Client Service Associate
Target Pay Rate
$17–$18 per hour
Overview
Join a leading financial services organization as a Client Service Associate in an onsite, three-month contract role. You will support financial advisors, serve as a trusted point of contact for clients, and help deliver an exceptional client experience through responsive service and accurate administrative support.
In this role, you will manage client inquiries, coordinate calendars and meetings, prepare materials, process account updates and service requests, maintain accurate CRM records, and collaborate with custodians, fund companies, and financial institutions to resolve account issues. You will also support office operations through document preparation, mail management, event coordination, educational seminars, newsletters, social media updates, and other administrative activities.
This opportunity is well suited for an organized, detail-oriented professional who communicates well, handles confidential information with discretion, and enjoys working in a collaborative, client-focused environment.
Required Skills
- Strong organizational skills and attention to detail
- Excellent verbal and written communication skills
- Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint
- Ability to learn and use CRM systems
- Strong problem-solving skills
- Ability to work independently and as part of a team
- High level of professionalism, discretion, and ethical conduct
- Ability to manage multiple responsibilities in a fast-paced, team-oriented environment
- Ability to handle confidential client information appropriately
Nice-to-Have Skills
- Experience supporting financial advisors or financial services professionals
- Experience with client relationship management systems
- Familiarity with account openings, transfers, beneficiary changes, required minimum distributions, and other account maintenance activities
- Experience coordinating client meetings, events, educational seminars, newsletters, or social media updates
Preferred Education and Experience
- Associate or bachelor’s degree preferred
- Degree or coursework in business, accounting, or finance preferred
- Experience in client service, administrative support, financial services, or a related field preferred
Other Requirements
- Three-month contract position
- Fully onsite in Fort Mill
- Monday through Friday, in-office schedule
- Expected start date: 11/10/2026
Qualified candidates are encouraged to apply and bring their organizational skills, professionalism, and commitment to exceptional client service to this opportunity.
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.