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

Stifel

Client Service Associate - NR

Chapel Hill, NC · On-site

$12 - $16.50/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...

NC SECU

Associate Member Services Officer

Durham, NC · On-site

Purpose The Associate Member Services Officer (MSO) is an entry-level position intended to provide team members with foundational knowledge of SECU branch operations. Associate MSOs perform routine ...

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep the office running smoothly and ensures that all paperwork and processing is handled in a timely ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Senior Client Service Associate

Chapel Hill, NC · On-site

$50K - $75K/yr

Salary Range:$50,000.00 To $75,000.00 Annually JOB TITLE: Sr. Client Service Associate EMPLOYER ... Participation in weekly Staff and Operations Meetings * Responsible for designing your own ...

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

Client Operations Associate information

See Raleigh, NC salary details

$10

$25

$51

How much do client operations associate jobs pay per hour?

As of Jun 27, 2026, the average hourly pay for client operations associate in Raleigh, NC is $25.51, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $29.42 per hour, depending on experience, location, and employer.

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

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.

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 jobs pay 2000 a day?

High-paying jobs that can reach $2,000 a day typically include roles such as specialized consultants, senior executives, certain medical professionals, and skilled trades like pilots or lawyers. These positions often require advanced skills, extensive experience, or professional certifications, and may involve high-pressure environments or freelance work with premium rates.

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 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 to maintain client satisfaction and operational efficiency.

What job makes $10,000 a month without a degree?

A Client Operations Associate can potentially earn $10,000 a month through experience, performance bonuses, and skill development in areas like client management, communication, and software tools. High earnings often depend on industry, company size, and individual performance, with some roles in sales, consulting, or specialized client services reaching this level without requiring a degree.

Is a CSA job stressful?

A Client Operations Associate (CSA) role can be stressful due to the need to manage client inquiries, meet deadlines, and handle multiple tasks simultaneously. Strong communication skills and organization are important to effectively perform in this position, which often involves working in a fast-paced environment.
What are the most commonly searched types of Client Operations jobs in Raleigh, NC? The most popular types of Client Operations jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Client Operations Associate jobs? Cities near Raleigh, NC with the most Client Operations Associate job openings:
Client Operations Associate jobs near you

Client Services Associate

Pathfinder Wealth Consulting

Cary, NC • On-site

Full-time

Posted 7 days ago

Job description

Salary:

Client Services Associate

Pathfinder Wealth Consulting is a growing, independent wealth management firm dedicated to comprehensive financial planning and asset management. We have offices in Wilmington, NC and Cary, NC.

We are looking for an independent, naturally detail-obsessed, and personable Client Services Associate to join our Cary team. You will work closely with our Client Services Manager and another CSA to facilitate the day-to-day operational life cycle of our clients.

Our culture is defined as 'casually professional.' We are deeply committed to our fiduciary duty and the high standards of wealth management, but we maintain an approachable environment where a sense of humor is just as important as technical expertise. We pride ourselves on a high-touch, detail-oriented client experience, and treat clients like family.

Principal Responsibilities

  • Transaction Management: Own the end-to-hand processing of deposits, withdrawals, ACATs, and rollovers.
  • Onboarding & Maintenance: Execute the digital onboarding lifecycle by ensuring all client data is accurately entered into Digital Onboarding and managing execution of documentation via DocuSign.
  • Insurance & Annuity Operations: Process applications and service requests for life insurance, as well as fixed and variable annuities across various carriers.
  • CRM Integrity: Serve as a power user of our CRM software, maintaining pristine data entry.
  • Proactive Problem Solving: Monitor account alerts and resolve inquiries in a timely manner.
  • Compliance Oversight: Adhere to firm policies, compliance standards, and documented workflows.
  • Team Support: Provide backup office coverage and support to ensure the Cary office runs seamlessly.

Experience & Education

  • Experience: 2+ years in financial services and insurance products is required.
  • Education: Bachelors degree is preferred.
  • Operational: Familiarity with managed accounts, trade settlements, and banking transactions.
  • Certifications:Notary Public and/or additional securities registrations are a significant plus.

Who You Are

  • Detail: You dont just find needles in haystacks; you ensure the haystack is organized. You align with the measure twice, cut once mindset.
  • Independent: You are a "self-starter" who thrives when working independently, but knows how to play well with the team. You are a well-known problem solver.
  • Direct: We believe "clear is kind." We value team members who prefer straightforward, honest communication as this allows us to maintain our high standards of client service, and we treat this as a two-way street.
  • Personality: A sense of humor is not just appreciatedits a prerequisite for our team. You have a polished, patient, and professional demeanor but bring a welcoming spirit to the office.


If this sounds like you, please apply today! We cant wait to meet you.