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Client Operations Associate Jobs in Charlotte, NC

Telos Family Office

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Client Service & Operations Associate

Charlotte, NC · Remote

$55K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Position Title - Client Service & Operations Associate * Position Type - Full-Time * Location - 100% Remote SUMMARY Telos Family Office is an integrated financial services firm serving individuals ...

New

Training provided

Telos Family Office

Be Seen First

Client Service & Operations Associate

Charlotte, NC · Remote

$55K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Position Title - Client Service & Operations Associate * Position Type - Full-Time * Location - 100% Remote SUMMARY Telos Family Office is an integrated financial services firm serving individuals ...

New

Training provided

LVMH

Operations Associate - Part Time

Charlotte, NC · On-site

$18 - $20.50/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

Sephora

Operations Associate - Part Time

Charlotte, NC

$18 - $20.50/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

Sephora

Operations Associate - Part Time

Charlotte, NC · On-site

$18 - $20.50/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

ASCENSUS

Financial Operations Associate

Charlotte, NC · Remote

... various financial operations activities including but not limited to: quarterly automated ... Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity ...

LPL Financial

Product Ops Associate

Charlotte, NC · On-site

  • Medical

  • Retirement

  • PTO

The Product Operations Associate supports the Client Technology Management (CTM) team by providing operational and product support for advisor technology platforms and services. This role is ...

TEKsystems

Product Operations Associate

Fort Mill, SC · Hybrid

$25 - $30/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Description Our client is seeking six Product Operations Associates to support a large-scale advisor conversion initiative associated with an internal transition. These individuals will play a key ...

LPL Financial

Product Ops Associate

Fort Mill, SC · On-site

  • Medical

  • Retirement

  • PTO

Job Overview The Product Operations Associate supports the Client Technology Management (CTM) team by providing operational and product support for advisor technology platforms and services. This ...

LPL Financial

Product Ops Associate

Fort Mill, SC · On-site

  • Medical

  • Retirement

  • PTO

Job Overview The Product Operations Associate supports the Client Technology Management (CTM) team by providing operational and product support for advisor technology platforms and services. This ...

LPL Financial

Product Ops Associate

Fort Mill, SC · On-site

  • Medical

  • Retirement

  • PTO

Job Overview The Product Operations Associate supports the Client Technology Management (CTM) team by providing operational and product support for advisor technology platforms and services. This ...

LPL Financial

Product Ops Associate

Fort Mill, SC · On-site

  • Medical

  • Retirement

  • PTO

Job Overview The Product Operations Associate supports the Client Technology Management (CTM) team by providing operational and product support for advisor technology platforms and services. This ...

LPL Financial

Product Ops Associate

Fort Mill, SC · On-site

  • Medical

  • Retirement

  • PTO

Job Overview The Product Operations Associate supports the Client Technology Management (CTM) team by providing operational and product support for advisor technology platforms and services. This ...

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All JobsClient Operations Associate JobsClient Operations Associate Jobs in Charlotte, NC

Client Operations Associate information

See Charlotte, NC salary details

$10

$24

$50

How much do client operations associate jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for client operations associate in Charlotte, NC is $24.99, according to ZipRecruiter salary data. Most workers in this role earn between $16.92 and $28.85 per hour, depending on experience, location, and employer.

What does a client operations associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

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

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

How does a client operations associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What is a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth service delivery, and supporting client needs. They often handle communication, data management, and coordinate with internal teams using tools like CRM software to maintain client satisfaction and operational efficiency.

What is the role of a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth communication, and supporting service delivery. They often handle onboarding, troubleshoot issues, and use tools like CRM systems to maintain accurate client data. Strong organizational and communication skills are essential for this role.

What are the most commonly searched types of Client Operations jobs in Charlotte, NC?

The most popular types of Client Operations jobs in Charlotte, NC are:

What cities near Charlotte, NC are hiring for Client Operations Associate jobs?

Cities near Charlotte, NC with the most Client Operations Associate job openings:

Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Charlotte, NC as of August 2026, with employment types broken down into 84% Full Time, 11% Part Time, and 5% Contract. Highlights an 84% In-person, 11% Hybrid, and 5% Remote job distribution, with an average salary of $51,974 per year, or $25 per hour.

