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

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Senior Client Service Associate

Chapel Hill, NC · On-site

$50K - $75K/yr

Salary Range:$50,000.00 To $75,000.00 Annually JOB TITLE: Sr. Client Service Associate EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Senior Client Service Associate

Chapel Hill, NC · On-site

$50K - $75K/yr

Salary Range:$50,000.00 To $75,000.00 Annually JOB TITLE: Sr. Client Service Associate EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Senior Client Service Associate

Chapel Hill, NC · On-site

$50K - $75K/yr

Salary Range:$50,000.00 To $75,000.00 Annually JOB TITLE: Sr. Client Service Associate EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor ...

Stifel

Client Service Associate - NR

Chapel Hill, NC

$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 ...

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 · 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 ...

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 ...

6 & FIX

Client Experience Associate

Raleigh, NC

$50K - $120K/yr

Debrief each service call, ensuring customer information is accurate (equipment, name, address, contact information, etc.), as well as job summary. * Perform daily follow-ups on open estimates and ...

6 & FIX

Client Experience Associate

Raleigh, NC

$50K - $120K/yr

Debrief each service call, ensuring customer information is accurate (equipment, name, address, contact information, etc.), as well as job summary. * Perform daily follow-ups on open estimates and ...

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Client Services Associate information

See Raleigh, NC salary details

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$21

$39

How much do client services associate jobs pay per hour?

As of Jul 21, 2026, the average hourly pay for client services associate in Raleigh, NC is $21.78, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $24.28 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

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 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 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.

What jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

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 does a customer service associate do?

A customer service associate, often called a client services associate, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

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.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Raleigh, NC? The most popular types of Client Services jobs in Raleigh, NC are:
What are popular job titles related to Client Services Associate jobs in Raleigh, NC? For Client Services Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Raleigh, NC look for? The top searched job categories for Client Services Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Client Services Associate jobs? Cities near Raleigh, NC with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $45,297 per year, or $21.8 per hour.

Client Services Associate

Pathfinder Wealth Consulting

Cary, NC • On-site

Full-time

Posted yesterday

Job description

Salary:

Client Services Associate

Pathfinder Wealth Consulting is a growing, independent wealth management firm dedicated to comprehensive financial planning and asset management. We have offices in Wilmington, NC and Cary, NC.

We are looking for an independent, naturally detail-obsessed, and personable Client Services Associate to join our Cary team. You will work closely with our Client Services Manager and another CSA to facilitate the day-to-day operational life cycle of our clients.

Our culture is defined as 'casually professional.' We are deeply committed to our fiduciary duty and the high standards of wealth management, but we maintain an approachable environment where a sense of humor is just as important as technical expertise. We pride ourselves on a high-touch, detail-oriented client experience, and treat clients like family.

Principal Responsibilities

  • Transaction Management: Own the end-to-hand processing of deposits, withdrawals, ACATs, and rollovers.
  • Onboarding & Maintenance: Execute the digital onboarding lifecycle by ensuring all client data is accurately entered into Digital Onboarding and managing execution of documentation via DocuSign.
  • Insurance & Annuity Operations: Process applications and service requests for life insurance, as well as fixed and variable annuities across various carriers.
  • CRM Integrity: Serve as a power user of our CRM software, maintaining pristine data entry.
  • Proactive Problem Solving: Monitor account alerts and resolve inquiries in a timely manner.
  • Compliance Oversight: Adhere to firm policies, compliance standards, and documented workflows.
  • Team Support: Provide backup office coverage and support to ensure the Cary office runs seamlessly.

Experience & Education

  • Experience: 2+ years in financial services and insurance products is required.
  • Education: Bachelors degree is preferred.
  • Operational: Familiarity with managed accounts, trade settlements, and banking transactions.
  • Certifications:Notary Public and/or additional securities registrations are a significant plus.

Who You Are

  • Detail: You dont just find needles in haystacks; you ensure the haystack is organized. You align with the measure twice, cut once mindset.
  • Independent: You are a "self-starter" who thrives when working independently, but knows how to play well with the team. You are a well-known problem solver.
  • Direct: We believe "clear is kind." We value team members who prefer straightforward, honest communication as this allows us to maintain our high standards of client service, and we treat this as a two-way street.
  • Personality: A sense of humor is not just appreciatedits a prerequisite for our team. You have a polished, patient, and professional demeanor but bring a welcoming spirit to the office.


If this sounds like you, please apply today! We cant wait to meet you.