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Client Engagement Associate Jobs in Raleigh, NC (NOW HIRING)

Standish Management

Engagement Manager

Raleigh, NC

... all client engagements. In conjunction with the Engagement Director, the Engagement Manager is responsible for supervising the Fund Controller and Associate in matters of fund accounting, capital ...

Standish Management

Engagement Manager

Raleigh, NC · On-site

... all client engagements. In conjunction with the Engagement Director, the Engagement Manager is responsible for supervising the Fund Controller and Associate in matters of fund accounting, capital ...

Aligned TG

Cloud Engagement Manager

Raleigh, NC · On-site

AWS Solutions Architect Associate or higher preferred. • Comfortable working closely with ... client success. • Confident yet humble--embodying Aligned TG's "Team AWSome" culture of learning ...

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

Client Engagement Associate information

See Raleigh, NC salary details

$22.4K

$45.6K

$70.5K

How much do client engagement associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client engagement associate in Raleigh, NC is $45,648.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,000.00 and $53,900.00 per year, depending on experience, location, and employer.

What are some common challenges a client engagement associate may face when managing multiple client accounts?

Client Engagement Associates often juggle several client accounts simultaneously, which can present challenges such as prioritizing tasks, maintaining clear communication, and ensuring timely follow-ups. Balancing client expectations while meeting internal deadlines requires strong organizational skills and adaptability. It's important to develop effective time management strategies and leverage CRM tools to stay organized and responsive. Additionally, proactively addressing client concerns can help build trust and foster long-term relationships.

What are the key skills and qualifications needed to thrive as a client engagement associate?

To thrive as a Client Engagement Associate, you need strong communication, relationship-building, and problem-solving skills, typically supported by a bachelor's degree in business, marketing, or a related field. Familiarity with CRM software, project management tools, and customer analytics platforms is often important. Exceptional interpersonal skills, adaptability, and a proactive attitude help you stand out in client interactions. These competencies are crucial for fostering client satisfaction, building long-term partnerships, and driving business growth.

What is the difference between Client Engagement Associate vs Customer Service Representative?

AspectClient Engagement AssociateCustomer Service Representative
Required CredentialsTypically a bachelor's degree in business, marketing, or related fieldHigh school diploma or equivalent; some roles prefer post-secondary education
Work EnvironmentOffice setting, client meetings, account managementCall centers, retail, or online support platforms
Employer & Industry UsageFinancial services, consulting, corporate sectorsRetail, telecommunications, hospitality
Common Search & ComparisonFocuses on building long-term client relationships and engagement strategiesPrimarily addresses customer inquiries and resolves issues

The main difference is that a Client Engagement Associate concentrates on fostering ongoing relationships and strategic engagement with clients, often in a professional or corporate setting. In contrast, a Customer Service Representative handles immediate customer inquiries and support, typically in retail or call center environments. Both roles require strong communication skills but serve different purposes within their industries.

What is a client engagement associate?

A Client Engagement Associate is a professional responsible for building and maintaining strong relationships with clients to ensure their satisfaction and loyalty. They act as the primary point of contact, addressing client needs, resolving concerns, and supporting account management activities. Their role often includes onboarding new clients, providing updates on products or services, and coordinating with internal teams to deliver exceptional client experiences.
What are the most commonly searched types of Client Engagement jobs in Raleigh, NC? The most popular types of Client Engagement jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Client Engagement Associate jobs? Cities near Raleigh, NC with the most Client Engagement Associate job openings:
Client Engagement Associate jobs near you
Infographic showing various Client Engagement Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, and 7% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $45,648 per year, or $21.9 per hour.

Registered Client Service Associate - Raleigh, NC

LPL Financial Holdings, Inc.

Raleigh, NC • On-site

$25.85 - $43.08/hr

Other

Medical, Retirement, PTO

Re-posted 17 days ago

LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

123rd of 150 rated financial services

Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
As a Registered Client Service Associate, you will provide comprehensive administrative and operational support
within the financial advisor's practice. This role is pivotal in enhancing the client experience, ensuring seamless
account management, and upholding compliance standards. The ideal candidate is dedicated and detailed-
oriented. Possess strong organizational skills, exceptional communication abilities, and a commitment to
delivering outstanding client service.
Responsibilities:
• Acts as the primary point of contact for clients, addressing inquires and providing timely resolution.
• Educates clients on account services and capabilities, including online access.
• Assist in onboarding new clients by collecting documentation and facilitating account setup.
• Prepare and process account opening, maintenance, and transfer documentation, ensuring accuracy and
compliance.
• Monitor and manage client account activities, this may include contributions, distributions, trading and
performance reporting.
• Maintain organized and up-to-date client records in the firm's CRM system.
• Ensure adherence to industry regulations and firm policies in all client interactions and documentation.
• Assist in preparing reports for audits and regulatory reviews.
• Stay informed about changes in compliance requirements and implement necessary adjustments to
processes.
• Coordinate with custodians and service providers to facilitate client requests and resolve issues.
• Assist financial advisors with administrative tasks, including scheduling meetings and preparing client
presentations.
• Participate in team projects aimed at improving operational efficiency and client service delivery.
• May aid in planning and execution of client events, seminars and marketing initiatives.
• Prepare and distribute client communications, newsletters and marketing updates.
• Identify opportunities to enhance client engagement and contribute to business growth strategies.
What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
  • Active Series 7 or Series 66 (or Series 63/65 combination) required.
  • Strong knowledge of financial products and services, with the ability to execute trades and discuss investment recommendations within compliance guidelines.
  • Excellent communication, interpersonal, and problem-solving skills, with a high level of professionalism, discretion, and ethical conduct.
  • Highly organized and detail-oriented, with proficiency in Microsoft Office and financial CRM systems; able to work both independently and collaboratively in a fast-paced environment.

Preferences:
• Bachelor's degree in finance, business or accounting.
• Minimum 3 years in financial services, preferably in a client support role.
#LI-Onsite
Pay Range:
$25.85-$43.08/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26

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