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

Banfield

Senior Veterinarian

Summerville, SC · On-site

$117K - $170K/yr

Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...

Banfield Pet Hospitals

Senior Veterinarian

Summerville, SC · On-site

$117K - $170K/yr

Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...

Soteria

Senior Security Advisor - GRC

Charleston, SC · On-site +1

$120K - $150K/yr

About the role As a Senior Security Advisor at Soteria, you will bring seasoned GRC expertise to a ... associates. * Effectively manage all Advisory projects, ensuring professional and proactive client ...

STV

Senior Utility Coordinator

North Charleston, SC · On-site

$94K - $107K/yr

... to the client. * Utility coordination is more than identifying direct conflicts; It requires ... Education - 2 yr associate's degree + 5 years of utility coordination experience as a minimum. A ...

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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 Sep 2, 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 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 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 are popular job titles related to Senior Client Associate jobs in Charleston, SC?

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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.

Senior Account Associate- Commercial Insurance (Transportation)

Insurance Office of America

Ladson, SC • On-site

Full-time

Medical, Retirement

Re-posted 28 days ago

Insurance Office Of America rating

8.8

Company rating: 8.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

57th of 315 rated insurance

Job description

Description

Job Description:

Title: Senior Account Associate - Commercial Lines 
Work Mode: Remote, Eastern and Central Times Zones Only | Location/Supporting: St. Petersburg, FL | Book Focus: Transportation 
 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 

 
About the Role: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs. 

 
Key Responsibilities: 

  • Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. 

  • Policy Management: Track policy expirations for existing clients, ensuring renewals are processed accurately and on time. 

  • Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. 

  • New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance. 

  • Contract Review: Assist in reviewing contracts to ensure proper coverages are included. 

  • Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. 

  • System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. 

  • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. 

  • Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. 

  • Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. 

  • Policy Compliance: Stay updated on company policies and procedures. 

  • Continuous Improvement: Seek and adopt best practices to improve individual and team performance. 

  • Champion IOA Values: Demonstrate integrity and leadership. 

Ideal Candidate Qualifications: 

  • 3+ years of customer service experience in the insurance industry 

  • Thorough knowledge of insurance brokerage and client needs 

  • Required active licensing, professional designation (CISR) preferred 

  • Strong analytical, problem-solving, and decision-making skills 

  • Exceptional customer service, communication, multitasking, and organizational skills 

  • Proficiency in MS Office (Outlook, Word, Excel) 

  • High School Diploma (or equivalent) 

 
What We Offer: 

  • Competitive salaries and bonus potential 

  • Company-paid health insurance 

  • Paid holidays, vacations, and sick time 

  • 401K with employer match 

  • Professional growth and career progression opportunities 

  • Respectful culture and work/family life balance 

  • Community service commitment 

  • Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

  • 30-Minute Phone Screen, Online Assessments, and Interview(s) 

Salary Range

The expected pay range for this position is 60-70K annually, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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