Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities * Sales Support ...
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities * Sales Support ...
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities * Sales Support ...
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities * Sales Support ...
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities * Sales Support ...
Supports financial planning activities and associates with necessary projects, fulfilling administrative needs to allow for a greater focus on client engagement. Responsibilities * Sales Support ...
Client Manager
$60K/yr
As a Client Manager, you will build long term meaningful client relationships and lead our front ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...
Posted today
Quick apply
Client Manager
$60K/yr
As a Client Manager, you will build long term meaningful client relationships and lead our front ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...
Posted today
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 ...
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 MSOs perform routine branch duties and follow standard branch procedures. They are responsible for providing exemplary member service by responding to member inquiries by telephone and in ...
Associate MSOs perform routine branch duties and follow standard branch procedures. They are responsible for providing exemplary member service by responding to member inquiries by telephone and in ...
Client Service Coordinator- Greenville, NC FT
Greenville, NC · On-site
$17.25 - $22.50/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Client Service Coordinator- Greenville, NC FT
Greenville, NC · On-site
$17.25 - $22.50/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Client Service Coordinator- Greenville, NC FT
Greenville, NC · On-site
$17.25 - $22.50/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Client Service Coordinator- Greenville, NC FT
Greenville, NC · On-site
$17.25 - $22.50/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Retail Part Time Store Associate
$13.75 - $15.75/hr
As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...
Retail Part Time Store Associate
$13.75 - $15.75/hr
As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...
Retail Part Time Store Associate
Greenville, NC · On-site
$13.75 - $15.75/hr
As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...
Retail Part Time Store Associate
Greenville, NC · On-site
$13.75 - $15.75/hr
As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...
Retail Part Time Store Associate
Greenville, NC · On-site
$9/hr
As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...
Retail Part Time Store Associate
Greenville, NC · On-site
$9/hr
As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...
Tax Associate
Greenville, NC · Remote
$21 - $26/hr
... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...
Tax Associate
Greenville, NC · Remote
$21 - $26/hr
... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...
Tax Associate
Greenville, NC · On-site
$21 - $26/hr
... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...
Tax Associate
Greenville, NC · On-site
$21 - $26/hr
... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...
Associate Strategic Resource Engagement Manager
$33.27 - $41.59/hr
Remote - Nationwide, United States Associate Strategic Resource Engagement Manager Preferred ... Oversee distribution, tracking, and return of internal and client-issued assets (e.g., laptops ...
Associate Strategic Resource Engagement Manager
$33.27 - $41.59/hr
Remote - Nationwide, United States Associate Strategic Resource Engagement Manager Preferred ... Oversee distribution, tracking, and return of internal and client-issued assets (e.g., laptops ...
Remote - Nationwide, United States Associate Strategic Resource Engagement Manager Preferred ... Oversee distribution, tracking, and return of internal and client-issued assets (e.g., laptops ...
Remote - Nationwide, United States Associate Strategic Resource Engagement Manager Preferred ... Oversee distribution, tracking, and return of internal and client-issued assets (e.g., laptops ...
Maintain strong client relationships by managing supplier observations, corrective actions, and ... Associate degree in a technical field with at least 7 years of professional experience in the ...
Maintain strong client relationships by managing supplier observations, corrective actions, and ... Associate degree in a technical field with at least 7 years of professional experience in the ...
Maintain strong client relationships by managing supplier observations, corrective actions, and ... Associate degree in a technical field with at least 7 years of professional experience in the ...
Maintain strong client relationships by managing supplier observations, corrective actions, and ... Associate degree in a technical field with at least 7 years of professional experience in the ...
Account Associate - State Farm Agent Team Member
Greenville, NC · On-site
$10/hr
As Account Associate - State Farm Agent Team Member for Chris Godley - State Farm Agent, you are ... You grow our agency through meaningful client relations and acting as a liaison between customer ...
Quick apply
Account Associate - State Farm Agent Team Member
Greenville, NC · On-site
$10/hr
As Account Associate - State Farm Agent Team Member for Chris Godley - State Farm Agent, you are ... You grow our agency through meaningful client relations and acting as a liaison between customer ...
Part-Time Retail Sales Associate
Jacksonville, NC · On-site
$12.50/hr
Maintaining adherence to company safety policies for the safety of all associates and customers ... Client facing retail or service industry experience Pay Starts At: $12.50
New
Part-Time Retail Sales Associate
Jacksonville, NC · On-site
$12.50/hr
Maintaining adherence to company safety policies for the safety of all associates and customers ... Client facing retail or service industry experience Pay Starts At: $12.50
New
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?
How does a client associate typically collaborate with other teams within a financial services firm?
What is a client associate?
What are the key skills and qualifications needed to thrive as a client associate?
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.

First Citizens Bank rating
7.4
Based on 106 frontline employees who took The Breakroom Quiz
108th of 170 rated banks
Job description
Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
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
- 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.
Qualifications
High School Diploma or GED and 1 years of experience in Administrative or financial services or brokerage industry
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:High School Diploma or GED and 1 years of experience in Administrative or financial services or brokerage industry
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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