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Client Associate Jobs in Raleigh, NC (NOW HIRING)

Versana

Client Success Operations Associate

Raleigh, NC · On-site

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

Veradigm

RCM Sr Manager Client Executive

Raleigh, NC · On-site

$84K - $117K/yr

RCM Sr Manager Client Executive-M3-US Veradigm is committed to the growth and development of our associates. Does the below look like a great fit for your skill set? Feel free to apply (your current ...

CAPTRUST

Wealth Client Management Associate II

Raleigh, NC · On-site

$14 - $19.50/hr

CAPTRUST is seeking a Client Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...

HedgeServ

Client Regulatory Sr. Associate

Raleigh, NC · On-site +1

$80K - $90K/yr

The role will also include certain aspects of management reporting, client interactions, regulatory research, presentations and special projects. Role Responsibilities Operational * Review & prepare ...

Greenscape

Client Relations Manager

Durham, NC

$60K/yr

Customer Service Experience required; understand how to create a great experience with the client ... Education:{"credentialcategory":"associate degree","@type":"EducationalOccupationalCredential ...

CAPTRUST

Wealth Client Management Associate II

Raleigh, NC · On-site

$14 - $19.50/hr

CAPTRUST is seeking a Client Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...

Marsh LLC

Client Manager Business Insurance

Cary, NC · On-site

Client Manager, Business Insurance Award-winning, inclusive, Top Workplace culture doesn't happen ... Associates or Bachelors degree preferred * Working towards CPCU, CIC, ARM, and/or AU designations ...

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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 Jun 30, 2026, the average yearly pay for client associate in Raleigh, NC is $49,539.00, 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 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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

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 client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

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

Associate, Client Management (July Start)

VISASQ/COLEMAN

Raleigh, NC • On-site

$14 - $19.50/hr

Full-time

Medical, Retirement, PTO

Posted 25 days ago

Key responsibilities

  • Recruit new experts for the network and vet the internal database to identify the best candidates for specific project needs.

  • Manage communications with newly recruited experts and organize meetings between experts and clients while prioritizing projects.

  • Manage timelines and deliverables across multiple projects to provide tailored solutions that drive successful client engagements.

Job description

About Us
At VISASQ/COLEMAN, we connect businesses with hard-to-find expertise through our extensive global network of subject matter experts. VISASQ/COLEMAN is a partnership formed by VisasQ Inc., Asia's leading expert network and the only publicly traded company in our field. Through VisasQ's merger with Coleman Research, a trusted expert service provider with over 20 years of experience, VISASQ/COLEMAN offers tailored consulting solutions for consulting firms, asset management funds, and corporations seeking primary research insights.
Our mission is to eliminate barriers to knowledge by facilitating direct exchanges of critical insights across industries. We take pride in utilizing our comprehensive internal database of qualified experts, along with our ability to custom recruit specialists for each project, ensuring our clients receive timely and relevant information to inform their decision-making processes.
With offices in Phoenix, Raleigh, New York, London, Reading, Hong Kong, and Japan, we empower our clients to navigate complex markets and gain a competitive edge. Join us in revolutionizing informed decision-making by transforming how businesses access expert insights.
For more information, visit our website.
Opportunity:
We are seeking motivated professionals to join our dynamic Client Management Team in Raleigh, NC in July of 2026.
This role offers a unique chance to connect industry experts with clients, driving their success. You will kick off your career at VISASQ/COLEMAN with a comprehensive 12-week training program, designed to prepare you to independently work as an Associate as a member of our Client Management team.
Key Responsibilities Post-Training Academy Completion:
  • Expert Recruitment: Recruit new experts for our network while vetting our internal database to identify the best candidates for specific project needs.
  • Industry Research and Expert Vetting: Use your knowledge of client strategies across various industry sectors to identify, vet, qualify, and present the most qualified experts for specific projects.
  • Coordinating Client Communications: Prioritize projects effectively while managing communications with newly recruited experts and organizing meetings between experts and clients.
  • Compliance and Integrity: Master compliance standards across various industry sectors and uphold these standards to ensure the integrity of all client engagements.
  • Networking and Research Skills: Utilize your networking skills to engage with top professionals across industries, applying critical research techniques to support informed decision-making and identify suitable experts for client projects.
  • Project Coordination: Manage timelines and deliverables across multiple projects while understanding client needs through tailored solutions that drive successful engagements.
  • Negotiation Skills: Build strong negotiation skills to advocate for optimal outcomes in expert engagements.

This position offers a unique opportunity to thrive in a dynamic environment and contribute meaningfully to our clients' success while driving your own professional growth.
The above job description is not intended to be all-encompassing; rather, it provides a general description of the types of duties Client Management Associates can be expected to perform. The nature of the expert network industry allows for a variance in day-to-day tasks as Client Management Associates respond to ever-changing client needs. The types of tasks performed, and the amount of time spent on certain tasks will vary according to client type, client need, and the macro environment of the industries in which our clients operate.
Ideal Candidates Will Have:
  • A Bachelor's degree or relevant equivalent experience.
  • Exceptional verbal and written communication skills.
  • A proactive attitude with a knack for problem-solving and adaptability.
  • Strong organizational skills, time management abilities, and attention to detail.
  • Foreign language skills (e.g., Japanese, Spanish, French, German, Portuguese, Italian, Arabic, Dutch, Scandinavian) are a plus but not required.
  • Prior sales, recruiting, or management experience is welcomed.

Note: Must be authorized to work in the United States.
Why Join Us?
At VISASQ/COLEMAN, we are committed to your professional growth and success. Our employees are our most valuable assets, which is why we offer:
  • Competitive Compensation: Benefit from a rewarding compensation package that includes performance-based commission earnings and/or discretionary bonus, which may be awarded on monthly, quarterly or annual basis, depending on your role.
  • Excellent Health Benefits: We offer highly competitive coverage on insurance premiums, and for those enrolled in a qualifying HDHP, we also provide employer HSA contributions.
  • 401K Contributions: Planning for your future? We've got you covered!
  • Flexible Working Environment: Choose between working in the office or remotely 50/50 with our hybrid work policy.
  • Generous Time Off: Enjoy Responsible Paid Time Off, 7 sick days, and observe 12 holidays off.
  • Parental Leave: Take time off to support and bond with your growing family, ensuring new parents have the opportunity to adjust to their new roles.
  • Ongoing Learning and Development: Our training aligns with our core values, ensuring you have the resources and skills to excel throughout your career.
  • Team Engagement: Participate in regular team outings and social events, and receive tenure gifts to celebrate your journey with us.
  • Employer Provided Technology: All necessary technology will be provided to facilitate your work.
  • Corporate Social Responsibility Days: Take the opportunity to give back to your community during paid service days.

As an Associate, you will have the opportunity to launch your career in the rapidly growing market research industry, where your success is our primary focus. At VISASQ/COLEMAN, we are committed to seeing you thrive, supporting your professional development with mentorship programs and continuous learning opportunities. Our open and collaborative environment ensures every voice is heard as we work together to make insightful connections possible.
Become a part of our dynamic team and build a better future-one insightful connection at a time!
A Client Management Associate's salary compensates them for all hours worked, which may vary from week to week. Client Management Associates carry an FLSA-exempt status and are not eligible for overtime pay.
Equal Opportunity Employer:
At VISASQ/COLEMAN, we pride ourselves on being an equal opportunity employer. Please note that all VISASQ/COLEMAN employees are required to sign the Company's standard non-compete agreement as part of the employment condition.

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