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Client associate Jobs in Austin, TX

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Client associate • austin tx

Last updated: 5 days ago

Client Engagement Senior Associate, Tax Operations

CroweAustin, TX, United States
Full-time

Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...Show more

Senior Associate, Global Client Group (National Relationship Group)

Dimensional Fund AdvisorsAustin
Full-time

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set.By putting the client first, we strive to transform the way the world inv...Show more

Client Rep

Queen City PromotionsAustin, TX, US
Full-time
Quick Apply

Kickstart Your Career as a Client Rep!.Calling all recent grads & ambitious go-getters!.Want a job where you can meet new people, make a difference, and have fun doing it? Join our team as a Client...Show more

Client Partner

Shift ParadigmAustin, TX, US
Full-time
Quick Apply

The Opportunity As a Client Partner, you'll be the strategic partner clients turn to when they need to solve complex challenges.You'll drive commercial success across your portfolio while building ...Show more

Client Relationship Manager

Elite AustinAustin, TX, US
Full-time

Elite Austin is a design studio specializing in luxury home staging, furniture leasing, and furniture sales.While our focus has been in Austin, we are now expanding our services into other major Te...Show more

Client Support Specialist

Hanger ClinicAustin, Texas, US
Full-time +1

With a mantra of Empowering Human Potential, Hanger, Inc.O&P) services and products, offering the most advanced O&P solutions, clinically differentiated programs and unsurpassed customer service.Ha...Show more

Client Support Specialist

Frontline Source Group Holdings, LLC dba dfwHRAustin, TX, US
Permanent
Quick Apply

Join a dynamic client as a Client Support Specialist in Austin Texas! This direct-hire role is perfect for proactive, professionals ready to deliver outstanding client support and manage orders and...Show more

Client Success Manager

TradeJobsWorkForce78760 Austin, TX, US
Full-time

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retentio...Show more

 • Promoted

Private Client Relationship Associate

Brown AdvisoryAustin, TX, United States
Full-time

Private Client Service delivers highly customized and comprehensive service to our clients.As a key member of this team, the Relationship Associate will execute on a range of client requests while ...Show more

Client Success Manager

Yellowstone LocalAustin, TX, US
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

Client Services Associate

TradeJobsWorkforce78721 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

Associate, Client Communities

Dimensional Fund AdvisorsAustin, TX, United States
Full-time

The Communities Team brings clients into our circle to learn from one another, hone their craft and grow and scale their businesses, which in turn helps Dimensional bring our way of investing to mo...Show more

Client Educator

Serenity Mental Health CentersAustin, TX, US
Full-time
Quick Apply

Ready to take your customer-facing experience and channel it into a role where your drive and results actually matter? At Serenity, we help clients understand and start life-changing programs — and...Show more

Sr. Client Advisor

Marsh & McLennanAustin, TX, United States
Full-time

Marsh is seeking a talented Construction Sr.Client Advisor to join their team.This role is based in one of their Texas offices and is a hybrid role that has a requirement of working at least three ...Show more

Associate, Client Advisory

PathstoneAustin, TX, United States
Full-time

Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.We are united by a clear purpose: to help clients pursue thei...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

Registered Wealth Management Client Associate

Bank of AmericaAustin, TX, United States
Full-time

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one...Show more

Client Services Specialist

All Financial FreedomAustin, Texas, United States
Full-time

This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment.This role supports a professional, structured envi...Show more

PATIENT/ CLIENT DRIVER

Maryland.govCaroline
Full-time

The main purpose of this position is to provide non-emergency medical transportation for the Caroline County Health Department in a safe, professional, efficient and courteous manner.Six months of ...Show more

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Client Engagement Senior Associate, Tax Operations

Client Engagement Senior Associate, Tax Operations

CroweAustin, TX, United States
10 days ago
Job type
  • Full-time
Job description

Client Engagement Specialist

Your journey at Crowe starts here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient and effective service delivery within the Tax Business Unit. This individual serves as owning the full lifecycle of engagement coordination, from contract execution to billing and reporting. By leveraging business operations, technology platforms, and process optimization, the CES drives outcomes that improve client experience and operational integrity. This role demands a proactive mindset, strong relationship management skills, and the ability to anticipate and solve for barriers before they impact delivery.

Responsibilities

Own end-to-end engagement support

  • Billing support including WIP (work in progress) analysis and invoice preparation
  • D365 entry/maintenance
  • New client set up and risk assessments
  • Drafting engagement contracts for new projects using Icertis of other software. Submission to DocuSign for delivery to clients and monitoring statuses through software
  • Reporting, with a focus on timeliness, accuracy, and consistency across the portfolio
  • Monitoring/generating reports, upcoming deadlines or project complexities to flag risks

Act as a technology champion:

  • Lead adoption of core systems (e.g., D365, SharePoint, Icertis, and AI-enablement tools)

Drive strategic resolution:

  • Use sound judgment and business insight to navigate complex issues
  • Proactively identify risks and resolve operational roadblocks with minimal escalation

Influence stakeholder success:

  • Build and maintain strong relationships with client service leaders Anticipate their needs, communicate proactively, and adjust support models to meet evolving expectations

Enable process improvement:

  • Identify and implement opportunities for workflow optimization and standardization
  • Partner with peers and leadership to scale repeatable best practices

Qualifications

  • Minimum 5 years of experience in professional services, client operations, or project coordinationideally within a matrixed or consulting environment
  • Advanced knowledge of Microsoft Office Suite, Adobe, and firm systems including D365, SharePoint, iCertis, and Qvidian
  • Comfortable navigating new technologies and AI-enhanced tools
  • Demonstrated strength in process execution, documentation accuracy, and workflow management. Known for reliability and precision under deadline-driven conditions
  • Proactive mindset with a continuous improvement lens. Adaptable to evolving systems, shifting priorities, and peak workload demands
  • Committed to delivering high-value support. Seeks to understand client goals and aligns operational decisions with broader service outcomes