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Financial Client Services Associate Jobs in Raleigh, NC

Kobie Marketing

Director, Client Services

Raleigh, NC · On-site

As Director, Client Services, you will lead strategic client relationships and oversee the delivery ... Financial Accountability * Manage account-level budgets and profitability; forecast revenue and ...

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

Be Seen First

Remote 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 ...

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 ... What We're Looking For 2+ years of financial services experience preferred. Extremely detail ...

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 ... Help keep daily operations running smoothly What We're Looking For * 2+ years of financial services ...

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 · On-site

$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 ...

Topgolf

Golf Services Associate

Durham, NC · On-site

What You'll Need to Succeed as a Golf Service Associate * A Positive Attitude - Because being a grump is no fun! * One Team Mentality - We believe the phrase "Teamwork makes the dream work" will ...

Topgolf

Golf Services Associate

Durham, NC · On-site

What You'll Need to Succeed as a Golf Service Associate * A Positive Attitude - Because being a grump is no fun! * One Team Mentality - We believe the phrase "Teamwork makes the dream work" will ...

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Showing results 21-40

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 Sep 1, 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 is a financial client services associate?

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?

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.

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 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.

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 August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $64,626 per year, or $31.1 per hour.

Client Services Associate (11:30 AM - 8:00 PM)

Foundation Medicine

Morrisville, NC • On-site

$40K - $50K/yr

Other

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

Job description

About the Job:
The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the patient. The incumbent operates in a supportive function within the fast-paced Client Services department
Key Responsibilities:
  • Provide education, guidance, and support to customers and patients regarding Foundation Medicine's products and services.
  • Provide a supportive link between external customers and internal operations, while demonstrating a positive and professional image through communication via phone and e-mail.
  • Successfully manage high volumes of client-facing interactions and establish strong rapport with physicians, medical/lab staff, and patients via phone and e-mail communication.
  • Use problem solving skills to create and offer solutions to customer issues of varied complexity.
  • Ensure the successful and secure transmission of Foundation Medicine patient reports and other testing status updates.
  • Document all communication and maintain appropriate records.
  • Assist in sample procurement and supply ordering.
  • Assist in entering new test requests into the system.
  • Review and update test requests with ambiguous patient information.
  • Maintain and update database of patient information.
  • Notify appropriate internal management of client issues and complaints.
  • Meet deadlines and work gracefully under pressure.
  • Other duties as assigned.
  • Comply with FMI's attendance policies
Qualifications:
Basic Qualifications:
  • High School Diploma or General Education Degree (GED)
  • 2+ years of experience in a role where service skill sets are required
Preferred Qualifications:
  • General knowledge of Microsoft Office; computer proficiency, strong data entry and typing skills
  • Demonstrated experience with:
    • Understanding and communicating scientific or technical information
    • Working well under pressure while maintaining a professional demeanor
    • Working with phone-based support or in a call center environment
    • Prioritizing and following up on assigned tasks while working in a fast-paced environment
    • Communicating effectively and following written and verbal instructions
    • Working in an open office environment
  • Demonstrated:
    • Willingness to learn and understand complexity of industry and business
    • Ability to adapt to changing procedures, policies and work environment
    • Attention to detail and organizational skills
    • Excellent verbal and written communication skills
  • Understanding of HIPAA and the importance of patient data privacy
  • Commitment to reflect FMI's values: Integrity, Courage, and Passion

The expected salary range for this position based on the primary location of Morrisville, NC is $40,640 - $50,800 per year. The salary range is commensurate with Foundation Medicine's compensation practice and considers factors including, but not limited to, education, training, experience, external market conditions, criticality of role, and internal equity. A discretionary annual bonus may be available based on individual and Company performance. This position also qualifies for Foundation Medicine's benefits.
#LI-Onsite
About Foundation Medicine
We are a global, patient-focused precision medicine company delivering high-quality, transformative diagnostic solutions in cancer and other diseases.
Confidence, or the belief that we need to check every box before applying for a job, can sometimes hold us back from going after a role that inspires us. At Foundation Medicine there's no such thing as the 'perfect' applicant, and our company is a place where every employee can make an impact and continue to grow whatever background they may have or path they may have taken. So, as long as you meet the basic qualifications for a role, please apply if you see a position that would make you excited to work with us to transform precision medicine in cancer and beyond.
We are aware of fraudulent activities where individuals pose as Foundation Medicine representatives. Learn more here.

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