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

Elliott Davis

Tax Manager: Not-for-Profit

Columbia, SC · On-site

$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 ...

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

Associate Client Advisor information

See Sumter, SC salary details

$10

$23

$40

How much do associate client advisor jobs pay per hour?

As of Aug 6, 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.

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.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that offers opportunities to develop client management, sales, and financial analysis skills. It can lead to advanced roles such as client advisor or financial planner with experience and certifications like the Series 7 or Series 63. The career is suitable for individuals interested in finance, customer service, and building long-term client relationships.

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.
What cities near Sumter, SC are hiring for Associate Client Advisor jobs? Cities near Sumter, SC with the most Associate Client Advisor job openings:
Associate Client Advisor jobs near you
Infographic showing various Associate Client Advisor job openings in Sumter, SC as of June 2026, with employment types broken down into 1% As Needed, 65% Full Time, 27% Part Time, 1% Temporary, and 6% Contract. Highlights an 73% Physical, 3% Hybrid, and 24% Remote job distribution, with an average salary of $48,039 per year, or $23.1 per hour.

Trade Consultant- Customs Brokerage

GHY International

Columbia, SC • Remote

Full-time

Medical, Dental, Vision, Life

Re-posted 10 days ago

Job description

Salary: $55,000 - $65,000

Join a Best-Managed Employer as a Trade Consultant


At GHY, we dont just move goods across borders we move possibilities forward. As a Best-Managed Employer, were proud to be a family-led organization where people genuinely care about their work, their clients, and one another.

For over a century, weve been helping importers and exporters trade confidently in global markets. With offices across Canada and the United States including Toronto, Emerson, Winnipeg, Calgary, Vancouver, North Dakota, and South Carolina GHY continues to grow through integrity, innovation, and care.



Why Youll Love Working Here:

  • We CARE:Our values guide everything we do Clients are our focus, Associates matter, Relentlessly serving traders, Excellence and innovation in all we do.
  • Work-Life Balance:Flexibility and connection matter. Our Giveback Committee, Social Committee, and Cultural Ambassadors keep our teams supported, engaged, and inspired.
  • Competitive Compensation:Fair pay through scheduled salary assessments and a performance-based bonus program.
  • Excellent Benefits:Comprehensive, subsidized health, dental, vision, short- and long-term disability, and life & AD&D coverage.
  • Growth & Development:Access to our internal university, leadership development program


About the Role
Are you a seasoned trade compliance professional with a passion for customs regulations and client consulting? Reporting to the Director of US Trade Services, youll serve as a subject matter expert, mentor colleagues, and provide strategic guidance to clients on complex trade matters.


What Youll Do

  • Advise clients on tariff classification, valuation, country of origin, and free trade agreement qualification, and draft CBP Binding Ruling Requests.
  • Support compliance activities including verifications, post-entry corrections, and coordination with CBP and Partner Government Agencies.
  • Prepare scope of work proposals, identify client risks and refund opportunities, and assist with duty drawback coordination.
  • Compile customs documentation, manage post-entry filings, and maintain logs for refunds, CBP requests, and entry status.
  • Research and resolve supplemental duty bills and penalties, and generate reports to support trade operations.
  • Contribute to business development by creating trade-related presentation content and participating in team huddles and process improvements.


What You Bring

  • Skills & Competencies:
    • Strong attention to detail and organizational skills
    • Self-motivated with the ability to manage deadlines and heavy workloads
    • Excellent verbal and written communication skills
    • Ability to represent GHY professionally with clients, colleagues, and CBP
  • Advanced knowledge of:
    • Tariff classification and Explanatory Notes
    • U.S. Customs regulations (19 CFR)
    • Valuation rules and country of origin determinations
  • Proficiency in:
    • Executing customs entries for all transportation modes
    • ACE functionality and brokerage software
    • Microsoft Excel and the full Microsoft Office Suite


Experience & Education

  • Minimum 10 years of experience in the customs industry
  • Certified Customs Specialist (CCS) designation
  • U.S. Customs Broker License (preferred)


Working Conditions

  • Minimal supervision required
  • Primarily desk-based (90%) with occasional standing or travel (5% each)


Location: Remote- must be able to travel to Pembina, ND office for training
Hours: MondayFriday, 8:30 AM 5:00 PM CST (40 hours/week)
Holidays: One statutory holiday per year will be required to be worked


Why GHY?
At GHY, were committed to building a culture of collaboration, growth, and excellence. Youll join a team that values expertise, supports professional development, and works together to deliver exceptional service to our clients.

Ready to take the next step in your trade services career?


Apply now and help shape the future of global trade with GHY.