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

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 ...

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 ...

Envestnet

Client Service Associate - MoneyGuide

Raleigh, NC · Hybrid

$14 - $19.50/hr

... Client Services team at Envestnet, a group dedicated to supporting one of the industry's leading financial planning solutions. This team partners closely with financial advisors, internal product ...

Envestnet

Client Service Associate - MoneyGuide

Raleigh, NC · Hybrid

$14 - $19.50/hr

... Client Services team at Envestnet, a group dedicated to supporting one of the industry's leading financial planning solutions. This team partners closely with financial advisors, internal product ...

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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 Jul 13, 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 does a client advisor do?

A client services advisor helps clients by providing information, addressing inquiries, and resolving issues related to products or services. They often communicate via phone, email, or in person and need strong communication and problem-solving skills to ensure customer satisfaction.

What does a customer services advisor do?

A customer services advisor assists clients by answering questions, resolving issues, and providing information about products or services. They often communicate via phone, email, or chat, and require good communication and problem-solving skills to ensure customer satisfaction.

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 job in customer service?

In customer service, senior roles such as Customer Service Director or Customer Experience Manager tend to have the highest salaries, often exceeding six figures with extensive experience and leadership responsibilities. Specialized roles like Technical Support Managers or Customer Success Executives also offer higher compensation, especially in industries like technology or finance.

What jobs pay 4000 a week without a degree?

A Client Services Advisor typically earns less than $4,000 weekly, but some high-paying roles in sales, real estate, or certain freelance consulting positions can reach or exceed that amount without a degree. Success in these roles often depends on experience, skills, and performance rather than formal education. Certifications or specialized training may enhance earning potential in these fields.
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
Infographic showing various Client Services Advisor job openings in Raleigh, NC as of July 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 71% Physical, 4% Hybrid, and 25% Remote job distribution, with an average salary of $52,432 per year, or $25.2 per hour.
Client Services Associate/Trader

Client Services Associate/Trader

Hilltop Wealth Advisors, LLC

Chapel Hill, NC • On-site

$50K - $65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 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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