ZipRecruiter

Log In

1

Client Development Associate Jobs in Raleigh, NC

Envestnet

Client Service Associate - Tamarac Reporting

Raleigh, NC · Hybrid

$14 - $19.50/hr

  • Medical

  • Retirement

  • PTO

The Client Service Associate develops strong relationships with their clients that begins with ... Well-developed organizational skills, with attention to detail. * Comfortable operating in tight ...

Envestnet

Client Service Associate - Tamarac Reporting

Raleigh, NC · Hybrid

$14 - $19.50/hr

  • Medical

  • Retirement

  • PTO

The Client Service Associate develops strong relationships with their clients that begins with ... Well-developed organizational skills, with attention to detail. * Comfortable operating in tight ...

Envestnet

Client Service Associate - Tamarac Reporting

Raleigh, NC · On-site

$14 - $19.50/hr

  • Medical

  • Retirement

  • PTO

The Client Service Associate develops strong relationships with their clients that begins with ... Well-developed organizational skills, with attention to detail. * Comfortable operating in tight ...

IQVIA

Director, Client Services

Durham, NC · Hybrid

... developed to meet project needs. Works with Clinical Trial Payments (CTP) executive leadership in ... Supervises Associate Directors to ensure the client projects and strategic initiatives are ...

IQVIA

Director, Client Services

Durham, NC · Hybrid

... developed to meet project needs. Works with Clinical Trial Payments (CTP) executive leadership in ... Supervises Associate Directors to ensure the client projects and strategic initiatives are ...

Envestnet

Client Service Associate - Advisor

Raleigh, NC · On-site

$48K - $60K/yr

  • Medical

  • Retirement

  • PTO

Team members take pride in acting as strong client advocates, balancing accuracy, responsiveness ... Well-developed organizational skills, with attention to detail * Proficiency in MS Office Suite

New

Envestnet

Client Service Associate - Advisor

Raleigh, NC · Hybrid

$48K - $60K/yr

  • Medical

  • Retirement

  • PTO

Team members take pride in acting as strong client advocates, balancing accuracy, responsiveness ... Well-developed organizational skills, with attention to detail * Proficiency in MS Office Suite

New

Marsh & McLennan

Client Manager Business Insurance

Cary, NC · On-site

  • Medical

  • Retirement

Associates or Bachelors degree preferred * Working towards CPCU, CIC, ARM, and/or AU designations ... Tuition reimbursement and professional development opportunities * Flexible Hybrid work - Minimum 3 ...

Envestnet

Client Service Associate - Advisor

Raleigh, NC · Hybrid

  • Medical

  • Retirement

  • PTO

Team members take pride in acting as strong client advocates, balancing accuracy, responsiveness ... Well-developed organizational skills, with attention to detail * Proficiency in MS Office Suite

New

Marsh LLC

Client Manager Business Insurance

Cary, NC · On-site

  • Medical

  • Retirement

Associates or Bachelors degree preferred * Working towards CPCU, CIC, ARM, and/or AU designations ... Tuition reimbursement and professional development opportunities * Flexible Hybrid work - Minimum 3 ...

Mercer France

Client Manager Business Insurance

Raleigh, NC · On-site

  • Medical

  • Retirement

Associates or Bachelors degree preferred * Working towards CPCU, CIC, ARM, and/or AU designations ... Tuition reimbursement and professional development opportunities * Flexible Hybrid work - Minimum 3 ...

Oliver Wyman

Client Manager Business Insurance

Cary, NC · On-site

  • Medical

  • Retirement

Associates or Bachelors degree preferred * Working towards CPCU, CIC, ARM, and/or AU designations ... Tuition reimbursement and professional development opportunities * Flexible Hybrid work - Minimum 3 ...

Marsh LLC

Client Manager Business Insurance

Raleigh, NC · On-site

  • Medical

  • Retirement

Associates or Bachelors degree preferred * Working towards CPCU, CIC, ARM, and/or AU designations ... Tuition reimbursement and professional development opportunities * Flexible Hybrid work - Minimum 3 ...

previous page

Showing results 41-60

All JobsClient Development Associate JobsClient Development Associate Jobs in Raleigh, NC

Client Development Associate information

See Raleigh, NC salary details

$5

$21

$37

How much do client development associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for client development associate in Raleigh, NC is $21.65, according to ZipRecruiter salary data. Most workers in this role earn between $15.19 and $27.12 per hour, depending on experience, location, and employer.

