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Client Associate Jobs in South Carolina (NOW HIRING)

Rockefeller Financial

Client Associate

Bluffton, SC · On-site

The Senior Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate is thorough in their work, operates with a high ...

janney

$60K - $65K/yr

As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...

janney

$60K - $65K/yr

As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with ...

TEKsystems

Client Services Associate

Fort Mill, SC · Hybrid

$21/hr

Are you someone who thrives on solving complex problems and delivering exceptional client ... as associates become more efficient and proficient, their ability to handle a greater number of ...

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Client Associate information

See South Carolina salary details

$17.2K

$47.3K

$70.1K

How much do client associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for client associate in South Carolina is $47,293.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,100.00 and $57,500.00 per year, depending on experience, location, and employer.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in South Carolina? The most popular types of Client jobs in South Carolina are:
What are popular job titles related to Client Associate jobs in South Carolina? For Client Associate jobs in South Carolina, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in South Carolina look for? The top searched job categories for Client Associate jobs in South Carolina are:
What cities in South Carolina are hiring for Client Associate jobs? Cities in South Carolina with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in SC? For Client Associate jobs in SC, the most frequently searched job titles are:
Client Associate jobs near you
Infographic showing various Client Associate job openings in South Carolina as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $47,293 per year, or $22.7 per hour.

Client Associate

Rockefeller Capital Management

Bluffton, SC • On-site

Full-time

Re-posted 16 days ago

Job description

About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.
Position
A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Senior Client Associate. The Senior Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
  • Delivering an exceptional level of client service
  • Oversee operational workflow for the team
  • Account opening and maintenance
  • Transferring assets and money movement
  • Cash management & RMDs
  • Assisting with client online access
  • Responding to account activity and statement inquiries
  • Assist with entering trades as needed
  • Generate expense reports for submission using Concur
  • Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
  • Assist with client cashiering requests as needed (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Assist in preparation of key documents and reports for client meetings
  • Complete necessary filing and maintain client files
  • Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
  • Additional duties as assigned

Qualifications
  • BA/BS degree
  • At least 2+ years of experience in the industry preferred
  • Registered with Series 7 & 66 (or 7, 65 & 63)

Skills
  • Excellent client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow
  • Ability to work in a fast-paced environment as well as manage multiple tasks effectively
  • Strong Microsoft Office skills including Excel & Outlook

Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

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