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

Baird

Senior Client Specialist

Raleigh, NC · On-site

As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily ...

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 ... date client records and compliance documentation • Work directly with clients to compile ...

Well

Client Operations Manager

Chapel Hill, NC · On-site +1

$110K - $135K/yr

Description Company: Well is a healthcare innovation company with the heart of a services ... We partner with the world's largest, most sophisticated employers and the consultants who advise ...

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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

Financial Advisor

Transcend Practice Management

Chapel Hill, NC • Hybrid

Full-time

Posted 25 days ago

Job description

Job title: Financial Advisor

Location: Chapel Hill, NC

Status: Hybrid (2 days in office/week, Tuesday required)

Compensation: $110,000 - $125,000

We are a comprehensive financial planning firm in Chapel hill, NC. We provide personalized wealth management for executives and retirees, with a specialized focus on equity compensation and comprehensive financial planning. As fiduciaries, we are committed to always acting in our client's best interests – building long-term, collaborative relationships rooted in trust, integrity, and tailored advice.

Our mission is to help individuals and families make thoughtful, informed financial decisions that support a secure and fulfilling life. Every client we serve receives a unique financial plan, reflecting their goals, values, and circumstances.

Sound appealing? We are building a team of individuals who are client-centric, intellectually curious, and committed to continuous improvement. With over 15 years in business, we are excited to welcome a Financial Advisor who is eager to contribute, grow, and make a meaningful impact.

The Financial Advisor role is a full-time, salaried position with a competitive benefits package and performance-based growth opportunities.

The attributes that we are looking for in a teammate include:

  • A client-first mindset with a strong commitment to fiduciary responsibility.
  • A service-oriented approach, with the flexibility to adapt to each client's unique needs and communication style.
  • Strong written and verbal communication skills.
  • A collaborative spirit and ability to work effectively within a team structure.
  • Intellectual curiosity and desire for continuous learning and professional growth.
  • Strong organizational skills and ability to work efficiently.
  • Comfort with technology and an interest in leveraging tools to improve client outcomes.
  • Integrity, accountability, and commitment to doing things the right way.

As a Financial Advisor you can expect to:

  • Work within a collaborative 3–4-person client team, including a senior advisor, portfolio manager, and associate advisor.
  • Build and maintain strong client relationships, ultimately serving as primary point of contact.
  • Lead client meetings, communications, and implementation of financial advice as you grow in the role.
  • Coordinate all aspects of the financial planning process in partnership with your team.
  • Develop and deliver comprehensive financial plans tailored to each client's unique situation.
  • Mentor and support associate advisors as part of your team responsibilities.
  • Contribute to firm-wide collaboration by working with all members of the Old Peak team.
  • Dedicate approximately 80-90% of your time to client service and 10-20% to firm growth and business development.
  • Progress into a lead advisor role managing 35-50 client relationships, depending on complexity.
  • Continue your professional development with the goal of advancing into a senior advisor role or another leadership path within the firm.
  • Partner with your advisor team to prepare for client meetings and gain a deep understanding of client needs.
  • Attend all client meetings and participate in post- meeting debriefs.
  • Assist in the creation and development of financial plans.
  • Shadow advisors on investment recommendations, portfolio rebalancing, and quarterly reporting.
  • Gain exposure to trading activities by working alongside the portfolio manager.
  • Learn operational processes, including custodial procedures and documentation.
  • Participate in team meetings and ongoing training sessions with internal and external experts.
  • Meet regularly with your Senior Advisor to review progress and identify growth opportunities.
  • Develop proficiency in financial planning, CRM, and document management tools.
  • Learn and apply the firm's investment philosophy.
  • Gain exposure to key planning areas, including estate planning, equity compensation, tax planning, and insurance.
  • Build confidence in delivering the firm's value proposition and service offering.

Qualifications for this role include:

  • Bachelor's degree required.
  • CFP designation required.
  • 5+ years of experience in financial planning.
  • Strong communication and writing skills.
  • Demonstrated ability to build relationships and deliver client-focused solutions.
  • Comfort with financial technology and planning tools.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!