Client Services Associate

LHH; Columbia (SC); On-site; USD 42,000 - 48,000; Full time

Job summary

LHH Recruitment Solutions is seeking a Client Services Associate to support a financial services client. This contract-to-hire role requires expertise in finance and customer service, emphasizing organizational skills and attention to detail, with opportunities for occasional travel. Join a motivated team and grow in your career within a dynamic environment.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Qualifications

• Professional background in finance, banking, mortgage, or insurance is needed.
• Excellent organizational skills and strong multitasking ability.
• High attention to detail and proficiency in Microsoft Office Suite.

Responsibilities

• Prepare and process client paperwork for advisor review.
• Assist Financial Advisor and ensure high-level customer support.
• Maintain accurate client information and provide support by phone and email.

Skills

Organizational skills

Attention to detail

Multitasking skills

Customer service

Proficiency in Microsoft Office Suite

Education

Professional background in finance, banking, mortgage, insurance, or related field

Job description

4 days ago Be among the first 25 applicants

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

Base pay range

$42,000.00/yr - $48,000.00/yr

LHH Recruitment Solutions is seeking a Client Services Associate to support one of our financial services clients. This is a contract-to-hire role offering a long-term career path for a motivated and service-oriented professional with a strong background in finance, banking, mortgage, or related industries.

Important Requirements (Background Screening & Compliance):

• Have a background in finance, banking, mortgage, insurance or a similar financial services field.
• Successfully pass a criminal background and credit check.
• Cannot have large delinquent accounts, recent bankruptcies, or unresolved financial judgments.
• Work hours: 9:00 AM to 6:00 PM

Position Summary:

As a Client Services Associate, you will partner directly with a financial advisor to ensure timely processing of client documents, deliver high-level customer support, and uphold strict confidentiality. This role requires exceptional attention to detail, strong organizational skills, and the ability to thrive in a fast-paced, team-driven environment. Occasional travel may be required.

Key Responsibilities:

• Prepare, produce, and process client paperwork for advisor review.
• Submit documentation to external companies and follow through on pending items.
• Track advisor tasks and assist with daily workflow.
• Maintain accurate client information in internal systems.
• Provide exceptional customer service to clients by phone and email.

Required Qualifications:

• Professional background in finance, banking, mortgage, insurance, or related field.
• Strong organizational and multitasking skills.
• High attention to detail and accuracy.
• Proficient in Microsoft Office Suite.
• Life & Health Insurance License preferred (not required).

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Contract

Job function

• Job function

  Administrative, Customer Service, and General Business

• Industries

  Financial Services, Insurance, and Banking

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

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