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Client Service Associate Jobs in Sanford, NC (NOW HIRING)

SSA Group

Food Service Associate

Asheboro, NC · On-site

$12 - $14/hr

Food Service Associate Who are we: For more than 50 years, SSA has partnered with cultural ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...

ssagroup

Food Service Associate

Asheboro, NC · On-site

$11.75 - $15.50/hr

Food Service Associate Who are we: For more than 50 years, SSA has partnered with cultural ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...

ssagroup

Food Service Associate

Asheboro, NC · On-site

$11.75 - $15.50/hr

Food Service Associate Who are we: For more than 50 years, SSA has partnered with cultural ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...

Variety Stores LLC

Customer Service Associate

Lillington, NC · On-site

$12.25 - $16.75/hr

Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...

Variety Stores LLC

Customer Service Associate

Raleigh, NC

$13 - $18/hr

Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...

Variety Stores LLC

Customer Service Associate

Fayetteville, NC · On-site

$13.50 - $18.75/hr

Summary As a Big Lots Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting them with ...

Variety Stores LLC

Customer Service Associate

Sanford, NC

$11.75 - $16.25/hr

Summary As a Big Lots Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting them with ...

Variety Stores LLC

Customer Service Associate

Raeford, NC · On-site

$12 - $16.50/hr

Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Sanford, NC

Client Service Associate information

See Sanford, NC salary details

$7

$15

$24

How much do client service associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for client service associate in Sanford, NC is $15.05, according to ZipRecruiter salary data. Most workers in this role earn between $12.26 and $16.88 per hour, depending on experience, location, and employer.

What is a client service associate?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

How does a client service associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are the key skills and qualifications needed to thrive as a client service associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

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

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What cities near Sanford, NC are hiring for Client Service Associate jobs?

Cities near Sanford, NC with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Sanford, NC as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 79% Physical, 1% Hybrid, and 20% Remote job distribution, with an average salary of $31,309 per year, or $15.1 per hour.

Client Services Associate/Trader

Hilltop Wealth Advisors, LLC

Chapel Hill, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Job description

Client Service Associate/Trader

I.     MISSION
The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients.
The key role of this position is to engage and support the overall success of many different projects and initiatives and by working side-by-side with our Advisory and Client Services teams. The Client Service Associate focuses on team engagement, client success, and managing assigned projects. This individual enjoys and excels at the day-to-day operations of the firm.
 
This position requires a proactive approach and an ability to independently carry out the duties of the position. The ideal candidate will exhibit high standards, excellent communication skills, good judgment, and an ability to take initiative, and prioritize daily tasks. The ability to effectively manage time and multi-task with attention to detail is critical to this role. The Client Service Associate must be confident about decision-making under uncertainty and under time pressure.
ESSENTIAL RESPONSIBILITIES
Client and Firm Engagement
  • Provide administrative support as needed: answers calls, manages contacts, manages schedules, produce reports, and creates presentation materials.
  • Maintain and retain office files consistent with firm/professional policies and requirements.
  • Support marketing and client events as requested including newsletters, blogs, social, website, communications, office events, etc.
  • Conduct other administrative related tasks and projects as needed.
  • Execute on the firms day-to-day trading activities under the supervision of the Director of Operations.
  • Monitor portfolios, rebalance accounts, ensure fair execution and trade review for compliance.
  • Sends paperwork to clients using the electronic signature system while adhering to the custodians’ compliance rules pertaining to electronic signatures.
  • Quality check and submit custodial items for processing. Supports Compliance to maintain an effective and robust investment advisory compliance program.
  • Conducts certain compliance program tests.
  • Performs other compliance related tasks and projects as assigned.

Advisory
  • Engage and support weekly prep for client meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings.
  • Support client onboarding requirements for financial planning and investment management applications.
  • Prepare and produce back-office support demands for basic client account requests.
  • Support back-office initiatives and/or core projects that support Advisory teams.
  • Gather and prepare necessary information for advisory meetings with clients.

III. POSITION SPECIFICATIONS
Experience and Education:
  • Bachelor’s degree.
  • Pursuit of Financial Paraplanner Qualified Professional (FPQP) Certification preferred.
  • 0-4 years of experience in a financial services firm with an emphasis in either client services and/or operations.
  • Leadership experience demonstrated through reporting structure or special projects.
  • Experience with investments and financial planning applications preferred.
  • Experience working with various custodial platforms preferred.

Skills and Knowledge: 
  • Excellent communication skills. (verbal, written and listening)
  • General tech stack proficiency.
  • Knowledge of RIA operations, regulations, compliance, and oversight.
  • Demonstrates personal integrity, honesty and can deal with confidential information daily.
  • Ability to handle stress in an ever-changing investment market.
  • Excellent time management and strong organizational skills.
  • Ability to prioritize multiple tasks and anticipate potential problems.

Job Type: Full-time, salaried non-exempt 
Location: Based in Chapel Hill, North Carolina. This position is primarily in-office, with some flexibility for work-from-home days. 
Salary: Base: $50k-65k+ up to $10k in bonuses. 

Please submit your cover letter and resume detailing your demonstrated success in this type of role when applying. Kindly describe how our core values align with your own. Our firm provides a competitive salary, a team-based revenue bonus plan, structured career tracks—including a defined path toward equity partnership—comprehensive medical, dental, vision, and life insurance benefits, 401(k) with matching contribution, generous paid time off, volunteer time off, a flexible work-from-home policy (up to five days per month, with Monday and Thursday designated for in-office collaboration), and ongoing educational reimbursement opportunities. 

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