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Client Services Associate

Carnegie Private Wealth

Charlotte, NC · $70k–$90k a year · Posted November 2, 2026

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More in North Carolina job market · All Client Services Associate jobs (127) · Financial Services & Banking · Customer Success jobs

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Where Charlotte, NC ranks

Where Charlotte, NC placed in our monthly rankings, month by month. Each month stays online at its own address.

Pay compared with the market

This listing pays about $80,000 a year. Across 41 open client services associate listings that state pay, the middle half runs $57,500 to $85,000 and the median is $73,500. That is inside the middle half of those listings, 9% above the median.

Listed pay is what employers advertise, not what people are paid.

Client Services Associate salaries by state · Check your own pay

How AI is used in this kind of work

Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

... Client Service Associate Charlotte, NC · On-site, Monday–Friday · Full-time

Compensation and Benefits The salary range for this position is $70,000–$90,000, commensurate with experience and/or FINRA licensure. Annual bonus target of 10% based on individual and...