Service client Jobs in Charleston, SC
Create a job alert for this search
Service client • charleston sc
Last updated: 14 hours ago
Reports to : SVP of Custodial Operations.We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team.Th...Show moreLast updated: 21 days ago
Every day presents new challenges, ensuring your work remains dynamic and engaging.As a program participant, you will : Work cross-functionally to provide exceptional service to various internal and...Show moreLast updated: 27 days ago
Join Gallagher's Achieve Program.At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.You'll be ba...Show moreLast updated: 25 days ago
Commercial Lines Account Executive | Client Service Manager.As a Commercial Lines Account Executive or Client Relationship Manager in our dynamic insurance team, you'll act as a primary agent f...Show moreLast updated: 30+ days ago
Pinnacle Group exists to connect people with opportunity.For the last 25 years, we've done exactly that by living our core values of putting people first, delivering excellence in all we do, and gi...Show moreLast updated: 30+ days ago
A company is looking for a Sr Client Service Executive - Remote.Key Responsibilities Develop effective client and retailer relations to ensure successful execution of deliverables Identify accou...Show moreLast updated: 14 hours ago
Captive Client Service Manager - Accounting.We are seeking a talented individual to join our Captives team at Marsh as a Captive Client Service Manager - Accounting.
This role can be based in any US...Show moreLast updated: 30+ days ago
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets),...Show moreLast updated: 30+ days ago
Operations / Client Service Associate.Blue Bear Financial is a growing, independent financial advisory firm based in Mount Pleasant, SC seeking an Operations / Client Service Associate to join our ...Show moreLast updated: 30+ days ago
Industrial Client Service Leader - Industrial Water and Wastewater.CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background to help further ...Show moreLast updated: 25 days ago
Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform.
Acts as a point of contact for assigned relationships, resolves team e...Show moreLast updated: 30+ days ago
Please note : The Achieve Program start date is January 2026.Early starts may occur based on business needs.Are you ready to kick-start your career or transition into a stable industry that is commi...Show moreLast updated: 28 days ago
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
The Client Service Associate assists with the development and gr...Show moreLast updated: 1 day ago
Remote Customer Service Representative.Remote, W-9 (Independent Contractor) .Become a Customer Service Representative, work from home, and set your own schedule while helping others!.If helpin...Show moreLast updated: 30+ days ago
The Client Facilities Lead is essential to the operation of our studios.They serve as a maintenance leader overseeing all maintenance operations across the studio.
They will collaborate with cross-f...Show moreLast updated: 30+ days ago
REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...Show moreLast updated: 30+ days ago
Work from home with TurboTax Product Expert Get paid $18.Get a $405 Certification bonus³ Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sund...Show moreLast updated: 1 day ago
Senior Client Service Specialist.The Senior Client Service Specialist is responsible for handling various escalated and complex requests surrounding the day to day servicing of clients (Payments, E...Show moreLast updated: 5 days ago
CDM Smith is excited to welcome a passionate Industrial Client Service Executive with expertise in industrial water and wastewater management to enhance our Industrial business unit.This role is pi...Show moreLast updated: 5 days ago
- Promoted
Client Service Associate
Apollon Wealth ManagementMount Pleasant, SC, USFull-time
Client Service Manager Trainee - Achieve January 2026
Arthur J. Gallagher & CompanyCharleston, SC, United StatesFull-time
- Promoted
Client Service Manager Trainee - Achieve January 2026
Arthur J Gallagher & CoCharleston, SC, USFull-time
- Promoted
Remote Commercial Lines Account Executive | Client Service Manager
APRCharleston, SC, USRemote
Full-time
- Promoted
Client Partner
Pinnacle GroupCharleston, SC, USFull-time
- Promoted
- New!
Senior Client Service Executive
VirtualVocationsCharleston, South Carolina, United StatesFull-time
- Promoted
Captive Client Service Manager (Accounting)
Marsh & McLennanCharleston, SC, USFull-time
- Promoted
client service coordinator
Banfield Pet HospitalMount Pleasant, SC, USFull-time +1
- Promoted
Operations / Client Service Associate
RIA RecruitingMount Pleasant, SC, USFull-time
- Promoted
Industrial Client Service Leader - Industrial Water and Wastewater
South Carolina StaffingCharleston, SC, USFull-time
Client Service Manager
AscensusCharleston, South CarolinaFull-time
Client Service Manager Trainee - Achieve January 2026
GallagherCharleston, South CarolinaFull-time
- Promoted
Client Service Associate
Morgan StanleyCharleston, SC, USFull-time
WFH Client Service Rep - $250 bonus after training
NexRepSullivan\'s Island, South CarolinaRemote
Full-time
- Promoted
Client Facilities Lead
Barry'sCharleston, SC, USFull-time +1
Client Service Associate
GrahamNorth Charleston, SCFull-time +1
Quick Apply
- Promoted
REMOTE! CLIENT SERVICE REP
TurboTaxCharleston, SC, USRemote
Full-time
- Promoted
Sr Client Service Specialist, Merchant Servicing
KeyCorpCharleston, SC, USFull-time
Industrial Client Service Executive - Water and Wastewater
CDM SmithCharleston, SC, United StatesFull-time
- machine learning (from $ 112,230 to $ 233,350 year)
- machine learning engineer (from $ 123,640 to $ 214,600 year)
- software product manager (from $ 79,375 to $ 208,250 year)
- software development manager (from $ 133,198 to $ 206,850 year)
- crm developer (from $ 71,775 to $ 204,750 year)
- software engineering manager (from $ 142,925 to $ 204,600 year)
- software architect (from $ 150,000 to $ 200,682 year)
- technical product manager (from $ 136,400 to $ 199,450 year)
- physician assistant (from $ 80,000 to $ 197,600 year)
The average salary range is between $ 33,150 and $ 73,081 year , with the average salary hovering around $ 41,719 year .
Client Service Associate
Apollon Wealth ManagementMount Pleasant, SC, US21 days ago
Job type
- Full-time
Job descriptionWork 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. 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. 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. 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. 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
Client Service Associate
Reports to : SVP of Custodial Operations
Status : Exempt
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
Brokerage & Direct-Held Support
Complex Case Management & Escalations
Process Improvement & Documentation
Minimum Education : College degree
Skills and Experience :