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

Baird Capital

Client Specialist

Chapel Hill, NC · On-site

Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the ...

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Robert W Baird & Co

Client Specialist

Chapel Hill, NC · On-site

As a Client Specialistat Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors.You'll be at the heart of the client ...

Robert W Baird & Co

Client Specialist

Chapel Hill, NC · On-site

As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...

Baird

Client Specialist

Chapel Hill, NC · On-site

As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...

Hilltop Wealth Advisors, LLC

Sales Advisor

Chapel Hill, NC · On-site

$150K - $200K/yr

The Sales Advisor is not the primary long-term service owner for most client relationships. Instead, this role focuses on new client acquisition, relationship expansion, and referral development ...

Baird

Client Specialist

Chapel Hill, NC · On-site

As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client ...

Cliftonlarsonallen

HR Director, Client Service

Raleigh, NC · On-site

$105K - $181K/yr

This leader will act as a trusted advisor to clients, ensuring operational excellence, strategic ... client engagements, supporting on-time and quality delivery of HR solutions. * Adhere to service ...

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All JobsClient Service Advisor JobsClient Service Advisor Jobs in Raleigh, NC

Client Service Advisor information

See Raleigh, NC salary details

$11

$25

$44

How much do client service advisor jobs pay per hour?

As of Aug 6, 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.

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 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.
Client Service Advisor jobs near you
Infographic showing various Client Service Advisor job openings in Raleigh, NC as of July 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $52,435 per year, or $25.2 per hour.

CL Insurance Client Service Representative

Jewelers Mutual Insurance Company

Raleigh, NC

$38K - $53K/yr

Full-time

Retirement, PTO

Re-posted 3 days ago

Job description

Summary
The CL Insurance Client Service Representative is responsible for facilitating renewals, providing support to specific producers, and addressing daily client inquiries and issues. The position involves account support for Property & Casualty accounts and might also include support for Specialty business. This role requires a licensed individual, with industry designations preferred (CISR, CIC, or similar).

Why Jewelers Mutual:

Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.

As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence.

We’re dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.

What You'll Do
  • Renewal Process Support: Assist in the renewal application processes for Specialty insurance products such as Jewelers Block and Pawn.  This includes collecting and verifying information, coordinating quotes, and ensuring timely delivery of policy documents.
  • Producer Support: Provide assistance to specific 1099 producers as needed, supporting their client service and sales activities. Collaborate with producers to understand client needs and preferences, offering support in meeting client expectations
  • Versatility: Depending on skill set and training, support multiple producers and types of business.  Opportunities for learning and growth within the insurance industry will be provided.
  • Documentation and Tracking: Ensure accurate documentation and tracking of policies, endorsements, and client communications in agency management systems.
  • Process Improvement: Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.
  • Confidentiality: Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Leadership Responsibilities

None

Qualifications

  • High school diploma or equivalent; additional education or certification in insurance or related fields is a plus.
  • 2+ years experience in insurance client service, support, or related roles preferred
  • Active Property & Casualty insurance license required
  • Industry designation preferred, such as CISR (Certified Insurance Service Representative) and/or CIC (Certified Insurance Counselor) preferred
  • Strong communication and interpersonal skills
  • Ability to work collaboratively with producers and other team members
  • Proficiency in using computer systems and office software
  • Detail-oriented with excellent organizational and time management

Certificates, Licenses, Registrations  

  • Active Property & Casualty insurance license required

Physical Requirements

  • Prolonged periods sitting at a desk and working on a computer.
  • Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

What We Offer You:

  • Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.
  • Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
  • Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes
  • Great Place to Work® Certified: Join a team recognized for an environment of innovation and growth.
 

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