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Associate Director Client Service Jobs in Charleston, SC

Senior Director, Client Success

Charleston, SC · On-site +1

$156K - $202K/yr

Client Success leaders support portfolios of approximately 55-60 accounts with focus dedicated to a ... We do this by providing food service, catering, facilities management, and other integrated ...

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If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. The Client Service ...

Senior Veterinarian

Summerville, SC · On-site

$117K - $170K/yr

Direct, lead and mentor Associate Veterinarians to realize their full professional potential and deliver outstanding, high quality medical care, client service and business results. * Work with the ...

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Associate Director Client Service information

See Charleston, SC salary details

$9

$20

$38

How much do associate director client service jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for associate director client service in Charleston, SC is $20.96, according to ZipRecruiter salary data. Most workers in this role earn between $15.96 and $23.41 per hour, depending on experience, location, and employer.

Manager, Client Service (Charleston, SC)

Charleston, SC • Hybrid

Mercer Advisors
Finance and Insurance • 201 - 500 employees

Full-time

PTO

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


Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz


Job description

Job Summary:

The Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform Client Service Specialist responsibilities.

Responsibilities: 

  • People Management
    • Participate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office
    • Maximize talent via employee development and coaching
    • Facilitate a strong team culture and the sharing of best practices across an office or team
    • Partner with Client Service Leadership Team to facilitate ongoing CSS training and development
    • Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports
  • Operations Management
    • Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office
    • Ensure an exceptional client experience in the office/team
    • Act as a local contact for any operational issues or challenges
    • Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers
    • Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits
  • Leadership
    • Directly impact growth and client retention and monitor progress toward team goals
    • Participate as a member of the Sr. Manager's leadership team along with other managers/directors to contribute to local strategy decisions
    • Coordinate team meetings and events
    • Identify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firm
    • Support Branch Operations on new projects and initiatives
    • Support Learning and Development on Client Service Specialist trainings
    • Office management responsibilities as assigned

Requirements:

Education:

        Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related)

Experience:

        Minimum 2 years of financial industry related experience

        Minimum 2 years of client-facing experience

        Experience with interacting with individuals at all income levels in a professional and confidential manner

Certifications:

        Notary designation a plus

Job Skills:

        Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion

        Excellent verbal, written, analytical and organization skills

        Technical and analytical training and ability to multi-task and manage multiple projects at once

        Proficiency with financial planning software, Salesforce and MS Office Suite

        Flexible, Reliable, Trustworthy, and Confidential with all matters

Work Schedule:  Monday through Friday, 8:00AM - 5:00PM.

Working Conditions:  Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.

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