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Financial Client Services Associate Jobs in Anderson, SC

Banfield

Shift Lead

Greenville, SC · On-site

$13 - $16/hr

... client service, associate engagement and maximum productivity. · Helping create an environment ... At Banfield, we understand the significant financial burden of student debt on veterinarians. We ...

Banfield

Shift Lead

Greenville, SC · On-site

$13 - $16/hr

... client service, associate engagement and maximum productivity. · Helping create an environment ... At Banfield, we understand the significant financial burden of student debt on veterinarians. We ...

Banfield

Senior Veterinarian

Piedmont, SC · On-site

$111K - $161K/yr

Oversee and train associates on professional, efficient and exceptional client service (lead by ... Partner with the Practice Manager to deliver outstanding financial results for assigned hospital.

Banfield

Senior Veterinarian

Liberty, SC · On-site

$111K - $161K/yr

Oversee and train associates on professional, efficient and exceptional client service (lead by ... Partner with the Practice Manager to deliver outstanding financial results for assigned hospital.

Banfield

Senior Veterinarian

Conestee, SC · On-site

$111K - $161K/yr

Oversee and train associates on professional, efficient and exceptional client service (lead by ... Partner with the Practice Manager to deliver outstanding financial results for assigned hospital.

Banfield

Senior Veterinarian

Williamston, SC · On-site

$111K - $161K/yr

Oversee and train associates on professional, efficient and exceptional client service (lead by ... Partner with the Practice Manager to deliver outstanding financial results for assigned hospital.

Banfield

Senior Veterinarian

Easley, SC · On-site

$111K - $161K/yr

Oversee and train associates on professional, efficient and exceptional client service (lead by ... Partner with the Practice Manager to deliver outstanding financial results for assigned hospital.

Banfield

Senior Veterinarian

Fountain Inn, SC · On-site

$111K - $161K/yr

Oversee and train associates on professional, efficient and exceptional client service (lead by ... Partner with the Practice Manager to deliver outstanding financial results for assigned hospital.

Banfield

Senior Veterinarian

Pelzer, SC · On-site

$111K - $161K/yr

Oversee and train associates on professional, efficient and exceptional client service (lead by ... Partner with the Practice Manager to deliver outstanding financial results for assigned hospital.

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Showing results 21-40

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 11, 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

Homecare Field Service Associate

Senior Helpers - Greenville

Greenville, SC

Full-time

Re-posted 26 days ago

Job description

Objective:    The Field Service Associate will be responsible for ensuring that our clients receive a consistent high level of care that meets the standards of Homecare Heroes, Inc., dba Senior Helpers.

Reports to:  Director of Client Care or Branch Manager

Primary Responsibilities of the Field Service Associate:
  • Provide a high level of care to Senior Helpers Clients especially those requiring assistance with ADLs and those suffering chronic conditions including Dementia, Parkinson’s, and end of Life Care.
  • Train team members on all Activities of Daily Living (ADLs) during Senior Helpers Orientation and at clients' homes.
    • Provide guidance and oversight of communication logs and communication procedures outlined in client care plans.
    • Maintain accurate records of training sessions, caregiver performance evaluations, and client care plans.
  • Assist Client Care Managers with Return Home™ clients and those requiring High-Level Skills.
  • Support setting up and obtaining necessary equipment and supplies for new client care as requested by client care manager for start of care.
  • Perform Supervisory Visits with caregivers to ensure compliance to care plan and all regulations.
  • Perform Introductions for caregivers working with new clients to ensure understanding of the care plan.
  • Assist with Scheduling support including on-call/after-hours.
  • Maintain availability for on-call caregiving when not assigned to a specific client.
  • Must have the flexibility to work different shifts, longer hours, and in different locations as needed.
  • Maintain all internal and external certifications and complete all require training.
    • Alzheimer’s, Parkinson’s, Chronic Disease, etc.
Qualifications
  • 3 or more years of previous personal care experience in a home setting – Homecare, Hospice, Home Health
  • Ideally 1 or more years of experience working for Senior Helpers
  • Must have exceptional organizational skills, attention to detail, and the ability to prioritize in a changing environment
  • Must have excellent verbal communication skills and follow-up skills with clients, and client families
  • Experience leading and motivating team members
  • Ability to quickly build rapport with people of all cultures
  • Ability to work independently and as part of a team