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Client Associate Jobs in High Point, NC (NOW HIRING)

H&R Block

Tax Associate

Asheboro, NC · On-site

$52K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in High Point, NC

Client Associate information

See High Point, NC salary details

$16.5K

$45.5K

$67.4K

How much do client associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for client associate in High Point, NC is $45,470.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,700.00 and $55,300.00 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?

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 High Point, NC?

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

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

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

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in High Point, NC as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, and 5% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $45,470 per year, or $21.9 per hour.

Licensed Sales Associate

Chris Just & Associates LLC

Clemmons, NC • On-site

$50K - $100K/yr

Full-time

Dental, Vision, PTO

Re-posted 29 days ago

Job description

Join Chris Just Associates LLC, a reputable insurance agency located in Clemmons, North Carolina. We are a team of dedicated professionals who believe in providing exceptional service to our clients. As a Licensed Sales Associate, you will play a vital role in our organization, assisting clients in navigating their insurance needs and providing them with customized solutions.

Our agency focuses on building strong relationships with our clients to understand their unique requirements and offer them the best insurance options. We are committed to delivering top-notch service and helping our clients make informed decisions when it comes to protecting their assets.

If you have a passion for helping others, excellent communication skills, and a drive to succeed, Chris Just Associates LLC is the perfect place for you. Join our team of highly motivated professionals and make a difference in the lives of our clients. Apply now!

Responsibilities

Client Consultation: Meet with clients to assess their insurance needs and provide personalized advice.

Sales and Lead Generation: Proactively identify and pursue new sales opportunities to grow our client base.

Policy Recommendations: Analyze client information and make recommendations on insurance policies that best fit their needs.

Customer Service: Provide exceptional customer service by addressing client inquiries and resolving any issues or concerns.

Relationship Building: Foster strong relationships with clients to promote customer loyalty and retention.

Stay Updated: Stay informed about industry trends, regulations, and product offerings to provide accurate information to clients.

Requirements

Licensing: Active insurance license in the state of North Carolina.

Previous Sales Experience: Prior experience in sales, preferably in the insurance industry.

Excellent Communication Skills: Strong verbal and written communication skills to effectively interact with clients and colleagues.

Customer-Focused: A genuine desire to help clients and provide them with the best possible solutions.

Self-Motivated: Ability to work independently and take initiative in generating sales and building client relationships.

Professionalism: Maintain a high level of professionalism and integrity in all interactions with clients and colleagues.

Benefits
Paid Time Off (PTO)###Dental Insurance###Vision Insurance###Disability Insurance###Hands on Training###Mon-Fri Schedule###Career Growth Opportunities###Evenings Off###