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Client Associate Jobs in Summerville, SC (NOW HIRING)

Tax Associate

Summerville, SC · On-site

$52K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

Tax Associate

Summerville, SC · On-site

$52K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

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 ...

Warehouse Associate

Charleston, SC · On-site

$18 - $19/hr

Warehouse Associate Eastern Staffing & Recruiting is recruiting for a Warehouse Associate for our client in Charleston, SC. As a Warehouse Associate you will be responsible for managing inventory ...

New

Associate DVM

Summerville, SC · On-site

$95 - $130/hr

# Associate DVMApply for this jobLocationSummerville, SCDepartmentMy Pet's VetJob TypeFull-Time ... Our robust wellness plans promote a lifetime of health for our patients and increased client ...

New

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 ...

Showing results 41-60

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 Sep 2, 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.

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 Summerville, SC?

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

What job categories do people searching Client Associate jobs in Summerville, SC look for?

The top searched job categories for Client Associate 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:

Infographic showing various Client Associate job openings in Summerville, SC as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution, with an average salary of $45,721 per year, or $22 per hour.

Work From Home - Part-Time Client Benefits Representative

AO Garcia Agency

Charleston, SC • Remote

Full-time

Posted 17 days ago


Job description

What could an extra $1,000-$2,000 each month do for your household? Qualified candidates are wanted for the chance to enter financial services on a part-time basis while working fully remotely. This means that you get all the earning potential of a trillion-dollar industry without having to give up the security of your current position. Pay off your house early, take the vacations your family deserves, or save for early retirement. 20 hours per week, from home, is all it takes to learn a new skill that could change everything?
Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to:
• Converse virtually with clients, weaving financial strategies that empower.
• Cultivate client bonds that stand the test of time.
• Ride the crest of industry trends, fortifying your knowledge.
• Work alongside a dynamic remote team, where collaboration is the heartbeat of success.
Perks Include:
• Work virtually, from anywhere
• Comprehensive training provided
• A fun, energetic, and positive team environment
• Rapid career growth and advancement opportunities
• Weekly pay
• Residual Income
Responsibilities:
• Calling and receiving calls from clients
• Scheduling appointments with clients who request our benefits
• Presenting and explaining insurance products and benefits packages virtually
• Completing applications for insurance products
• Attending ongoing, optional training sessions
*All interviews will be conducted via Zoom video conferencing
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.