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Associate Client Manager Jobs in Irving, TX (NOW HIRING)

Third Bridge Group

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that ... We promote from within , and our top performers move into management in as little as two years. You ...

Third Bridge

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that ... We promote from within , and our top performers move into management in as little as two years. You ...

Third Bridge

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that ... We promote from within , and our top performers move into management in as little as two years. You ...

Cresset Capital

ASSOCIATE, CLIENT ADMINISTRATION

Dallas, TX · On-site

$17.25 - $21.50/hr

Cresset seeks an experienced Associate, Client Administration to support the Partner Advisory team ... Manage multiple calendars, email communication, and travel arrangements * Keep current Outlook ...

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All JobsAssociate Client JobsAssociate Client Manager JobsAssociate Client Manager Jobs in Irving, TX

Associate Client Manager information

See Irving, TX salary details

$11

$24

$48

How much do associate client manager jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate client manager in Irving, TX is $24.40, according to ZipRecruiter salary data. Most workers in this role earn between $16.63 and $28.61 per hour, depending on experience, location, and employer.

What does an associate client manager do?

An Associate Client Manager is responsible for supporting senior client managers in maintaining and growing relationships with clients. They assist with project management, client communications, and the delivery of products or services to ensure client satisfaction. Their role often includes data analysis, preparing reports, coordinating with internal teams, and addressing client needs or concerns. This position serves as a key link between the client and the company, helping to ensure smooth operations and the successful execution of client projects.

How does an associate client manager typically collaborate with internal teams to meet client needs?

As an Associate Client Manager, you'll work closely with cross-functional teams such as sales, marketing, product development, and customer support to ensure client objectives are met. This role often involves coordinating meetings, sharing client feedback, and aligning internal resources to deliver tailored solutions. Effective communication and organizational skills are key, as you'll act as the main point of contact between clients and your company, ensuring that all stakeholders are informed and engaged throughout project lifecycles.

What are the key skills and qualifications needed to thrive as an associate client manager, and why are they important?

To thrive as an Associate Client Manager, you need strong analytical skills, a solid understanding of client relationship management, and preferably a degree in business, marketing, or a related field. Familiarity with CRM software, data analysis tools such as Excel or Tableau, and project management systems is typically required. Exceptional communication, problem-solving, and organizational skills help you build trust and efficiently address client needs. These competencies are vital for fostering client satisfaction, driving business growth, and ensuring seamless project execution.

What is the difference between Associate Client Manager vs Client Manager?

AspectAssociate Client ManagerClient Manager
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, extensive experience in client management
Work EnvironmentSupportive team, entry to mid-level client interactionsLeadership role, direct client engagement, strategic planning
Employer & Industry UsageFinancial services, marketing, consulting firmsFinancial institutions, advertising agencies, consulting firms
Common Search & ComparisonEntry to mid-level client support rolesSenior client relationship management

The Associate Client Manager typically handles support tasks and assists in client interactions, often requiring a bachelor's degree and relevant certifications. The Client Manager role involves more direct client engagement, strategic planning, and leadership responsibilities. While both roles are vital in client-facing industries, the Associate Client Manager is an entry to mid-level position, whereas the Client Manager is more senior and strategic.

What cities near Irving, TX are hiring for Associate Client Manager jobs?

Cities near Irving, TX with the most Associate Client Manager job openings:

Associate Client Manager jobs near you
Infographic showing various Associate Client Manager job openings in Irving, TX as of August 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $50,761 per year, or $24.4 per hour.

Associate Client Advisor

Bessemer Trust Company

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Job description

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations.
The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Investments, Philanthropic Advisory Services, and Custody. The specific duties include:
CLIENT SERVICE
  • Handle routine communication with clients and their advisors via telephone, email and fax.
  • Document written and verbal communication with clients and their advisors in Salesforce.
  • Prepare charts and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
  • Construct customized spreadsheets for clients.
  • Complete financial paperwork from other institutions for clients.
  • File correspondence and other documents in internal databases.
  • Create documentation of client correspondence for tracking purposes.
  • Attend and contribute to client meetings and presentations.
  • Interface with clients when questions arise about investment strategy or capital markets outlook.

INVESTMENT MANAGEMENT
  • Propose and implement investment programs as directed by Client Advisors and Senior Client Advisors using Bessemer applications.
  • Prepare investment guidelines for client accounts in line with clients' goals and risk tolerance.
  • Collaborate with Client Advisors and Senior Client Advisors to proactively monitor asset allocation.
  • Build implication models taking into account spending, taxation, and potential market behavior among other factors.
  • Proactively monitor and take action to correct fixed income maturities and client overdrafts based on knowledge and history of the client account.
  • Initiate orders for rebalancing of accounts.

ACCOUNT ADMINISTRATION
  • Work with Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to Bessemer. Assist in preparation of account opening documentation and account profiles, obtain required approvals, and gather legal documents and tax cost information.
  • Prepare Officers Committee account reports.
  • Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.
  • Process client remittances in conjunction with Client Tax Department.
  • Monitor and assist in covering overdrafts.
  • Supervise and pay client bill payments.
  • Prepare client presentation packages and reporting on client accounts.
  • Coordinate trust reviews with Fiduciary Officers.

CONTINUING PROFESSIONAL EDUCATION AND DEVELOPMENT
  • In addition to attending all internal training sessions including Basic Trust Administration, the Associate Client Advisor is expected to stay up to date on economic and market trends by: attending corporate communications meetings; conducting independent research; and reviewing relevant legal, tax, financial planning, and trust and estates publications.
  • Attend continuing education courses on trust administration.

COMPLIANCE RESPONSIBILITIES
Comply with all regulatory requirements including but not limited to:
  • Assist in the preparation of Annual Relationship Reviews and Trust Administrative Reviews.

QUALIFICATIONS
  • Bachelor's degree required.
  • Proven interest in financial markets preferred.
  • One or more years of related business experience preferred (specifically within Wealth Management a plus).
  • Working knowledge of trust administration and fiduciary laws, policies, Regulation-9 and KYC preferred.
  • Analytical & independent problem solving skills.
  • Written and verbal communication skills.
  • Demonstrated leadership and teamwork qualities.
  • Successful candidate must be goal-oriented, detailed oriented and a motivated self-starter.
  • Organizational skills and ability to manage multiple tasks.
  • Proficiency with Microsoft Office.
  • Basic knowledge of trust administration and fiduciary services.

About Bessemer Trust:
  • Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management - disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
  • Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
  • Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:
  • For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
  • Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
  • To watch a video about Bessemer Trust's history, click here.
  • To learn more about Bessemer Trust, click here.

About Our Employee Rewards and Benefits:
  • We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
  • Competitive base salary plus discretionary annual bonus for select positions
  • A 401(k) plan with a generous annual profit-sharing contribution
  • Personalized development and career opportunities, including tuition reimbursement support
  • Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
  • Employee assistance (EAP) and wellness programs
  • Hybrid work environment: 60% in office, 40% remote for most positions
  • Paid time off and paid parental leave
  • Employer-paid life insurance and short- and long-term disability coverage
  • Legal services and financial wellness plans at no cost to employees

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.

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