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Financial Customer Associate Jobs in Rockingham, NC

H&R Block

Tax Associate

Aberdeen, NC · On-site

$48K - $64K/yr

Experience interacting with customers or clients in a service-oriented environment * Strong ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Laurinburg, NC · On-site

$46K - $62K/yr

Experience interacting with customers or clients in a service-oriented environment * Strong ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Pinehurst, NC · On-site

$47K - $63K/yr

Experience interacting with customers or clients in a service-oriented environment * Strong ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Raeford, NC · On-site

$48K - $64K/yr

Experience interacting with customers or clients in a service-oriented environment * Strong ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Laurinburg, NC · On-site

$46K - $62K/yr

Experience interacting with customers or clients in a service-oriented environment * Strong ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Five Below

Sales Associate

Laurinburg, NC · On-site

$11.25 - $15.25/hr

Assess customer needs by sharing product knowledge, answering questions, directing them to ... From health coverage to financial and personal wellness, we've got you covered-check it out today ...

Five Below

Sales Associate

Southern Pines, NC · On-site

$12 - $16.25/hr

Assess customer needs by sharing product knowledge, answering questions, directing them to ... From health coverage to financial and personal wellness, we've got you covered-check it out today ...

Five Below

Sales Associate

Southern Pines, NC · On-site

$12 - $16.25/hr

Assess customer needs by sharing product knowledge, answering questions, directing them to ... From health coverage to financial and personal wellness, we've got you covered-check it out today ...

Five Below

Sales Associate

Laurinburg, NC · On-site

$11.25 - $15.25/hr

Assess customer needs by sharing product knowledge, answering questions, directing them to ... From health coverage to financial and personal wellness, we've got you covered-check it out today ...

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Showing results 21-40

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

Financial Customer Associate information

See Rockingham, NC salary details

$15.6K

$42.9K

$63.6K

How much do financial customer associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial customer associate in Rockingham, NC is $42,906.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,700.00 and $52,200.00 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 Rockingham, NC are hiring for Financial Customer Associate jobs?

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

Financial Customer Associate jobs near you
Infographic showing various Financial Customer Associate job openings in Rockingham, NC as of August 2026, with employment types broken down into 78% Full Time, 19% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $42,906 per year, or $20.6 per hour.

Tax Associate

H&R Block

Aberdeen, NC • On-site

$48K - $64K/yr

Full-time

Posted 28 days ago

H&R Block rating

5.7

Company rating: 5.7 out of 10

Based on 295 frontline employees who took The Breakroom Quiz

149th of 154 rated financial services

Job description

About the Role
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
  • Meet with clients to gather information and understand their tax situation
  • Prepare complete and accurate tax returns with training and support from experienced teammates
  • Explain tax information clearly and provide recommendations in a way clients can easily understand
  • Identify tax savings opportunities and recommend relevant products and services
  • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
  • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Required Qualifications
  • Successful completion of the H&R Block Income Tax Course1
  • Experience interacting with customers or clients in a service-oriented environment
  • Strong communication skills, including explaining information clearly and asking questions to understand needs
  • Problem-solving skills, including organizing information and identifying solutions
  • Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
  • High school diploma / GED/ equivalent

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
  • Experience asking questions and recommending solutions based on customer needs
  • Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
  • Availability to work evenings and weekends during tax season

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
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What H&R Block employees say

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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

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