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Financial Service Associate Jobs in Raleigh, NC (NOW HIRING)

Kestra Financial

Client Service Associate

Raleigh, NC

$14 - $19.50/hr

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 ...

Fidelity Bank

Client Service Associate

Cary, NC

$14.75 - $20.50/hr

The Client Service Associates provides high-touch administrative and client service support to ... Bachelors degree with a minimum of 2 years experience in wealth management, banking, financial ...

Wawa

Customer Service Associate

Garner, NC

$15 - $18.75/hr

Customer Service Associate As a Customer Service Associate (CSA), you are the friendly face that ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Duke Health

Strategic Services Associate

Durham, NC

... Associate to support the department's rapidly expanding clinical and operational needs. As part of ... financial, and administrative functions for both our clinical service lines and our academic ...

Duke University

Strategic Services Associate

Durham, NC · On-site

... Associate to support the department's rapidly expanding clinical and operational needs. As part of ... financial, and administrative functions for both our clinical service lines and our academic ...

Duke Health

Strategic Services Associate

Durham, NC · On-site

... Associate to support the department's rapidly expanding clinical and operational needs. As part of ... financial, and administrative functions for both our clinical service lines and our academic ...

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Financial Service Associate information

See Raleigh, NC salary details

$13

$31

$65

How much do financial service associate jobs pay per hour?

As of Jun 4, 2026, the average hourly pay for financial service 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 is the difference between Financial Service Associate vs Financial Advisor?

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What are the most commonly searched types of Financial Service jobs in Raleigh, NC? The most popular types of Financial Service jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Financial Service Associate jobs? Cities near Raleigh, NC with the most Financial Service Associate job openings:
Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in Raleigh, NC as of May 2026, with employment types broken down into 73% Full Time, 22% Part Time, and 5% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $64,622 per year, or $31.1 per hour.
Client Service Associate

Client Service Associate

Kestra Financial

Raleigh, NC

$14 - $19.50/hr

Other

Posted 3 days ago

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)

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