Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications ...
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications ...
Client Associate (part-time)
New Bern, NC · On-site
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications ...
Client Associate (part-time)
New Bern, NC · On-site
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications ...
Client Associate (part-time)
New Bern, NC · On-site
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications ...
Client Associate (part-time)
New Bern, NC · On-site
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications ...
Client Associate (part-time)
New Bern, NC · On-site
$14 - $17.25/hr
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications ...
Client Associate (part-time)
New Bern, NC · On-site
$14 - $17.25/hr
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities & Qualifications ...
Part-time Client Service Associate - NR
Greenville, NC · On-site
$13 - $18/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 ...
Part-time Client Service Associate - NR
Greenville, NC · On-site
$13 - $18/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 ...
Part-time Client Service Associate - NR
Greenville, NC · On-site
$13 - $18/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 ...
Part-time Client Service Associate - NR
Greenville, NC · On-site
$13 - $18/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 ...
Part-time Client Service Associate - NR
Greenville, NC · On-site
$14 - $19.25/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 ...
Part-time Client Service Associate - NR
Greenville, NC · On-site
$14 - $19.25/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 ...
Associate Client Solutions Director - Automation
Greenville, NC · On-site
$67.31 - $84.13/hr
The Associate Client Solutions Director is the primary point of contact for the customer throughout the delivery lifecycle and partners closely with engineers, technologists, project managers ...
Associate Client Solutions Director - Automation
Greenville, NC · On-site
$67.31 - $84.13/hr
The Associate Client Solutions Director is the primary point of contact for the customer throughout the delivery lifecycle and partners closely with engineers, technologists, project managers ...
The Associate Client Solutions Director is the primary point of contact for the customer throughout the delivery lifecycle and partners closely with engineers, technologists, project managers ...
The Associate Client Solutions Director is the primary point of contact for the customer throughout the delivery lifecycle and partners closely with engineers, technologists, project managers ...
Client Technician - 401K
Goldsboro, NC · Hybrid
$15.25 - $20.50/hr
Provides operational and administrative support activities to the 401(k) Client teams and ... Associate Degree or equivalent work experience * 0-2 years of related work experience * Prior ...
Client Technician - 401K
Goldsboro, NC · Hybrid
$15.25 - $20.50/hr
Provides operational and administrative support activities to the 401(k) Client teams and ... Associate Degree or equivalent work experience * 0-2 years of related work experience * Prior ...
Associate Client Solutions Director- Digital & AI Platforms (St. Louis, MO)
Greenville, NC · On-site
$64.42 - $80.77/hr
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
Associate Client Solutions Director- Digital & AI Platforms (St. Louis, MO)
Greenville, NC · On-site
$64.42 - $80.77/hr
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
Tax Associate
Jacksonville, NC · On-site
$46K - $61K/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 ...
Tax Associate
Jacksonville, NC · On-site
$46K - $61K/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 ...
Tax Associate
Greenville, NC · On-site
$56K - $74K/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 ...
Tax Associate
Greenville, NC · On-site
$56K - $74K/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 ...
Tax Associate
New Bern, NC · On-site
$53K - $71K/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 ...
Tax Associate
New Bern, NC · On-site
$53K - $71K/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 ...
Tax Associate
Greenville, NC · On-site
$56K - $74K/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 ...
Tax Associate
Greenville, NC · On-site
$56K - $74K/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 ...
Tax Associate
Greenville, NC · On-site
$52K - $69K/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 ...
Tax Associate
Greenville, NC · On-site
$52K - $69K/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 ...
Tax Associate
Richlands, NC · On-site
$45K - $61K/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 ...
Tax Associate
Richlands, NC · On-site
$45K - $61K/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 ...
Tax Associate
Greenville, NC · On-site
$52K - $69K/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 ...
Tax Associate
Greenville, NC · On-site
$52K - $69K/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 ...
Tax Associate
New Bern, NC · On-site
$53K - $71K/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 ...
Tax Associate
New Bern, NC · On-site
$53K - $71K/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 ...
Client Associate information
See Kinston, NC salary details
$17.3K - $22.1K
3% of jobs
$22.1K - $27K
1% of jobs
$27K - $31.8K
9% of jobs
$31.8K - $36.6K
6% of jobs
$38.3K is the 25th percentile. Wages below this are outliers.
$36.6K - $41.5K
16% of jobs
$41.5K - $46.3K
11% of jobs
The median wage is $48K / yr.
$46.3K - $51.1K
11% of jobs
$51.1K - $56K
14% of jobs
$57.3K is the 75th percentile. Wages above this are outliers.
$56K - $60.8K
15% of jobs
$60.8K - $65.7K
11% of jobs
$65.7K - $70.5K
3% of jobs
$17.3K
$47.6K
$70.5K
How much do client associate jobs pay per year?
As of Sep 8, 2026, the average yearly pay for client associate in Kinston, NC is $47,590.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $57,900.00 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?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer 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 cities near Kinston, NC are hiring for Client Associate jobs?
Cities near Kinston, NC with the most Client Associate job openings:
First Citizens Bank rating
7.4
Based on 106 frontline employees who took The Breakroom Quiz
107th of 175 rated banks
Job description
Overview
Responsibilities & Qualifications
Additional Information
This position provides administrative support to FCIS sales associates. Supports new business development by ensuring efficient daily operations. Responsible for documentation and filing, scheduling appointments, client assistance, and other activities. Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement.
Responsibilities & Qualifications
Duties & Responsibilities:
Sales Support - Supports sales efforts by assisting in all aspects of client or prospect review meeting preparation, appointment scheduling, and prospecting event planning. Ensures associates have the resources and information needed to close sales.
Relationship Management - Assists in client relationship management planning by providing timely, efficient administrative support to daily operations.
Documentation - Responsible for filing and maintaining department records, including client contact systems and referrals. Assists in maintaining compliance files and sourcing information needed for business activities.
Communication - Answers incoming calls from clients and partners. Addresses inquiries or directs to the appropriate party. May reach out to clients at the request of team members for scheduling needs or to provide information. Assists in sending out client engagement mailings such as birthday, holiday, and anniversary cards.
Position Specific Skills:
Administrative Skills
Communication (Written and Verbal)
Organization skills
Sales Support
Customer service skills
Qualifications:
High School Diploma or GED and 1 years of experience in Administrative or financial services or brokerage industry
Additional Information
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Qualifications:Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Education:UNAVAILABLEEmployment Type: PART_TIMEWhat First Citizens Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
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