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Financial Client Services Associate Jobs in Starr, SC

First Citizens Bank

Financial Consultant II

Liberty, SC · On-site

Actively and consistently partners with internal associates to generate referrals. * Client Service - Meets with clients and prospects to update client goals by leveraging financial planning Reviews ...

Truist

Premier Advisor - Clemson, SC

Clemson, 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 ...

Lyra Technology Group

Financial Controller

Anderson, SC · Remote

$105K - $110K/yr

The Financial Controller will own several business functions and receive significant exposure to ... Client-Centric - Every service offered is designed around your business needs and goals. * Security ...

Edward Jones

Sr BOA

Anderson, SC · On-site

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ ... Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us ...

Lyra Technology Group

Financial Controller

Anderson, SC · On-site

$105K - $110K/yr

The Financial Controller will own several business functions and receive significant exposure to ... Client-Centric - Every service offered is designed around your business needs and goals. * Security ...

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Financial Client Services Associate information

See Starr, SC salary details

$11

$25

$53

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

As of Jun 16, 2026, the average hourly pay for financial client services associate in Starr, SC is $25.44, according to ZipRecruiter salary data. Most workers in this role earn between $16.44 and $27.36 per hour, depending on experience, location, and employer.

What are Financial Client Services Associates?

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, and why are they important?

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 Starr, SC are hiring for Financial Client Services Associate jobs? Cities near Starr, SC with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you
Financial Consultant II

Financial Consultant II

First Citizens Bank

Liberty, SC • On-site

Full-time

Medical, Life

Posted 12 days ago

First Citizens Bank rating

7.6

Company rating: 7.6 out of 10

Based on 103 frontline employees who took The Breakroom Quiz

79th of 141 rated banks

Job description

Overview

At First Citizens Bank, we help clients pursue their ambitions at every stage of life. From life’s biggest financial decisions to everyday needs big and small, our First Citizens Wealth team delivers banking, investment, insurance, and many more solutions that support the moments that matter most. 

This position provides investment sales and service for clients and prospects starting with a planning foundation. Prepares and maintains recommendations for clients based on the client's goals and available financial strategies. Adheres to all compliance standards throughout sales and consultation activities. Monitors client goal progress while enhancing the Bank's growth and profitability objectives. May provide guidance to less experienced associates in the work group. Hiring one Financial Consultant with flexibility to be based in any of the indicated locations.


Responsibilities
  • Sales - Promotes investment products and services through a variety of sales techniques. Utilizes a personalized planning based sales approach to understand client's goals and financial needs followed by recommending appropriate solutions. Actively and consistently partners with internal associates to generate referrals.
  • Client Service - Meets with clients and prospects to update client goals by leveraging financial planning Reviews investments, strategies, and goals on a regular basis to ensure effective wealth management. Provides ongoing client service to assigned accounts by answering inquiries, making recommendations, and monitoring goals. Utilizes investment proficiency to assist mass affluent individuals in managing their finance.
  • Risk Management - Ensures compliance with all applicable banking, investment, and legal regulations and policies.
  • Relationship Development - Develops and maintains strong relationships with mass affluent individuals to meet or exceed production goals. Identifies tools or methods to enhance personal service and referral performance. Works with Bank partners and external centers of influence to source new business opportunities.

Qualifications

Bachelor's Degree and 6 years of experience in Registered Securities Representative OR High School Diploma or GED and 10 years of experience in Registered Securities Representative

License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses Required

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

#LI-BM1

Qualifications:

Bachelor's Degree and 6 years of experience in Registered Securities Representative OR High School Diploma or GED and 10 years of experience in Registered Securities Representative

License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses Required

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

#LI-BM1

Education:UNAVAILABLEEmployment Type: FULL_TIME

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