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Account Service Associate Jobs in Raleigh, NC (NOW HIRING)

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

The client service associate plays a critical role in the back-office functioning of our firm. With ... Process, submit, and service all account paperwork/requests; follow through to completion utilizing ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K/yr

  • PTO

Job Title Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but true: A great ... Prepare account documentation and service paperwork. Respond to client inquiries regarding account ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K - $92K/yr

  • PTO

Prepare account documentation and service paperwork * Respond to client inquiries regarding account information * Help advisors execute their client service model and business objectives * Maintain ...

Stifel

Client Service Associate - NR

Chapel Hill, NC

$12 - $16.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the ... Perform clerical functions related to opening client accounts and ongoing account coding based on ...

Stifel

Client Service Associate - NR

Chapel Hill, NC · On-site

$12 - $16.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Perform clerical functions related to opening client accounts and ongoing account coding based on ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

Stifel

Client Service Associate - NR

Chapel Hill, NC

$12 - $16.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Perform clerical functions related to opening client accounts and ongoing account coding based on ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Senior Client Service Associate

Chapel Hill, NC · On-site

$50K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Account Maintenance (opening new accounts, follow through, managing transactions, address changes, etc.) * Prepare paperwork, letters, client reports and other client communications. * Proactive and ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Senior Client Service Associate

Chapel Hill, NC · On-site

$50K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Account Maintenance (opening new accounts, follow through, managing transactions, address changes, etc.) * Prepare paperwork, letters, client reports and other client communications. * Proactive and ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Senior Client Service Associate

Chapel Hill, NC · On-site

$50K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Account Maintenance (opening new accounts, follow through, managing transactions, address changes, etc.) * Prepare paperwork, letters, client reports and other client communications. * Proactive and ...

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All JobsAccount Service Associate JobsAccount Service Associate Jobs in Raleigh, NC

Account Service Associate information

See Raleigh, NC salary details

$5

$21

$25

How much do account service associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for account service associate in Raleigh, NC is $21.46, according to ZipRecruiter salary data. Most workers in this role earn between $20.58 and $24.28 per hour, depending on experience, location, and employer.

What is an account service associate?

An account service associate is a professional who manages client accounts, provides support, and ensures customer satisfaction. They often handle inquiries, process transactions, and use customer relationship management (CRM) tools to maintain account information.

What are the duties of an account service associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, processing transactions, and ensuring client satisfaction. They often use customer relationship management (CRM) tools and need strong communication and organizational skills to support account maintenance and service delivery.

What are the most commonly searched types of Account Service jobs in Raleigh, NC?

The most popular types of Account Service jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Account Service Associate jobs?

Cities near Raleigh, NC with the most Account Service Associate job openings:

Account Service Associate jobs near you

Client Service Associate

Kestra Financial

Raleigh, NC • On-site

$14 - $19.50/hr

Other

Re-posted 15 days ago

Job description

Who We are:

Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.

We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.

Who We Want:

The client service associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep the office running smoothly and ensures that all paperwork and processing is handled in a timely, accurate, and professional manner. Along with the back office functions the Client Service Associate often serves as the first point of contact for clients calling in and must have a cheerful desire to go above and beyond to meet their needs.

Client Service Associate Summary

The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards

  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

  • Ensure adherence to appropriate client service models

  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives

  • Other responsibilities as assigned by the Senior Client Service Associate Supervisory

  • Responsibilities: None

Knowledge, Skills, and/or Abilities

  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential

  • Excellent communication skills, both verbally and in writing

  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once

  • Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

  • Bachelor’s degree in a business-related field preferred

  • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

• Series 7 and 65/66 preferred (or ability to obtain)

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