ZipRecruiter

Log In

1

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

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K - $92K/yr

Support client onboarding and account maintenance * Assist clients with digital tools and technology platforms * Prepare account documentation and service paperwork * Respond to client inquiries ...

Banfield Pet Hospital

Client Service Coordinator

Raleigh, NC · On-site

$17.50 - $22.75/hr

SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... services Assist incoming clients by completing the required documentation, entering all pet ...

TowneBank

Client Service Specialist

Raleigh, NC · On-site

$40K - $60K/yr

Continually strive to improve CRM and automate processes through the development of workflows. * Assist brokers and other client service specialists as needed. * Answer and route inbound calls ...

Towne Bank

Client Service Specialist

Raleigh, NC

$40K - $60K/yr

Continually strive to improve CRM and automate processes through the development of workflows. * Assist brokers and other client service specialists as needed. * Answer and route inbound calls ...

Banfield Pet Hospital

Client Service Coordinator

Cary, NC · On-site

$16.75 - $21.75/hr

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... Assist outgoing clients by providing all necessary instructions, information and invoices ...

Stifel

Client Service Associate - NR

Chapel Hill, NC · On-site

$12 - $16.50/hr

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the ... Organize and assist in the maintenance of complete client account and trade- related records for ...

Stifel

Client Service Associate - NR

Chapel Hill, NC · On-site

$12 - $16.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Organize and assist in the maintenance of complete client account and trade- related records for ...

Stifel

Client Service Associate - NR

Chapel Hill, NC

$12 - $16.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... Organize and assist in the maintenance of complete client account and trade- related records for ...

next page

Showing results 1-20

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

Client Service Assistant information

See Raleigh, NC salary details

$7

$16

$24

How much do client service assistant jobs pay per hour?

As of Aug 1, 2026, the average hourly pay for client service assistant in Raleigh, NC is $16.46, according to ZipRecruiter salary data. Most workers in this role earn between $14.04 and $18.70 per hour, depending on experience, location, and employer.

What is a client service assistant?

A client service assistant is a professional who supports customer service operations by handling client inquiries, providing information, and assisting with account management. They often use communication tools like phone, email, or chat and require strong interpersonal and organizational skills. The role typically involves ensuring customer satisfaction and may require familiarity with customer relationship management (CRM) software.

What is the highest paying customer service job?

The highest paying customer service roles are often in management or specialized fields such as customer success managers, client relations directors, or technical support managers, with salaries exceeding $70,000 annually. These positions typically require extensive experience, strong communication skills, and industry-specific knowledge or certifications.

Is a CSA job stressful?

A Client Service Assistant (CSA) role can be stressful due to handling customer inquiries, resolving issues, and managing multiple tasks simultaneously. Success in the position often depends on strong communication skills, organization, and the ability to stay calm under pressure.

What jobs pay 4000 a week without a degree?

A Client Service Assistant typically does not earn $4,000 weekly without specialized experience or advanced skills. High-paying roles that can reach this level without a degree often include sales positions, real estate brokers, or certain entrepreneurial ventures, but they usually require significant experience, certifications, or a strong network. Most jobs paying this amount without a degree involve commission-based pay or self-employment.
What are the most commonly searched types of Client Service jobs in Raleigh, NC? The most popular types of Client Service jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Client Service Assistant jobs? Cities near Raleigh, NC with the most Client Service Assistant job openings:
Client Service Assistant jobs near you

Client Service Associate

Ivy Way Placements

Raleigh, NC • On-site

$80K - $92K/yr

Full-time

PTO

Posted 12 days ago

Job description


Senior Client Service Associate
Raleigh-Durham-Chapel Hill, NC
Funny but True:
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 Job?
If your goal is to build a meaningful career-not just collect a paycheck-keep reading.
We're searching for an ambitious, meticulous professional who wants to grow their career within a thriving wealth management environment. Whether your long-term goal is becoming a CFP®, CFA®, Wealth Advisor, Financial Planner, Operations Leader, or a C-level executive within a well-established organization, this opportunity was designed with growth in mind.
This isn't the type of role where you're answering phones for years waiting for your opportunity. You'll work directly alongside the CEO, successful financial professionals, and high-net-worth clients. You'll gain exposure to client relationships, business operations, financial planning, and leadership while learning the business from the inside out.
We're looking for someone who naturally double-checks their work, enjoys helping people, thrives in a fast-paced environment, and takes pride in being the person everyone can count on.
Why This Opportunity Stands Out
You'll become a trusted resource for clients, advisors, and colleagues while gaining firsthand exposure to wealth management, financial planning, operations, and business leadership.
Even better? The firm actively supports employees who are committed to professional growth. If becoming a CFP®, CFA®, CIO, COO, or senior leader is part of your career vision, you'll have the opportunity to learn from experienced professionals who genuinely want to help you succeed.
What's In It For You?
Career Growth That Actually Means Something
  • Clear advancement opportunities
  • Direct exposure to financial planning, operations, leadership, and client management
  • Mentorship from experienced professionals
  • Support for obtaining industry licenses and professional designations
  • Long-term career path toward CFP®, CFA®, Wealth Advisor, Operations Leadership, or C-level positions
Compensation & Benefits
  • Starting salary of $80,000
  • Performance reviews every 60 days
  • Significant compensation growth based on performance
  • Bonus opportunities
  • Comprehensive benefits package
  • Paid time off and holidays
  • Professional development support
  • Licensing and certification assistance
  • Long-term advancement opportunities
What You'll Be Doing
You'll help deliver an exceptional client experience while supporting Financial Advisors and working directly under the CEO and Founder.
Client Support
  • Build and strengthen client relationships through exceptional service
  • Assist advisors with client communication and account servicing
  • Process money movement requests and account transactions
  • Support client onboarding and account maintenance
  • Assist clients with digital tools and technology platforms
  • Prepare account documentation and service paperwork
  • Respond to client inquiries regarding account information
  • Help advisors execute their client service model and business objectives
  • Maintain accurate client records and documentation
Administrative Support
  • Coordinate meetings and manage advisor calendars
  • Prepare materials for client meetings
  • Answer incoming calls and assist with service requests
  • Schedule follow-up appointments and client reviews
  • Manage documentation, scanning, filing, and general office support
  • Help keep daily operations running smoothly
What We're Looking For
  • 2+ years of financial services experience preferred
  • Extremely detail-oriented and highly organized
  • Series 7 and Series 66 licenses preferred, or willingness to obtain upon hire
  • Experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients
  • Exceptional client service and communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong work ethic and a proactive mindset
  • Ability to work independently and collaboratively
The Big Picture
We're looking for someone who wants to grow, contribute, learn, and build a career they can be proud of. This role offers an opportunity to work closely with leadership, gain meaningful industry experience, and accelerate your path toward becoming a CFP®, CFA®, Wealth Advisor, Operations Leader, CIO, COO, or other executive-level professional.
Ready to Join an Outstanding Team and Invest in Your Future?
Send your resume to:
t.washington@ivywayplacements.com
Let's start a conversation about where your career could go next.
We are an Equal Opportunity Employer and are committed to creating an inclusive environment for all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected characteristic protected by applicable federal, state, or local laws.

Apply