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Client Associate Jobs in Ladson, SC (NOW HIRING)

Kearney & Company

Senior Associate

Charleston, SC · On-site

$60K - $100K/yr

The Senior Accounting Associate will help develop and maintain productive working relationships with client personnel and assess clients' satisfaction, demonstrate proficiency with accounting and ...

Allora

Associate Attorney

Charleston, SC · On-site

$75K - $125K/yr

The associate attorney will provide legal representation to clients navigating the family court ... Demonstrated commitment to client advocacy and ethical practice. * Litigation experience is ...

ALO

Sales Associate (Part-Time) - King Street

Charleston, SC · On-site

$13 - $17.75/hr

Continue to build the client relationship daily with our customers * In partnership with leadership ... Sales Associate Qualifications * Preferred 1+ years prior work experience in a client-centric ...

ALO

Sales Associate (Part-Time) - King Street

Charleston, SC · On-site

$13 - $17.75/hr

Continue to build the client relationship daily with our customers * In partnership with leadership ... Sales Associate Qualifications * Preferred 1+ years prior work experience in a client-centric ...

Kearney & Company

Accounting Associate

Charleston, SC · On-site

$60K - $78K/yr

The Accounting Associate position will be responsible for performing procedures such as document ... client's environment - Foster an efficient, innovative, and team-oriented work environment ...

StretchLab

Member Service Associate

Mount Pleasant, SC · On-site

... associate position! StretchLab Mount Pleasant is coming soon to the newly renovated Fairmount ... StretchLab's proprietary flexologist ™ training ensures that their client's receive a world class ...

StretchLab

Member Service Associate

Mount Pleasant, SC · On-site

... associate position! StretchLab Mount Pleasant is coming soon to the newly renovated Fairmount ... StretchLab's proprietary flexologist ™ training ensures that their client's receive a world class ...

StretchLab

Member Service Associate

Mount Pleasant, SC · On-site

... associate position! StretchLab Mount Pleasant is coming soon to the newly renovated Fairmount ... StretchLab's proprietary flexologist ™ training ensures that their client's receive a world class ...

StretchLab

Member Service Associate

Mount Pleasant, SC · On-site

... associate position! StretchLab Mount Pleasant is coming soon to the newly renovated Fairmount ... StretchLab's proprietary flexologist ™ training ensures that their client's receive a world class ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Ladson, SC

Client Associate information

See Ladson, SC salary details

$17.4K

$47.9K

$71K

How much do client associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for client associate in Ladson, SC is $47,897.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,600.00 and $58,300.00 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 are the most commonly searched types of Client jobs in Ladson, SC? The most popular types of Client jobs in Ladson, SC are:
What cities near Ladson, SC are hiring for Client Associate jobs? Cities near Ladson, SC with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Ladson, SC as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 9% Part Time, and 5% Contract. Highlights an 68% Physical, 2% Hybrid, and 30% Remote job distribution, with an average salary of $47,897 per year, or $23 per hour.

Trust & Family Office Associate

Carr, Riggs & Ingram

Charleston, SC • On-site

$16 - $21.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Carr, Riggs & Ingram rating

7.6

Company rating: 7.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

17th of 22 rated bookkeepers and accountants

Job description

TRUST & ESTATE ASSOCIATE
The Preferred Legacy National Trust Bank is a federally chartered trust institution providing comprehensive fiduciary, wealth management, and family office services to high-net-worth individuals and families. With a highly personalized and client-focused approach, the Bank delivers integrated solutions across trust and estate administration, retirement and custodial services, and financial oversight. We collaborate closely with clients and their advisors to ensure seamless execution of complex planning strategies, with a focus on preserving and transferring wealth across generations.
Position Overview - Trust and Estate Associate
We are seeking a detail-oriented and highly professional Trust and Estate Associate to support the administration of complex fiduciary relationships. The Trust and Estate Administrator plays a key role in supporting the administration of trusts, estates, and fiduciary accounts. This position works closely with senior trust officers, legal counsel, and client advisors to ensure accurate administration, regulatory compliance, and exceptional client service and offers direct exposure to sophisticated wealth structures and multigenerational planning. This role is integral to maintaining the exceptional level of service our clients expect and requires a strong sense of accountability, discretion, and technical precision.
Essential Functions:
  • Administer assigned client relationships and various types of accounts
  • Serve as secondary point of contact for clients
  • Assist in the interpretation of trust instruments
  • Oversee trust funding and asset movements
  • Review and process distribution requests
  • Prepare discretionary distribution documentation
  • Ensure income vs. principal accuracy
  • Maintain and organize all records and trust files to ensure proper record-keeping in order to comply with all trust documents and regulations
  • Manage conflict resolution and sensitive family dynamics
  • Assist with audits and identification of fiduciary risks
  • Support process improvements
  • Monitor deadlines and compliance obligations
  • Directly report to and collaborate with VP, Senior Wealth Strategists and Relationship Officers on trust and estate matters
  • Support Relationship Manager on new business generation
  • Adhere to all relevant regulations, including USA Patriot Act and Anti-Money Laundering Program
  • Identify and resolve issues by comparing account information to system reports

Qualifications:
  • 3-5 years of experience in trust & estate
  • Experience in a law office/family office dealing with high net worth clients
  • Understanding of trust accounting and how to administer sophisticated trusts
  • High level understanding of estate planning
  • Must possess excellent written and oral communication skills
  • Ability to utilize Microsoft Office and trust accounting software
  • Ability to maintain a positive and professional work environment
  • Maintain strict confidentiality as well as digital/physical security
  • Demonstrate the ability to recognize, evaluate, and resolve/escalate problems
  • Ability to work independently with little to no supervision when needed and able to manage multiple tasks
  • Must be open to performance improvement and coaching
  • Open to occasional travel when necessary

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. CRI will not sponsor applicants for U.S. work visa status for this position or future positions (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Preferred Legacy Trust offers a generous benefits package that includes 21 PTO days, 9 paid holidays, and company-paid long-term disability and life insurance. Employees also have access to Blue Cross Blue Shield medical insurance, as well as dental, vision, and short-term disability coverage. Additional benefits include parental leave, flexible spending accounts, and a 401(k) retirement plan.

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