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

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 ...

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

... Associate . In this role, you will be responsible for performing administrative and financial ... Establish and maintain effective relationships and provide client service that builds satisfaction ...

Envestnet

Client Service Associate - MoneyGuide

Raleigh, NC · Hybrid

$14 - $19.50/hr

How  You 'll  Contribute    The Client Service Associate - MoneyGuide provides support and ... What  You 'll  Need to Bring   * 1-3 years of experience in the financial services area in a ...

K2services

Office Services Associate

Raleigh, NC · On-site

$20 - $23/hr

The Hospitality Associate serves as a highly visible point of contact for employees, clients, and ... Anticipate client needs and resolve issues promptly while maintaining a high level of ...

K2services

Office Services Associate

Raleigh, NC · On-site

$20 - $23/hr

The Hospitality Associate serves as a highly visible point of contact for employees, clients, and ... Anticipate client needs and resolve issues promptly while maintaining a high level of ...

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Client Services Associate information

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$9

$21

$39

How much do client services associate jobs pay per hour?

As of Jul 22, 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 Experience Associate

6 & FIX

Raleigh, NC

$50K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 24 days ago

Job description

About the Role

6 amp; Fix is seeking a driven and upbeat Inside Sales Representative to join our HVAC division. This individual plays a key role in supporting our customers and coordinating between departments to ensure a seamless service experience. You’ll thrive in a fast-paced environment where proactive communication, attention to detail, and a positive attitude are essential.

Key Responsibilities
  • Prepare and review detailed repair estimates.
  • Support field technicians by assisting with estimate creation and accurate pricing of repair work.
  • Communicate clearly with customers regarding estimates, costs, timelines, and next steps, either during or after service calls.
  • 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 sales opportunities.
  • Identify required OEM parts and/or for custom pricing for repairs needed or parts-only jobs.
  • Answer inbound residential and commercial calls promptly (within 3 rings) and ensure calls are handled professionally and accurately.
  • Coordinate and schedule field supervisors for in-person sales visits and technical lead calls.
  • Proactively identify, communicate, and close sales opportunities with customers.
  • Promote and sell maintenance membership plans to enhance customer value and company revenue.
  • Maintain detailed records of customer interactions, estimates, and follow-up communications in Service Titan.
  • Contribute to continuous improvement by participating in sales meetings, product training, and skill development activities.
Schedule amp; Work Environment

  • 5-day rotation shift, which will include remote weekend schedules

  • Fast-paced, collaborative environment with strong support from leadership and peers

Qualifications
  • High school diploma or equivalent required.
  • Prior experience in customer service, inside sales, or dispatching required.
  • Experience in the HVAC industry or related trades preferred.
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with customers.
  • Ability to set realistic expectations and keep customers informed of schedules, pricing, and timelines.
  • Excellent organizational and multitasking abilities in a fast-paced environment.
  • Proficiency in using computers, including Microsoft Office, CRM systems, and web-based tools.
  • Familiarity with the company’s service area or the ability to read and interpret maps effectively.
Why Join 6 amp; Fix?

At 6 amp; Fix, we’re more than a service company — we’re a team that values growth, integrity, and collaboration. We believe in investing in our people and empowering them to succeed.

Benefits include:

  • Paid Time Off / Vacation

  • Medical, Dental amp; Vision Insurance

  • Supplemental Coverages

  • 401(k) with Company Match

  • Paid Holidays

Apply