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Client Services Associate Jobs in Easley, SC (NOW HIRING)

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Client Services Associate information

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$9

$21

$38

How much do client services associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for client services associate in Easley, SC is $21.02, according to ZipRecruiter salary data. Most workers in this role earn between $16.01 and $23.46 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Easley, SC?

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

What are popular job titles related to Client Services Associate jobs in Easley, SC?

For Client Services Associate jobs in Easley, SC, the most frequently searched job titles are:

What cities near Easley, SC are hiring for Client Services Associate jobs?

Cities near Easley, SC with the most Client Services Associate job openings:

Client Services Associate jobs near you

Client Service Associate, Retirement & Private Wealth

Squaremouth

Seneca, SC • On-site

Other

Posted 12 days ago

Job description

Client Services Associate

The Client Services Associate oversees the administration of client services, including contacting clients for account reviews, assisting with non-trade related client requests, and processing administrative client account changes. This role supports client review preparation, CRM and reporting processes, and day-to-day service activities while developing foundational knowledge of financial planning and the firm's value proposition.

Essential Duties & Responsibilities:
  • Acts as a liaison between clients and investment advisors.
  • Oversees scheduling of clients for account reviews, in person or remotely.
  • Prepares, submits, and follows up on new client paperwork.
  • Performs administrative support for client investment accounts, including but not limited to distributions, beneficiary changes, and contact information updates.
  • Maintains client records across various databases.
  • Monitors and responds to client and vendor emails and phone calls.
  • Assists investment advisors in preparation of materials for prospects and clients.
  • Prepares client communication materials in collaboration with advisors.
  • Maintains meeting documentation, notes, and internal follow-up items as directed.
  • Contributes positively to a collaborative, respectful, and client-focused workplace environment.
  • Participates in team meetings and supports shared goals and initiatives.
  • Embraces, promotes, and supports the direction, values, and goals of HUB.
  • Ensures a high level of customer service and client satisfaction through accuracy, responsiveness, and professionalism.
  • Monitors office supplies and kitchen inventory and is responsible for replenishment.
  • Provides coverage for other office employees when needed, related to non-trade investment activity only, through ongoing cross-training and collaboration.
  • Must be able to maintain regular and predictable attendance.
  • Other reasonable duties as assigned by your supervisor.
Work Experience & Education Requirements:
  • Prior experience in a customer support role at a financial institution preferred.
  • Excellent written and verbal communication skills.
  • Superior customer service and problem-solving skills.
  • Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook).
  • Detail-oriented self-starter.
  • Ability to work in a team environment.
  • Significant skill in handling competing demands and projects.
  • Excellent organizational skills and ability to prioritize and manage responsibility.
  • Must be thorough, detail-oriented, and capable of working with confidential information.
  • Ability to function independently with minimal supervision.

Some college (no degree) No Licensures or certifications required

Department: Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: No Travel Required

Required Education: Some college (no degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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