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Client Associate Jobs in Moyock, NC (NOW HIRING)

Client Relations Admin

Virginia Beach, VA ยท On-site

$20 - $23/hr

Associate degree or bachelor's degree preferred. * Experience with CRM (Client Record Management) systems a plus, Microsoft Dynamics 365 preferred. * Strong written and verbal communication skills.

The Associate Lawyer will handle legal research, draft and review legal documents, and represent ... Effective communication skills, both written and verbal, with a client-centered approach * Ability ...

Audit Senior Associate

Virginia Beach, VA ยท On-site

$60K - $95K/yr

Reviews and prepares workpapers and related client deliverables. * May begin to specialize in one or more areas of the Firm's practice. * Supervises and provides guidance to Associates, including ...

Showing results 21-40

Client Associate information

See Moyock, NC salary details

$18.3K

$50.3K

$74.6K

How much do client associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client associate in Moyock, NC is $50,330.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $61,200.00 per year, depending on experience, location, and employer.

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 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.

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 cities near Moyock, NC are hiring for Client Associate jobs? Cities near Moyock, NC with the most Client Associate job openings:
Infographic showing various Client Associate job openings in Moyock, NC as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $50,330 per year, or $24.2 per hour.

Client Relations Admin

Paradigm

Virginia Beach, VA โ€ข On-site

$20 - $23/hr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 6 days ago


Job description

Are you a proactive, detail-driven professional who thrives in a fast-paced environment and enjoys building strong client relationships? Join our dynamic Client Relations team supporting impactful partnerships with institutions in the higher education sector.

We are seeking an energetic and self-motivated individual who is passionate about delivering exceptional client service. In this role, you’ll play an administrative role in the day-to-day operations of our client-facing team, working closely with colleagues across departments, to ensure seamless support and outstanding service for our college and university partners.


Duties and Accountabilities

Administrative and Transactional Support

  • Provide day-to-day administrative support for assigned client accounts and Client Relations operations.
  • Assist with lost and damaged replacement requests according to approved procedures.
  • Address low complexity client order inquiries and route higher complexity matters to Tier II or the Director of Client Relations as appropriate.
  • Support internal coordination across departments to help resolve client needs within established procedures.

CRM and Record Maintenance

  • Maintain and update client records in the CRM system with accuracy and timeliness.
  • Document client interactions, assigned tasks, follow ups, and escalation context as required.
  • Assist with contact cleanup, account record updates, and documentation preparation.

Client Education and Communication Support

  • Support Credential Connections client education efforts, including webinar follow ups and navigation of recorded training resources.
  • Support main telephone system coverage and route calls appropriately.
  • Use professional written and verbal communication aligned with Client Relations standards.

Escalation and Learning

  • Escalate issues outside Tier I authority with clear documentation and recommended next action where possible.
  • Shadow Tier II team members on onboarding, renewal, calibration, and account management activities to build foundational knowledge.
  • Perform other duties as assigned to support Client Relations operations.
  • Other duties as assigned.

Requirements

  • 1-3 years’ experience in customer service or administrative experience.
  • Strong attention to detail and organizational skills.
  • Ability to prioritize tasks and follow established procedures.
  • Associate degree or bachelor’s degree preferred.
  • Experience with CRM (Client Record Management) systems a plus, Microsoft Dynamics 365 preferred.
  • Strong written and verbal communication skills.
  • Demonstrated interest in developing a career in account management or client relations.
  • Dedication to hospitality and client satisfaction.

Compensation and Benefits

  • Full-Time, Monday through Friday, 8:30 am to 5:00 pm with occasional weekday overtime as needed.
  • Competitive hourly wage.
  • Medical, dental and vision insurance based upon length of service qualifications.
  • Retirement plan with company matching based upon length of service qualifications.
  • Paid sick- and annual-leave based upon length of service qualifications.
  • Partial paid holidays based upon length of service qualifications.