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

Vanguard Group

Client Relationship Associate

Charlotte, NC · On-site

$74K - $77K/yr

As a Client Relationship Associate, you will: * Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and ...

TEKsystems

Client Services Associate

Fort Mill, SC · Hybrid

$20/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 ...

TEKsystems

Client Services Associate

Fort Mill, SC · Hybrid

$20/hr

Join our client as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. In this role, we offer an exciting opportunity ...

TEKsystems

Client Services Associate

Fort Mill, SC · Hybrid

$20/hr

This Client Service Associate role is a great opportunity to join a fast‑growing financial services organization that supports financial advisors and their clients through high‑touch ...

Wells Fargo

Customer Service Associate Manager

Charlotte, NC · On-site

$14.25 - $19.50/hr

Wells Fargo is seeking a Customer Service Associate Manager as part of the Remote Client Associate Support Teams (RCAST) for Wells Fargo Advisors (WFA) in Wealth and Investment Management for the ...

Alphabe Insight

Client Service Associate

Charlotte, NC · On-site

$50K - $54K/yr

Client Service Associate At Beloform Craft, we specialize in creating refined brand experiences through thoughtfully designed trade shows and professional event presence. Our work reflects precision ...

TalentBridge

Client Service Associate

Charlotte, NC

$14.25 - $19.50/hr

Client Service Associate A leading regional wealth management firm is seeking a polished and relationship-driven Client Service Associate to join its growing team supporting high-net-worth ...

Chase

Client Service Associate

Charlotte, NC

$14.25 - $19.50/hr

Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong ...

botsplash

Client Success Associate

Charlotte, NC

Client Success Associate US - Charlotte Business Team Full time Salary We are seeking a passionate, driven, and customer-focused Client Success Associate to join our growing team. Botsplash partners ...

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All JobsClient Associate JobsClient Associate Jobs in Fort Mill, SC

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
Senior Associate, Product Management - Client & Associate Platforms (Mobile & Web)

Senior Associate, Product Management - Client & Associate Platforms (Mobile & Web)

Capital One

Charlotte, NC

Full-time

Posted 24 days ago

Capital One rating

7.7

Company rating: 7.7 out of 10

Based on 135 frontline employees who took The Breakroom Quiz

73rd of 141 rated banks

Job description

Senior Associate, Product Management - Client & Associate Platforms (Mobile & Web)

Product Management at Capital One is a booming, vibrant craft that requires reimagining the status quo. We are looking for a visionary PM to help us build the next generation of multi-platform banking tools. We believe that the digital revolution isn't just happening at a desk-it's happening on the go.

The Commercial (CML) Client and Associate Platforms Product Team builds core solutions that empower our customers and the associates who serve them. This role is at the heart of our digital banking experience of the future. Our work ensures that every interaction is seamless, scalable, and intelligent. We are looking for a quick-learning strategic executioner with a passion for mobile-first workflows and full-stack delivery.

As part of our team, you will:

  • Modernize the Experience: Deliver products that support a Top 10 Commercial Bank, prioritizing high-availability mobile and web interfaces.

  • Empower the Field: Craft strategies that equip our financial advisors with mobile-optimized tools, enabling a world-class, "anywhere" operation for loan management and treasury products.

  • Drive Mobile Innovation: Build "always on" technologies, leveraging push notifications and real-time data to increase profitability and empower associates.

  • Orchestrate Delivery: Own the roadmap for new features, ensuring feature parity and a consistent UX across iOS, Android, and Web platforms.

  • Risk Mitigation: Strengthen controls through automated monitoring and secure mobile authentication protocols.

Capital One Product Framework:

  • Human Centered: Obsesses over how users interact with products in different contexts (e.g., "thumb-friendly" UI for associates in the field vs. data-heavy desktop views).

  • Business Focused: Delivers game-changing outcomes by focusing on mobile adoption metrics and execution excellence.

  • Technology Driven: Leverages modern tech stacks (APIs, Cloud, Mobile SDKs) to deliver resilient solutions that scale.

  • Integrated Problem Solving: Resolves complex platform hurdles, such as offline data sync and cross-platform latency.

  • Transformational Leadership: Leads cross-functional teams (including Mobile Engineering and UX Design) to drive organizational alignment.

Basic Qualifications:

  • Bachelor's degree or military experience.

  • At least 1 year of experience in product management, or 1 year of experience in product design, agile delivery, data science, or software engineering.

Preferred Qualifications:

  • Bachelor's degree in Computer Science or Engineering.

  • 1+ years of experience launching mobile-first features or managing mobile app lifecycles.

  • 1+ years translating business strategy into consumer-facing digital or mobile products.

  • 1+ years of experience with responsive design, mobile APIs, or core platforms powering digital experiences.

  • 1+ years working in an Agile environment as a Product Owner.

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Charlotte, NC: $101,100 - $115,400 for Sr. Associate, Product Management


Richmond, VA: $101,100 - $115,400 for Sr. Associate, Product Management










Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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