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Client Associate Jobs in Charlotte, NC (NOW HIRING)

Addison Group

Client Services Associate

Charlotte, NC · On-site

$22 - $24/hr

Client Services Associate Location: Charlotte, NC Industry: Insurance / Professional Services Pay: $22/hr.-$24/hr. Benefits: This position is eligible for Medical, Dental, Vision, and 401K. 40-Hour ...

Addison Group

Client Services Associate

Charlotte, NC · On-site

$22 - $24/hr

Client Services Associate Location: Charlotte, NC Industry: Insurance / Professional Services Pay: $22/hr.-$24/hr. Benefits: This position is eligible for Medical, Dental, Vision, and 401K. 40-Hour ...

Harvestadvertisinginc

Client Relations Associate

Charlotte, NC · On-site

$39K - $48K/yr

Job Summary We are seeking a motivated Client Relations Associate to build strong customer relationships, support client engagement, and contribute to sales and business development initiatives. This ...

Crestfield Talent

Client Services Associate

Charlotte, NC · On-site

$43K - $51K/yr

Crestfield Talent is seeking a professional Client Services Associate to support customers and assist with day-to-day account communication. This full-time position is suited for someone who is ...

Crestfield Talent

Client Services Associate

Charlotte, NC · On-site

$43K - $51K/yr

Crestfield Talent is seeking a professional Client Services Associate to support customers and assist with day-to-day account communication. This full-time position is suited for someone who is ...

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Showing results 21-40

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 Sep 7, 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 82% Full Time, 13% Part Time, and 5% Contract. Highlights an 62% Physical, 3% Hybrid, and 35% Remote job distribution, with an average salary of $49,778 per year, or $23.9 per hour.

Commercial Lines Client Advisor

ECM Solutions

Charlotte, NC • On-site

$60 - $80/hr

Other

Re-posted 15 days ago

Job description

Job Description

The Client Advisor is responsible for delivering the best possible service experience to both current and prospective clients. Client Advisors promote, foster, and manage both new and current client relationships.

Responsibilities
  • Completes the application process for new and renewal business, including following through with the customer and carrier to ensure an efficient and timely process.
  • Orders and issues binders, certificates, policies, endorsements, and other related items. Facilitates corrections, when needed, and forwards to the client with appropriate correspondence.
  • Reviews renewal policies for risk exposures. Informs and educates customers about coverage, exclusions, and exposures. Works with the client to design an insurance plan based on this information.
  • Solicits additional lines of business and referrals, and completes submissions and markets with core carriers, when possible.
  • Reviews policy audits for accuracy and works with the customer and company to facilitate corrections.
  • Completes company requests including, but not limited to, non-renewals, statements of value, and loss control recommendations.
  • Sets up customer access to Zywave and assists with questions.
  • Prepares summaries of insurance, schedules, and proposals.
  • Works with the client on policy cancellations and aged receivable issues.
  • Participates in industry continuing education for new product information, legislation, coverage, technology, and attends carrier meetings.
Qualifications
  • Holds and maintains a NC Insurance Agent license. Prior experience as a Client Associate or similar position.
  • MInimum high school graduate. College degree and/or commercial insurance experience and industry designations preferred.
  • Customer focus. Demonstrates a sense of urgency and concern for understanding and satisfying the needs of both internal and external customers.
  • Builds collaborative relationships. The ability to develop, maintain, and strengthen partnerships with customers, colleagues, adjusters, and carriers.
  • Thoroughness and reliability. Ensuring that the work product is timely, accurate, and complete.
  • Clear and persuasive communication. The ability to express information and ideas clearly in both oral and written forms in a way that informs, influences, and persuades others.
  • Technical expertise. The ability to demonstrate a depth of coverage knowledge and business acumen.
  • Professionalism. Thinks carefully about the likely effects on others of one's words, actions, appearance, and mode of behavior. Selects the words or actions most likely to have the desired effect on the individual or group in question.
Benefits/Perks
  • Competitive Pay and Benefits
  • Professional Development
  • Job Stability in a growing industry

Flexible work from home options available.

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