ZipRecruiter

Log In

1

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

BeloForm Craft

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 ...

GG Media

Client Service Associate

Charlotte, NC · On-site

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 ...

TalentBridge

Client Service Associate

Charlotte, NC · On-site

$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 ...

AnywhereWorks

Be Seen First

Remote 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 ...

botsplash

Client Success Associate

Charlotte, NC · On-site

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 ...

JPMorgan Chase & Co.

Client Service Associate

Charlotte, NC · On-site

$14 - $19.50/hr

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 relationships with high-level ...

J.P. Morgan

Client Service Associate

Charlotte, NC · On-site

$14.25 - $19.50/hr

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 relationships with high-level ...

JP Morgan Chase

Client Service Associate

Charlotte, NC · On-site

$14 - $19.50/hr

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 relationships with high-level ...

TIAA

Client Marketing Associate

Charlotte, NC · On-site

$55K - $80K/yr

Senior Associate - Americas Client Marketing The Marketing Senior Associate is a member of the Americas Client Marketing team which develops and executes comprehensive marketing strategies supporting ...

JPMorgan Chase & Co

Client Service Associate

Charlotte, NC · On-site

$14 - $19.50/hr

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 relationships with high-level ...

TEKsystems

Client Service Associate

Fort Mill, SC · Remote

$20 - $21/hr

Client Services Associate Remote (Must Reside Near Fort Mill or Charlotte, NC) Launch Your Career in Financial Services Are you looking to build a career in financial services with a company that ...

MSIGHTS

Client Engagement Associate

Charlotte, NC · On-site

Client Engagement Associate The Client Engagement Associate a client facing role that provides expertise and daily support on the MSIGHTS Platform. A CEAs needs to think like a marketer to provide ...

previous page

Showing results 41-60

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 Sep 2, 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 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 Fort Mill, SC?

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

What are popular job titles related to Client Associate jobs in Fort Mill, SC?

For Client Associate jobs in Fort Mill, SC, the most frequently searched job titles 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
Infographic showing various Client Associate job openings in Fort Mill, SC as of August 2026, with employment types broken down into 83% Full Time, 12% Part Time, and 5% Contract. Highlights an 62% Physical, 3% Hybrid, and 35% Remote job distribution, with an average salary of $44,785 per year, or $21.5 per hour.

Cash Management Client Service - Associate

Sumitomo Mitsui Financial Group, Inc.

Charlotte, NC • Hybrid

$80K - $105K/yr

Full-time

Re-posted 17 days ago

Job description

 SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

The anticipated salary range for this role is between $80,000.00 and $105,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Description

Responsible for addressing client inquiries and actively support cross-selling efforts by identifying client needs and suggesting solutions through introductions. Performs a variety of client service functions associated with supporting the strategic initiatives of the company to enable business development, revenue growth, client retention and growth, and sales delivery enhancements.

Role Objectives

Associate

Key Responsibilities

Client Support & Issue Resolution

  • Serve as a primary point of contact for day-to-day client inquiries related to cash management services, including payments, and digital banking access
  • Resolve service issues by investigating transactions, escalating problems, and coordinating with internal teams as needed
  • Troubleshoot client challenges related to ACH, wires, online banking portals, positive pay, remote deposit, lockbox, and liquidity tools
  • Ensure timely follow-up and provide clear, professional communication to clients

Operational Support & Service Delivery

  • Process requests entitlement changes, documentation updates, and service modifications
  • Monitor key service metrics such as exception items, payment failures, and fraud alerts, ensuring proactive outreach to clients
  • Assist with onboarding activities including initial client setup, platform training, and documentation coordination
  • Maintain accurate records of client interactions in service-tracking systems

Client Engagement & Relationship Management

  • Build strong working relationships with clients and internal partners, supporting retention and client satisfaction
  • Participate in client calls, training sessions, and service reviews to ensure clients are fully educated on available tools and capabilities
  • Identify opportunities to improve client experience and promote digital adoption of treasury platforms

Continuous Improvement

  • Contribute to service process enhancements, FAQ development, and best practices documentation
  • Stay current on product updates, system changes, and new cash management capabilities
  • Assist senior team members with projects aimed at improving service efficiency and workflow optimization
Qualifications and Skills
  • 2-3 years of experience in client service, banking operations, cash management, or treasury support
  • Foundational understanding of cash management products such as ACH, wires, RDC, positive pay, lockbox, and digital banking platforms
  • Strong problem-solving skills with the ability to research issues and provide prompt resolution
  • Excellent verbal and written communication skills
  • Ability to multitask and manage competing priorities in a high-volume service environment
  • Experience working directly with corporate clients preferred
  • Japanese language preferred but not required

SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.

Apply