Client Service Associate

Client Service AssociateTarget Pay Rate$17–$18 per hourOverviewJoin 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 SkillsStrong organizational skills and attention to detailExcellent verbal and written communication skillsProficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPointAbility to learn and use CRM systemsStrong problem-solving skillsAbility to work independently and as part of a teamHigh level of professionalism, discretion, and ethical conductAbility to manage multiple responsibilities in a fast-paced, team-oriented environmentAbility to handle confidential client information appropriatelyNice-to-Have SkillsExperience supporting financial advisors or financial services professionalsExperience with client relationship management systemsFamiliarity with account openings, transfers, beneficiary changes, required minimum distributions, and other account maintenance activitiesExperience coordinating client meetings, events, educational seminars, newsletters, or social media updatesPreferred Education and ExperienceAssociate or bachelor’s degree preferredDegree or coursework in business, accounting, or finance preferredExperience in client service, administrative support, financial services, or a related field preferredOther RequirementsThree-month contract positionFully onsite in Fort MillMonday through Friday, in-office scheduleExpected start date: 11/10/2026Qualified 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.