Client Service Associate

TalentBridge

Fort Mill (SC)

On-site

USD 33,000 - 48,000

Part time

14 days+

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Job summary

A well-established wealth management firm is seeking a Client Service Associate (CSA) to enhance client relationships and support financial advisors. The ideal candidate is detail-oriented, has strong organizational skills, and a passion for delivering exceptional client service. Join a dynamic team and embark on a rewarding career in the financial services industry.

Qualifications

1-2 years of customer service or administrative experience, preferably in financial services.
Familiarity with financial markets and investment concepts is a plus.
FINRA Series 7 license or willingness to obtain within a defined timeframe.

Responsibilities

Serve as the primary point of contact for clients and provide support to assigned financial advisors.
Answer phone calls, manage calendars, and schedule appointments.
Ensure compliance with all internal policies, legal guidelines, and industry regulations.

Skills

Organizational skills

Problem-solving

Time management

Communication

Education

High School Diploma

College Degree (preferred)

Tools

Microsoft Office Suite

Job description

6 days ago Be among the first 25 applicants

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This range is provided by TalentBridge. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$16.00/hr - $23.00/hr

A well-established, independent wealth management firm with a strong legacy of client-first values is seeking a Client Service Associate (CSA) to support financial advisors and ensure an exceptional client experience. This is a client-facing role ideal for someone who is detail-oriented, service-driven, and interested in building a long-term career in the financial services industry.

Key Responsibilities:

Serve as the primary point of contact for clients and provide support to assigned financial advisors
Answer phone calls, manage calendars, and schedule appointments
Monitor and complete all system notifications and task lists accurately and on time
Prepare meeting materials, agendas, and performance reports
Assist with account openings, transfers, maintenance, and other client paperwork
Handle client service requests including money movement, online access, and account updates
Maintain accurate and up-to-date client records in CRM and file systems
Support marketing efforts such as mailing campaigns, client events, and seminars
Ensure compliance with all internal policies, legal guidelines, and industry regulations
Participate in additional projects or tasks as needed

Qualifications:

High School Diploma required; college degree preferred
1-2 years of customer service or administrative experience, preferably in financial services
Familiarity with financial markets and investment concepts is a plus
Strong organizational, problem-solving, and time management skills
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)
Excellent verbal and written communication skills
Ability to handle confidential information with integrity and professionalism
FINRA Series 7 license or willingness to obtain within a defined timeframe

This is a great opportunity to join a dynamic team and grow your career in financial services.
Qualified candidates should have a passion for service, strong attention to detail, and a desire to make a difference in clients' lives.

Seniority level