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

SEIA, LLC / Bates Wealth Advisors, LLC

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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 ...

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 ...

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 ...

Fidelity Bank

Client Service Associate

Cary, NC

$14.75 - $20.50/hr

The Client Service Associate serves as a key partner to advisors, ensuring operational excellence and exceptional service delivery. PRINCIPAL ACCOUNTABILITIES: Time: Description: 20% Serve as first ...

KidStrong

KidStrong Territory Sales Associate

Raleigh, NC · On-site

$23 - $25/hr

... Operations Associate on seamless process for observations, trials, and enrollments * Respond and follow through in a timely manner with all KidStrong corporate/owner requests and client/ lead ...

Veradigm

RCM Sr Manager Client Executive

Raleigh, NC · On-site

$84.52K - $117.48K/yr

... associates. Does the below look like a great fit for your skill set? Feel free to apply (your ... Collaborate cross-functionally to solve operational challenges and improve workflows.Support sales ...

Gallagher

Client Service Associate II

Raleigh, NC · Hybrid

$14 - $19.50/hr

Overview At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial ... operations running smoothly. You'll also collaborate with team members to improve workflows ...

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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 3, 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 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.

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 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 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 in this role often depend on industry, company size, and individual performance, with some professionals reaching this level without a formal degree by building expertise and a strong professional network.

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 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

Senior Client Service Associate

SEIA, LLC / Bates Wealth Advisors, LLC

Chapel Hill, NC • On-site

$50K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

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Job description

Salary Range:$50,000.00 To $75,000.00 Annually

JOB DESCRIPTION

JOB TITLE:   Sr. Client Service Associate

EMPLOYER: Signature Estate and Investment Advisors Inc

 

DEPARTMENT: Advisory Team

REPORTS TO: Lead Advisor 

 

EFFECTIVE DATE: 9/10/2025 

 

SUMMARY: This position supports the lead advisor with account management and client service needs. As a member of an advisory team, each member works together servicing clients. This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients. 

 

DUTIES AND RESPONSIBILITIES:

  • Responsible for many aspects of administration and client service for Business Clients and Retail Wealth Clients
  • Responsible for New Business (tracking statistics, open new accounts)
  • Organize and Manage Portfolio Review, Prospect or Closing Meeting Process for Clients
  • Account Maintenance (opening new accounts, follow through, managing transactions, address changes, etc.)
  • Prepare paperwork, letters, client reports and other client communications.
  • Proactive and immediate resolution of client inquiries – direct client contact
  • Scheduling client meetings
  • Participation in weekly Staff and Operations Meetings
  • Responsible for designing your own, independent workflow and tracking tasks in CRM
  • Expectation of initiative to look for ways to streamline processes in order for the firm to be more efficient as a whole. 
  • Responsible to document your tasks for the Operations Procedure Manual (screen shots with clear, concise instructions)
  • Effective communication with both internal and external contacts including prospects and clients.
  • Establish working relationships with colleagues and external clients.
  • Handle a variety of tasks and provide connection between advice across all areas of the firm.

 

 

SUPERVISORY RESPONSIBILITIES:

  • This job has no supervisory responsibilities.

QUALIFICATIONS:

  • Bachelor's Degree (BA) from four-year college or university.
  • Preferred FINRA licenses Series 7 and 66.
  • Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software. 

 

COMPETENCIES:

  • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
  • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
  • Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
  • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
  • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
  • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
  • management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
  • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
  • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
  • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
  • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
  • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
  • Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
  • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
  • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
  • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
  • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
  • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
  • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.