Client Services Associate
Carnegie Private Wealth
Charlotte, NC · $70k–$90k a year · Posted November 7, 2026
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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.
November 2026
- #2Best cities for manufacturing and industrial jobs645 openings · of 100
- #2Cities with the most jobs that do not need a four-year degree in the Southeast298 jobs · of 72
- #3Best cities for software and engineering jobs in the Southeast654 openings · of 65
- #5Best cities for financial services jobs726 openings · of 90
- #6Cities hosting the most business conferences in the Southeast13 conferences · of 21
- #8Best cities for healthcare pay after cost of living$143k · of 24
Rankings about customer success jobs
- Best cities for customer success jobs #1 New York (367 openings)
- Employers with the most customer success jobs #1 Gallagher (167 roles)
Customer Success jobs · Top Customer Success employers · All rankings
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.
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...