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

Kestra Financial

Client Service Coordinator

Raleigh, NC · On-site

$17.50 - $22.75/hr

This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including ...

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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
Registered Client Service Associate - Raleigh, NC

Registered Client Service Associate - Raleigh, NC

LPL Financial Holdings, Inc.

Raleigh, NC • On-site

$25.85 - $43.08/hr

Full-time

Medical, Retirement, PTO

Posted 9 days ago

Key responsibilities

  • Acts as the primary point of contact for clients, addressing inquiries and providing timely resolution.

  • Assist in onboarding new clients by collecting documentation and facilitating account setup.

  • Prepare and process account opening, maintenance, and transfer documentation, ensuring accuracy and compliance.

LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 67 frontline employees who took The Breakroom Quiz

114th of 146 rated financial services

Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
As a Registered Client Service Associate, you will provide comprehensive administrative and operational support
within the financial advisor's practice. This role is pivotal in enhancing the client experience, ensuring seamless
account management, and upholding compliance standards. The ideal candidate is dedicated and detailed-
oriented. Possess strong organizational skills, exceptional communication abilities, and a commitment to
delivering outstanding client service.
Responsibilities:
• Acts as the primary point of contact for clients, addressing inquires and providing timely resolution.
• Educates clients on account services and capabilities, including online access.
• Assist in onboarding new clients by collecting documentation and facilitating account setup.
• Prepare and process account opening, maintenance, and transfer documentation, ensuring accuracy and
compliance.
• Monitor and manage client account activities, this may include contributions, distributions, trading and
performance reporting.
• Maintain organized and up-to-date client records in the firm's CRM system.
• Ensure adherence to industry regulations and firm policies in all client interactions and documentation.
• Assist in preparing reports for audits and regulatory reviews.
• Stay informed about changes in compliance requirements and implement necessary adjustments to
processes.
• Coordinate with custodians and service providers to facilitate client requests and resolve issues.
• Assist financial advisors with administrative tasks, including scheduling meetings and preparing client
presentations.
• Participate in team projects aimed at improving operational efficiency and client service delivery.
• May aid in planning and execution of client events, seminars and marketing initiatives.
• Prepare and distribute client communications, newsletters and marketing updates.
• Identify opportunities to enhance client engagement and contribute to business growth strategies.
What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
  • Active Series 7 or Series 66 (or Series 63/65 combination) required.
  • Strong knowledge of financial products and services, with the ability to execute trades and discuss investment recommendations within compliance guidelines.
  • Excellent communication, interpersonal, and problem-solving skills, with a high level of professionalism, discretion, and ethical conduct.
  • Highly organized and detail-oriented, with proficiency in Microsoft Office and financial CRM systems; able to work both independently and collaboratively in a fast-paced environment.

Preferences:
• Bachelor's degree in finance, business or accounting.
• Minimum 3 years in financial services, preferably in a client support role.
#LI-Onsite
Pay Range:
$25.85-$43.08/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26

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