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Senior Client Associate Jobs in Charleston, SC (NOW HIRING)

Kearney & Company

Senior Associate

Charleston, SC · On-site

$60K - $100K/yr

The Senior Accounting Associate will help develop and maintain productive working relationships with client personnel and assess clients' satisfaction, demonstrate proficiency with accounting and ...

Collins & Lacy

Associate Attorney

Charleston, SC · On-site

$85K - $110K/yr

... Senior Associate Attorney to join our expanding civil defense practice. This is an excellent opportunity for an attorney with strong litigation experience who is passionate about client service and ...

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All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Charleston, SC

Senior Client Associate information

See Charleston, SC salary details

$27.1K

$69.4K

$124.5K

How much do senior client associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for senior client associate in Charleston, SC is $69,436.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,600.00 and $88,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the senior client associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a senior client associate?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the common responsibilities of a senior client associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

What are popular job titles related to Senior Client Associate jobs in Charleston, SC? For Senior Client Associate jobs in Charleston, SC, the most frequently searched job titles are:
What job categories do people searching Senior Client Associate jobs in Charleston, SC look for? The top searched job categories for Senior Client Associate jobs in Charleston, SC are:
What cities near Charleston, SC are hiring for Senior Client Associate jobs? Cities near Charleston, SC with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Charleston, SC as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 14% Part Time, and 8% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $69,436 per year, or $33.4 per hour.

Client Service Associate

Apollon Wealth Management

Mount Pleasant, SC • On-site

$13.75 - $19/hr

Full-time

Re-posted 13 days ago

Job description

Client Service Associate
Reports to: SVP of Custodial Operations
Status: Exempt
Hybrid 
We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support. 

Duties:
Core Operational Support
  • Provide back-office investment operations support to advisors and clients through Salesforce tasking and custodian execution, including:
    • New account openings
    • Money movement requests
    • Account transfers (ACATs and non-ACATs)
    • Address changes and account updates
    • Client distributions and RMDs
    • Contributions and deposits
    • General account service requests
  • Assist in the onboarding of accounts as part of advisor and client Transitions to ensure a smooth, accurate, and timely onboarding experience.
  • Document, track, and complete all assigned tasks with accuracy and attention to detail.
  • Ensure all activities adhere to regulatory and firm compliance standards.

Custodian & Internal Coordination
  • Work closely with custodial partners such as Fidelity, Pershing, Schwab, and Raymond James.
  • Coordinate with internal teams to ensure timely and seamless processing across departments.
  • Research and resolve account-related issues by collaborating with custodians, carriers, and internal stakeholders.

Brokerage & Direct-Held Support
  • Deliver comprehensive servicing for complex advisory and brokerage (commission-based) relationships.
  • Support the administration and ongoing maintenance of brokerage accounts, ensuring compliance with FINRA and custodian regulations.
  • Assist advisors with brokerage-specific forms, disclosures, and documentation, ensuring accuracy and timely submission.
  • Maintain strong knowledge of direct-held business, including carrier requirements, processes, and documentation.

Complex Case Management & Escalations
  • Apply critical thinking and problem-solving skills to resolve complex client inquiries and service issues.
  • Manage client and custodian escalations, providing timely and satisfactory resolutions that enhance the client experience.
  • Oversee complex account openings, ensuring full compliance with regulatory requirements and firm policies.

Process Improvement & Documentation
  • Help document, update, and maintain departmental processes and procedures.
  • Identify opportunities to improve efficiency and streamline workflows.
  • Demonstrate advanced proficiency in brokerage and investment operations to support ongoing refinement of best practices.

Minimum Education:
  • College degree

Skills and Experience:
  • 3+ years recent financial services industry experience required
  • Self-starter and motivated to learn
  • Familiar and competent in the Windows suite of programs, along with Adobe Acrobat
  • Embraces working on a team
  • Strong communication with clients both verbally and written
  • Familiarity with Salesforce preferred
  • Experience servicing and opening accounts on a custodial platform required
  • Industry licensing (not required)
  • Skilled in multi-tasking, follow-up, and managing priorities effectively
  • Strong analytical, problem solving, and organizational skills

 

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