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Client Associate Jobs in Raleigh, NC (NOW HIRING)

Stifel

Client Service Associate - NR

Chapel Hill, NC

$12 - $16.50/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 ...

Fidelity Investments

Senior Business Analyst

Durham, NC · On-site

$89K - $115K/yr

Driving implementation across client and associate touchpoints As a Senior Business Analyst within Digital Strategy and Transformation, you will work with a delivery team supporting digital ...

6 & FIX

Client Experience Associate

Raleigh, NC

$50K - $120K/yr

About the Role 6 amp; Fix is seeking a driven and upbeat Inside Sales Representative to join our HVAC division. This individual plays a key role in supporting our customers and coordinating between ...

Stifel

Client Service Associate - NR

Chapel Hill, NC · On-site

$12 - $16.50/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 ...

Fidelity Investments

Senior Business Analyst

Durham, NC · On-site

$89K - $115K/yr

Driving implementation across client and associate touchpoints As aSeniorBusiness Analyst within Digital Strategy and Transformation, you willworkwitha delivery team supporting digital experiences ...

Stifel

Client Service Associate - NR

Chapel Hill, NC · On-site

$12 - $16.50/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 ...

6 & FIX

Client Experience Associate

Raleigh, NC

$50K - $120K/yr

About the Role 6 amp; Fix is seeking a driven and upbeat Inside Sales Representative to join our HVAC division. This individual plays a key role in supporting our customers and coordinating between ...

Envestnet

Client Service Associate - MoneyGuide

Raleigh, NC · Hybrid

$14 - $19.50/hr

How  You 'll  Contribute    The Client Service Associate - MoneyGuide provides support and training to clients via inbound phone calls, chat, and email. Supports clients in creating and ...

Versana

Client Success Operations Associate

Raleigh, NC · On-site

The Client Success Operations Associate reporting to the Director of Product Operations, will partner closely with Product and Go-To-Market (GTM) teams to support the operational success of Versana ...

Envestnet

Client Service Associate - MoneyGuide

Raleigh, NC · Hybrid

$14 - $19.50/hr

How  You 'll  Contribute    The Client Service Associate - MoneyGuide provides support and training to clients via inbound phone calls, chat, and email. Supports clients in creating and ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Raleigh, NC

Client Associate information

See Raleigh, NC salary details

$18K

$49.5K

$73.4K

How much do client associate jobs pay per year?

As of Jul 21, 2026, the average yearly pay for client associate in Raleigh, NC is $49,542.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,900.00 and $60,300.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 are Client Associates?

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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 are the most commonly searched types of Client jobs in Raleigh, NC? The most popular types of Client jobs in Raleigh, NC are:
What are popular job titles related to Client Associate jobs in Raleigh, NC? For Client Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Raleigh, NC look for? The top searched job categories for Client Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Client Associate jobs? Cities near Raleigh, NC with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $49,542 per year, or $23.8 per hour.
Associate Director, Client Services

Associate Director, Client Services

Kobie Marketing

Raleigh, NC • On-site, Remote

Full-time

Posted 21 days ago

Job description

Join a National Top Workplace 
 
Named a Top Workplace in the USA and Top Remote Workplace, Kobie is where the best minds in loyalty come together, driven by passion and innovation. We're always looking for talented individuals who are ready to join a collaborative, growth-focused culture. As a partner to some of the world's most recognized brands, we are leaders in loyalty, helping brands build lasting emotional connections with their consumers. 
 
Join Us from Anywhere 
While our headquarters are nestled in sunny St. Petersburg, Florida, Kobie embraces a flexible work environment, offering teammates the freedom to work remotely. We understand the importance of work-life balance and support our team with: 

         Flexible Time Off to recharge when needed 
         Nine Company-Wide Holidays 
         A diverse suite of benefits prioritizing your growth, development, and personal well-being 

Discover more about our perks and benefits here. 
 
Kobie is a values-led organization where we believe that everyone is a leader, regardless of their position or role. 


About the team and what we'll build together

 

As Associate Director, Client Services, you will drive the evolution and success of our clients' customer loyalty programs. Your leadership will shape loyalty strategies, leveraging data-driven insights and cross-functional collaboration to enhance customer experiences and maximize program ROI.

In the Financial Services Vertical, This Means:

You'll operate at the intersection of loyalty marketing and banking/card operations. With a growing portfolio of financial institution (FI) clients, you will bring deep understanding of the unique challenges, regulatory environment, and customer expectations within banking, credit unions, and other financial services organizations.

