Which cities near Austin, TX have the most client associate job openings?

The cities near Austin, TX that boast the highest number of client associate jobs are: Round Rock Pearland Grand Prairie Arlington Fort Worth San Antonio Houston

Which cities near Austin, TX have the most job openings?

The 10 cities near Austin, TX that have the most job openings are: College Station Round Rock Pearland Waco Pasadena Killeen Grand Prairie Corpus Christi Arlington Fort Worth

What are the most popular job searches in Austin, TX?

The 10 most popular job searches in Austin, TX are: city amazon work from home construction government human resources warehouse amazon warehouse bartender hr

What are the highest-paying jobs in Austin, TX?

The highest-paying jobs are: hospital pharmacist ( from $ 124,800 to $ 351,894 year ) private investigator ( from $ 54,844 to $ 262,275 year ) chief information security officer ( from $ 140,110 to $ 250,000 year ) psychiatrist ( from $ 50,000 to $ 246,704 year ) oil and gas ( from $ 105,000 to $ 240,000 year ) clinical data manager ( from $ 58,750 to $ 238,120 year ) dentist ( from $ 65,000 to $ 237,500 year ) general dentist ( from $ 170,000 to $ 236,875 year ) crna ( from $ 100,000 to $ 233,000 year ) hospitalist ( from $ 50,000 to $ 232,000 year )

Which cities in the United States of America offer the highest salaries for client associate jobs?

The top 10 cities are: Glendale, AZ ( from $ 36,920 to $ 131,905 year ) Glendale, CA ( from $ 36,920 to $ 131,905 year ) Gilbert, AZ ( from $ 45,038 to $ 107,250 year ) New York, NY ( from $ 54,005 to $ 102,845 year ) New Orleans, LA ( from $ 53,478 to $ 100,079 year ) Cape Coral, FL ( from $ 35,360 to $ 100,000 year ) Oklahoma City, OK ( from $ 47,914 to $ 100,000 year ) Tampa, FL ( from $ 57,165 to $ 100,000 year ) Salt Lake City, UT ( from $ 46,388 to $ 99,043 year ) Atlanta, GA ( from $ 50,000 to $ 98,125 year )

Client associate Jobs in Austin, TX

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Client associate • austin tx

Last updated: 15 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 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

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 Account Manager

Capital Disaster Solutions, LLCAustin, TX, US

Full-time

The Client Account Manager is responsible for generating new business, nurturing existing relationships, and guiding clients through our service offerings.This role includes outbound prospecting, n... Show more

Client Success Associate

CliftonLarsonAllenAustin, TX, United States

Full-time

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory... 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

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 ... 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 Sales Advisor

Stratford DavisAustin, TX, us

Full-time

We are actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career.This opportunity allows you to work from home wh... Show more

Client Business Executive

ThriveAustin, TX, US

Full-time

Quick Apply

About Us   Thrive is an innovative technology solutions provider focused on Cyber Security, Hybrid Cloud, Global Network Management, Disaster Recovery, and traditional Managed Services.Our cor... 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

Operations / Client Service Associate

RIA RecruitingAustin, TX, United States

Full-time

Fully Remote Operations / Client Service Associate.Guiding Financial is a boutique RIA based in Austin, TX operating as a quasifamily office for ultrahigh-net-worth families.We provide disciplined ... Show more

Director, Private Client

Contrarian ThinkingAustin, Texas, United States

$250,000.00 yearly

Full-time

BizScout is a dynamic marketplace revolutionizing how businesses connect, grow, and transition ownership.We are seeking an experienced, entrepreneurial leader to grow and run our Private Client pro... 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 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 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

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.