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Financial Client Services Associate Jobs in Raleigh, NC

Kobie Marketing

Director, Client Services

Raleigh, NC · Remote

Financial Accountability * Manage account-level budgets and profitability; forecast revenue and ... What you need to be successful * 10-12 years in client services, loyalty marketing, CRM, or ...

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

Establish and maintain effective relationships and provide client service that builds satisfaction ... Analyze and evaluate the financial status of clients and prospects * Participate in 1-4 client or ...

AnywhereWorks

Client Experience Associate

Raleigh, NC · Remote

$16/hr

Whether working from home, an office, or Anywhere, we offer products and services designed to help ... We are looking for a Client Experience Associate to join our team! Please see below for more ...

IQVIA, Inc.

Director of Client Services

Durham, NC · On-site

$150K - $165K/yr

Director, Client Services Programs We are seeking a Director to lead a high-performing, patient ... Experience with financial and budget management * Ability to operate effectively in a fast-paced ...

IQVIA

Director of Client Services

Durham, NC

$150K - $165K/yr

Director, Client Services Programs We are seeking aDirectorto lead a high-performing, patient ... Experience with financial and budget management * Ability tooperateeffectively in a fast-paced ...

IQVIA

Director of Client Services

Durham, NC

$150K - $165K/yr

Director, Client Services Programs We are seeking aDirectorto lead a high-performing, patient ... Experience with financial and budget management * Ability tooperateeffectively in a fast-paced ...

6 & FIX

Client Experience Associate

Raleigh, NC · On-site

$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 ...

6 & FIX

Client Experience Associate

Raleigh, NC · On-site

$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 ...

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 ...

Arietis Health

Client Services Analyst

Cary, NC · On-site

The C li ent Services Analyst is accountable for developing and maintaining the client-business ... Prepare, analyze, and present client deliverables to include revenue cycle/financial status, payor ...

Arietis Health

Client Services Analyst

Cary, NC

The C li ent Services Analyst is accountable for developing and maintaining the client-business ... Prepare, analyze, and present client deliverables to include revenue cycle/financial status, payor ...

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Raleigh, NC

Financial Client Services Associate information

See Raleigh, NC salary details

$13

$31

$65

How much do financial client services associate jobs pay per hour?

As of Jul 23, 2026, the average hourly pay for financial client services associate in Raleigh, NC is $31.07, according to ZipRecruiter salary data. Most workers in this role earn between $20.10 and $33.41 per hour, depending on experience, location, and employer.

What are Financial Client Services Associates?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

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

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a Financial Client Services Associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
What are popular job titles related to Financial Client Services Associate jobs in Raleigh, NC? For Financial Client Services Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Raleigh, NC look for? The top searched job categories for Financial Client Services Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Financial Client Services Associate jobs? Cities near Raleigh, NC with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $64,626 per year, or $31.1 per hour.
Director, Client Services

Director, Client Services

Kobie Marketing

Raleigh, NC • Remote

Full-time

Posted 7 days ago

Job description

Join a National Top Workplace 
 
Named a Top Workplace in the USA and Top Remote Workplace, Kobie is where the best minds in loyalty come together, driven by passion and innovation. We’re always looking for talented individuals who are ready to join a collaborative, growth-focused culture. As a partner to some of the world’s most recognized brands, we are leaders in loyalty, helping brands build lasting emotional connections with their consumers. 
 
Join Us from Anywhere 
While our headquarters are nestled in sunny St. Petersburg, Florida, Kobie embraces a flexible work environment, offering teammates the freedom to work remotely. We understand the importance of work-life balance and support our team with: 

·         Flexible Time Off to recharge when needed 
·         Nine Company-Wide Holidays 
·         A diverse suite of benefits prioritizing your growth, development, and personal well-being 

Discover more about our perks and benefits here. 
 
Kobie is a values-led organization where we believe that everyone is a leader, regardless of their position or role. 


About the team and what we'll build together 

Kobie’s Client Services team operates at the intersection of loyalty strategy, market intelligence, and enterprise relationship leadership. As Director, Client Services, you will lead strategic client relationships and oversee the delivery of loyalty programs that drive customer engagement and grow enterprise value. This role combines strategic vision with operational excellence, requiring strong leadership, deep industry expertise, and the ability to influence senior client stakeholders.

This role blends strategic thought leadership, technical fluency, analytical rigor, and exceptional relationship management. You will guide the evolution of loyalty programs, orchestrate cross-functional delivery, and champion innovations that create differentiated consumer experiences.

How you will make an impact

Strategic Program Leadership

  • Own client loyalty program strategy and performance, ensuring alignment with client objectives and KPIs.
  • Translate insights into actionable recommendations that optimize program ROI and member engagement.

Client Relationship Management

  • Build and maintain senior-level client relationships, acting as a trusted advisor.
  • Navigate organizational dynamics to anticipate challenges and proactively address risks.

Growth & Innovation

  • Identify opportunities for organic growth across services, technology, and analytics.
  • Co-create enhancements with clients to maintain competitive advantage.

Cross-Functional Orchestration

  • Partner with Technology, Product, Decision Science, and Strategy teams to deliver seamless program execution.
  • Influence internal priorities based on client needs and market trends.

Financial Accountability

  • Manage account-level budgets and profitability; forecast revenue and resource allocation.

Team Leadership

  • Mentor and develop team members; foster a culture of accountability and continuous improvement.
  • May lead direct reports or project teams depending on account scope.

Market & Competitive Insight

  • Monitor industry trends and competitor programs to inform strategic recommendations.
What you need to be successful
  • 10–12 years in client services, loyalty marketing, CRM, or enterprise program management, with significant experience in retail.
  • Proven ability to lead strategic accounts and manage senior client relationships.
  • Strong understanding of loyalty strategies, CRM platforms, and data-driven engagement.
  • Exceptional communication, strategic thinking, and problem-solving skills.
  • Experience managing budgets and driving growth within client portfolios.
  • Ability to lead and inspire cross-functional teams in a fast-paced environment.
  • Bachelor’s degree required; advanced degree or relevant certifications preferred.
  • Ability to travel up to 20%, with peak periods up to 35%.
Who we are  As a trusted partner, Kobie delivers market-leading, end-to-end loyalty solutions designed to enable customer experiences for the world's most successful brands. We do this with a strategy-led technology approach that uncovers the truth behind what drives consumers on an emotional level. We believe that our team's passion and expertise are the driving forces behind our success and are proud to be named a Top Workplaces in the USA, where the best and brightest in loyalty drive our mission of growing enterprise value through loyalty. 
 
A place for all We celebrate and embrace diversity at Kobie! 
Employment at Kobie is based solely on an individual's merit and qualifications, which are directly related to professional competence. We do not discriminate against any teammate or applicant because of race,color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy, or any other characteristic protected by applicable law. 
 
We are fiercely committed to fostering a workplace where teammates can bring their authentic selves to work every day. Our DEI initiatives, including various committees, ensure that principles of equity, diversity, and inclusion are deeply ingrained throughout Kobie. While our leadership team fully supports our policy of nondiscrimination and equal opportunity, it is the responsibility of all teammates to uphold these values. 
 
Ready to join us? If you’re ready to make an impact and grow in a supportive, innovative environment, we’d love to hear from you. Apply today and join the best and brightest in loyalty! 

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.