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Client Service Associate Entry Level Jobs in North Carolina

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

The client service associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep ...

Alphabe Insight

Client Service Associate

Fayetteville, NC · On-site

$48K - $52K/yr

Client Service Associate At Elevare Branding, we believe in building powerful brand identities through strategic communication, integrity, and creativity. Our team collaborates with forward-thinking ...

Alphabe Insight

Client Service Associate

Charlotte, NC · On-site

$37K - $41K/yr

Client Service Associate At GG Media, we believe great teams are built through strong leadership, collaboration, and continuous development. We are committed to creating a positive and results-driven ...

TalentBridge

Client Service Associate

Charlotte, NC · On-site

$14.25 - $19.50/hr

Client Service Associate A leading regional wealth management firm is seeking a polished and relationship-driven Client Service Associate to join its growing team supporting high-net-worth ...

Chase

Client Service Associate

Charlotte, NC · On-site

$14.25 - $19.50/hr

Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong ...

RIA Recruiting

Client Service Associate

Wilmington, NC

$50K - $60K/yr

... Client Service Associate to join our team. We are a firm focused on providing superior results and service to our clients, many of whom have been with the firm for many years. To find out more about ...

RIA Recruiting

Client Service Associate

Wilmington, NC · On-site

$50K - $60K/yr

... Client Service Associate to join our team. We are a firm focused on providing superior results and service to our clients, many of whom have been with the firm for many years. To find out more about ...

RIA Recruiting

Client Service Associate

Wilmington, NC · On-site

$12.25 - $17/hr

... Client Service Associate to join our team. We are a firm focused on providing superior results and service to our clients, many of whom have been with the firm for many years. To find out more about ...

Morgan Stanley

Client Service Associate

Charlotte, NC · On-site

$14.25 - $19.50/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...

Morgan Stanley

Client Service Associate

Charlotte, NC · On-site

$14.25 - $19.50/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...

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All JobsClient Service Associate JobsClient Service Associate Entry Level JobsClient Service Associate Entry Level Jobs in North Carolina

Client Service Associate Entry Level information

What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?

AspectClient Service Associate Entry LevelCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; relevant certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsVarious industries including tech, retail, telecom
Employer & Industry UsageCommonly used in banking and finance sectorsWidespread across multiple customer-facing industries
Search & Comparison IntentOften compared for entry-level client-facing roles in financeCompared for customer support roles across industries

In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.

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What job categories do people searching Client Service Associate Entry Level jobs in North Carolina look for? The top searched job categories for Client Service Associate Entry Level jobs in North Carolina are:
What cities in North Carolina are hiring for Client Service Associate Entry Level jobs? Cities in North Carolina with the most Client Service Associate Entry Level job openings:
Client Service Associate Entry Level jobs near you
Infographic showing various Client Service Associate Entry Level job openings in North Carolina as of July 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, and 20% Remote job distribution.

Client Service Associate

Kestra Financial Independent Advisor

Raleigh, NC • On-site

$14 - $19.50/hr

Full-time

Re-posted 17 days ago

Job description

Who We are:
Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.
We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.
Who We Want:
The client service associate plays a critical role in the back-office functioning of our firm. 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, accurate, and professional manner. Along with the back office functions the Client Service Associate often serves as the first point of contact for clients calling in and must have a cheerful desire to go above and beyond to meet their needs.
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 service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities
  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Ensure adherence to appropriate client service models
  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives
  • Other responsibilities as assigned by the Senior Client Service Associate Supervisory
  • Responsibilities: None

Knowledge, Skills, and/or Abilities
  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control

    • Education and/or Experience
    • Bachelor's degree in a business-related field preferred
    • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

    Certificates, Licenses, Registration
    • Series 7 and 65/66 preferred (or ability to obtain)

    Apply