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Client Associate Jobs in Charlotte, NC (NOW HIRING)

Gallagher

Senior Client Associate

Charlotte, NC

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 ...

Gallagher

Senior Client Associate

Charlotte, NC

  • Medical

  • Life

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 ...

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All JobsClient Associate JobsClient Associate Jobs in Charlotte, NC

Client Associate information

See Charlotte, NC salary details

$18.1K

$49.8K

$73.7K

How much do client associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for client associate in Charlotte, NC is $49,778.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $60,600.00 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?

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 Charlotte, NC?

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

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

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

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Charlotte, NC as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, and 7% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $49,778 per year, or $23.9 per hour.

Part Time Client Associate - South Park NC

Travis Mathew

Charlotte, NC • On-site

Other

Re-posted 9 days ago

TravisMathew rating

6.4

Company rating: 6.4 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

TravisMathew

TravisMathew is a premium apparel brand that exists because we seized an opportunity—and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created our own. Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew.

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 profitability goals.

Roles and Responsibilities
  • Instill an approachable and efficient sales and service focus on the floor to achieve sales goals and deliver exceptional service
  • Connect with in-store clients and develop and retain a following of repeat clients to drive individual sales goals
  • Maintain in-depth knowledge of apparel each season, including fit, fabric and intended use of the line
  • Participate in-store events, marketing initiatives and CRM activity to drive and reward repeat business
  • Adhere to client service standards and company policies and procedures
  • Foster a friendly, open and inviting environment for all in-store guests
  • Foster a work environment focused on teamwork and productivity
  • Maintain store cleanliness and organization, including front of house and stock space
Technical Competencies (Knowledge, Skills & Abilities)
  • Proficient in Microsoft Applications
  • Proficient in point-of-sale (POS) systems
  • Strong written and verbal communication skills
  • Ability to make decisions independently, or escalate when applicable
  • Ability to work non-traditional hours; weekends, evenings and holidays
Education and Experience
  • Minimum 1-year experience in a client services related capacity
Physical Requirements / Work Environment (if applicable)
  • Work is performed in a retail environment / store
  • Walk, sit, stand, bend, reach and move continually during working hours

If your experience is close to what we're looking for, please consider applying! Experience comes in many forms – skills are transferable, and passion goes a long way. We know that diversity makes for the best problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply. TravisMathew is an Equal Employment Opportunity

What TravisMathew employees say

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