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Client Associate Jobs in Florence, SC (NOW HIRING)

Compass Group

WORKSTATION ASSOCIATE

Florence, SC · On-site

$14.50/hr

* We are hiring immediately for full time WORKSTATION ASSOCIATE positions. * Location : MUSC Florence - 805 Pamplico Highway, Florence, SC 29505. Note: online applications accepted only. * Schedule ...

H&R Block

Tax Associate

Florence, SC · On-site

$45K - $61K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Florence, SC · On-site

$45K - $61K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Florence, SC · On-site

$48K - $64K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

Floor Coverings International

Design Associate

Lamar, SC · On-site

$80K - $100K/yr

Design Associate Job Details & Perks: * Experience in In-Home Flooring sales * Paid training ... Go out to client's homes and meet with them regarding their flooring project * Follow our Sales ...

RightStone

Warehouse Associate

Florence, SC · On-site

$17.51/hr

We are looking for dedicated Warehouse Associate in Florence, SC with $17.51/hr pay for a 6 months ... Client Servicing and Delivery Center of Excellence: RightStone's account professionals and ...

New

ABB

Associate Project Manager

Florence, SC · On-site

Sales Support Manager - Customer Support __ The Associate Project Manager will be responsible for ... Create and execute project work plans to meet changing client needs and requirements with various ...

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All JobsClient Associate JobsClient Associate Jobs in Florence, SC

Client Associate information

See Florence, SC salary details

$17.9K

$49.3K

$73K

How much do client associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for client associate in Florence, SC is $49,269.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,700.00 and $59,900.00 per year, depending on experience, location, and employer.

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.

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 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 Florence, SC?

The most popular types of Client jobs in Florence, SC are:

What job categories do people searching Client Associate jobs in Florence, SC look for?

The top searched job categories for Client Associate jobs in Florence, SC are:

What cities near Florence, SC are hiring for Client Associate jobs?

Cities near Florence, SC with the most Client Associate job openings:

Client Associate jobs near you

Clerical Associate -FT - McLeod Cardiology Associates - Florence

McLeod Health

Florence, SC • On-site

Full-time

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

McLeod Health rating

6.5

Company rating: 6.5 out of 10

Based on 133 frontline employees who took The Breakroom Quiz

612th of 898 rated healthcare providers

Job description

Clerical Associate - FT - McLeod Cardiology Associates - Florence

Responsibilities:

  1. Handles all incoming communications and insures reliable, consistent coverage for phones.
  2. Proficient in assisting patients to sign up for MyChart and encouraging patients to use MyChart as main form of communication with McLeod Health.
  3. Coordinates and schedules all appointments whether in the office or hospital surgery center if applicable. 
  4. Coordinates and manages the expectations of all same day appointments. Confirms and follows up on all communication.
  5. Addresses and or follows up with all messages, mail, faxes, and incoming communications.
  6. Prepares for upcoming visits by completing all tasks that can be done before the patient arrives including pre-registration functions.
  7. Proficient in identifying copays and previous balances. Collects payments at time of services rendered. Acts as a liaison between the patient and SBO when patients have detailed questions about billing. Proficient in identifying patients on a payment plan, ability to refer to a financial counselor or MyChart for payment plan arrangements when needed.
  8. Works to maintain a work environment that is paperless, neat, and clear of clutter. Regularly updates patient registries in EPIC.
  9. Supports team members by handling key administrative duties.
  10. Actively participates in the care team and cross functional team quality improvement process.
  11. Maintains confidentiality in talking with patients, upholding policies, and setting an example.
  12. Performs other duties as assigned.

Qualifications:

  • Basic knowledge of computer input required.
  • Must be able to perform basic clerical functions.
  • Comprehend medical terminology required.
  • Good spelling and basic math skills required.
     

Requirements:
  Memberships:

  • Occupation Risk Assessment

Founded in 1906, McLeod Health is a locally owned and managed, not for profit organization supported by the strength of more than 900 members on its medical staff and more than 2,900 licensed nurses. McLeod Health is also composed of approximately 15,000 team members and more than 90 physician practices throughout its 18-county service area. With seven hospitals, McLeod Health operates three Health and Fitness Centers, a Sports Medicine and Outpatient Rehabilitation Center, Hospice and Home Health Services. The system currently has 988 licensed beds, including Hospice and Behavioral Health. The hospitals within McLeod Health include: McLeod Regional Medical Center, McLeod Health Dillon, McLeod Health Loris, McLeod Health Seacoast, McLeod Health Cheraw, McLeod Health Clarendon and McLeod Behavioral Health.  

If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team of professionals, we invite you to apply online today. We are an equal opportunity employer.

What McLeod Health employees say

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About McLeod Health

Sourced by ZipRecruiter

McLeod Health is the region's destination for medical excellence. Our excellence extends from the Midlands to the Coast along the border of North and South Carolina - serving more than one million people. As medical needs grow - we grow, expand, and improve our facilities and services. The McLeod Health network is comprised of 7 hospitals with locations in Florence, Darlington, Dillon, Manning, Cheraw, Loris, and Little River. We have also expanded into the Carolina Forest area of Myrtle Beach for patients looking for primary care and family physicians. Founded over a century ago, McLeod is a locally owned, not-for-profit healthcare system which features the strength of more than 800 physicians and 2,000 registered nurses, and more than 8,500 employees. McLeod constantly seeks to improve patient care with efforts that are physician led, data-driven and evidence-based.

Industry

Hospitals

Company size

5,001 - 10,000 Employees

Headquarters location

Florence, SC, US

Year founded

1906

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