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Financial Client Services Associate Jobs in Raleigh, NC

6 & FIX

Client Experience Associate

Raleigh, NC

$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 ...

Kestra Financial

Client Service Coordinator

Raleigh, NC

$17.50 - $22.75/hr

This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including ...

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 ...

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 ...

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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 Jun 10, 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

Client Experience Associate

6 & FIX

Raleigh, NC

$50K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago

Job description

About the Role

6 amp; Fix is seeking a driven and upbeat Inside Sales Representative to join our HVAC division. This individual plays a key role in supporting our customers and coordinating between departments to ensure a seamless service experience. You’ll thrive in a fast-paced environment where proactive communication, attention to detail, and a positive attitude are essential.

Key Responsibilities
  • Prepare and review detailed repair estimates.
  • Support field technicians by assisting with estimate creation and accurate pricing of repair work.
  • Communicate clearly with customers regarding estimates, costs, timelines, and next steps, either during or after service calls.
  • 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 sales opportunities.
  • Identify required OEM parts and/or for custom pricing for repairs needed or parts-only jobs.
  • Answer inbound residential and commercial calls promptly (within 3 rings) and ensure calls are handled professionally and accurately.
  • Coordinate and schedule field supervisors for in-person sales visits and technical lead calls.
  • Proactively identify, communicate, and close sales opportunities with customers.
  • Promote and sell maintenance membership plans to enhance customer value and company revenue.
  • Maintain detailed records of customer interactions, estimates, and follow-up communications in Service Titan.
  • Contribute to continuous improvement by participating in sales meetings, product training, and skill development activities.
Schedule amp; Work Environment

  • 5-day rotation shift, which will include remote weekend schedules

  • Fast-paced, collaborative environment with strong support from leadership and peers

Qualifications
  • High school diploma or equivalent required.
  • Prior experience in customer service, inside sales, or dispatching required.
  • Experience in the HVAC industry or related trades preferred.
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with customers.
  • Ability to set realistic expectations and keep customers informed of schedules, pricing, and timelines.
  • Excellent organizational and multitasking abilities in a fast-paced environment.
  • Proficiency in using computers, including Microsoft Office, CRM systems, and web-based tools.
  • Familiarity with the company’s service area or the ability to read and interpret maps effectively.
Why Join 6 amp; Fix?

At 6 amp; Fix, we’re more than a service company — we’re a team that values growth, integrity, and collaboration. We believe in investing in our people and empowering them to succeed.

Benefits include:

  • Paid Time Off / Vacation

  • Medical, Dental amp; Vision Insurance

  • Supplemental Coverages

  • 401(k) with Company Match

  • Paid Holidays

Apply