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Senior Client Advisor Jobs in Raleigh, NC (NOW HIRING)

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K/yr

Job Title Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but true: A great Client Service Associate can solve three client problems, calm an advisor down, schedule a meeting ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K - $92K/yr

Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but True: A great Client Service Associate can solve three client problems, calm an advisor down, schedule a meeting, and save the ...

Fifth Third

Senior Trust Advisor

Raleigh, NC

$132K - $133K/yr

The Senior Trust Advisor partners closely with the Private Bank team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client ...

Fifth Third Bank

Senior Trust Advisor

Raleigh, NC · On-site

$132K - $133K/yr

The Senior Trust Advisor partners closely with the Private Bank team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client ...

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

Client Service Associate Summary The Client Service Associate reports to the Financial Advisors and ... Other responsibilities as assigned by the Senior Client Service Associate Supervisory

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Senior Client Advisor information

See Raleigh, NC salary details

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How much do senior client advisor jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for senior client advisor in Raleigh, NC is $26.43, according to ZipRecruiter salary data. Most workers in this role earn between $18.41 and $33.17 per hour, depending on experience, location, and employer.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What are popular job titles related to Senior Client Advisor jobs in Raleigh, NC?

For Senior Client Advisor jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Senior Client Advisor jobs in Raleigh, NC look for?

The top searched job categories for Senior Client Advisor jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Senior Client Advisor jobs?

Cities near Raleigh, NC with the most Senior Client Advisor job openings:

Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, and 7% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $54,974 per year, or $26.4 per hour.

Client Service Associate

Kestra Financial Independent Advisor

Raleigh, NC • On-site

$14 - $19.50/hr

Full-time

Re-posted 14 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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