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Client Associate Jobs in Huntersville, NC (NOW HIRING)

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Client Service Associate - Financial Services

Huntersville, NC · On-site

$60K - $75K/yr

We are seeking a highly organized, detail-oriented, and client-focused Client Service Associate to join our team! You will have significant client interaction and become a trusted point of contact ...

GG Media

Client Service Associate

Charlotte, NC · On-site

$37K - $41K/yr

Client Service Associate At GG Media, we believe great teams are built through strong leadership, collaboration, and continuous development. We are committed to creating a positive and results-driven ...

BeloForm Craft

Client Service Associate

Charlotte, NC · On-site

$50K - $54K/yr

Client Service Associate At Beloform Craft, we specialize in creating refined brand experiences through thoughtfully designed trade shows and professional event presence. Our work reflects precision ...

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All JobsClient Associate JobsClient Associate Jobs in Huntersville, NC

Client Associate information

See Huntersville, NC salary details

$17.4K

$47.9K

$71K

How much do client associate jobs pay per year?

As of Sep 8, 2026, the average yearly pay for client associate in Huntersville, NC is $47,897.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,600.00 and $58,300.00 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 Huntersville, NC?

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

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

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

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Huntersville, NC as of August 2026, with employment types broken down into 83% Full Time, 12% Part Time, and 5% Contract. Highlights an 62% Physical, 3% Hybrid, and 35% Remote job distribution, with an average salary of $47,897 per year, or $23 per hour.

Client Documentation Associate

JPMorgan Chase & Co.

Charlotte, NC • On-site

Full-time

Medical, Retirement

Posted 4 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

78th of 176 rated banks

Job description


Do you thrive in a fast-paced environment and take pride in delivering an exceptional client experience?
Job summary
As a Client Documentation Specialist (Associate) in Client Onboarding and Service, you will own the documentation experience for clients opening commercial bank accounts. You will partner closely with clients and internal stakeholders to research, prepare, validate, and manage account-opening documentation. You will use sound judgment and attention to detail to ensure documentation requirements are met while creating an efficient, client-centric experience. You will help remove friction by answering questions, aligning on expectations, and escalating obstacles when needed.
Job responsibilities
  • Own the end-to-end documentation process to support commercial bank account opening
  • Research, draft, validate, and manage client account documentation and related requirements
  • Coordinate documentation workflow with internal partners such as bankers, sales, service, and Know Your Customer teams
  • Communicate clearly with clients to answer questions and explain documentation and signature requirements
  • Guide clients toward efficient documentation solutions while maintaining appropriate standards and controls
  • Set, manage, and reinforce expectations with clients and internal partners throughout onboarding
  • Apply critical thinking to identify issues, propose solutions, and drive timely resolution
  • Track and execute against multiple priorities using strong time management and organization
  • Represent the team as the documentation point of contact for assigned onboarding implementations
  • Escalate risks, issues, or blockers appropriately to protect the client experience and delivery timelines
  • Contribute to a positive team environment through collaboration, flexibility, and shared ownership
Required qualifications, capabilities, and skills
  • Demonstrated commitment to delivering a consistent, high-quality client experience
  • Strong written and verbal communication skills, with ability to explain requirements clearly
  • Strong attention to detail and a controls-minded approach to work
  • Proven critical thinking and problem-solving skills, including ability to identify and resolve issues
  • Ability to partner, collaborate, and influence across multiple stakeholders toward a shared goal
  • Ability to operate effectively in a fast-paced, dynamic environment with competing deadlines
  • Ability to learn and apply subject-matter knowledge to support documentation and process questions
  • Strong organizational and time management skills
  • Self-motivated and able to work independently while staying connected to the team
  • Bachelor's degree (or equivalent experience)
Preferred qualifications, capabilities, and skills
  • Juris Doctor (JD)
  • Experience supporting account opening, onboarding, or documentation in financial services
  • Experience supporting corporate or commercial banking clients
  • Experience working directly with clients in a service, implementation, or onboarding capacity
  • Familiarity with account documentation review, validation, and coordination with legal stakeholders

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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