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Client Associate Jobs in Clover, SC (NOW HIRING)

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 ...

AnywhereWorks

Client Experience Associate

Charlotte, NC · Remote

$16/hr

We are looking for a Client Experience Associate to join our team! Please see below for more information: Your Role * You will be taking customer calls, capturing incoming leads, taking orders, and ...

TEKsystems

Client Services Associate

Fort Mill, SC

$21/hr

... as associates become more efficient and proficient, their ability to handle a greater number of ... Experience: 0-2+ years in a client-facing, service-oriented role, ideally in a team-based ...

Alphabe Insight

Client Service Associate

Charlotte, NC · On-site

$37K - $41K/yr

Client Service Associate At GG Media, we believe great teams are built through strong leadership, collaboration, and continuous development. We are committed to creating a positive and results-driven ...

GG Media

Client Service Associate

Charlotte, NC · On-site

$37K - $41K/yr

As a Client Service Associate, you will serve as a key point of contact, helping maintain strong client relationships while supporting daily business operations in a fast-paced, team-oriented ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Clover, SC

Client Associate information

See Clover, SC salary details

$15.9K

$43.7K

$64.8K

How much do client associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for client associate in Clover, SC is $43,722.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,300.00 and $53,200.00 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 job categories do people searching Client Associate jobs in Clover, SC look for? The top searched job categories for Client Associate jobs in Clover, SC are:
What cities near Clover, SC are hiring for Client Associate jobs? Cities near Clover, SC with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Clover, SC 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 $43,722 per year, or $21 per hour.

Commercial Lines Client Advisor

Independent Insurance Agents of North Carolina

Charlotte, NC • On-site

Full-time

Re-posted 28 days ago

Job description

Job Description:
The Client Advisor is responsible for delivering the best possible service experience to both current and prospective clients. Client Advisors promote, foster, and manage both new and current client relationships.
Responsibilities
  • Completes the application process for new and renewal business, including following through with the customer and carrier to ensure an efficient and timely process.
  • Orders and issues binders, certificates, policies, endorsements, and other related items. Facilitates corrections, when needed, and forwards to the client with appropriate correspondence.
  • Reviews renewal policies for risk exposures. Informs and educates customers about coverage, exclusions, and exposures. Works with the client to design an insurance plan based on this information.
  • Solicits additional lines of business and referrals, and completes submissions and markets with core carriers, when possible.
  • Reviews policy audits for accuracy and works with the customer and company to facilitate corrections.
  • Completes company requests including, but not limited to, non-renewals, statements of value, and loss control recommendations.
  • Sets up customer access to Zywave and assists with questions.
  • Prepares summaries of insurance, schedules, and proposals.
  • Works with the client on policy cancellations and aged receivable issues.
  • Participates in industry continuing education for new product information, legislation, coverage, technology, and attends carrier meetings.

Qualifications
  • Holds and maintains a NC Insurance Agent license. Prior experience as a Client Associate or similar position.
  • MInimum high school graduate. College degree and/or commercial insurance experience and industry designations preferred.
  • Customer focus. Demonstrates a sense of urgency and concern for understanding and satisfying the needs of both internal and external customers.
  • Builds collaborative relationships. The ability to develop, maintain, and strengthen partnerships with customers, colleagues, adjusters, and carriers.
  • Thoroughness and reliability. Ensuring that the work product is timely, accurate, and complete.
  • Clear and persuasive communication. The ability to express information and ideas clearly in both oral and written forms in a way that informs, influences, and persuades others.
  • Technical expertise. The ability to demonstrate a depth of coverage knowledge and business acumen.
  • Professionalism. Thinks carefully about the likely effects on others of one's words, actions, appearance, and mode of behavior. Selects the words or actions most likely to have the desired effect on the individual or group in question.

Benefits/Perks
  • Competitive Pay and Benefits
  • Professional Development
  • Job Stability in a growing industry

Flexible work from home options available.
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

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