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Client Associate Jobs in Raleigh, NC (NOW HIRING)

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

$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 ...

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 ...

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 ...

Greenscape

Client Relations Manager

Holly Springs, NC · On-site

$60K/yr

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

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 ...

Marsh LLC

Client Manager Business Insurance

Cary, NC · Hybrid

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 10, 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.

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.

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 June 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $49,542 per year, or $23.8 per hour.

Client Service Associate - Tamarac Reporting

Envestnet

Raleigh, NC • Hybrid

$14 - $19.50/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Description

Envestnet is seeking a Client Service Associate - Tamarac Reporting to join our Service department. This is a hybrid role, with in-office work required at our Raleigh, NC office location. The hours for this role will be Monday thru Friday 10:30am-7:30pmEST (supporting West Coast hours). 
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 
Envestnet’s Strategy:
  • Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  • Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  • Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
For more information, please visit www.envestnet.com.
Job Summary: 
The Tamarac Reporting team is looking for a Client Service Associate to provide technical support for the Tamarac Reporting product. This position is essential to ensuring the highest level of customer satisfaction through providing a high level of technical support and training on our products, differentiated by their consultative approach and strong sense of client advocacy when resolving issues. The Client Service Associate develops strong relationships with their clients that begins with supporting new clients through their transition from implementation to the Advisor Services Team.
Job Responsibilities:
  • Partner with team members to ensure high quality customer service when responding to client calls & emails within stated SLAs.
  • Provide support and training to clients on how to effectively use Tamarac Reporting in their practices, providing 1:1 web trainings when needed.
  • Provide website functionality support and training to clients for all financial reporting needs.
  • Collaborate with internal teams to resolve client questions and requests in an accurate and timely manner, escalating when necessary.
  • Establish and maintain a positive and professional relationship with clients.
  • Assist in setting & managing client expectations for completion of work.
  • Grow and maintain knowledge in products and tools.
  • Participate in individual or team projects, as needed, to expand client support offerings
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
Required Qualifications: 
  • Bachelor’s degree in business, finance or related field of study preferred.
  • 1+ years of experience in the financial services area in a client facing role, or equivalent education.
  • Excellent troubleshooting skills and experience in issue management a plus.
  • Ability to quickly grasp complicated situations, deliver quality service and problem solving skills remotely to clients and communicate complicated concepts in a concise and articulate way via phone & email.
  • Well-developed organizational skills, with attention to detail.
  • Comfortable operating in tight deadlines with the ability to balance multiple priorities.
  • Ability to make decisions and implement solutions based on thorough understanding of the financial industry and the firm’s products, policies, and procedures.
  • Commitment to maintain professional demeanor and courtesy.
  • Team player who’s willing to build relationships and work both individually and in a collaborative approach.
  • Fast learner with the ability to learn new technology and platforms.
  • Proficiency in MS Office Suite
Envestnet: 
  • Be a member of an innovative and industry leading financial technology and solutions company 
  • Competitive Compensation/Total Reward Packages that include:
    • Health Benefits (Health/Dental/Vision)
    • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    • 401K – Company Match
    • Annual Bonus Incentives
    • Parental Stipend 
    • Tuition Reimbursement
    • Student Debt Program
    • Charitable Match 
    • Wellness Program
Envestnet is an Equal Opportunity Employer.
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