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Client Support Associate Jobs in North Carolina (NOW HIRING)

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K - $92K/yr

Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but True: A great Client ... Support for obtaining industry licenses and professional designations * Long-term career path ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K/yr

Job Title Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but true: A great ... Even better? The firm actively supports employees who are committed to professional growth. If ...

Morgan Stanley

Client Service Associate

Charlotte, NC · On-site

$14.25 - $19.50/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...

Morgan Stanley

Client Service Associate

Charlotte, NC · On-site

$14.25 - $19.50/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...

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Client Support Associate information

See North Carolina salary details

$10

$18

$25

How much do client support associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for client support associate in North Carolina is $18.19, according to ZipRecruiter salary data. Most workers in this role earn between $15.29 and $20.96 per hour, depending on experience, location, and employer.

What does a Client Support Associate do?

A Client Support Associate is responsible for assisting clients with inquiries, resolving issues, and providing information about products or services. They serve as the main point of contact between a company and its customers, ensuring that clients receive timely and effective support. Their duties may include responding to emails or phone calls, troubleshooting problems, and guiding clients through processes or solutions. The goal is to maintain high customer satisfaction and build strong client relationships.

How does a Client Support Associate typically collaborate with other departments to resolve customer issues?

Client Support Associates frequently work with teams such as technical support, account management, and product development to address customer inquiries and resolve complex issues. When a customer’s request extends beyond standard procedures, associates coordinate with these departments to gather accurate information or escalate concerns. This collaborative environment not only ensures timely solutions for clients but also helps associates build a well-rounded understanding of the company’s products and services. Strong communication and teamwork skills are essential in this role.

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

To thrive as a Client Support Associate, you need strong communication skills, problem-solving abilities, and a background in customer service, often supported by a bachelor’s degree or relevant experience. Familiarity with customer relationship management (CRM) systems, ticketing software, and basic office applications is typically required. Exceptional patience, active listening, and adaptability help you connect with clients and resolve issues efficiently. These skills are crucial for providing prompt, effective support that enhances customer satisfaction and loyalty.

What is the difference between Client Support Associate vs Customer Service Representative?

AspectClient Support AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer post-secondary educationHigh school diploma or equivalent; on-the-job training often provided
Work EnvironmentCorporate offices, call centers, or remote settings; focused on client accountsRetail stores, call centers, or online support; general customer interactions
Employer & Industry UsageFinancial services, tech companies, consulting firmsRetail, telecom, hospitality, and various service industries

While both roles involve assisting customers, a Client Support Associate typically handles specialized client accounts in professional settings, requiring specific industry knowledge. Customer Service Representatives often provide general support across various industries, focusing on broad customer inquiries. The roles differ mainly in scope and industry focus, but both aim to ensure customer satisfaction and retention.

What cities in North Carolina are hiring for Client Support Associate jobs? Cities in North Carolina with the most Client Support Associate job openings:
Infographic showing various Client Support Associate job openings in North Carolina as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $37,837 per year, or $18.2 per hour.

Client Service Associate

Ivy Way Placements

Raleigh, NC • On-site

$80K - $92K/yr

Full-time

PTO

Posted 17 days ago

Job description


Senior Client Service Associate
Raleigh-Durham-Chapel Hill, NC
Funny but True:
A great Client Service Associate can solve three client problems, calm an advisor down, schedule a meeting, and save the day-all before their second cup of coffee.
Looking for More Than Just Another Job?
If your goal is to build a meaningful career-not just collect a paycheck-keep reading.
We're searching for an ambitious, meticulous professional who wants to grow their career within a thriving wealth management environment. Whether your long-term goal is becoming a CFP®, CFA®, Wealth Advisor, Financial Planner, Operations Leader, or a C-level executive within a well-established organization, this opportunity was designed with growth in mind.
This isn't the type of role where you're answering phones for years waiting for your opportunity. You'll work directly alongside the CEO, successful financial professionals, and high-net-worth clients. You'll gain exposure to client relationships, business operations, financial planning, and leadership while learning the business from the inside out.
We're looking for someone who naturally double-checks their work, enjoys helping people, thrives in a fast-paced environment, and takes pride in being the person everyone can count on.
Why This Opportunity Stands Out
You'll become a trusted resource for clients, advisors, and colleagues while gaining firsthand exposure to wealth management, financial planning, operations, and business leadership.
Even better? The firm actively supports employees who are committed to professional growth. If becoming a CFP®, CFA®, CIO, COO, or senior leader is part of your career vision, you'll have the opportunity to learn from experienced professionals who genuinely want to help you succeed.
What's In It For You?
Career Growth That Actually Means Something
  • Clear advancement opportunities
  • Direct exposure to financial planning, operations, leadership, and client management
  • Mentorship from experienced professionals
  • Support for obtaining industry licenses and professional designations
  • Long-term career path toward CFP®, CFA®, Wealth Advisor, Operations Leadership, or C-level positions
Compensation & Benefits
  • Starting salary of $80,000
  • Performance reviews every 60 days
  • Significant compensation growth based on performance
  • Bonus opportunities
  • Comprehensive benefits package
  • Paid time off and holidays
  • Professional development support
  • Licensing and certification assistance
  • Long-term advancement opportunities
What You'll Be Doing
You'll help deliver an exceptional client experience while supporting Financial Advisors and working directly under the CEO and Founder.
Client Support
  • Build and strengthen client relationships through exceptional service
  • Assist advisors with client communication and account servicing
  • Process money movement requests and account transactions
  • Support client onboarding and account maintenance
  • Assist clients with digital tools and technology platforms
  • Prepare account documentation and service paperwork
  • Respond to client inquiries regarding account information
  • Help advisors execute their client service model and business objectives
  • Maintain accurate client records and documentation
Administrative Support
  • Coordinate meetings and manage advisor calendars
  • Prepare materials for client meetings
  • Answer incoming calls and assist with service requests
  • Schedule follow-up appointments and client reviews
  • Manage documentation, scanning, filing, and general office support
  • Help keep daily operations running smoothly
What We're Looking For
  • 2+ years of financial services experience preferred
  • Extremely detail-oriented and highly organized
  • Series 7 and Series 66 licenses preferred, or willingness to obtain upon hire
  • Experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients
  • Exceptional client service and communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong work ethic and a proactive mindset
  • Ability to work independently and collaboratively
The Big Picture
We're looking for someone who wants to grow, contribute, learn, and build a career they can be proud of. This role offers an opportunity to work closely with leadership, gain meaningful industry experience, and accelerate your path toward becoming a CFP®, CFA®, Wealth Advisor, Operations Leader, CIO, COO, or other executive-level professional.
Ready to Join an Outstanding Team and Invest in Your Future?
Send your resume to:
t.washington@ivywayplacements.com
Let's start a conversation about where your career could go next.
We are an Equal Opportunity Employer and are committed to creating an inclusive environment for all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected characteristic protected by applicable federal, state, or local laws.

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