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Client Management Associate Jobs in South Carolina

Rockefeller Financial

Client Associate

Bluffton, SC · On-site

Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading ... The Senior Client Associate will work with our Private Advisor team members and will interact ...

Galbreath Costner

Associate Attorney

Greenville, SC · On-site

$90K/yr

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

Galbreath Costner

Associate Attorney

Greenville, SC · On-site

$90K/yr

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

Wells Fargo

Client Associate

Charleston, SC · On-site

About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...

Wells Fargo

Client Associate

Greenville, SC · On-site

About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...

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Ameriprise Financial

Client Service Associate

Lexington, SC · On-site

$12.50 - $17/hr

We are a longstanding leader in financial planning and advice, a global asset manager and an ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

janney

$60K - $65K/yr

As a Private Client Associate you will play an integral role in the success of the Janney branch ... management; Able to assist FAs in organizing and implementing productivity-based campaigns;

janney

$60K - $65K/yr

As a Private Client Associate you will play an integral role in the success of the Janney branch ... management; Able to assist FAs in organizing and implementing productivity-based campaigns;

Ameriprise Financial

Client Service Associate

Lexington, SC · On-site

$12.50 - $17/hr

We are a longstanding leader in financial planning and advice, a global asset manager and an ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

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Client Management Associate information

See South Carolina salary details

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How much do client management associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for client management associate in South Carolina is $20.79, according to ZipRecruiter salary data. Most workers in this role earn between $15.82 and $23.22 per hour, depending on experience, location, and employer.

How does a Client Management Associate typically collaborate with other departments to ensure client satisfaction?

As a Client Management Associate, you’ll regularly collaborate with teams such as sales, account management, product, and customer support to address client needs and resolve issues efficiently. You may participate in cross-functional meetings to share client feedback, coordinate on deliverables, and ensure seamless communication between departments. This collaborative approach not only helps maintain strong client relationships but also provides valuable insights into company operations and client expectations, supporting your professional growth.

What are the key skills and qualifications needed to thrive as a Client Management Associate, and why are they important?

To thrive as a Client Management Associate, you need strong communication skills, attention to detail, and a relevant bachelor's degree, often in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes basic data analysis tools is typically expected. Exceptional organizational skills, adaptability, and a customer-focused mindset help you build strong client relationships and manage multiple accounts effectively. These competencies are essential for ensuring client satisfaction, maintaining long-term partnerships, and supporting business growth.

What does a client management associate do?

A client management associate is responsible for maintaining relationships with clients, addressing their needs, and ensuring satisfaction. They often handle communication, coordinate services, and use customer relationship management (CRM) tools to track interactions and client data.

What are the most commonly searched types of Client Management jobs in South Carolina?

The most popular types of Client Management jobs in South Carolina are:

What cities in South Carolina are hiring for Client Management Associate jobs?

Cities in South Carolina with the most Client Management Associate job openings:

Client Management Associate jobs near you
Infographic showing various Client Management Associate job openings in South Carolina as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $43,241 per year, or $20.8 per hour.

Client Service Associate

Apollon Wealth Management

Mount Pleasant, SC • On-site

$13.75 - $19/hr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Client Service Associate
Reports to: SVP of Custodial Operations
Status: Exempt
Hybrid
We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support.
Duties:
Core Operational Support
  • Provide back-office investment operations support to advisors and clients through Salesforce tasking and custodian execution, including:
    • New account openings
    • Money movement requests
    • Account transfers (ACATs and non-ACATs)
    • Address changes and account updates
    • Client distributions and RMDs
    • Contributions and deposits
    • General account service requests
  • Assist in the onboarding of accounts as part of advisor and client Transitions to ensure a smooth, accurate, and timely onboarding experience.
  • Document, track, and complete all assigned tasks with accuracy and attention to detail.
  • Ensure all activities adhere to regulatory and firm compliance standards.

Custodian & Internal Coordination
  • Work closely with custodial partners such as Fidelity, Pershing, Schwab, and Raymond James.
  • Coordinate with internal teams to ensure timely and seamless processing across departments.
  • Research and resolve account-related issues by collaborating with custodians, carriers, and internal stakeholders.

Brokerage & Direct-Held Support
  • Deliver comprehensive servicing for complex advisory and brokerage (commission-based) relationships.
  • Support the administration and ongoing maintenance of brokerage accounts, ensuring compliance with FINRA and custodian regulations.
  • Assist advisors with brokerage-specific forms, disclosures, and documentation, ensuring accuracy and timely submission.
  • Maintain strong knowledge of direct-held business, including carrier requirements, processes, and documentation.

Complex Case Management & Escalations
  • Apply critical thinking and problem-solving skills to resolve complex client inquiries and service issues.
  • Manage client and custodian escalations, providing timely and satisfactory resolutions that enhance the client experience.
  • Oversee complex account openings, ensuring full compliance with regulatory requirements and firm policies.

Process Improvement & Documentation
  • Help document, update, and maintain departmental processes and procedures.
  • Identify opportunities to improve efficiency and streamline workflows.
  • Demonstrate advanced proficiency in brokerage and investment operations to support ongoing refinement of best practices.

Minimum Education:
  • College degree

Skills and Experience:
  • 3+ years recent financial services industry experience required
  • Self-starter and motivated to learn
  • Familiar and competent in the Windows suite of programs, along with Adobe Acrobat
  • Embraces working on a team
  • Strong communication with clients both verbally and written
  • Familiarity with Salesforce preferred
  • Experience servicing and opening accounts on a custodial platform required
  • Industry licensing (not required)
  • Skilled in multi-tasking, follow-up, and managing priorities effectively
  • Strong analytical, problem solving, and organizational skills

Apply