Client Service & Operations Associate

Telos Family Office

Charlotte, NC • Remote

Training provided

$55K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

New

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Job description


OVERVIEW

  • Company Name - Telos Family Office
  • Position Title - Client Service & Operations Associate
  • Position Type - Full-Time
  • Location - 100% Remote


SUMMARY

Telos Family Office is an integrated financial services firm serving individuals, families, and businesses with wealth management, planning, tax, accounting, and insurance under one roof. We do what we say we are going to do - and our core values have driven a 99% client retention rate. We are searching for a Client Service & Operations Associate to become the operational heartbeat of the firm - owning the client experience, keeping client and firm calendars moving, and providing hands-on support across tax, operations, and executive workflows.

The preferred candidate is a highly organized self-starter who loves structure, follow-through, and variety. They must be warm and polished with clients, detail-exact behind the scenes, and willing to adapt as the firm grows. Success in this role will be determined by their ability to embrace the Telos Core Values, thrive in a fast-paced small-business environment, and integrate into the workflows of the team.


CORE RESPONSIBILITIES

  • Serve as the firm's Director of First Experiences (DOFI) & own all inbound communication
  • Own client & firm calendars - the client service cycle & the firm's internal meeting pulse
  • Tax administration workflows - documents, client follow-ups, filing status & data entry
  • Keep records clean & track open items to closure across all core technologies & workflows
  • Provide executive support - calendar management, inbox triage, travel & non-client meeting prep
  • Firm administration, vendor follow-through & special projects
  • Most importantly - Exhibit our core values daily, live our purpose & HAVE FUN along the way!!


QUALIFICATIONS

  • Core value alignment - Grit, Steadfast, Be Your Best, Purpose Driven, and Kaizen
  • Experience in administrative, operations, or client service roles
  • Proven track record of thriving in a fast-paced environment
  • Ability to handle detailed work with a high degree of accuracy
  • Financial services industry experience preferred


COMPETENCIES

  • Strong attention to detail, highly organized & good follow-through to completion
  • Warm, service-first communication with clients & teammates
  • Excellent time management skills with an ability to adapt in light of changing priorities
  • Successful in a fast-paced, small business environment & enjoys multi-tasking
  • Comfort with juggling multiple software systems & competing priorities
  • Demonstrated ability to work professionally both in a team & with all types of people
  • Can engage in requisite regulatory compliance & maintain a high degree of confidentiality
  • Takes independent action through sound decision-making skills
  • Preferred familiarity with (1) Practice management technology - Microsoft Office, Salesforce, eMoney, etc., (2) Investment technology - Schwab, etc., & (3) Tax & accounting technology - CCH, QuickBooks Online, etc.


COMPENSATION

  • Salary - Range of $55,000 - $75,000 depending on experience
  • Variable Compensation - Bonus opportunities can be incorporated
  • Health insurance - 75% employer paid
  • Ancillary Insurance (dental, vision, STD, LTD, and life) - 100% employer paid
  • Retirement Plan - 401(k) plan with 4% safe harbor match
  • Resources - Access to financial planning tools and support; Annual education and / or credentialing investment; Access to annual vacation fund; Complimentary asset management & tax return filing.

Company Description

Telos Family Office is a purpose-driven, fully integrated family office serving entrepreneurial families through financial planning, wealth management, insurance, tax, and accounting - all under one roof. As a Registered Investment Adviser, we are held to the fiduciary standard of care, and we hold even higher expectations for ourselves. Our ultimate aim is to help our clients build a better life, legacy, and community - one family, one company, and one plan at a time.

We bring that same intentionality to our team. Telos is a growing, 100% remote firm built on five core values: Grit, Steadfast, Be Your Best, Purpose Driven, and Kaizen. We hire, reward, and promote based on those values, and we invest in our people through structured onboarding, dedicated training, and clear paths to mastery. If you want to do meaningful work with a team that genuinely cares about clients and about you, we would love to meet you.