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Financial Client Services Associate Jobs in Anderson, SC

Truist

Premier Advisor - Greenville, SC

Greenville, SC · On-site

Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions ...

Oath

Associate Attorney

Greenville, SC · On-site

Oath Law & Oath Planning - Estate and Financial Planning Oath is hiring for an Associate Attorney ... About The Team Our team is made up of attorneys, financial advisors, and client service ...

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Anderson, SC

Financial Client Services Associate information

See Anderson, SC salary details

$12

$29

$62

How much do financial client services associate jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for financial client services associate in Anderson, SC is $29.26, according to ZipRecruiter salary data. Most workers in this role earn between $18.94 and $31.44 per hour, depending on experience, location, and employer.

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

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

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
What cities near Anderson, SC are hiring for Financial Client Services Associate jobs? Cities near Anderson, SC with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you

Client Service Associate, Retirement & Private Wealth

Squaremouth

Seneca, SC • On-site

Other

Posted 7 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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