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Financial Client Services Associate Jobs in Conway, SC

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 ...

Northwestern Mutual

Financial Advisor

Conway, SC · On-site

$61K - $250K/yr

... · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual ... Grow your client base by making new connections, maintaining a strong referral network, and ...

Northwestern Mutual

Financial Advisor

Conway, SC

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and ... Individuals are required to have a minimum of three years of service at Northwestern Mutual to ...

Northwestern Mutual

Financial Advisor

Conway, SC · On-site

$61K - $250K/yr

... Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual ... Grow your client base by making new connections, maintaining a strong referral network, and ...

Northwestern Mutual

Financial Advisor

Conway, SC · On-site

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and ... Individuals are required to have a minimum of three years of service at Northwestern Mutual to ...

Northwestern Mutual

Financial Advisor

Conway, SC · On-site

$61K - $250K/yr

... Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual ... Grow your client base by making new connections, maintaining a strong referral network, and ...

Northwestern Mutual

Financial Advisor

Conway, SC

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and ... Individuals are required to have a minimum of three years of service at Northwestern Mutual to ...

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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

Branch Manager II

Lendmark Financial Services

Myrtle Beach, SC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Lendmark Financial Services rating

8.0

Company rating: 8.0 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

72nd of 150 rated financial services

Job description

At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That's one way we differ from our competitors. We are proud of what we as a team have accomplished. We will always strive for improvement, our motto since day one has been "Success is the only option."

Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vision benefits, paid time off, paid holidays, 401(k), life insurance, long-term disability, tuition assistance and an employee assistance program. We also offer optional benefits such as critical care, auto, home and pet insurance as well as other ancillary insurance options.

SUMMARY:

The role of Branch Manager is responsible for the administration and efficient daily operation of a full service branch office, including operations, lending, product sales, customer service, and security and safety in accordance with Lendmark Financial Services objectives. Develops new business; provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance and staff motivation. In addition, achieves individual and branch sales goals through new business sales, referrals and retention of account relationships. Provides leadership, training and supervision; delegates day to day operations to the Assistant Branch Manager or other branch personnel.

MAJOR DUTIES/RESPONSIBILITIES:

  • Manage and motivate staff to meet goals and objectives relating to branch profitability, loan volume, credit quality, delinquency and expense.

  • Make loan decisions up to established lending limits, close consumer loans, and collect accounts in more critical stages of delinquency while ensuring adherence to state and federal guidelines.

  • Actively pursue business development relationships within his/her community. Sell products and services to meet sales goals.

  • Manage matters regarding hiring, staffing, training, performance reviews and terminations as applicable. Establish lending authority for associates.

  • Ensure a high quality of client service. Assist clients with the implementation of solutions, and monitor overall client satisfaction.

  • All other duties as assigned.

BASIC QUALIFICATIONS:

  • High School Diploma or GED from accredited institution

  • 3-5 years of consumer finance experience or related industry experience

  • Personnel management and budgeting skills

  • Effective communication, organization and sales skills

  • Proficient working knowledge of industry related loan software, Microsoft Windows, Excel and Word Applications

PREFERRED/DESIRED QUALIFICATIONS:

  • Industry-related experience

  • Bilingual, Spanish/English

  • Ability to relocate

COMPENSATION:

  • The salary range for this position is competitive based on the job duties as well as the specific Knowledge, Skills, Abilities and Experience of the selected candidate.

  • This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.

WORKING CONDITIONS:

  • Normal office environment

  • Ability to travel, occasionally overnight

If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!

What Lendmark Financial Services employees say

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