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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Showing 5 of 34+ Client Associate jobs
Job Description
- Answering basic inquiries and resolving routine problems regarding products and services via calls, email or internet chat.
- Conducting periodic and regular surveys of clients to determine satisfaction and opportunities to advise on other products and services.
- Performing contract administration support and resolving contract related issues.
- Developing new prospects, establishing clients, and finding opportunity to introduce RBC's products and services.
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Job Description
- Answering basic inquiries and resolving routine problems regarding products and services via calls, email or internet chat.
- Conducting periodic and regular surveys of clients to determine satisfaction and opportunities to advise on other products and services.
- Performing contract administration support and resolving contract related issues.
- Developing new prospects, establishing clients, and finding opportunity to introduce RBC's products and services.
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job Details
Address:
City:
Country:
Work hours/week:
Employment Type:
Platform:
Job Type:
Pay Type:
Posted Date:
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
See All 34 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 Stifel, RBC, and UBS, based on current listings on Migrate Mate as of September 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 Winston-Salem 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 20% of client associate openings tied to North Carolina are remote or hybrid as of September 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 34 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