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Client Services Associate Jobs (NOW HIRING)

F&M Bank

Client Services Associate

Kannapolis, NC · On-site

Provide day-to-day administrative support to Sr. Client Services Associate and Financial Advisor. * Answer phones, greet clients, and assist with general office coordination and lobby management.

F&M Bank

Client Services Associate

Kannapolis, NC · On-site

Provide day-to-day administrative support to Sr. Client Services Associate and Financial Advisor. * Answer phones, greet clients, and assist with general office coordination and lobby management.

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How much do client services associate jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for client services associate in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 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 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 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 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.
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What are the most commonly searched types of Client Services jobs? The most popular types of Client Services jobs are:
Who are the top companies hiring for Client Services Associate jobs? The top employers for Client Services Associate jobs are:
What states have the most Client Services Associate jobs? States with the most job openings for Client Services Associate jobs include:
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Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in the United States as of May 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $46,598 per year, or $22.4 per hour.

Client Services Associate

F&M Bank

Kannapolis, NC • On-site

Full-time

Posted 20 days ago

Job description

Job Type
Full-time
Description
POSITION SUMMARY
Under general supervision and following established policies and procedures, the Client Services Associate provides administrative and client service support to the Financial Advisor and Sr. Client Services Associate. This role supports daily operations, assists with routine client service needs, and helps ensure an efficient and professional client experience within F&M Investment Services in partnership with LPL Financial. This position is designed as a developmental role with the opportunity to gain knowledge of the financial services industry and assume increased responsibilities over time.
REPORTING STRUCTURE
This role reports directly to the Financial Advisor, with day-to-day direction and workflow oversight provided by the Sr. Client Services Associate.
Requirements
PRIMARY DUTIES AND RESPONSIBILITIES
Including, but not limited to, the following:
Administrative & Office Support
  • Provide day-to-day administrative support to Sr. Client Services Associate and Financial Advisor.
  • Answer phones, greet clients, and assist with general office coordination and lobby management.
  • Schedule and confirm client appointments, meetings, and reviews.
  • Organize and maintain files, paperwork, and documentation.

Client Service Support
  • Assist with routine client inquiries and direct more complex requests appropriately.
  • Support the new account opening process by preparing and organizing required paperwork.
  • Follow up on assigned client service items to ensure timely completion.

Advisor & Team Support
  • Assist in preparing materials for client meetings and account reviews.
  • Help coordinate client seminars, events, and outreach efforts.
  • Maintain contact management systems and client lists.

Operational Support
  • Follow established procedures to ensure accuracy and completeness of documentation.
  • Assist with internal tracking, reporting, and task follow-up as directed.

Team Collaboration
  • Provide support to the Sr. Client Services Associate and serve as backup when needed.
  • Work with internal teams and external partners, including LPL Financial.

Compliance & Risk Awareness
  • Comply with all regulatory requirements, including Bank Secrecy Act (BSA), Anti-Money Laundering (AML), USA Patriot Act, and privacy regulations.
  • Maintain confidentiality and accuracy in all client-related activities.

Additional Responsibilities
  • Perform other duties as assigned.

REQUIRED EXPERIENCE, SKILLS AND KNOWLEDGE
Education/Experience
  • Education : High school diploma or equivalent required; additional coursework in business administration or administrative support preferred.
  • Experience : Previous administrative experience required; two years of financial services or sales support experience preferred.
  • Licensing : Not required, but considered a strong plus: Series 7, Series 63, Series 6, SIE, or insurance license.

Skills/Specialized Knowledge
  • Strong organizational and time management abilities, with the capacity to handle multiple priorities effectively.
  • Excellent attention to detail and accuracy in all documentation and client interactions.
  • Professional interpersonal skills with the ability to represent F&M Investment Services (and F&M Bank) positively in client and public settings.
  • Strong communication skills, both verbal and written.
  • High level of professionalism, confidentiality, dependability, and integrity.
  • Proficiency in Microsoft Office applications (Word, Excel, Outlook).
  • Solid administrative skills, including filing, phone handling, and general office coordination.
  • Working knowledge of the financial services industry and general understanding of Bank products and services.
  • Ability to work independently while contributing effectively to a collaborative team environment.
  • Strong problem solving skills with the ability to identify and escalate issues appropriately.
  • Enthusiasm for community involvement and building positive client relationships.

OTHER
  • Behavior : Promote and adhere to the Bank's mission, vision, and core values. Must maintain positive working relationships with internal and external stakeholders.
  • Safety : Must not pose a direct threat or significant risk of substantial harm to the safety or health of self or others. Must be committed to a high standard of safety and be willing to comply with all safety laws and all of the Bank's safety policies and rules.
  • Attendance : Must maintain regular and acceptable attendance at such level as is determined in the Bank's sole discretion. Must be regularly available and willing to work at such hours per day or week as the Bank determines are necessary or desirable to meet its business needs. Must be available and willing to work such weekends and holidays if the employer determines that it is necessary to do so in order to meet its business needs.
  • Travel : Must be available and willing to travel to such locations and with such frequency as the Bank determines is necessary or desirable to meet its business needs.
  • Regulatory Compliance : Be knowledgeable and comply with all regulations, policies and procedures relating to the Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, Privacy Act and how to recognize and report suspicious activity. Failure to comply with all components of these Acts could result in personal, civil money penalties and/or criminal prosecution.
  • Civic Activities : Participate in civic activities to assist in growing the local community, while enhancing the visibility of the Bank.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Also, this position description is not an employment agreement or contract. Management has the exclusive right to alter this description at any time without notice.

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