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

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Remote Client Experience Associate

Charlotte, 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 ...

JP Morgan Chase

Client Service Associate

Charlotte, NC · On-site

$14 - $19.50/hr

Step into the role of a Client Service Associate and become an integral part of our clients ... Minimum of 3 years of client-facing work experience in a financial services environment.

J.P. Morgan

Client Service Associate

Charlotte, NC · On-site

$14.25 - $19.50/hr

Step into the role of a Client Service Associate and become an integral part of our clients ... Minimum of 3 years of client-facing work experience in a financial services environment.

GG Media

Client Service Associate

Charlotte, NC · On-site

$37K - $41K/yr

Client Service Associate At GG Media, we believe great teams are built through strong leadership, collaboration, and continuous development. We are committed to creating a positive and results-driven ...

BeloForm Craft

Client Service Associate

Charlotte, NC · On-site

$50K - $54K/yr

Client Service Associate At Beloform Craft, we specialize in creating refined brand experiences through thoughtfully designed trade shows and professional event presence. Our work reflects precision ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for client services associate in Matthews, NC is $21.05, according to ZipRecruiter salary data. Most workers in this role earn between $16.06 and $23.51 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

What are the most commonly searched types of Client Services jobs in Matthews, NC?

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

What job categories do people searching Client Services Associate jobs in Matthews, NC look for?

The top searched job categories for Client Services Associate jobs in Matthews, NC are:

What cities near Matthews, NC are hiring for Client Services Associate jobs?

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Matthews, NC as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $43,791 per year, or $21.1 per hour.

Senior Associate, Client Service Manager

Barings LLC

Charlotte, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.
We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.
Title: Senior Associate, Client Service Manager
Business Unit: Client Experience
Location: Charlotte, NC
Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.
Job Summary
We are seeking a Client Service Manager with experience supporting institutional and retail clients. This individual will serve as a trusted partner and primary point of contact, responsible for the successful resolution of day-to-day administrative and operational client needs while working closely with Distribution, Operations, Legal/Compliance, Investment, and other internal teams to ensure exceptional end-to-end service delivery.
Success in this role requires strong relationship management capabilities, excellent cross-functional collaboration skills, and a working understanding or ability to quickly learn retail client investment processes and needs. The ideal candidate brings a client-first mindset, a proactive approach to issue resolution, and the ability to anticipate client needs while identifying service enhancements that strengthen Barings' value proposition.
Primary Responsibilities
  • Partner with the Client Onboarding team and cross functional stakeholders to ensure a smooth and efficient onboarding experience for new clients, staying closely informed of progress and acting as a point of escalation to resolve issues promptly.
  • Develop and maintain a strong understanding of assigned clients and work closely with internal partners to deliver superior service while proactively identifying opportunities to enhance the client experience and strengthen the relationship.
  • Manage and coordinate resolution of complex client inquiries, including topics related to accounting, regulatory reporting, performance, cash flow activity, legal documentation, and other operational processes.
  • Maintain updated client data, interactions, and service records in CRM application Client360, ensuring transparent internal communication and alignment with broader client relationship team on issues, opportunities and developments.
  • Deliver client communications related to key events, reporting updates, product enhancements, operational changes, firm announcements, webinar invitations, and other strategic communications while partnering with Distribution, Investments, Product, Marketing, Legal, and Compliance on appropriate messaging and delivery.
  • Attend agreed client meetings virtually and in person, coordinating the agenda and materials, hosting discussions, and leading on takeaways as agreed with distribution and investment teams. Coordinate, prepare materials, and host operational due diligence meetings.
  • Maintain proactive, ongoing dialogue with clients, sharing regular updates on the firm's progress, strategic initiatives, and other organizational developments.
  • Contribute to strategic initiatives and projects aimed at improving the overall client experience, and provide support across Barings' broader U.S. client base as part of a collaborative Client Experience team.

Qualifications
  • Experience in asset management, retail investment practices, or management consulting supporting financial services.
  • Experience servicing retail investors such as Investment Platforms, Family Offices, RIAs, etc.
  • Demonstrates high emotional intelligence, with the ability to build trust, navigate sensitive situations thoughtfully, and engage with clients and colleagues in an empathetic, solutions-oriented manner.
  • Basic technical knowledge of fixed income, multi asset, and alternative strategies
  • Proven ability to coordinate effectively across cross functional teams and address complex client servicing needs timely and accurately.
  • Excellent written and verbal communication skills, with the ability to simplify complex investment, operational, and reporting concepts for various internal and external audiences.
  • Proficient in Excel, PowerPoint, and Word; experience with CRM tools (Salesforce) preferred.
  • Highly organized, detail oriented, and effective at managing competing priorities under deadline pressure.
  • Ability to speak Spanish preferred but not required.

#LI-JS1
Requisite Skills
Additional Skills
Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.
Barings offers a comprehensive benefits package including:
CORE BENEFITS & WELLNESS
  • Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
  • Fitness Center Reimbursement Program (Including Online Memberships)
  • Employee Assistance Program (EAP)
  • Fertility Benefits

FINANCIAL WELL-BEING
  • Highly competitive 401(k) Plan with Company Match
  • Health Savings Account (HSA) with Company Contributions
  • Flexible Spending Accounts (FSA) - Health Care & Dependent Care
  • Retirement Health Reimbursement Account

LIFE INSURANCE
  • Basic and Supplemental Life Insurance
  • Spouse and Child Life Insurance

TIME OFF, DISABILITY AND LEAVE OF ABSENCE
  • Paid Vacation, Sick Days and Annual Holidays
  • Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
  • Short and Long Term Disability Plans
  • Paid Volunteer Time

OTHER BENEFITS
  • Education Assistance Program
  • Charitable Matching Gifts Program
  • Commuter Reimbursement Program
  • Adoption and Surrogacy Reimbursement Program

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