Top 585 Client service associate Jobs in Charleston Sc

Client Service Associate
Apollon Wealth Management —Mount Pleasant, SC
- Full-time
- Research
- Mid-level
- Windows
Quick Apply
Branch Operations Manager-Charleston, SC
Raymond James Financial, Inc. —Charleston, SC
- Full-time
- Up to 50% travel
- Research
- Mid-level
- Paid holidays
- Health insurance
Sr. Pharmaceutical Maintenance Technician - 3rd Shift
Alcami Corporation —Charleston, SC
- Full-time
- Microsoft Excel
- Mid-level
- High school diploma or GED
Front Desk Concierge
Stratton Amenities —Charleston, SC
- $17 an hour
- Weekends as needed
- Mid-level
- Residential
- High school diploma or GED
- Health insurance
- Dental insurance
IOP Recovery Manager
Lantana Recovery —Charleston, SC
- $23 - $25 an hour
- Part-time
- HIPAA
- Mid-level
- Outpatient experience
Quick Apply
Senior Associate II, Tax
Forvis Mazars —Charleston, SC
- Full-time
- CPA
- Mid-level
- 3 years
Quick Apply
Retail Merchandiser Team Lead
SAS Retail Services —Charleston, SC
- $15 an hour
- Full-time
- 18 years or older
- Merchandising
- No experience needed
- Health insurance
- Dental insurance
Sales Consultant
Haverty Furniture Companies, Inc. —Charleston, SC
- $55,000 - $100,000 a year
- Weekends as needed
- Computer literacy
- Microsoft Office
- High school diploma or GED
- Paid training
- Wellness program
Quick Apply
Account Manager / Outside Sales Representative - Charleston, SC area
Spectrum Paint —Charleston, SC
- Spanish
- Clean driving record
- English
Quick Apply
Food Service (Kitchen) Associate
St Christopher Camp and Conference —Johns Island, SC
- $30,000 - $47,000 a year
- Full-time
- Serving
- ServSafe
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
Retail Merchandiser
SAS Retail Services —Charleston, SC
- $14 an hour
- Part-time
- 18 years or older
- Merchandising
- No experience needed
- Health insurance
- Dental insurance
Unarmed Security PT - TWIC Required
Cascadia Global Security —Charleston, SC
- $19 an hour
- Part-time
- Background check
- Customer service
- Military
- Health insurance
- Dental insurance
Quick Apply
Licensed Veterinary Technician
VCA Animal Hospitals —Summerville, SC
- $18 - $20 an hour
- Full-time
- Customer service
- Mid-level
- Paid parental leave
- Paid holidays
Apprentice Piercer
STUDS —Charleston, SC
- $19 - $24 an hour
- Part-time
- Blood sampling
- Mid-level
- 3 years
- Paid training
- 401(k)
Quick Apply
7d
Real Estate Agent
HPRE —South Carolina
- $50,000 - $175,000 a year
- Part-time
- Remote
- Sales
- Customer service
- Residential
- Work from home
- Professional development assistance
Quick Apply
Level 2 IT Engineer – Azure Virtual Desktop (AVD)
Stasmayer, Incorporated —North Charleston, SC
- $60,000 - $75,000 a year
- Full-time
- Background check
- English
- Mid-level
- Health savings account
- Health insurance
Quick Apply
14d
Retail Merchandiser Team Lead
SAS Retail Services —Mount Pleasant, SC
- $15 an hour
- Full-time
- 18 years or older
- Merchandising
- No experience needed
- Health insurance
- Dental insurance
Commercial Roofing Service Manager
TeamCraft Roofing —North Charleston, SC
- $90,000 - $125,000 a year
- Full-time
- Construction site
- Basic math
- English
- Fuel card
- Paid holidays
Quick Apply
Area Merchandiser Lead
PRE-US —Charleston, SC
- $16 an hour
- Part-time
- Merchandising
- Mid-level
- High school diploma or GED
Quick Apply
Hospice Community Liaison - Summerville/Walterboro/Edisto Island, SC
Patriot Healthcare —Summerville, SC
- Full-time
- HIPAA
- English
- Mid-level
- Mileage reimbursement
- Health savings account
Quick Apply
8d

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client service associate jobs near charleston sc

Client Service Associate

Apollon Wealth Management
Mount Pleasant, SC

Quick Apply

Job Details

Full-time

Qualifications

Customer communication
Financial services
Account opening

Full 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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Quick Apply

Refine Your Search

client service associate jobs in charleston sc

Client Service Associate

Branch Operations Manager-Charleston, SC

Sr. Pharmaceutical Maintenance Technician - 3rd Shift

Front Desk Concierge

IOP Recovery Manager

Senior Associate II, Tax

Retail Merchandiser Team Lead

Sales Consultant

Account Manager / Outside Sales Representative - Charleston, SC area

Food Service (Kitchen) Associate

Retail Merchandiser

Unarmed Security PT - TWIC Required

Licensed Veterinary Technician

Apprentice Piercer

Real Estate Agent

Level 2 IT Engineer – Azure Virtual Desktop (AVD)

Retail Merchandiser Team Lead

Commercial Roofing Service Manager

Area Merchandiser Lead

Hospice Community Liaison - Summerville/Walterboro/Edisto Island, SC

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