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

The Client Success Operations Associate reporting to the Director of Product Operations, will ... Key Responsibilities: โ€ข Actively drive client participation and engagement to support a new ...

YOUR NEW ROLE As an Associate Key Account Manager in our Technology Consulting Division in Raleigh ... Cross-sell strategically and drive value in every client engagement * Stay current on industry ...

Tax Manager

Raleigh, NC ยท On-site

$107K - $141K/yr

Delegate work effectively while coaching and mentoring staff accountants and senior associates ... 0-3 years of client/engagement management experience. * Strong technical tax research and ...

Lead the sales process for assigned opportunities, including client engagement, proposal ... where associates excel based on personal merit, qualifications, experience, ability, and job ...

FT Sales Associate

Durham, NC ยท On-site

$16 - $17.60/hr

Lead by example through exceptional client engagement, proactive selling and a commitment to ... Associate Discounts * Pet Insurance Associates will be eligible to receive up to 125 hours of paid ...

FT Sales Associate

Durham, NC ยท On-site

$13.25 - $18/hr

Lead by example through exceptional client engagement, proactive selling and a commitment to ... Associate Discounts * Pet Insurance Associates will be eligible to receive up to 125 hours of paid ...

Showing results 41-60

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:
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.

Wealth Management Associate - NC, Raleigh, Wake Forest, Greenville & Wendell (2414)

Equitable Services

Raleigh, NC โ€ข On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

This job post hasย expired today.ย Applications are no longer accepted.


Job description

Wealth Management Associate - NC, Raleigh, Wake Forest, Greenville & Wendell (2414) ( PIN_15191 )

Primary Location : UNITED STATES-NC-Raleigh

Organization : Equitable Advisors

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

  • Client Engagement : Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation : Discuss financial products and services tailored to clients' unique situations
  • Location : In-office presence required
  • Work-Life Balance : Flexible schedule to maximize productivity and personal time

Skills & Experience

  • Education : Bachelor's degree or equivalent skills and work experience
  • Licensing : State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes : values-driven with a track record of success and accomplishment
  • Communication Skills : excellent interpersonal and communication abilities with strong self-confidence
  • Mindset : entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration : ability to work with and learn from top performers
  • Work Authorization : must be authorized to work in the United States

Training & Development

  • FINRA Sponsorship : provided for required FINRA licensing
  • Preliminary Employment Period (PEP) : comprehensive 120-day hands-on training
  • Virtual University : access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship : opportunities for joint work and mentorship
  • Personalized Coaching : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development : access to Leadership Development School for those with management ambition
  • Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNERTM (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program

Compensation & Benefits

  • Sign-On Payment : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Stable Pay : Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
  • Benefits : Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Req ID: PIN_15191