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Financial Client Services Associate Jobs in Conway, SC

Truist

Premier Advisor - Conway, SC

Conway, 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 ...

Truist

Premier Advisor - Conway, SC

Conway, 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 ...

Banfield

Client Service Coordinator

North Myrtle Beach, SC · On-site

$15.25 - $19.75/hr

Actively recruit new clients by promoting hospital services and route the flow of clients and pets ... Associates. This allowance provides financial assistance to pursue continuing education ...

UHS

Dietary Aide - Behavioral Health

Conway, SC

$12.50 - $15.75/hr

The Food Services Associate is responsible for the following: Assisting with preparing the salad ... Beware of anyone requesting financial or personal information. At UHS and all our subsidiaries, our ...

UHS

Dietary Aide - Behavioral Health

Conway, SC · On-site

$12.50 - $15.75/hr

The Food Services Associate is responsible for the following: Assisting with preparing the salad ... Beware of anyone requesting financial or personal information. At UHS and all our subsidiaries, our ...

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

Financial Client Services Associate information

See Conway, SC salary details

$11

$27

$57

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 Conway, SC is $27.26, according to ZipRecruiter salary data. Most workers in this role earn between $17.64 and $29.33 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 job categories do people searching Financial Client Services Associate jobs in Conway, SC look for? The top searched job categories for Financial Client Services Associate jobs in Conway, SC are:
What cities near Conway, SC are hiring for Financial Client Services Associate jobs? Cities near Conway, SC with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you

Associate Financial Professional

Stone Press Financial Group

North Myrtle Beach, SC

$80K/yr

Full-time

Re-posted 15 days ago

Job description

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Compensation:

$80,000+ at plan earnings


Responsibilities:
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications:
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Requires a Bachelor’s degree in finance, business administration, or related field
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • Bachelor's Degree preferred, sales experience and/or financial internships a plus.
  • A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth.
  • You are personable and caring, with a natural ability to connect and communicate with others.
  • Enthusiastic, high energy, and positive attitude.
  • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
  • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team.
  • Must have excellent communication and interpersonal skills.
  • Quick learner who is comfortable in a fast-paced, dynamic environment.

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.