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Client Associate Jobs in Moore, SC (NOW HIRING)

ASSOCIATE ATTORNEY Key Responsibilities & Objectives Business Development: * Develop and implement ... Client Management: * Provide excellent client service, understanding and addressing client ...

ASSOCIATE ATTORNEY Key Responsibilities & Objectives Business Development: * Develop and implement ... Client Management: * Provide excellent client service, understanding and addressing client ...

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Client Associate information

See Moore, SC salary details

$18.6K

$51.3K

$76K

How much do client associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for client associate in Moore, SC is $51,286.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,300.00 and $62,400.00 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 job categories do people searching Client Associate jobs in Moore, SC look for? The top searched job categories for Client Associate jobs in Moore, SC are:
What cities near Moore, SC are hiring for Client Associate jobs? Cities near Moore, SC with the most Client Associate job openings:
Infographic showing various Client Associate job openings in Moore, SC as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, 6% Contract, and 1% Nights. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $51,286 per year, or $24.7 per hour.

Homecare Field Service Associate

Senior Helpers - Greenville

Greenville, SC

Full-time

Re-posted 26 days ago


Job description

Objective:    The Field Service Associate will be responsible for ensuring that our clients receive a consistent high level of care that meets the standards of Homecare Heroes, Inc., dba Senior Helpers.

Reports to:  Director of Client Care or Branch Manager

Primary Responsibilities of the Field Service Associate:
  • Provide a high level of care to Senior Helpers Clients especially those requiring assistance with ADLs and those suffering chronic conditions including Dementia, Parkinson’s, and end of Life Care.
  • Train team members on all Activities of Daily Living (ADLs) during Senior Helpers Orientation and at clients' homes.
    • Provide guidance and oversight of communication logs and communication procedures outlined in client care plans.
    • Maintain accurate records of training sessions, caregiver performance evaluations, and client care plans.
  • Assist Client Care Managers with Return Home™ clients and those requiring High-Level Skills.
  • Support setting up and obtaining necessary equipment and supplies for new client care as requested by client care manager for start of care.
  • Perform Supervisory Visits with caregivers to ensure compliance to care plan and all regulations.
  • Perform Introductions for caregivers working with new clients to ensure understanding of the care plan.
  • Assist with Scheduling support including on-call/after-hours.
  • Maintain availability for on-call caregiving when not assigned to a specific client.
  • Must have the flexibility to work different shifts, longer hours, and in different locations as needed.
  • Maintain all internal and external certifications and complete all require training.
    • Alzheimer’s, Parkinson’s, Chronic Disease, etc.
Qualifications
  • 3 or more years of previous personal care experience in a home setting – Homecare, Hospice, Home Health
  • Ideally 1 or more years of experience working for Senior Helpers
  • Must have exceptional organizational skills, attention to detail, and the ability to prioritize in a changing environment
  • Must have excellent verbal communication skills and follow-up skills with clients, and client families
  • Experience leading and motivating team members
  • Ability to quickly build rapport with people of all cultures
  • Ability to work independently and as part of a team