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Client Associate Jobs in Allen, TX (NOW HIRING)

ALM First

Associate, Client Service

Dallas, TX · On-site

Associate, Client Service Department: Business Development, Non-Core Investment Services Title: Associate, Client Service Reports To: Managing Director, Client Experience Job Summary: The Associate ...

Farther LLC

Client Experience Associate

Dallas, TX

Client Experience Associate As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and ...

Matter Family Office

Associate - Client Service

Dallas, TX · On-site

$79K - $115K/yr

As an Associate - Client Services, you will bring your expertise and experience to our team and understand what Matter does for each of our families. You'll be ensuring the successful execution of ...

Third Bridge

Associate, Client Services

Dallas, TX

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Cresset Capital

ASSOCIATE, WEALTH ADVISOR

Dallas, TX · On-site

Cresset is seeking an Associate, Wealth Advisor (AWA) to join our wealth management team. The AWA ... Key Responsibilities Client Relationships * Proactively support the Wealth Advisor (WA) by ...

Cresset Capital

ASSOCIATE, WEALTH ADVISOR

Dallas, TX · On-site

Cresset is seeking an Associate, Wealth Advisor (AWA) to join our wealth management team. The AWA ... Key Responsibilities Client Relationships * Proactively support the Wealth Advisor (WA) by ...

Farther

Client Experience Associate

Irving, TX · On-site

The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...

Matter Family Office

Associate - Client Service

Dallas, TX · On-site

$79K - $115K/yr

As an Associate - Client Services, you will bring your expertise and experience to our team and understand what Matter does for each of our families. You'll be ensuring the successful execution of ...

Farther

Client Transitions Associate

Dallas, TX · On-site

The Role As a Client Transition Operations Associate, you'll play a vital role in executing Farther's advisor and client transition process. You'll support the seamless migration of clients by ...

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Client Associate information

See Allen, TX salary details

$17.2K

$47.4K

$70.2K

How much do client associate jobs pay per year?

As of May 30, 2026, the average yearly pay for client associate in Allen, TX is $47,406.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,200.00 and $57,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Allen, TX? The most popular types of Client jobs in Allen, TX are:
What are popular job titles related to Client Associate jobs in Allen, TX? For Client Associate jobs in Allen, TX, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Allen, TX look for? The top searched job categories for Client Associate jobs in Allen, TX are:
What cities near Allen, TX are hiring for Client Associate jobs? Cities near Allen, TX with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Allen, TX as of May 2026, with employment types broken down into 1% As Needed, 75% Full Time, 15% Part Time, 1% Temporary, and 8% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $47,406 per year, or $22.8 per hour.
Associate, Client Service

Associate, Client Service

ALM First

Dallas, TX • On-site

Full-time

Posted 24 days ago

Job description

Associate, Client Service
Department: Business Development, Non-Core Investment Services
Title: Associate, Client Service
Reports To: Managing Director, Client Experience
Job Summary:
The Associate, Client Service plays a key support and client-facing role within the firm's non-core investment services business line. This position supports Business Development leaders by delivering high-quality client service, coordinating day-to-day account and reporting activities, and preparing polished, client-ready materials that support both ongoing relationships and new business initiatives.
This role requires a detail-oriented, organized, and proactive individual who can manage multiple priorities while maintaining a high standard of accuracy and professionalism. The Associate, Client Service works closely with internal partners across investment, operations, analytics, marketing, and compliance teams to ensure timely execution of client and business development deliverables.
Responsibilities:
  • Support client onboarding and ongoing service activities, including documentation, data collection, and coordination with internal teams.
  • Work with investment data across fixed income and equity strategies-including analytics, returns, portfolio characteristics, and insurance-related structures-to support the preparation of client and prospect materials.
  • Prepare, customize, and distribute recurring and ad hoc client reports, performance materials, and presentation decks.
  • Assist with the creation and maintenance of sales and business development materials, including pitchbooks, proposal content, fact sheets, educational presentations, and client-ready presentations.
  • Maintain and update internal templates, reports, and standard materials to ensure accuracy, consistency, and alignment with branding and compliance standards.
  • Coordinate with internal teams (including investment management, operations, analytics, marketing, and compliance) to ensure accuracy, consistency, and timely delivery of client and sales-related deliverables.
  • Support client meetings, calls, presentations, webinars, and prospect interactions, including preparation and presentation of materials and follow-up items.
  • Track service requests, deadlines, and action items to ensure service standards and business development timelines are met.
  • Maintain internal records, CRM updates, and required documentation in accordance with firm policies.
  • Contribute to process improvements, service efficiencies, and enhancements to internal workflows and resources.

Qualifications:
  • Bachelor's degree in finance, economics, business, or a related field preferred; or an equivalent combination of education and experience.
  • Zero (0) to three (3) years of experience in financial services, client service, or sales support.
  • Interest in investments, portfolio management, or financial institutions.
  • Familiarity with investment products, client reporting, or sales support materials is a plus.
  • Knowledge of credit union or bank investment regulations is helpful but not required.

Skills:
  • Strong attention to detail with the ability to produce polished, accurate, and client-ready materials.
  • Excellent organizational and time-management skills, with the ability to manage multiple tasks and deadlines.
  • Clear written and verbal communication skills.
  • Strong interpersonal skills and comfort interacting with clients and internal stakeholders.
  • Ability to lead through influence and collaboration rather than direct authority.
  • Ability to collaborate across functional teams in a fast-paced environment.
  • Proficiency in Microsoft Office (PowerPoint, Excel, Word); familiarity with CRM or reporting tools is a plus.
  • Commitment to delivering a high-quality client experience.

ALM First Statement on Diversity & Inclusion: ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our commitment to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at how we can improve our own policies and practices to encourage diversity through the use of our designated committee.
Equal Employment Opportunity: ALM First has a commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations: ALM First values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. ALM First provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at careers@almfirst.com or via telephone at +1 800 752 4628 (U.S.).

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