Client Associate
Wilmington, NC · On-site
We're looking for a Client Associate to join our team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a ...
Client Associate
Wilmington, NC · On-site
We're looking for a Client Associate to join our team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a ...
Client Associate (part-time)
New Bern, NC · On-site
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications ...
Client Associate (part-time)
New Bern, NC · On-site
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications ...
Client Associate
New Bern, NC · On-site
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications
Client Associate
New Bern, NC · On-site
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications
Client Associate (part-time)
New Bern, NC · On-site
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications ...
Client Associate (part-time)
New Bern, NC · On-site
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications ...
Client Associate (part-time)
New Bern, NC · On-site
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications ...
Client Associate (part-time)
New Bern, NC · On-site
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications ...
Client Associate
Wilmington, NC · On-site
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...
Client Associate
Wilmington, NC · On-site
About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities * Sales Support ...
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities * Sales Support ...
Client Associate The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and ...
Client Associate The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and ...
Intake Client Associate
Raleigh, NC · On-site
$21 - $24/hr
We're seeking a Intake Client Associate who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...
Intake Client Associate
Raleigh, NC · On-site
$21 - $24/hr
We're seeking a Intake Client Associate who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...
Senior Client Associate
Charlotte, NC · On-site
Senior Client Service Associate At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better ...
Senior Client Associate
Charlotte, NC · On-site
Senior Client Service Associate At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better ...
Senior Client Associate
Charlotte, NC · On-site
Overview As the Senior Client Associate you will continue to develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will work ...
Senior Client Associate
Charlotte, NC · On-site
Overview As the Senior Client Associate you will continue to develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will work ...
Senior Client Associate
Charlotte, NC · On-site
Overview As the Senior Client Service Associate you will continue to develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will ...
Senior Client Associate
Charlotte, NC · On-site
Overview As the Senior Client Service Associate you will continue to develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will ...
As a Registered Private Client Associate , you will be an integral member of a collaborative four-person team supporting a well-established wealth management practice. Working alongside experienced ...
As a Registered Private Client Associate , you will be an integral member of a collaborative four-person team supporting a well-established wealth management practice. Working alongside experienced ...
As a Registered Private Client Associate , you will be an integral member of a collaborative four-person team supporting a well-established wealth management practice. Working alongside experienced ...
As a Registered Private Client Associate , you will be an integral member of a collaborative four-person team supporting a well-established wealth management practice. Working alongside experienced ...
As a Registered Private Client Associate , you will be an integral member of a collaborative four-person team supporting a well-established wealth management practice. Working alongside experienced ...
As a Registered Private Client Associate , you will be an integral member of a collaborative four-person team supporting a well-established wealth management practice. Working alongside experienced ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Client Associate information
See North Carolina salary details
$16.8K - $21.5K
3% of jobs
$21.5K - $26.2K
1% of jobs
$26.2K - $30.9K
9% of jobs
$30.9K - $35.6K
6% of jobs
$37.3K is the 25th percentile. Wages below this are outliers.
$35.6K - $40.4K
16% of jobs
$40.4K - $45.1K
11% of jobs
The median wage is $46.7K / yr.
$45.1K - $49.8K
11% of jobs
$49.8K - $54.5K
14% of jobs
$55.7K is the 75th percentile. Wages above this are outliers.
$54.5K - $59.2K
15% of jobs
$59.2K - $63.9K
11% of jobs
$63.9K - $68.6K
3% of jobs
$16.8K
$46.3K
$68.6K
How much do client associate jobs pay per year?
As of Aug 26, 2026, the average yearly pay for client associate in North Carolina is $46,317.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,400.00 and $56,300.00 per year, depending on experience, location, and employer.
What is a client associate?
Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.
What are the key skills and qualifications needed to thrive as a client associate?
To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.
How does a client associate typically collaborate with other teams within a financial services firm?
Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.
What are the most commonly searched types of Client jobs in North Carolina?
The most popular types of Client jobs in North Carolina are:
What are popular job titles related to Client Associate jobs in North Carolina?
For Client Associate jobs in North Carolina, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in North Carolina look for?
The top searched job categories for Client Associate jobs in North Carolina are:
What cities in North Carolina are hiring for Client Associate jobs?
Cities in North Carolina with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in NC?
For Client Associate jobs in NC, the most frequently searched job titles are:
Client Associate
Wilmington, NC • On-site
UBS - Experienced professionals - job boards •
Securities, Commodity Contracts, and Financial Investments • 10K+ employees10,000+ employees
8.8
Based on 42 frontline employees who took The Breakroom Quiz
16th of 172 rated banks
People enjoy working here
Good employer
Recommended by parents
Respectful managers
Uninterrupted breaks
Full-time
Posted 9 days ago
Job description
Are you highly motivated and experienced. Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families. We're looking for a Client Associate to join our team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a dynamic group.
Your key responsibilities will be:
Act as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs.
Collaborate closely with team members to deliver seamless client service and support internal operational workflows.
Manage and coordinate client meeting calendars, including scheduling, confirmations, and follow ups.
Oversee all aspects of client onboarding, account maintenance, and service requests with precision, responsiveness, and confidentiality.
Maintain accurate, organized, and up to date client records and documentation.
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH
