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Client associate Jobs in Austin, TX

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Client associate • austin tx

Last updated: 3 days 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 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 Executive

Tyler TechnologiesAustin, TX, United States
Full-time

The Client Executive is responsible for cultivating and maintaining relationships with executive-level stakeholders within the client organization.In addition to fostering strong partnerships betwe... 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 Success Manager

TradeJobsWorkForce78703 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

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 Support Specialist

Qureos IncAustin, United States
Full-time

Fiducient Advisors, a leading consulting firm managing over $225 billion in assets, is seeking a dedicated and professional.The successful candidate will be a crucial part of our mission-driven env... Show more

Client Success Manager

BankjoyAustin, TX, United States
Full-time

Bankjoy provides modern digital banking products including mobile banking, online banking, online account opening, loan origination, and conversational AI.Our mission is to revolutionize banking te... 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 Business Executive

ThriveAustin, TX, US
Full-time
Quick Apply

Thrive delivers upon the promise of technology by enabling our clients’ digital transformation journeys with best practices on an AI, cybersecurity and cloud focused NextGen managed services platfo... Show more

Client Service Representative

Ethos Veterinary HealthAustin, TX, US
$18.00 hourly
Full-time
Quick Apply

Client Service Representative $18 - $22/hr.Austin Veterinary Emergency & Specialty | Austin, TX   At Austin Veterinary Emergency & Specialty (AVES) , we have recently expanded—ad... 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

Client Finance Manager

McGarrah JesseeAustin, TX, US
$85,000.00 yearly
Full-time

The Client Finance Manager serves as the primary finance partner for assigned client accounts, ensuring profitable and transparent client engagements.This role sits at the intersection of financial... 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

Client Services Associate

TradeJobsWorkforce78703 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 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

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
30+ 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.