Client Service Associate Jobs in North Carolina
Client Service Associate jobs in North Carolina are concentrated in Charlotte, Raleigh, and Greensboro, where financial services, wealth management, and healthcare administration drive steady demand at every level from entry-level to senior associate. Wells Fargo, Bank of America, and Fidelity Investments all maintain major operations across the state and hire client service associates on a recurring basis. The most in-demand specialties are investment account servicing, insurance client support, and retail banking relationship support. Scan the live roles below and apply to whichever ones fit.
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Veterinary Receptionist / Client Service Representative
Job Type: Full-Time | Four-Day Workweek
Schedule: Monday–Friday | Day Shift | In-Person
- Welcome clients and their pets in a friendly, professional manner.
- Answer and manage incoming calls using a multi-line telephone system.
- Respond to client questions and communicate information accurately.
- Provide compassionate support during routine and emotionally difficult visits.
- Recognize urgent client concerns and promptly communicate them to the appropriate veterinary team members.
- Maintain professionalism and composure in a busy environment.
- Schedule, confirm, and coordinate appointments.
- Maintain accurate client and patient records.
- Perform data entry and update patient information.
- Process payments and handle financial transactions accurately.
- Assist with appointment preparation and daily scheduling needs.
- Communicate effectively with veterinarians, veterinary technicians, and other team members.
- Maintain client confidentiality and organized records.
- Help prepare the reception area before the hospital opens to clients.
- Complete assigned opening and closing responsibilities.
- Keep the reception area clean, organized, and welcoming.
- Manage multiple priorities efficiently throughout the workday.
- Support coworkers and contribute to a positive, collaborative work environment.
- Assist with additional administrative responsibilities as needed.
- Previous experience working in a veterinary hospital or clinic, preferably in a receptionist or client service role.
- Familiarity with veterinary terminology, common procedures, and routine patient care services.
- Experience with appointment scheduling, client communication, and maintaining accurate records.
- Comfortable using computers, telephone systems, and office software.
- Strong communication, organizational, and multitasking skills.
- Ability to remain calm, compassionate, and professional during stressful or emotional situations.
- Ability to work independently while contributing to a team-oriented environment.
- Two or more years of experience as a veterinary receptionist or veterinary client service representative.
- Experience using veterinary practice management software.
- Familiarity with vaccination schedules, prescription refill requests, and common veterinary appointment types.
- Experience processing payments and handling financial transactions.
- Experience coordinating communication between clients, veterinarians, and veterinary technicians.
- Scheduled Arrival: Between 7:15 and 7:20 a.m.
- Hospital Opens to Clients: 7:30 a.m.
- End of Shift: Approximately 5:30–6:00 p.m., depending on the assigned schedule.
- Lunch Break: One hour.
- Weekly Hours: Approximately 37–39 hours, depending on assigned shifts.
- Four-day workweek.
- Paid time off for eligible full-time employees.
- Paid holidays for eligible full-time employees.
- Retirement plan with employer matching.
- Discounted veterinary services for employees' pets.
- Training on hospital-specific procedures and systems.
- Team-oriented work environment where communication, cooperation, and mutual respect are valued.
- Meaningful work helping pets and the people who love them.
- Location: Roxboro, NC 27573
- Position Type: Full-Time
- Work Location: In person
- Shift: Day shift
- Reliable transportation and consistent attendance required
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Find Client Service Associate JobsClient Service Associate Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Client Service Associate Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Investment & Asset Management
- Consulting & Professional Services
What North Carolina Employers Look For
The qualifications that appear most often in client service associate jobs across North Carolina.
- Bachelor's degree in finance, business, or a related field preferred by most employers
- One or more years of client-facing experience in financial services or banking
- Proficiency with CRM platforms and standard financial services software applications
- Strong written and verbal communication skills for client correspondence and account support
- Ability to obtain FINRA Series 7 or Series 63 license within a defined onboarding period
- Detail-oriented work style with demonstrated accuracy in processing account transactions and documentation
Client Service Associate Jobs in North Carolina: Frequently Asked Questions
How do you become a client service associate in North Carolina?
Most North Carolina employers hire client service associates with a bachelor's degree in business, finance, or a related field, though some accept equivalent work experience. Roles at broker-dealers and registered investment advisers often require FINRA licensing, such as the Series 7 or Series 63, which candidates typically sit for after hire. The North Carolina Secretary of State's Securities Division oversees broker-dealer registrations in the state, making FINRA credentials the key credential to pursue.
Which companies hire client service associates in North Carolina?
Employers hiring client service associates in North Carolina right now include Truist, Banfield Pet Hospital, and Bank OZK, based on current listings on Migrate Mate as of November 2026. Charlotte's status as the second-largest banking hub in the United States means financial institutions and wealth management firms make up a large share of openings across the state.
Which North Carolina cities have the most client service associate jobs?
Charlotte, Raleigh, and Durham have the most client service associate openings in North Carolina. Charlotte leads because of its dense concentration of major bank headquarters and regional wealth management offices, while Raleigh's growing fintech and insurance sector drives demand in the Research Triangle, and Greensboro anchors activity in the Piedmont Triad through regional banking and insurance carriers headquartered there.
Are there remote client service associate jobs in North Carolina?
Yes, and they are more common than in many other fields. About 50% of client service associate openings tied to North Carolina are remote or hybrid as of November 2026, reflecting how much of the work involves phone, email, and digital platform support rather than in-person client meetings. Account maintenance, correspondence, and back-office client support functions are the segments most likely to be performed remotely.
How can I get hired as a client service associate in North Carolina with little or no experience?
The most realistic entry path is a bank teller or personal banker role at one of North Carolina's large retail banking networks, since those positions build the account servicing and client communication skills employers look for. Wells Fargo and Bank of America both run structured associate development programs in Charlotte and Raleigh that move candidates into client service roles within one to two years. Completing a FINRA Series 6 exam before applying also gives candidates a measurable edge when competing for entry-level openings.
Where can I find and apply to client service associate jobs in North Carolina?
You can find and apply to client service associate jobs in North Carolina on Migrate Mate, which lists current openings across the state. Search the roles available, find the ones that match your background and location, and apply directly to the ones that fit.
See All 38 Client Service Associate Jobs in North Carolina
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