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Financial Customer Associate Jobs in Raleigh, NC

Wawa

Customer Service Associate

Garner, NC · On-site

$15 - $18.75/hr

Store 6127 - Garner, NC 27529 Part time JR120359 As a Customer Service Associate (CSA) you are the ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Cetera Financial Group

Financial Advisor

Raleigh, NC · On-site

Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth ...

Concord Hospitality

Financial Accountant

Raleigh, NC · On-site +1

$54K - $67K/yr

Full-time associates are eligible to participate in a comprehensive benefit package, which includes ... We value work life balance, diversity, and our commitment to provide the best customer service and ...

Adecco US, Inc.

Admin Assistant

Raleigh, NC · On-site

$18 - $22/hr

Protect confidential, financial, customer, and company information in accordance with applicable ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

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Adecco

Admin Assistant

Raleigh, NC · On-site +1

$18 - $22/hr

Protect confidential, financial, customer, and company information in accordance with applicable ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

Adecco Colombia S.A.

Admin Assistant

Raleigh, NC · On-site

$18 - $22/hr

Protect confidential, financial, customer, and company information in accordance with applicable ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

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Showing results 21-40

All JobsFinancial Customer Associate JobsFinancial Customer Associate Jobs in Raleigh, NC

Financial Customer Associate information

See Raleigh, NC salary details

$18K

$49.5K

$73.4K

How much do financial customer associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial customer associate in Raleigh, NC is $49,542.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,900.00 and $60,300.00 per year, depending on experience, location, and employer.

What does a financial customer associate do?

A Financial Customer Associate assists clients with their financial accounts, answering questions and resolving issues related to investments, banking, or retirement products. They often provide information about account balances, transactions, and company policies, as well as guide customers through various financial processes. This role usually involves communicating with clients over the phone, via email, or through online chat, ensuring a positive customer experience. Strong communication, problem-solving, and organizational skills are essential for success in this position.

What skills and qualifications are needed to be a financial customer associate?

To thrive as a Financial Customer Associate, you need a solid understanding of financial products, customer service principles, and typically at least a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, financial account systems, and sometimes FINRA Series 6 or 7 certifications is advantageous. Strong communication, problem-solving, and active listening skills set top performers apart in handling client inquiries and concerns. These skills are crucial for ensuring client satisfaction, maintaining compliance, and building trust in financial services.

What does a typical day look like for a financial customer associate, and how do they interact with other teams?

A typical day for a Financial Customer Associate involves responding to customer inquiries about financial products, resolving account issues, and guiding clients through transactions or processes. Associates often work in a fast-paced call center or office environment, utilizing phone and online communication tools. Collaboration with other departments, such as compliance, operations, and financial advisors, is common to ensure accurate and timely service. This teamwork not only helps resolve complex customer issues but also provides Associates with valuable exposure to different aspects of the financial industry.

What cities near Raleigh, NC are hiring for Financial Customer Associate jobs?

Cities near Raleigh, NC with the most Financial Customer Associate job openings:

Financial Customer Associate jobs near you
Infographic showing various Financial Customer Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 3% Internship, 74% Full Time, and 23% Part Time. Highlights an 92% In-person, and 8% Remote job distribution, with an average salary of $49,542 per year, or $23.8 per hour.

Client Service Associate

Kestra Financial Independent Advisor

Raleigh, NC • On-site

$14 - $19.50/hr

Full-time

Re-posted 17 days ago

Key responsibilities

  • Assist in client meeting preparation and follow-up, including assembling paperwork, report generation, appointment scheduling, and post-meeting documentation

  • Manage client needs related to processing, service, and problem resolution while ensuring documentation and record keeping adhere to compliance standards

  • Process, submit, and service all account paperwork and requests, following through to completion using paperless procedures where available

Job description

Who We are:

Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.

We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.

Who We Want:

The client service associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep the office running smoothly and ensures that all paperwork and processing is handled in a timely, accurate, and professional manner. Along with the back office functions the Client Service Associate often serves as the first point of contact for clients calling in and must have a cheerful desire to go above and beyond to meet their needs.

Client Service Associate Summary

The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Ensure adherence to appropriate client service models
  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives
  • Other responsibilities as assigned by the Senior Client Service Associate Supervisory
  • Responsibilities: None

Knowledge, Skills, and/or Abilities

  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control

    • Education and/or Experience

    • Bachelor’s degree in a business-related field preferred
    • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

    Certificates, Licenses, Registration

    • Series 7 and 65/66 preferred (or ability to obtain)