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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