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Client Associate Jobs in Fort Mill, SC (NOW HIRING)

UBS

Client Associate

Charlotte, NC

... Client Associate to join our nationally recognized Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and ...

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Client Associate information

See Fort Mill, SC salary details

$16.3K

$44.8K

$66.3K

How much do client associate jobs pay per year?

As of Jun 16, 2026, the average yearly pay for client associate in Fort Mill, SC is $44,785.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,200.00 and $54,500.00 per year, depending on experience, location, and employer.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

What are Client Associates?

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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 Fort Mill, SC? The most popular types of Client jobs in Fort Mill, SC are:
What job categories do people searching Client Associate jobs in Fort Mill, SC look for? The top searched job categories for Client Associate jobs in Fort Mill, SC are:
What cities near Fort Mill, SC are hiring for Client Associate jobs? Cities near Fort Mill, SC with the most Client Associate job openings:
Client Associate jobs near you

Client Associate

Rockefeller Financial

Charlotte, NC

Other

Posted 9 days ago

Job description

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 $212 billion in client assets as of April 30, 2026.

Client Associate

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and 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
  • Account opening and maintenance
  • Transferring assets and money movement
  • Completing investment subscription documents
  • Cash management & RMDs
  • Assisting with client online access
  • Responding to account activity and statement inquiries
  • Managing life events
  • Administrative work as needed
  • Provide top quality service to clients and complete administration of client accounts
  • Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
  • 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
  • Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Support marketing efforts by promoting client seminars and events
  • Offer administrative and office management support to the team
  • Prepare client correspondence, obtain necessary management approvals, and transmit
  • Review daily activity and reconcile current client activity, funds transfers and previous day's activity and trades against various clearing firm systems to ensure accuracy
  • Oversee client insurance and annuities processes
  • Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
  • Attend client meetings as necessary and present client performance
  • 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
  • 3-5 years prior client service experience within financial industry, or equivalent experience, preferred
  • Series 7 & 66 strongly preferred, and if not, willing to obtain
  • BA/BS degree
Skills
  • Strong client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow
  • Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
  • Strong Microsoft Office skills including Excel & PowerPoint
  • Experience with eMoney financial planning software a plus
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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