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Client associate Jobs in Austin, TX

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Client associate • austin tx

Last updated: 2 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 Experience Supervisor

Ethos Veterinary HealthAustin, TX, US
$25.00 hourly
Full-time
Quick Apply

Client Experience Supervisor $25 - $30/hr.Austin Veterinary Emergency & Specialty | Austin, TX At Austin Veterinary Emergency & Specialty (AVES) , we have recently expanded—adding new... 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

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

Client Engagement Manager

Archer SystemsAustin, TX, United States
Full-time

Are you a natural leader and relationship builder with the ability to manage complex client needs independently? ARCHER Systems, a leading technology-enabled legal services company, is seeking a hi... Show more

Client Success Manager

SquaremouthAustin, TX, United States
Full-time

Reports To: VP of Financial Wellness.Compensation: $75,000-$80,000 plus 10% yearly discretionary bonus.Scheduled Hours: Monday-Friday: 8:00am-5:00pm.HUB is a global insurance and employee benefits ... Show more

 • New!

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

Work From Home - Client Services Associate

Global Elite TexasAustin, Texas, United States, 78701
Remote
Full-time

Work From Home - Client Services Associate.Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work fro... Show more

Client Services Assistant

PillsburyAustin
$40.00 hourly
Full-time

Client Services Assistant – Austin Office.Pillsbury Winthrop Shaw Pittman LLP is seeking a.Client Services Assistant (CSA).Regional Director of Administration.Regional Human Resources Manager.The C... Show more

Client Associate Domain

TravisMathewAustin, TX, United States
Full-time

TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours.Back in 2007, we saw there weren't many companies whose clothing bridged the... Show more

Client Operations Lead

Barry'sAustin, TX, United States
Full-time

Barry's is the best workout in the world.Founded in West Hollywood in 1998, it's the original strength and cardio interval fitness experience that provides an immersive, high-intensity, one-hour wo... Show more

Client Advisor

BurberryAustin, Texas, 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 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

Client Partner, SMC

SnapAustin, TX, United States
$107,000.00 yearly
Full-time

Snap Inc is a technology company.We believe the camera presents the greatest opportunity to improve the way people live and communicate.Snap contributes to human progress by empowering people to ex... Show more

Director, Client Delivery

Apex Fintech SolutionsAustin, TX, United States
$152,240.00 yearly
Full-time

Apex Fintech Solutions is seeking a strategic, results-driven leader to join our team as Director, Client Delivery.This role requires an experienced professional with deep expertise overseeing end-... Show more

Client Services Associate

TransPerfectAustin, TX, US
Full-time

Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow ... 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 Consulting Manager

CBRE GroupAustin, TX, United States
$143,000.00 yearly
Full-time

As a CBRE Client Consulting Manager, you will be a part of a high performing corporate real estate team that manages long term outsourced partnerships with corporate clients delivering portfolio st... 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
23 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.