What does a client development associate do?

A Client Development Associate is responsible for building and maintaining relationships with existing and potential clients to support a company's growth. They typically conduct market research, identify new business opportunities, and assist in the sales process. Their role often involves outreach, follow-up communication, and ensuring client satisfaction. By understanding clients' needs and presenting tailored solutions, they help drive revenue and foster long-term partnerships.

What are the key skills and qualifications needed to thrive as a client development associate, and why are they important?

To thrive as a Client Development Associate, you need strong communication, sales acumen, and relationship-building skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM platforms like Salesforce, proficiency in Microsoft Office, and experience with lead generation tools are commonly required. Outstanding interpersonal skills, a proactive attitude, and effective time management set top performers apart. These skills are crucial for identifying new business opportunities, nurturing client relationships, and driving revenue growth.

How does a client development associate typically collaborate with sales and account management teams?

Client Development Associates often work closely with both sales and account management teams to ensure clients receive tailored solutions and a seamless experience. They may assist in preparing client presentations, gathering insights on client needs, and coordinating follow-up activities. Regular communication with these teams helps align strategies, share updates on client progress, and identify upsell or cross-sell opportunities. This collaborative approach not only fosters strong client relationships but also supports the achievement of broader business goals.

What is the difference between Client Development Associate vs Business Development Representative?

AspectClient Development AssociateBusiness Development Representative
Primary FocusBuilding and maintaining client relationships, account managementGenerating new leads, prospecting, and closing new business
Required SkillsCommunication, relationship management, client serviceSales, prospecting, negotiation
Work EnvironmentClient-facing, account management teamsSales teams, outreach-focused roles
Common CertificationsNone specific, often related to industry certifications

The Client Development Associate primarily focuses on nurturing existing client relationships and account management, while the Business Development Representative concentrates on generating new leads and closing new deals. Both roles require strong communication skills, but their core responsibilities differ in client retention versus new business acquisition.

What are the most commonly searched types of Client Development jobs in Raleigh, NC?

The most popular types of Client Development jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Client Development Associate jobs?

Cities near Raleigh, NC with the most Client Development Associate job openings:

Client Development Associate jobs near you
Infographic showing various Client Development Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $45,027 per year, or $21.6 per hour.

Client Service Associate - Tamarac Reporting

Envestnet

Raleigh, NC • Hybrid

$14 - $19.50/hr

Full-time

Medical, Retirement, PTO

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

Job description

Job Location   

The primary work location for this role is Raleigh with a hybrid work model.  The hours for this role are Monday thru Friday 10:30am - 7:30pm (supporting West Coast clients).

  

About Envestnet  

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   

   

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.   

   

The Team You’ll Join  

The Service team at Envestnet plays a critical role in delivering an exceptional client experience, serving as a trusted partner to advisors using the Tamarac Reporting platform. Supporting financial professionals with technical expertise and consultative guidance, the team provides hands-on training, troubleshooting, and ongoing support to help clients maximize the value of their reporting tools. By building strong client relationships, collaborating across internal teams, and continuously enhancing support offerings, they drive customer satisfaction and long-term success—making it an exciting environment for those who enjoy combining problem-solving with meaningful client impact.

How You’ll Contribute   

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.

  • 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.

What You’ll Need to Bring  

  • 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 

Why You’ll Enjoy Working at Envestnet  

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference. 

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.  

The opportunity is now!  

  

Sponsorship  

This position is not open to candidates requiring visa sponsorship  

  

Our Investment in You 

This role offers a base salary range of $48,500 to $60,600. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.  This role is eligible for an additional incentive component as part of the total rewards package.   

 

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us.  Please visit our benefits page on our career site to learn more.  

   

Our Commitment to Inclusion & Belonging  

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.  

 

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at  careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.      

Recruitment Fraud 

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud. 

#LI-LM1