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Financial Client Services Associate Jobs in Raleigh, NC

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

$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

$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 ...

NC SECU

Associate Member Services Officer

Durham, NC · On-site

Associate MSOs perform routine branch duties and follow standard branch procedures. They are ... Begin obtaining basic knowledge of Financial Advisory and Real Estate products and services offered ...

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 ...

Kestra Financial

Client Service Coordinator

Raleigh, NC · On-site

$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 ...

NCSU

Client Services Representative

Raleigh, NC · On-site

$15.50 - $21.25/hr

Financial & Operational Support: Handle deposits, monitor billing accuracy, process transactions ... Previous client service experience in a veterinary or medical setting. Knowledge of medical records ...

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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 30, 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.
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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
Director of Client Services

Director of Client Services

IQVIA

Durham, NC

$150K - $165K/yr

Full-time

Posted 20 days ago

IQVIA rating

8.1

Company rating: 8.1 out of 10

Based on 53 frontline employees who took The Breakroom Quiz

53rd of 207 rated it services

Job description

Director, Client Services Programs

We are seeking aDirectorto lead a high-performing, patient-centric client services program.This roleis responsible foroverseeing program strategy, operations, and team performance in support of a large pharmaceutical copay initiative spanning multiple products and disease states.

Key Responsibilities

  • Lead end-to-end program operations, including design, execution, and continuous improvement of patient support and copay initiatives

  • Serve as the primary client partner, ensuring strategic alignment, strong relationships, and transparent communication

  • Provide leadership and direction to managers and staff, fostering a culture of accountability, innovation, and continuous development

  • Manage program resources, budgets, and staffing, including recruitment, onboarding, and performance management

  • Coordinate cross-functional teams to deliver integrated, compliant solutions aligned with client and business objectives

  • Monitor program performance using KPIs, metrics, and trend analysis; deliver insights and updates to executive leadership and stakeholders

  • Oversee risk mitigation and ensure effective program execution, scalability, and operational excellence

  • Facilitate collaboration between clients, internal teams, and third-party partners to support program delivery

  • Drive change management initiatives, including program enhancements and CRM/system updates

  • Maintain SOPs and documentation, ensuring compliance with SLAs, regulatory requirements, and contractual obligations

  • Represent the program in governance forums, including QBRs and strategic planning sessions

  • Ensure consistent communication and alignment across teamsregardingprogram updates, processes, and priorities

Qualifications

  • Bachelor's degree with 7+ years of experience in healthcare, service, or information-based industries, including leadership experience

  • Strong knowledge of specialty pharmacy and its integration with manufacturers and payors

  • Proven leadership skills with experience coaching, motivating, and developing high-performing teams

  • Excellent communication and presentation skills with strong interpersonal effectiveness

  • Demonstrated ability to build andmaintaincollaborative relationships with internal and external stakeholders

  • Strong analytical and organizational skills, with experience managing complex data and reporting processes

  • Experience with financial and budget management

  • Ability tooperateeffectively in a fast-paced, evolving environment with a high degree of independence

  • Customer-focused mindset with strong professionalism, empathy, and service orientation

  • Strong problem-solving, critical thinking, and active listening skills

  • Advanced technicalproficiency, including Microsoft Office and database management tools

  • Contact center experience, including script review and training, preferred

IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more athttps://jobs.iqvia.com

IQVIA is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law. https://jobs.iqvia.com/eoe

IQVIA is committed to integrity in our hiring process and maintains a zero tolerance policy for candidate fraud. All information and credentials submitted in your application must be truthful and complete. Any false statements, misrepresentations, or material omissions during the recruitment process will result in immediate disqualification of your application, or termination of employment if discovered later, in accordance with applicable law. We appreciate your honesty and professionalism.

The potential base pay range for this role is $150,000 - $165,000 annually. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.

What IQVIA employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About IQVIA

Sourced by ZipRecruiter

At IQVIA, we are passionate about helping customers and partners improve results and patient outcomes. Everything we do contributes to this vision for creating a healthier world. In today’s healthcare environment, it’s not only about how much data, information, and technology you have at your fingertips – it’s what you do with it. IQVIA is focused on making intelligent connections for customers across the entire healthcare ecosystem to help you drive healthcare forward. Whether that means partnering with novel technology companies to boost patient engagement, leveraging AI & machine learning to accelerate results, or using decentralized trials to reach the right patients wherever they are – we are always looking for smarter ways to move you forward.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Durham, NC, US

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