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How much do client management associate jobs pay per hour?

As of Jun 7, 2026, the average hourly pay for client management associate in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

How does a Client Management Associate typically collaborate with other departments to ensure client satisfaction?

As a Client Management Associate, you’ll regularly collaborate with teams such as sales, account management, product, and customer support to address client needs and resolve issues efficiently. You may participate in cross-functional meetings to share client feedback, coordinate on deliverables, and ensure seamless communication between departments. This collaborative approach not only helps maintain strong client relationships but also provides valuable insights into company operations and client expectations, supporting your professional growth.

What are the key skills and qualifications needed to thrive as a Client Management Associate, and why are they important?

To thrive as a Client Management Associate, you need strong communication skills, attention to detail, and a relevant bachelor's degree, often in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes basic data analysis tools is typically expected. Exceptional organizational skills, adaptability, and a customer-focused mindset help you build strong client relationships and manage multiple accounts effectively. These competencies are essential for ensuring client satisfaction, maintaining long-term partnerships, and supporting business growth.

Is a Client Management Associate job stressful?

A Client Management Associate role can be stressful due to managing client expectations, handling multiple accounts, and meeting deadlines. Strong communication skills and organization are important to manage workload effectively and reduce stress levels.

What does a Client Management Associate do?

A Client Management Associate is responsible for supporting client relationships, addressing client inquiries, and ensuring a smooth onboarding process. They work closely with account managers and other team members to resolve client issues, process requests, and maintain accurate records. Their goal is to provide excellent customer service and help retain clients by ensuring their needs are met efficiently. This role often involves communication via email, phone, and meetings to keep clients informed and satisfied.
What cities are hiring for Client Management Associate jobs? Cities with the most Client Management Associate job openings:
What are the most commonly searched types of Client Management jobs? The most popular types of Client Management jobs are:
What states have the most Client Management Associate jobs? States with the most job openings for Client Management Associate jobs include:
Client Management Associate jobs near you
Infographic showing various Client Management Associate job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 60% Full Time, 34% Part Time, and 5% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $46,598 per year, or $22.4 per hour.
Senior Institutional Client Management Associate

Senior Institutional Client Management Associate

CAPTRUST

Raleigh, NC

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. Primary responsibilities may include the following, among others:
Responsibilities
  • Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner
  • Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations
  • Oversee critical maintenance/organization of system files, records, and assist with new client onboarding
  • Aid in the retention of existing client relationships by applying the highest level of service to all questions, requests, and deliverables
  • Establish and develop relationships with FA service team and internal business partners
  • Coordinate and manage the efforts of internal business partners to ensure appropriate recommendations for each client
  • Assist in quarterly data collection, auditing, and input of system data
  • Perform other duties and special projects independently or with a team as required by Financial Advisor Service Team or the Institutional Client Services department
Qualifications
Minimum Qualifications:
  • Completion of a four-year college degree in the following areas: Business Administration, Statistics, Finance, or Economics
  • Strong desire to work in the financial industry
  • 2-4 years of industry related experience
  • Technical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, Adobe and Nitro
Desired Qualifications/Skills:
  • Excellent oral and written communications skills
  • Exceptional attention to every detail and a personal ambition to be error-free
  • Extremely organized; enjoys keeping accurate and detailed records
  • Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions
  • High standards of professionalism (dress, manners, conduct, speech)
  • Positive attitude and a team player
  • Self-motivated and able to work well independently AND with others
  • Excellent math skills and the ability to grasp financial/investment concepts
  • Flexible with changes in priorities and able to handle the pressure of short deadlines
  • Strong time-management skills; maintains a personal calendar/task planner system
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
  • Company discretionary bonus.
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
  • Paid time off (PTO) or Paid Sick Leave (PSL)
WHERE will you be working?
4208 Six Forks Rd #1700 | Raleigh, NC 27609
or
4201 Congress St #160 | Charlotte, NC 28209
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #entry
This position will remain open until filled.

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