 

 

How you will make an impact 

  • Driving Program Development & Strategy: In conjunction with our clients, manage loyalty programs that enhance customer retention and satisfaction. Develop strategies to drive program adoption and engagement - directly impacting our clients' bottom line.
  • Customer Insights & Data Analysis: With Decision Scientist partnership, understand our client's customer data and insights to refine loyalty program offerings, ensuring alignment with customer preferences and business goals.
    • For financial institution clients, this requires sensitivity to data privacy regulations (e.g., GLBA, CCPA) and an understanding of how financial behavior data informs cardholder engagement and reward strategy. Analyze program performance and make data-driven recommendations.
  • Cross-functional Collaboration: Your ability to collaborate with technology teams across Kobie and our clients to ensure seamless execution and integration of loyalty programs.
    • For financial institution clients, this includes managing fulfillment partners in coordination with Kobie's Partnership team, ensuring partner performance, SLA adherence, and alignment with client expectations - particularly for FI clients where reward fulfillment accuracy and compliance are critical.
  • Promotions & Campaigns: Manage the definition and execution of promotional campaigns to drive awareness and participation in the loyalty program. In partnership with our clients and Kobie partners, develop strategies for seasonal, tier-based, and milestone rewards.
  • Enhancing Customer Experience: Understand the customer journey to ensure the Kobie platform and our clients technology allow the program members to have a seamless and enjoyable experience from enrollment to reward redemption.
  • Performance Monitoring & Reporting: Understand and monitor our client's program's performance metrics, such as participation rates, redemption rates, and ROI. In alignment with Decision Science and Strategy, provide regular reports to our clients on program success and areas for improvement.
    • This role is expected to own the working relationship with both the clients and the internal Kobie team.  That includes but isn't limited to CSAT scores, contractual allocations and support staff, teammate workload and prioritization. 
  • Competitive Analysis: In partnership with Strategy, understand competitor loyalty programs and industry trends to ensure our client's program remains competitive and innovative.
    • For financial institution clients, this means tracking trends specific to card-linked loyalty, banking rewards, co-brand partnerships, and the competitive landscape among issuers and fintechs.
  • Budget Management: Oversee our clients program budget, ensuring effective allocation of resources and staying within budgetary constraints.
  • Program Enhancements: Identify opportunities for continuous improvement and propose new features or offerings to maintain our client's interest and engagement, driving organic revenue.
    • This role is responsible for improving the operational excellence of these accounts through efficiencies, personal experience and skillsets as well as influence. 
  • This role has the potential to include direct reports to align with client growth and needs.  Additionally, this role will be responsible for managing several teammates indirectly in support of our client's needs. 

 

What you need to be successful   

  • 8-10 years of experience in client services, account management, relationship management, or customer loyalty roles.
  • Experience within the financial services industry, including prior experience working with or within financial institutions such as banks, credit unions, or card issuers
  • Bachelor's degree in marketing, Business, or a related field.
  • Deep understanding of financial services terminology, culture, and business drivers.
  • Strong analytical skills with experience in data analysis and interpretation.
  • Experience managing complex client relationships with multiple stakeholders. You've worked with clients large enough to have many decision-makers, conflicting priorities, and organizational silos.
  • Knowledge of CRM software, loyalty program platforms, and customer segmentation.
  • Excellent communication skills with emphasis on clarity, documentation, and over-communication.
  • Strong project management abilities with attention to detail.
  • Ability to work cross-functionally in a fast-paced environment.
  • Creative problem-solving and a customer-focused mindset.

Nice to Have

  • Experience with loyalty program platforms
  • Make required
  • Experience navigating the compliance, audit, and regulatory frameworks common in financial institution environments, such as GLBA, CCPA, and banking regulations
  • Experience with card-linked loyalty, banking rewards, or co-brand partnerships
  • Experience coordinating with marketing operations or managing marketing CRM platforms.
Who we are  As a trusted partner, Kobie delivers market-leading, end-to-end loyalty solutions designed to enable customer experiences for the world's most successful brands. We do this with a strategy-led technology approach that uncovers the truth behind what drives consumers on an emotional level. We believe that our team's passion and expertise are the driving forces behind our success and are proud to be named a Top Workplaces in the USA, where the best and brightest in loyalty drive our mission of growing enterprise value through loyalty. 
 
A place for all We celebrate and embrace diversity at Kobie! 
Employment at Kobie is based solely on an individual's merit and qualifications, which are directly related to professional competence. We do not discriminate against any teammate or applicant because of race,color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy, or any other characteristic protected by applicable law. 
 
We are fiercely committed to fostering a workplace where teammates can bring their authentic selves to work every day. Our DEI initiatives, including various committees, ensure that principles of equity, diversity, and inclusion are deeply ingrained throughout Kobie. While our leadership team fully supports our policy of nondiscrimination and equal opportunity, it is the responsibility of all teammates to uphold these values. 
 
Ready to join us? If you're ready to make an impact and grow in a supportive, innovative environment, we'd love to hear from you. Apply today and join the best and brightest in loyalty! 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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