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Client Success Advocate Jobs in Raleigh, NC (NOW HIRING)

Relay

Strategic Account Director

Raleigh, NC · On-site

Advocate internally for client needs and collaborate with product, customer success, and support teams to ensure their success. * Performance Management & Optimization : Monitor and analyze client ...

Relay

Strategic Account Director

Raleigh, NC

Advocate internally for client needs and collaborate with product, customer success, and support teams to ensure their success. * Performance Management & Optimization : Monitor and analyze client ...

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Client Success Advocate information

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How much do client success advocate jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for client success advocate in Raleigh, NC is $23.52, according to ZipRecruiter salary data. Most workers in this role earn between $21.25 and $25.24 per hour, depending on experience, location, and employer.

What is a Client Success Advocate?

A Client Success Advocate is a professional who acts as the primary point of contact between a company and its clients after a sale is completed. Their main responsibility is to ensure that clients are satisfied with the company's products or services, address any concerns, and help clients achieve their desired outcomes. They work proactively to build strong relationships, provide support, and identify opportunities for clients to maximize value. Client Success Advocates often collaborate with other teams, such as sales and product development, to relay client feedback and resolve issues efficiently.

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

To thrive as a Client Success Advocate, you need customer service expertise, problem-solving abilities, and a background in account management, often supported by a bachelor’s degree. Familiarity with CRM platforms like Salesforce or HubSpot, as well as proficiency in communication tools and ticketing systems, is typically required. Outstanding interpersonal skills, empathy, and proactive communication help build trust and foster long-term client relationships. These skills and qualities are crucial for ensuring client satisfaction, retention, and the overall growth of the business.

What are the most common challenges faced by Client Success Advocates, and how can they be addressed?

Client Success Advocates often encounter challenges such as managing diverse client expectations, handling escalations, and ensuring timely resolution of issues. Successfully addressing these challenges requires strong communication skills, proactive problem-solving, and effective prioritization of tasks. Building trust with clients through regular check-ins and collaborating closely with internal teams (like sales and product support) helps maintain positive relationships and ensures clients receive the best possible service.
What are popular job titles related to Client Success Advocate jobs in Raleigh, NC? For Client Success Advocate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Client Success Advocate jobs in Raleigh, NC look for? The top searched job categories for Client Success Advocate jobs in Raleigh, NC are:
Client Success Advocate jobs near you

Client Service Associate - Advisor

Envestnet

Raleigh, NC • Hybrid

Full-time

Medical, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Job Location   

The primary work location for this role is Berwyn or Raleigh with a hybrid work model.   

About Envestnet  

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.   

The Team You’ll Join  

The Service - Advisor team at Envestnet plays a critical role in delivering exceptional client support to financial advisors across our platform. This team serves as a trusted partner and subject matter expert, providing consultative guidance and day‑to‑day support through inbound advisor interactions.
The Service - Advisor team help clients navigate the Envestnet platform, troubleshoot operational and technical questions, and provide training to ensure advisors can effectively leverage our tools in their practices. With a strong focus on client advocacy, collaboration, and service excellence, the team works closely with internal partners to resolve inquiries efficiently, manage expectations, and ensure a consistently positive advisor experience—helping advisors better serve their end clients and drive long‑term success.

How You’ll Contribute   

We are looking for Client Service Associate – Advisor to deliver consultation and support to financial advisors through inbound calls. They will act as a Subject Matter Expert both internally and externally on platform functionality. This position is essential to ensuring the highest level of customer satisfaction through a strong sense of client advocacy when resolving issues and differentiated by a consultative approach.

  • Act as a Subject Matter Expert both internally and externally on platform functionality
  • Provide support and training to clients on how to effectively use Envestnet in their practices via inbound phone calls
  • Demonstrate outstanding advisor support through proven service techniques
  • Ensure accuracy of internal knowledge sharing application (One Note)
  • Provide support and training to clients, specializing in helping advisors with website navigation of the Envestnet platform, and Operational Support for our RIA clients.
  • Collaborate with internal teams to resolve client questions and requests in an accurate and timely manner, escalating when necessary.
  • Establish and maintain a positive and professional relationship with clients. Assist in setting and managing client expectations for completion of work.
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. 
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

What You’ll Need to Bring  

  • Bachelor’s degree in business, finance or related field of study
  • Exemplary customer service and interpersonal skills
  • Comfortable operating in tight deadlines with the ability to balance multiple priorities
  • Ability to quickly grasp complicated situations and determine the best course of action
  • Commitment to maintain professional demeanor and courtesy
  • Proficiency in MS Office Suite

Nice-to-Haves  

  • 1-3 years of experience in the financial services area in a client facing role

Why You’ll Enjoy Working at Envestnet  

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference. 

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.  

The opportunity is now!  

Sponsorship  

This position is not open to candidates requiring visa sponsorship  

Our Investment in You 

At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.  

 

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us.  Please visit our benefits page on our career site to learn more.  

   

Our Commitment to Inclusion & Belonging  

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.  

 

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at  careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.      

Recruitment Fraud 

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.