agency


Job description

Job Type:

Regular

Work Location:

Best Buy 1515 - Columbia, SC 29229

Overview:

Become a Part-Time HP Retail Sales Associate!
 

Pay: $16.50 per hour

Schedule: Up to 15 hours per week. Saturday and Sunday preferred. Flexible Friday options may be available based on location needs.

Location: Best Buy and surrounding office supply stores

About the Position

HP and 2020 Companies have partnered to hire an HP Retail Sales Associate in your area! In this role, you will assist in driving sales and creating buzz and excitement around the HP brand and products in your local big-box retailer(s) and surrounding office supply stores. You will demonstrate products to customers and tailor demonstrations to their ideal needs. You will be responsible for building rapport with customers and professional relationships with store management and employees.

Day-in-the-Life

  • Demonstrate HP products at Best Buy and surrounding office supply stores
  • Engage and build rapport with customers by creating a memorable experience
  • Responsible for maintaining professional relationships with management and staff within the assigned store
  • Train retail store associates on HP products and services
  • Maintain displays for cleanliness, functionality, and demo-readiness
  • Responsible for reporting and competitive insights

What's in it for you?

  • Stable, weekly schedule
  • Next day pay on-demand with DailyPay
  • Friday + Saturday & Sunday availability
  • Paid training completed online
  • $25 per month Technology Reimbursement
  • Represent one of the most environmentally friendly companies worldwide

I'm Interested! What Qualifications Do I Need?

  • Be a problem-solving, tech-savvy enthusiast
  • Have an outgoing personality and be eager to learn
  • Be comfortable engaging with customers and demonstrating products with training
  • Ability to engage in a selling process that overcomes objections and connects with customer needs
  • Retail experience or customer service experience in electronics, tech, or wireless is a plus
  • Training or product demonstration experience is a plus
  • 1-year job experience required

About Company

2020 Companies is a premier outsourced sales and marketing agency launching and advocating new products and brands, penetrating new consumer segments, and executing sales and marketing strategies. 2020 trains our teams to succeed in any environment and equips them with the best technology and training to be flexible, engaging, and adept at solving problems.

Job Description:

  • Sell products and services in a retail store, kiosk, and/or event environments
  • Maintain professional interaction with both customers and fellow employees
  • Meet or exceed personal sales goals on a monthly basis
  • Courteously welcome customers and offer assistance
  • Direct customers by escorting them to displays; assess needs and suggests products to fit those needs
  • Advise customers by providing information on products and services
  • Help customers make selections by building customer confidence
  • Accurately document and report sales
  • Contribute to team effort by accomplishing related results as needed
  • Responsible for accurately tracking and communicating all activity to Retail Operations
  • Ensure work station/kiosk is clean, well-organized, functional and presentable at all times
  • Responsible for submitting all paperwork completely and accurately

Performance Measurements:

  • Regular and prompt attendance
  • Meet established monthly/weekly sales quota/goals
  • Customer/client satisfaction based on rejection percentage and substantiated complaints

Qualifications:

  • High school diploma or equivalent required
  • Six (6) months prior sales, retail, telecom or marketing experience
  • Demonstrated knowledge of products and services
  • Excellent communications, presentation, interpersonal and problem-solving skills
  • Impeccable integrity and commitment to customer satisfaction
  • Ability to multi-task in a fast-paced, team environment
  • Must be available to work evenings, weekends and holidays as needed
  • Ability to maintain customer confidentiality

What You Can Expect From 2020 Companies
We welcome every voice, and we are committed to building a truly inclusive environment where your differences are not just welcomed, they are celebrated. We are always identifying opportunities to encourage our team to be their authentic selves, while working to provide a best-in-class experience for our employees. Whether that’s paid holidays, long-term career pathing options, personal development opportunities or professional stretch assignments, you can expect 2020 Companies to support you.
2020’s Commitment
We are committed to creating a diverse and inclusive organization and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other dimensions of identity.


What 2020 Companies employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


2020 logo

About 2020

Sourced by ZipRecruiter

2020 Companies is an outsourced Sales & Marketing company representing Reliant. We hire Sales Representatives and other types of brand advocates to fortune 200 companies. Let us help you find a fun job in retail sales or events! 2020 Companies recruits, hires, trains, and cultivates Sales Representatives, Brand Ambassadors, Merchandisers, and casted-talent, to tailor a full-package solution to clients wanting to grow their market share, build brand awareness, expand distribution channels, and connect people with consumers.

Industry

Marketing

Company size

5,001 - 10,000 Employees

Headquarters location

Southlake, TX, US

Year founded

1991

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