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

Kobie Marketing

Director, Client Services

Raleigh, NC · On-site +1

Build and maintain senior-level client relationships, acting as a trusted advisor. * Navigate ... Identify opportunities for organic growth across services, technology, and analytics. * Co-create ...

Kobie Marketing

Director, Client Services

Raleigh, NC · Remote

Build and maintain senior-level client relationships, acting as a trusted advisor. * Navigate ... Identify opportunities for organic growth across services, technology, and analytics. * Co-create ...

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

Client Services Advisor information

See Raleigh, NC salary details

$11

$25

$44

How much do client services advisor jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for client services 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 are the key skills and qualifications needed to thrive as a Client Services Advisor, and why are they important?

To thrive as a Client Services Advisor, you need strong customer service skills, problem-solving abilities, and often a background in business or communications. Familiarity with CRM software, ticketing systems, and sometimes industry-specific certifications are commonly required. Excellent interpersonal skills, patience, and adaptability help you build lasting client relationships and resolve inquiries efficiently. These skills are crucial for delivering high-quality support, ensuring client satisfaction, and maintaining positive business relationships.

What does a Client Services Advisor do?

A Client Services Advisor acts as a main point of contact between a company and its clients, ensuring their needs are met and issues are resolved promptly. They provide support, answer client inquiries, handle complaints, and offer guidance on products or services. Their goal is to build strong client relationships, improve satisfaction, and help clients make the best use of the company's offerings. Client Services Advisors may also coordinate with other departments to address complex client needs.

What job makes $10,000 a month without a degree?

A Client Services Advisor typically does not earn $10,000 a month without significant experience or specialized skills. High earnings in client services roles usually require advanced expertise, certifications, or management responsibilities; otherwise, salaries tend to be lower. Achieving such income levels often involves roles in sales, consulting, or entrepreneurship that may not require a degree but demand strong skills and proven performance.

How does a Client Services Advisor typically collaborate with other departments to resolve client issues?

Client Services Advisors often work closely with teams such as sales, technical support, and account management to resolve client concerns efficiently. When a client presents a complex issue, the advisor may coordinate with technical experts to troubleshoot, or with sales representatives to clarify contractual details. This collaborative approach ensures that clients receive comprehensive solutions and fosters a strong service culture within the organization. Effective communication and teamwork are essential, as advisors frequently act as the primary point of contact between the client and multiple internal teams.

What is the highest paying customer service job?

In customer service roles, senior positions such as Customer Service Managers, Client Services Directors, or specialized roles like Technical Support Managers tend to have the highest salaries. These roles often require extensive experience, leadership skills, and industry knowledge, with salaries varying by industry and location but generally exceeding standard customer service representative pay.

Is a CSA job stressful?

A Client Services Advisor role can be stressful due to handling customer inquiries, resolving issues, and meeting performance targets. Success in the position often depends on strong communication skills, problem-solving abilities, and managing a high volume of interactions, especially in fast-paced environments.

What qualifications do you need to be a client advisor?

To become a client services advisor, candidates typically need a high school diploma or equivalent, strong communication and interpersonal skills, and experience in customer service or sales. Some roles may require familiarity with CRM software and relevant certifications depending on the industry or company requirements.
What are popular job titles related to Client Services Advisor jobs in Raleigh, NC? For Client Services Advisor jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Client Services Advisor jobs in Raleigh, NC look for? The top searched job categories for Client Services Advisor jobs in Raleigh, NC are:
Client Services Advisor jobs near you
Client Services Associate/Trader

Client Services Associate/Trader

Hilltop Wealth Advisors

Chapel Hill, NC • Hybrid

$10K/mo

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 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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