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Client Services Associate Jobs in Cary, NC (NOW HIRING)

AnywhereWorks

Client Experience Associate

Raleigh, NC · Remote

$16/hr

Whether working from home, an office, or Anywhere, we offer products and services designed to help ... We are looking for a Client Experience Associate to join our team! Please see below for more ...

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

The client service associate plays a critical role in the back-office functioning of our firm. With ... The ideal candidate will have 2+ years of experience in the financial services industry allowing ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for client services associate in Cary, NC is $20.75, according to ZipRecruiter salary data. Most workers in this role earn between $15.82 and $23.17 per hour, depending on experience, location, and employer.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

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

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

More about Client Services Associate jobs

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The most popular types of Client Services jobs in Cary, NC are:

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For Client Services Associate jobs in Cary, NC, the most frequently searched job titles are:

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Cities near Cary, NC with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Cary, NC as of August 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 96% In-person, and 4% Remote job distribution, with an average salary of $43,169 per year, or $20.8 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 8 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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