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Client Service Advisor Jobs in Raleigh, NC (NOW HIRING)

Envestnet

Client Service Associate - Advisor

Raleigh, NC · On-site

$48K - $60K/yr

With a shared commitment to service excellence, compliance, and continuous learning, the team plays a critical role in driving advisor satisfaction and long-term client success. How  You 'll ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K - $92K/yr

A great Client Service Associate can solve three client problems, calm an advisor down, schedule a meeting, and save the day-all before their second cup of coffee. Looking for More Than Just Another ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K/yr

A great Client Service Associate can solve three client problems, calm an advisor down, schedule a meeting, and save the day--all before their second cup of coffee. Looking for more than just another ...

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

Client Service Associate Summary The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer ...

Kestra Financial

Client Service Coordinator

Raleigh, NC · On-site

$17.50 - $22.75/hr

This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including ...

Morgan Stanley

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model * Support the team's marketing strategy by maintaining marketing materials, including ...

Ameriprise Financial

Client Service Specialist

Raleigh, NC

$16.50 - $21.75/hr

As a Client Service Specialist, you will be responsible for conducting all administrative ... Understanding of a financial advisors practice. Preferred Qualifications * Bachelors degree or ...

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Client Service Advisor information

See Raleigh, NC salary details

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How much do client service advisor jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for client service advisor in Raleigh, NC is $25.21, according to ZipRecruiter salary data. Most workers in this role earn between $17.98 and $28.99 per hour, depending on experience, location, and employer.

What is a client service advisor?

A Client Service Advisor is a professional who supports customers by addressing their inquiries, resolving issues, and ensuring a positive experience with a company's products or services. They act as a main point of contact for clients, handling requests, providing information, and facilitating communication between clients and internal teams. Their goal is to maintain strong client relationships and help meet the client's needs efficiently. Client Service Advisors are commonly found in industries like banking, finance, insurance, and professional services.

What are the key skills and qualifications needed to thrive as a client service advisor?

To thrive as a Client Service Advisor, you need strong customer service skills, problem-solving abilities, and a background in business or finance, often supported by a relevant degree or experience. Familiarity with CRM software, financial products, and communication platforms is typically required. Excellent interpersonal skills, active listening, and the ability to remain calm under pressure help build lasting client relationships. These skills are crucial for delivering high-quality service, resolving issues efficiently, and ensuring client satisfaction and retention.

How does a client service advisor typically collaborate with other departments to resolve client issues?

Client Service Advisors frequently work alongside teams such as sales, technical support, and operations to address client needs or resolve concerns. This collaboration often involves coordinating responses, sharing relevant client information, and ensuring that solutions are implemented effectively and promptly. Strong communication and organizational skills are essential, as advisors act as the bridge between the client and internal teams to deliver a seamless service experience.

What is the difference between Client Service Advisor vs Customer Service Representative?

AspectClient Service AdvisorCustomer Service Representative
Required CredentialsHigh school diploma; sometimes certifications in finance or insuranceHigh school diploma or equivalent
Work EnvironmentFinancial institutions, insurance companies, or consulting firmsRetail stores, call centers, or service desks
Employer & Industry UsageFinancial and professional servicesRetail and consumer services
Common Search & Comparison IntentUnderstanding client-focused roles in finance or consultingCustomer support and service roles in retail or call centers

While both roles involve assisting clients or customers, a Client Service Advisor typically works in financial or professional services, providing tailored advice and managing client relationships. In contrast, a Customer Service Representative handles general customer inquiries, often in retail or call centers. The roles differ mainly in industry focus and scope of advisory responsibilities.

What do you do as a client service advisor?

A client service advisor assists clients by addressing their questions, resolving issues, and providing information about products or services. They often communicate via phone, email, or in person, and require strong communication and problem-solving skills to ensure customer satisfaction.
Client Service Advisor jobs near you
Infographic showing various Client Service Advisor job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $52,432 per year, or $25.2 per hour.

Client Service Coordinator

Raleigh, NC • On-site

Kestra Financial Independent Advisor
See more jobs at Kestra Financial Independent Advisorexternal

$17.50 - $22.75/hr

Full-time

Retirement

Re-posted 11 days ago

Job description

The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills

• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm

• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

• Deposit checks received and maintain check blotter in adherence to compliance guidelines

• Maintain client information in CRM database

• Manage and update mailing lists for birthdays, holidays, and firm marketing efforts

• Order supplies for office and act as point of contact for any infrastructure requests

Requirements

  • Basic computer skills (Outlook, Word, Excel and Power Point) are essential
  • Strong administrative and time management skills with superior attention to detail
  • Excellent communication skills, both verbally and in writing
  • CRM knowledge a plus

Benefits

Our firm is a family owned business with high quality clients who have been with us a long time. The work environment is not fast paced, but steady and pleasant. We offer competitive pay, time off, and a retirement plan.

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