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Client Service Associate

Wilson Financial Group

Gastonia, NC · Posted October 31, 2026

Just laid off? Start here: a plan for the first weeks

More in North Carolina job market · All Client Service Associate jobs (215) · Financial Services & Banking · Customer Success jobs

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Pay compared with the market

This listing does not state pay. Across 84 open client service associate listings that state pay, the middle half runs $47,500 to $70,000 and the median is $56,500.

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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

...financial planning firm focused on helping clients align their wealth with what matters... ...client success. Securities and advisory services are provided through Cambridge Investment... ...Role Description The Client Service Associate is a full-time, on-site role based in Gastonia...