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Financial Client Services Associate Jobs in Raleigh, NC

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 ...

NCSU

ER 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 ...

K2services

Office Services Associate

Raleigh, NC · On-site

$20 - $23/hr

The Hospitality Associate serves as a highly visible point of contact for employees, clients, and ... Anticipate client needs and resolve issues promptly while maintaining a high level of ...

K2services

Office Services Associate

Raleigh, NC · On-site

$20 - $23/hr

The Hospitality Associate serves as a highly visible point of contact for employees, clients, and ... Anticipate client needs and resolve issues promptly while maintaining a high level of ...

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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 24, 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.
Client Services Analyst

Client Services Analyst

Arietis Health

Cary, NC

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

At Arietis Health, we recognize the vital role healthcare revenue cycle plays in maintaining the well-being of individuals and businesses alike. Our commitment is to demystify healthcare billing by empowering individuals and collaborating with premier healthcare organizations to address their executives' most pressing revenue cycle challenges. By doing so, we enable them to shift their focus towards providing exceptional patient care. Grounded in the belief of harnessing the expertise of a highly skilled team and advanced technology, we strive to cultivate a seamless patient billing experience that not only excels in efficiency but also delivers superior results. Join us in achieving our mission. We're actively seeking an onsite Client Services Specialist to join our fast-growing team. If you're eager to contribute to redefining the landscape of healthcare revenue cycle management and be a part of our collaborative, positive, and human-centric culture, we'd love to hear from you! Recent college graduates are encouraged to apply.
About the Position: The Client Services Analyst is accountable for developing and maintaining the client-business relationships on behalf of Arietis Health. You will facilitate communications to ensure client satisfaction and manage startups and projects to exceed client expectations.
What You’ll Do: To excel in this role, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Your contribution in this capacity is essential to our shared success.
  • Responsible for responding to all emails, faxes, and phone calls within one business day
  • Responsible for the business relationship with the client, maximizing relationships by being the lead liaison between Arietis Health and the client.
  • New client integrations, working closely with assigned Arietis Health resources to coordinate start-up meetings, ensure the integration plan is being followed and coordinate with both client and Arietis Health teams to ensure a timely and effective go live.
  • Prepare, analyze, and present client deliverables to include revenue cycle/financial status, payor trends, accounts receivable measurements, contract negotiations, process deficiencies, while monitoring key metrics to ensure Arietis Health is quickly identifying and resolving potential disruptions to the clients’ revenue cycle.
  • Monitor competition of tasks throughout the startup process. Identify any special billing needs and procedures unique to the site and ensure appropriate procedures and policies are implemented to address those needs.
  • Develop a solid understanding of all client facilities and practice. Be ready and able to troubleshoot issues with Arietis Operational Teams.
  • Document and route issues accordingly then monitor and ensure timely feedback and resolution of issues
  • Communicate with clients on a regular basis to ensure Arietis Health meets clients’ current and future needs.
  • Be able to professionally communicate results to clients within the designed Arietis Health client delivery format and guidelines.
  • Perform other duties as assigned.
  • Adherence to the Code of Conduct and Corporate Compliance Program
What You’ll Bring:
  • Bachelor’s degree in business or health administration required
  • Excellent communication skills for client and provider-facing interactions.
  • Proficient in Microsoft Office Suite or related software.
  • Experience in working with reports, spreadsheets and Excel.
  • Experience in Power Point presentations
  • Problem solving abilities.
  • Ability to multi-task.
  • Possess strong organizational skills.
  • Understand HIPAA (Health Insurance Portability and Accountability) guidelines.
  • Strong Language Ability: Read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Write routine reports and correspondence. Speak effectively before groups of customers or employees.
  • Strong Mathematical Ability: Calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Apply concepts of basic algebra and geometry.
  • Strong Reasoning Ability: Solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
    • Excellent technical writing capability
    • Excellent non-technical writing capability
    • Excellent telephone skills and manner with customers
    • Excellent face-to-face interactions with customers
    • Excellent organizational skills
    • Excellent process development and documentation skills
What We Offer:
A chance to simplify revenue cycle management, together at a high-growth company! Since our founding in 2020, we’re already helping millions of patients and thousands of providers each year. We are proud to offer:
  • Competitive compensation
  • 401K plan with company match
  • PTO with 12 additional paid holidays
  • Telehealth at no cost to employees
  • Health, dental, vision, and prescription drug coverage
  • Group life insurance, Optional Life, Critical Illness and more.
  • Training, development, and mentorship opportunities
Other:
  • Our commitment to fostering a diverse and inclusive workplace is unwavering. All qualified applicants will be considered for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.
  • The job description provided above is not an exhaustive list of duties and standards for the position. Incumbents are encouraged to willingly embrace additional instructions and undertake related duties as assigned by their supervisor.
  • As a condition of employment, you are expected to adhere to established compliance program requirements and uphold the employee and internet codes of conduct outlined in the Employee Handbook.
  • While all tasks and responsibilities listed are considered essential functions of this position, we recognize that business conditions may require reasonable accommodations for additional tasks and responsibilities.
  • The work environment characteristics outlined herein represent those encountered by an employee while performing the essential functions of this job. Reasonable accommodation may be arranged to facilitate individuals with disabilities in fulfilling these essential functions.
  • The physical requirements outlined herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. We are dedicated to making reasonable accommodations to enable individuals with disabilities to fulfill these essential functions.

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