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Client Associate Jobs in Summerville, SC (NOW HIRING)

Collins & Lacy

Associate Attorney

Charleston, SC · On-site

$85K - $110K/yr

... client service and contributing to the strategic growth of a successful law firm.Position ... Associate Attorney will support the defense of civil litigation matters across South Carolina. The ...

Oxford Industries

Associate Manager

Charleston, SC · On-site

This includes sales, client experience, scheduling, and safeguarding the assets of the store. The Associate Manager will have the responsibility of a store specific division of responsibility. A day ...

Banfield

Client Service Coordinator

Charleston, SC · On-site

$15 - $18.69/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. The Client Service ...

Truist

Commercial Client Specialist II

Charleston, SC · On-site

Service Support 4. Provide superior client service to Commercial Community Bank clients taking ... Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product ...

Truist

Commercial Client Specialist II

Charleston, SC · On-site

Service Support 4. Provide superior client service to Commercial Community Bank clients taking ... Preferred Qualifications: 1. Associate's degree in related field 2. Possess working product ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Summerville, SC

Client Associate information

See Summerville, SC salary details

$16.6K

$45.7K

$67.7K

How much do client associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for client associate in Summerville, SC is $45,721.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,900.00 and $55,600.00 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 Summerville, SC? The most popular types of Client jobs in Summerville, SC are:
What cities near Summerville, SC are hiring for Client Associate jobs? Cities near Summerville, SC with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Summerville, SC as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $45,721 per year, or $22 per hour.

Associate Wealth Advisor

Beacon Pointe Advisors LLC

Mount Pleasant, SC

$55K - $60K/yr

Full-time

Re-posted 4 days ago

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Charleston/ Mount Pleasant, SC office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. This position is fully in-person in our Charleston/ Mount Pleasant, SC office.

Responsibilities

  • Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
  • Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
  • Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
  • Assist with business development efforts
  • Coordinating timely investment process of new client accounts within internal guidelines
  • Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
  • Developing in depth understanding of portfolio construction and risk management
  • Communicating with separate account managers regarding client service issues
  • Other duties as assigned
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) preferred
  • 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
  • Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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