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Client associate Jobs in Austin, TX

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Client associate • austin tx

Last updated: 12 hours ago

Client Service & Operations Associate

WWS FINANCIAL LLCAustin, Texas, United States
Full-time

Client Services & Operations Associate.Boutique Wealth Management Firm  |  Austin, TX  |  Hybrid  |  $45,000 - $65,000.We are a boutique, fiduciary wealth manageme... Show more

Client Advisor

BurberryAustin, Texa, US
Full-time

At Burberry, we believe creativity opens spaces.Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities.Thi... Show more

Client Development Specialist

Akerman LLPAustin, TX, United States
Full-time

Founded in 1920, Akerman is recognized as one of the nation's premier law firms, with more than 700 lawyers across the United States.Akerman is seeking a Client Development Specialist in the Litiga... Show more

Client Services Representative

VROC | Veterinary Regional Orthopedic CenterAustin, TX, US
Full-time +1
Quick Apply

At the Veterinary Regional Orthopedic Center (VROC), we are redefining excellence in veterinary orthopedic surgery, rehabilitation, and spine care.Guided by our three core pillarsclinical excellenc... Show more

Client Services Manager

Brown and CaldwellAustin, TX, United States
Full-time

Brown and Caldwell (BC) is excited to offer a fantastic opportunity to drive our sales strategy in the Texas market for water and wastewater engineering and consulting services.As a Client Services... Show more

Senior Commercial Lines Client Service Associate (Small Business)

GallagherAustin, Texas
Full-time

At Gallagher, we’re looking for a Property and Casualty licensed Senior Client Service Associate to join our Small Business Commercial Lines team in Austin, TX.In this role, you’ll help clients sol... Show more

Client Partner Automotive Client Industry

Inizio PartnersAustin, TX, United States
$200,000.00 yearly
Full-time

Client Partner Automotive Client Industry.Austin, Texas, United States Or refer someone Job Openings Client Partner Automotive Client Industry.Base salary ranges: $150k - $200k depending upon exp... Show more

Client Advocate

ParkhillAustin, TX, United States
Full-time

The Client Advocate focuses on driving regional growth by developing and executing business development and government relations strategies in collaboration with regional leadership.It involves bui... Show more

Associate, Client Services

Dimensional Fund AdvisorsAustin, TX, United States
Full-time

Global Client Group Way Of Selling Curriculum Specialist.The Global Client Group (GCG) leads Dimensional's effort to grow our business, through both increasing existing relationships and developing... Show more

 • New!

Director, Client Relations

Central HealthAustin, TX, United States
Full-time

The Director, Client Relations will be responsible for developing and executing a strategic plan to establish and maintain relationships with large employers that are candidates for self-insured (s... Show more

Client Success Manager

TradeJobsWorkForce78731 Austin, TX, US
Full-time

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to ... Show more

 • Promoted

Client Services Associate

TradeJobsWorkforce78737 Austin, TX, US
Full-time

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more

 • Promoted

Principal Client Partner

BetterUpAustin, TX, United States
$216,000.00 yearly
Full-time

Join Us and Experience the Most Intense and Fulfilling Years of Your Career.Let's face it, a company whose mission is human transformation better have some fresh thinking about the employer/employe... Show more

Operations / Client Service Associate

RIA RecruitingAustin, Texas, United States
Full-time

Guiding Financial is a boutique RIA based in Austin, TX operating as a quasi–family office for ultra–high-net-worth families.We provide disciplined investment management grounded in evidence-based ... Show more

Client Manager

Greenberg TraurigAustin, TX, United States
Full-time

Greenberg Traurig (GT), a global law firm with locations around the world in 15 countries, has an exciting employment opportunity for you.We offer competitive compensation and an excellent benefits... Show more

Senior Client Service Manager, Client Experience

Wilson Sonsini Goodrich & RosatiAustin, TX, United States
$163,200.00 yearly
Full-time

Senior Manager, Client Service.Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises worldwide.We represent companies at every stage of development,... Show more

Client Service Director

Kestra HoldingsAustin, TX, United States
Full-time

We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support.Our advisor-focused culture is built on innovation and advocacy, ... Show more

Client Success Manager

Yellowstone LocalAustin, TX, US
$50,000.00 yearly
Full-time

Most CSM roles are customer service with a nicer title.This job is for someone who can lead business owners who are busy, stressed, and often stuck in old habits.They do not need a friendly check-i... Show more

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Client Service & Operations Associate

Client Service & Operations Associate

WWS FINANCIAL LLCAustin, Texas, United States
12 days ago
Job type
  • Full-time
Job description

Client Services & Operations Associate

Boutique Wealth Management Firm | Austin, TX | Hybrid | $45,000 - $65,000

ABOUT THE FIRM

We are a boutique, fiduciary wealth management firm serving successful families, business owners, and professionals through multi-generational financial planning strategies integrating investments, insurance, tax planning, and estate planning. Our team is small by design, and every person we hire directly impacts the quality of service our clients receive.

THE OPPORTUNITY

This is a planning operations role, not a call center or sales position. You will work alongside our CFP® founder supporting life-changing financial decisions for real clients, part client service, part financial analysis, part operational leadership. We are looking for a self-directed mid-level professional who absorbs new processes quickly, takes full ownership of their responsibilities, and holds themselves to a high standard of accuracy and professional follow-through.

WHAT YOU'LL DO

Client Services

  • Serve as primary point of contact for client inquiries and appointment coordination.
  • Prepare client files, meeting materials, and review packets for all advisor appointments.
  • Manage proactive client outreach including annual review scheduling and follow-up correspondence.

Financial Planning Operations

  • Support the financial planning process using eMoney, Salesforce, and Microsoft Excel.
  • Process and track applications for investment accounts, life insurance, long-term care, and related products through completion.
  • Maintain accurate CRM records, activity logs, and client data; coordinate with carriers and underwriting on open cases.

Operations & Practice Growth

  • Build and refine workflows, checklists, and SOPs that create a consistent, compliant client experience.
  • Ensure all client communications meet compliance standards and are reviewed appropriately prior to distribution.
  • Assist with marketing campaigns, client events, and onboarding of future team members.

WHAT WE'RE LOOKING FOR

  • Bachelor's degree preferred (Finance, Accounting, Economics, or Business); Associate's degree or equivalent experience considered.
  • 2-3 years of experience in financial services, wealth management, insurance, operations or professional services preferred; may substitute for degree.
  • Proficiency in Microsoft Excel / Office Suite, Slack, Zoom; familiarity with Salesforce, eMoney, Envestnet, or Morningstar preferred.
  • Exceptional attention to detail, high personal accountability, and proactive communication by phone, email, and written correspondence.
  • Analytical mindset with the initiative to solve problems independently and the discretion to handle sensitive client information.
  • Life & Health Insurance License (Texas) preferred; not required at hire.

COMPENSATION & BENEFITS

  • Base salary: $45,000 - $65,000 annually, commensurate with experience.
  • Performance-based increases and discretionary annual bonus potential.
  • Paid Time Off
  • Company Holidays
  • Retirement match (after 90 days)
  • Monthly Health Savings Stipend
  • Full-time, hybrid schedule (Austin, TX) or possible Remote.

This firm is an equal opportunity employer. All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, or any other characteristic protected by applicable law. This position is with an independent financial planning firm.