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.
Find Client Associate JobsOverview
Showing 5 of 53+ Client Associate jobs
Your Kind of Care.
At CityVet, care is personal. It's the way we care for our patients, connect with our clients, and support one another. Our vet-led clinics are built around people who are passionate about making a difference and empowered to provide care in a way that feels authentic to them. When you join CityVet, you're joining a team that values who you are, invests in where you want to go, and believes the best care starts with people who truly care. That's Your Kind of Care.
CityVet is looking for Client Service Specialists to join our team! At CityVet, we know our team of happy people is as unique and diverse as the pets we care for. We recruit and promote CityVet team members based on their abilities and accomplishments and create a welcoming environment for all.
Make pet care your purpose
The Client Service Specialist (CSS) serves as the clinics primary point of contact for all client interfaces beginning with the first impression during any client experience, whether that is on the phone or face-to-face. It is the job of the Client Service Specialist to ensure a pleasant client experience and to build relationships with clients that result in loyal brand ambassadors.
A day in the life:
- Manage appointment check-ins, book new appointments and partner with the team on proper discharge information for: grooming, clinic, walk-ins, technician appointments, boarding and retail appointments.
- Understand, communicate, and properly prioritize scheduled appointments, client education and lobby triage by vaccine, wellness, parasite and retail needs to ensure an efficient and productive schedule and daily workflow.
- Greet and welcome all clients entering the clinic by opening the door, checking patients in for their appointment, notifying the clients of any appointment delays, care for clients during their wait and alerting the staff of the client's arrival.
Essential qualifications:
- At least 18 years of age at the time of hire
Caring For You
We know that caring for people and their pets requires energy, empathy, and resilience, so we make it a priority to care for our people by investing in programs, resources, and benefits that support their professional and personal well-being. Eligible Team Members may choose from a range of benefits that help support them and their families through every stage of life.
- Investment in Your Future. A 401(k) retirement savings plan with a 4% employer match, a Health Savings Account option, and growth opportunities.
- Work-Life Balance. Enjoy paid time off and floating holidays, flexible schedules, and paid parental leave.
- Exceptional Health and Supplemental Benefits. Health, Dental (+Adult Ortho option!), Vision, Disability, & Life Insurance, Personal Pet-Care Program, Employee Discount Program.
- Care When You Need It. We provide free telemedicine for all full-time team members and their families, as well as comprehensive in-the-moment mental health benefits through our robust Employee Assistance Program.
For other CityVet roles, visit our careers page. Follow the growth of CityVet on LinkedIn!
This Employer participates in E-Verify.
Your Kind of Care.
At CityVet, care is personal. It's the way we care for our patients, connect with our clients, and support one another. Our vet-led clinics are built around people who are passionate about making a difference and empowered to provide care in a way that feels authentic to them. When you join CityVet, you're joining a team that values who you are, invests in where you want to go, and believes the best care starts with people who truly care. That's Your Kind of Care.
CityVet is looking for Client Service Specialists to join our team! At CityVet, we know our team of happy people is as unique and diverse as the pets we care for. We recruit and promote CityVet team members based on their abilities and accomplishments and create a welcoming environment for all.
Make pet care your purpose
The Client Service Specialist (CSS) serves as the clinics primary point of contact for all client interfaces beginning with the first impression during any client experience, whether that is on the phone or face-to-face. It is the job of the Client Service Specialist to ensure a pleasant client experience and to build relationships with clients that result in loyal brand ambassadors.
A day in the life:
- Manage appointment check-ins, book new appointments and partner with the team on proper discharge information for: grooming, clinic, walk-ins, technician appointments, boarding and retail appointments.
- Understand, communicate, and properly prioritize scheduled appointments, client education and lobby triage by vaccine, wellness, parasite and retail needs to ensure an efficient and productive schedule and daily workflow.
- Greet and welcome all clients entering the clinic by opening the door, checking patients in for their appointment, notifying the clients of any appointment delays, care for clients during their wait and alerting the staff of the client's arrival.
Essential qualifications:
- At least 18 years of age at the time of hire
Caring For You
We know that caring for people and their pets requires energy, empathy, and resilience, so we make it a priority to care for our people by investing in programs, resources, and benefits that support their professional and personal well-being. Eligible Team Members may choose from a range of benefits that help support them and their families through every stage of life.
- Investment in Your Future. A 401(k) retirement savings plan with a 4% employer match, a Health Savings Account option, and growth opportunities.
- Work-Life Balance. Enjoy paid time off and floating holidays, flexible schedules, and paid parental leave.
- Exceptional Health and Supplemental Benefits. Health, Dental (+Adult Ortho option!), Vision, Disability, & Life Insurance, Personal Pet-Care Program, Employee Discount Program.
- Care When You Need It. We provide free telemedicine for all full-time team members and their families, as well as comprehensive in-the-moment mental health benefits through our robust Employee Assistance Program.
For other CityVet roles, visit our careers page. Follow the growth of CityVet on LinkedIn!
This Employer participates in E-Verify.
See All 53 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 Truist, Bank of America, and Dimensional Fund Advisors, based on current listings on Migrate Mate as of November 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 64% of client associate openings tied to North Carolina are remote or hybrid as of November 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 53 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