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

The Fidelity Bank

Client Service Associate

Cary, NC

$14.75 - $20.50/hr

The Client Service Associate serves as a key partner to advisors, ensuring operational excellence and exceptional service delivery. Principal Accountabilities: * Serve as first point of contact for ...

Fidelity Bank

Client Service Associate

Cary, NC

$14.75 - $20.50/hr

The Client Service Associate serves as a key partner to advisors, ensuring operational excellence and exceptional service delivery. PRINCIPAL ACCOUNTABILITIES: Time: Description: 20% Serve as first ...

Hilltop Wealth Advisors, LLC

Sales Advisor

Chapel Hill, NC · On-site

$150K - $200K/yr

The Sales Advisor is not the primary long-term service owner for most client relationships. Instead, this role focuses on new client acquisition, relationship expansion, and referral development ...

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 opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

Kestra Financial

Client Service Associate

Raleigh, NC

$14 - $19.50/hr

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 ...

Kestra Financial

Client Service Coordinator

Raleigh, NC

$17.50 - $22.75/hr

This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including ...

Cornerstone Advisor Group

Financial Advisor

Raleigh, NC · On-site

$50K - $140K/yr

The ideal candidate will be eager to learn the financial services ropes needed for effective wealth ... Customize financial plans for each client based on his or her professional/work circumstances, life ...

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) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

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) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Ameriprise Financial

Client Service Specialist

Raleigh, NC · On-site

$16.50 - $21.75/hr

About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 ...

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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 Service Associate

Kestra Financial Independent Advisor

Raleigh, NC

$14 - $19.50/hr

Other

Posted 26 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)





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