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

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 ...

Greenscape

Client Relations Manager

Durham, 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 ...

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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 Sep 3, 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 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 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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, and 5% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution, with an average salary of $49,542 per year, or $23.8 per hour.

Client Success Operations Associate

Versana

Raleigh, NC • On-site

Full-time

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

Job description

Client Success Operations Associate

Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks' data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they are accessing the loan market's most credible source of deal information.

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's new product launch. This includes driving execution across product demonstrations, client onboarding, account activation and maintaining high quality documentation to support the scale of Versana's new product.

Key Responsibilities:

  • Actively drive client participation and engagement to support a new Versana product launch.
  • Collaborate with product, engineering, marketing, sales and customer success teams to deliver a product go-to-market (GTM) plans.
  • Passionate about developing and implementing the ideal customer journey for a new product.
  • Provide direct client training to drive adoption of Versana's self-service technology solution.
  • Coordinate efforts with the Head of Product, Client Success with Go-to-Market (GTM) execution for Versana new product launch, including Agent Bank and Lender onboarding, product demonstrations, documentation gathering, account activation.
  • Provide ongoing support to new clients with training and manual processing of the new product's launch.
  • Address queries from Agents and Lenders around the new product's process and workflow, from loan and amendment documentation, system queries to process of the new product's capture.
  • Assist with developing and adhering to performance metrics and provide continued recommendations for process improvement to reduce turnaround times for existing processes.
  • Adhere to internal and external onboarding and new product related SLAs, where applicable.
  • Ensure that all operations comply with industry regulations, data security standards, and risk management protocols.

Must Haves:

  • 3 to 5 years of experience in the Syndicated Lending market with a sound understanding of products and processes for both the primary and secondary lifecycles, is highly desirable.
  • Prior experience with customer success in a start-up environment.
  • Strong problem solving and analytical thinking skills, with a willingness to dive into details.
  • Excellent communication and presentation skills.
  • Detailed knowledge of process planning.
  • Experience in customer facing role highly desirable.
  • Exposure to CRM platforms to track and follow up on customer requests.
  • Understanding of financial products (must have).
  • Comfortable engaging with personas at all levels at buy side and sell side firms.

Equal Opportunity Employer:

We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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