ZipRecruiter

Log In

1

Client Associate Jobs in Cary, NC (NOW HIRING)

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Senior Client Service Associate

Chapel Hill, NC · On-site

$50K - $75K/yr

Salary Range:$50,000.00 To $75,000.00 Annually JOB TITLE: Sr. Client Service Associate EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor ...

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 responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K/yr

Job Title Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but true: A great Client Service Associate can solve three client problems, calm an advisor down, schedule a meeting ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K - $92K/yr

Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but True: A great Client Service Associate can solve three client problems, calm an advisor down, schedule a meeting, and save the ...

6 & FIX

Client Experience Associate

Raleigh, NC · On-site

$50K - $120K/yr

About the Role 6 amp; Fix is seeking a driven and upbeat Inside Sales Representative to join our HVAC division. This individual plays a key role in supporting our customers and coordinating between ...

6 & FIX

Client Experience Associate

Raleigh, NC · On-site

$50K - $120K/yr

About the Role 6 amp; Fix is seeking a driven and upbeat Inside Sales Representative to join our HVAC division. This individual plays a key role in supporting our customers and coordinating between ...

Stifel

Client Service Associate - NR

Chapel Hill, NC · On-site

$12 - $16.50/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

Stifel

Client Service Associate - NR

Chapel Hill, NC · On-site

$12 - $16.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Chapel Hill, NC

$12 - $16.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

previous pagenext page

Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Cary, NC

Client Associate information

See Cary, NC salary details

$17.1K

$47.2K

$69.9K

How much do client associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for client associate in Cary, NC is $47,214.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,100.00 and $57,400.00 per year, depending on experience, location, and employer.

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 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.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer 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 Cary, NC?

The most popular types of Client jobs in Cary, NC are:

What are popular job titles related to Client Associate jobs in Cary, NC?

For Client Associate jobs in Cary, NC, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Cary, NC look for?

The top searched job categories for Client Associate jobs in Cary, NC are:

What cities near Cary, NC are hiring for Client Associate jobs?

Cities near Cary, NC with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Cary, NC as of August 2026, with employment types broken down into 77% Full Time, 22% Part Time, and 1% Temporary. Highlights an 89% In-person, 5% Hybrid, and 6% Remote job distribution, with an average salary of $47,214 per year, or $22.7 per hour.

Client Services Associate

Foundation Medicine

Morrisville, NC • Hybrid

$40K - $50K/yr

Full-time

Re-posted 5 days ago

Job description

About the Job:

The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the patient. The incumbent operates in a supportive function within the fast-paced Client Services department

Key Responsibilities:

  • Provide education, guidance, and support to customers and patients regarding Foundation Medicine's products and services.
  • Provide a supportive link between external customers and internal operations, while demonstrating a positive and professional image through communication via phone and e-mail.
  • Successfully manage high volumes of client-facing interactions and establish strong rapport with physicians, medical/lab staff, and patients via phone and e-mail communication.
  • Use problem solving skills to create and offer solutions to customer issues of varied complexity.
  • Ensure the successful and secure transmission of Foundation Medicine patient reports and other testing status updates.
  • Document all communication and maintain appropriate records.
  • Assist in sample procurement and supply ordering.
  • Assist in entering new test requests into the system.
  • Review and update test requests with ambiguous patient information.
  • Maintain and update database of patient information.
  • Notify appropriate internal management of client issues and complaints.
  • Meet deadlines and work gracefully under pressure.
  • Other duties as assigned.
  • Comply with FMI's attendance policies

Qualifications:

Basic Qualifications:

  • High School Diploma or General Education Degree (GED)
  • 2+ years of experience in a role where service skill sets are required

Preferred Qualifications:

  • General knowledge of Microsoft Office; computer proficiency, strong data entry and typing skills
  • Demonstrated experience with:
    • Understanding and communicating scientific or technical information
    • Working well under pressure while maintaining a professional demeanor
    • Working with phone-based support or in a call center environment
    • Prioritizing and following up on assigned tasks while working in a fast-paced environment
    • Communicating effectively and following written and verbal instructions
    • Working in an open office environment
  • Demonstrated: 
    • Willingness to learn and understand complexity of industry and business
    • Ability to adapt to changing procedures, policies and work environment
    • Attention to detail and organizational skills 
    • Excellent verbal and written communication skills
  • Understanding of HIPAA and the importance of patient data privacy
  • Commitment to reflect FMI's values: Integrity, Courage, and Passion

The expected salary range for this position based on the primary location of Morrisville, NC is $40,640 - $50,800 per year. The salary range is commensurate with Foundation Medicines compensation practice and considers factors including, but not limited to, education, training, experience, external market conditions, criticality of role, and internal equity. A discretionary annual bonus may be available based on individual and Company performance. This position also qualifies for Foundation Medicine's benefits.

#LI-Hybrid

Foundation Medicine, Inc. (FMI) is a global, patient-focused precision medicine company delivering high-quality, transformative diagnostic solutions in cancer and other diseases.

Foundation Medicine is proud to be an Equal Opportunity and Affirmative Action employer and considers all qualified applicants for employment without regard to race, color, religion, sex, gender, sexual orientation, gender identity, ancestry, age, or national origin.  Further, qualified applicants will not be discriminated against on the basis of disability or protected veteran status.  We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.  See also FMI's EEO Statement and EEO is the Law and Supplement.  If you have a disability or special need that requires accommodation, please let us know by completing this form.  (EOE/AAP Employer)

Apply