Posted 03/10/2026
Job Number: 15787

Client Service Associate

Lexington, SC Onsite

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

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Job Description

Position Title: Client Service Associate

The Client Service Associate plays a vital role in supporting financial advisors and ensuring exceptional service delivery to clients. This position involves managing a variety of client interactions, including phone calls and emails, while handling operational tasks such as account management and transactions. The ideal candidate will thrive in a high-demand environment, demonstrating proactive problem-solving skills and the ability to multitask effectively. A strong focus on client engagement and a commitment to maintaining high standards are essential for success in this role. The office culture values independence, hard work, and a collaborative spirit among team members.

Client Service Associate Responsibilities:

  • Support two financial advisors managing $330 million in assets under management
  • Engage directly with clients through phone calls and emails
  • Facilitate client transactions, including sending checks and setting up ACH transfers
  • Open new accounts and process deposits
  • Handle simple trades and manage paperwork
  • Communicate effectively with clients on a regular basis
  • Assist in closing tasks and conducting annual reviews for clients
  • Stay informed on market trends to facilitate client conversations
  • Utilize CRM systems for data entry and client management
  • Set up clients in technological platforms

Client Service Associate Requirements:

  • 2+ years of experience in financial services, including RIA or broker/dealer environments
  • Proficiency with technology and software applications
  • Bachelor’s degree is preferred
  • Registration as a client associate (Series 7 and Series 66 or 63/65) is preferred

Benefits:

  • Comprehensive medical, dental, and vision benefits
  • 401k plan with employer contributions
  • PTO + sick time annually with paid holidays

If you are a Client Service Associate looking to take the next step in your career, apply now! #LI-KR1

Job ID: a0CUm00003umOOBMA2

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