Client Associate Jobs in North Carolina
Client Associate jobs in North Carolina are concentrated in financial services, wealth management, and brokerage operations, with steady demand from entry-level through senior relationship-support roles. The largest hiring activity is in Charlotte, Raleigh, and Greensboro, where firms like Wells Fargo, Bank of America, and Raymond James maintain significant operations. The most in-demand specializations are investment operations support, high-net-worth client servicing, and retirement plan administration. See the openings below and apply to the ones that match your experience.
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Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
The Role
We are looking for a temporary part-time Client Experience Associate to support our team as the first contact to greet clients and answer incoming calls. Additional responsibilities include maintaining the office, coordinating meeting schedules and assisting with marketing events as requested. We expect this position to span around six months with the possibility of extending to a permanent position after that time. You will report to the Managing Director.
Hours
Part-time position: Monday through Thursday, 8:30 am – 4:00 pm, with a one hour lunch break.
What You’ll Do
- Office “Well-Being”: Greet visitors and answer incoming calls in a timely manner. Ensure office areas are always well-kept and ready for clients. Manage supplies and sort mail.
- Scheduling & Task Coordination: Assist other team members with client and internal team scheduling.
- Events & Marketing: Assist other team members to coordinate logistics for internal events, client meetings, and team offsites. Manage catering and meal planning, room setup, and guest accommodations to ensure a professional and welcoming experience.
- Communication: Effectively communicates with colleagues and clients, following clear instructions and demonstrating understanding of assigned tasks.
- Problem Solving: Utilizes resources and procedures to solve problems effectively.
- Detail-Oriented: Focuses on understanding task details while maintaining awareness of the big picture.
- Organization: Maintains organized documentation and can retrieve specific items quickly using various filing systems. Documentation of all work completed and in process is a must, including client conversations.
- Time Management: Multitasks and prioritizes tasks in a fast-paced environment, managing conflicting priorities effectively.
- Work Style: Works well independently and collaboratively, forming good relationships and demonstrating sensitivity and respect.
- Initiative: Proactively seeks opportunities to assist colleagues, demonstrating a positive work ethic and willingness to take initiative.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
You are a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
#LI-Onsite
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
The Role
We are looking for a temporary part-time Client Experience Associate to support our team as the first contact to greet clients and answer incoming calls. Additional responsibilities include maintaining the office, coordinating meeting schedules and assisting with marketing events as requested. We expect this position to span around six months with the possibility of extending to a permanent position after that time. You will report to the Managing Director.
Hours
Part-time position: Monday through Thursday, 8:30 am – 4:00 pm, with a one hour lunch break.
What You’ll Do
- Office “Well-Being”: Greet visitors and answer incoming calls in a timely manner. Ensure office areas are always well-kept and ready for clients. Manage supplies and sort mail.
- Scheduling & Task Coordination: Assist other team members with client and internal team scheduling.
- Events & Marketing: Assist other team members to coordinate logistics for internal events, client meetings, and team offsites. Manage catering and meal planning, room setup, and guest accommodations to ensure a professional and welcoming experience.
- Communication: Effectively communicates with colleagues and clients, following clear instructions and demonstrating understanding of assigned tasks.
- Problem Solving: Utilizes resources and procedures to solve problems effectively.
- Detail-Oriented: Focuses on understanding task details while maintaining awareness of the big picture.
- Organization: Maintains organized documentation and can retrieve specific items quickly using various filing systems. Documentation of all work completed and in process is a must, including client conversations.
- Time Management: Multitasks and prioritizes tasks in a fast-paced environment, managing conflicting priorities effectively.
- Work Style: Works well independently and collaboratively, forming good relationships and demonstrating sensitivity and respect.
- Initiative: Proactively seeks opportunities to assist colleagues, demonstrating a positive work ethic and willingness to take initiative.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
You are a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
#LI-Onsite
See All 26 Client Associate Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Client Associate Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
What North Carolina Employers Look For
The qualifications that appear most often in client associate jobs across North Carolina.
- Active FINRA Series 7 or Series 66 license preferred or required by many North Carolina employers
- Bachelor's degree in finance, business administration, or a related field
- One to three years of client-facing experience in financial services or banking
- Proficiency with CRM platforms and portfolio management or brokerage software
- Strong written and verbal communication skills for client correspondence and reporting
- Ability to manage multiple client accounts and deadlines in a fast-paced environment
Client Associate Jobs in North Carolina: Frequently Asked Questions
How do you become a client associate in North Carolina?
Most client associate roles in North Carolina require a bachelor's degree in finance, business, or economics plus FINRA licensing, typically the Series 7 and Series 66, sponsored by your employer and administered through FINRA's testing centers. The North Carolina Secretary of State's Securities Division registers investment adviser representatives, so candidates pursuing advisory-track roles should plan for that registration. Entry-level candidates often start in banking operations or brokerage support before moving into a dedicated client associate position.
Which companies hire client associates in North Carolina?
Employers hiring client associates in North Carolina right now include Bank of America, Stifel, and Truist, based on current listings on Migrate Mate as of August 2026. North Carolina's concentration of major bank headquarters and independent wealth management firms in Charlotte and the Research Triangle makes it one of the more active states for this role year-round.
Which North Carolina cities have the most client associate jobs?
Charlotte, Raleigh, and Greensboro have the most client associate openings in North Carolina. Charlotte drives the largest share of postings as the country's second-largest banking center, home to major financial institutions, while Raleigh and Greensboro reflect demand from the Research Triangle's growing wealth management sector and regional brokerage offices serving the Piedmont Triad.
Are there remote client associate jobs in North Carolina?
Yes, but they're less common than fully on-site roles, since client associate work often involves in-person client meetings and collaboration with advisors. About 47% of client associate openings tied to North Carolina are remote or hybrid as of August 2026, with hybrid arrangements more prevalent than fully remote. The tasks most likely to be done remotely are account documentation, reporting, and back-office coordination rather than direct client relationship management.
How can I get hired as a client associate in North Carolina with little or no experience?
The most realistic entry path is through a bank operations or financial services representative role at a large North Carolina institution like Wells Fargo or Bank of America, both of which run structured new-graduate and associate programs in Charlotte. A bachelor's degree in finance or business, combined with a completed Series 7 or Series 66 exam, significantly improves candidacy even without prior experience. Lateral moves from retail banking, loan operations, or insurance customer service are also common entry points for North Carolina candidates.
Where can I find and apply to client associate jobs in North Carolina?
You can find and apply to client associate jobs in North Carolina on Migrate Mate, which lists current openings from employers across the state. Search by city or specialty to narrow to roles that fit your background, then apply directly to the ones that match your experience and licensing.
See All 26 Client Associate Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Client Associate Jobs