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Client Associate Jobs in New Bern, NC (NOW HIRING)

First Citizens Bank

Client Associate

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

First Citizens Bank

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. Duties & Responsibilities Sales ...

H&R Block

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 ...

H&R Block

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 ...

H&R Block

Tax Associate

Newport, NC · On-site

$54K - $72K/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 ...

H&R Block

Tax Associate

Havelock, 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 ...

H&R Block

Tax Associate

Morehead City, 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 ...

H&R Block

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 ...

TJT

Senior Tax Associate

Cedar Point, NC · On-site

$68K - $85K/yr

Senior Tax Associate Start Date: Q4 2026 or January 2027 Locations: Raleigh, Durham, Wilmington, or ... Build and maintain strong client relationships through proactive communication and exceptional ...

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All JobsClient Associate JobsClient Associate Jobs in New Bern, NC

Client Associate information

See New Bern, NC salary details

$16.9K

$46.6K

$69K

How much do client associate jobs pay per year?

As of Aug 30, 2026, the average yearly pay for client associate in New Bern, NC is $46,590.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,600.00 and $56,700.00 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 job categories do people searching Client Associate jobs in New Bern, NC look for?

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in New Bern, NC as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% Part Time, and 5% Contract. Highlights an 76% Physical, 3% Hybrid, and 21% Remote job distribution, with an average salary of $46,590 per year, or $22.4 per hour.

Client Associate

New Bern, NC • On-site

First Citizens Bank

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

108th of 173 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about First Citizens Bankexternal

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Posted 9 days ago

Job description

Overview
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 & Qualifications
  • 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.

Additional Information
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.

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