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

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 ...

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 ...

Topgolf

Golf Services Associate

Durham, NC · On-site

What You'll Need to Succeed as a Golf Service Associate * A Positive Attitude - Because being a grump is no fun! * One Team Mentality - We believe the phrase "Teamwork makes the dream work" will ...

Topgolf

Golf Services Associate

Durham, NC · On-site

What You'll Need to Succeed as a Golf Service Associate * A Positive Attitude - Because being a grump is no fun! * One Team Mentality - We believe the phrase "Teamwork makes the dream work" will ...

NC SECU

Associate Member Services Officer

Durham, NC · On-site

Purpose The Associate Member Services Officer (MSO) is an entry-level position intended to provide team members with foundational knowledge of SECU branch operations. Associate MSOs perform routine ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Raleigh, NC

Client Services Associate information

See Raleigh, NC salary details

$9

$21

$39

How much do client services associate jobs pay per hour?

As of Jun 30, 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 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 the role of a client associate?

A client services associate is responsible for supporting client relationships by addressing inquiries, providing information about products or services, and ensuring customer satisfaction. They often handle administrative tasks, use customer relationship management (CRM) tools, and maintain communication to foster client loyalty.

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 job makes $10,000 a month without a degree?

A Client Services Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree are rare and often involve sales, entrepreneurship, or technical skills such as coding or digital marketing, which may require certifications or self-education. Most roles with such income levels usually demand extensive experience, a strong network, or entrepreneurial effort rather than formal education alone.

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, assists customers by answering questions, resolving issues, and providing information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and loyalty.

What does a client services associate do?

A client services associate is responsible for managing client relationships, addressing inquiries, resolving issues, and ensuring customer satisfaction. They often use communication skills, CRM software, and problem-solving abilities to support clients and maintain positive interactions.
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

Client Service Associate

Kestra Financial Independent Advisor

Raleigh, NC

$14 - $19.50/hr

Other

Posted 11 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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