Registered Client Service Associate | Dallas, TX A forward-thinking, technology-driven Registered Investment Advisor and Financial Planning firm dedicated to delivering innovative investment ...
Registered Client Service Associate | Dallas, TX A forward-thinking, technology-driven Registered Investment Advisor and Financial Planning firm dedicated to delivering innovative investment ...
Client Service Associate - Non-Registered
Medical
Dental
Vision
Life
Retirement
PTO
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...
Client Service Associate - Non-Registered
Medical
Dental
Vision
Life
Retirement
PTO
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...
Client Service Associate - Non-Registered
Medical
Dental
Vision
Life
Retirement
PTO
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...
Client Service Associate - Non-Registered
Medical
Dental
Vision
Life
Retirement
PTO
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Part-Time Client Associate - NADC (Fort Worth TX)
Fort Worth, TX · On-site
$14.25 - $15.75/hr
Job Overview The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and ...
Part-Time Client Associate - NADC (Fort Worth TX)
Fort Worth, TX · On-site
$14.25 - $15.75/hr
Job Overview The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and ...
Part-Time Client Associate - NADC (Fort Worth TX)
Fort Worth, TX · On-site
$14.50 - $15.75/hr
JOB OVERVIEW The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and ...
Part-Time Client Associate - NADC (Fort Worth TX)
Fort Worth, TX · On-site
$14.50 - $15.75/hr
JOB OVERVIEW The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and ...
Director, Client Relations
Coppell, TX · Remote
$125K - $135K/yr
Demonstrate a high level of diplomacywhen handling difficult client discussions and influencing client/associate behaviors. * Proficient Financial Acumen knowledge * Proficientwrittencommunication ...
Director, Client Relations
Coppell, TX · Remote
$125K - $135K/yr
Demonstrate a high level of diplomacywhen handling difficult client discussions and influencing client/associate behaviors. * Proficient Financial Acumen knowledge * Proficientwrittencommunication ...
Client Experience Associate SAFE Act, AVP - Dallas, TX
Dallas, TX · On-site
$87.36 - $131.04/hr
Medical
Dental
Vision
Life
Retirement
PTO
This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, Account Opening ...
Client Experience Associate SAFE Act, AVP - Dallas, TX
Dallas, TX · On-site
$87.36 - $131.04/hr
Medical
Dental
Vision
Life
Retirement
PTO
This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, Account Opening ...
Client Relationship Associate
Plano, TX · On-site
$38K - $48K/yr
Client Relationship Associate Atlas Advisory Group, a boutique wealth management firm, located in Plano, TX, is seeking a Client Relationship Associate to assist in our mission of helping clients ...
Client Relationship Associate
Plano, TX · On-site
$38K - $48K/yr
Client Relationship Associate Atlas Advisory Group, a boutique wealth management firm, located in Plano, TX, is seeking a Client Relationship Associate to assist in our mission of helping clients ...
Client Relationship Associate
Plano, TX · On-site
$45K - $65K/yr
The Client Relationship Associate plays a crucial role in the smooth functioning of the office. With overall responsibility for day-to-day operations, the Client Relationship Associate must be able ...
Quick apply
Client Relationship Associate
Plano, TX · On-site
$45K - $65K/yr
The Client Relationship Associate plays a crucial role in the smooth functioning of the office. With overall responsibility for day-to-day operations, the Client Relationship Associate must be able ...
Client Services Associate
Dallas, TX · On-site
$70K/yr
Medical
Dental
Vision
Retirement
PTO
Client Services Associate Salary Range: $70,000 base + $10,000 annual bonus potential Join a growing boutique wealth management firm where exceptional client service, precision, and ownership are at ...
New
Client Services Associate
Dallas, TX · On-site
$70K/yr
Medical
Dental
Vision
Retirement
PTO
Client Services Associate Salary Range: $70,000 base + $10,000 annual bonus potential Join a growing boutique wealth management firm where exceptional client service, precision, and ownership are at ...
New
Client Relationship Associate
Plano, TX · On-site
$45K - $65K/yr
The Client Relationship Associate plays a crucial role in the smooth functioning of the office. With overall responsibility for day-to-day operations, the Client Relationship Associate must be able ...
Client Relationship Associate
Plano, TX · On-site
$45K - $65K/yr
The Client Relationship Associate plays a crucial role in the smooth functioning of the office. With overall responsibility for day-to-day operations, the Client Relationship Associate must be able ...
Client Services Associate
Fort Worth, TX · On-site
$45K - $50K/yr
Medical
Dental
Vision
Retirement
PTO
We are looking for a critical thinker and proactive Client Service Associate in our Forth Worth, TX office that shares our dedication to quality and our genuine concern for the comfort and dignity of ...
Client Services Associate
Fort Worth, TX · On-site
$45K - $50K/yr
Medical
Dental
Vision
Retirement
PTO
We are looking for a critical thinker and proactive Client Service Associate in our Forth Worth, TX office that shares our dedication to quality and our genuine concern for the comfort and dignity of ...
Client Services Associate
$45K - $50K/yr
Medical
Dental
Vision
Retirement
PTO
We are looking for a critical thinker and proactive Client Service Associate in our Forth Worth, TX office that shares our dedication to quality and our genuine concern for the comfort and dignity of ...
Quick apply
Client Services Associate
$45K - $50K/yr
Medical
Dental
Vision
Retirement
PTO
We are looking for a critical thinker and proactive Client Service Associate in our Forth Worth, TX office that shares our dedication to quality and our genuine concern for the comfort and dignity of ...
Client Experience Associate
Irving, TX · On-site
Medical
Retirement
PTO
Client Experience Associate Irving, TX Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth ...
Client Experience Associate
Irving, TX · On-site
Medical
Retirement
PTO
Client Experience Associate Irving, TX Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth ...
Associate, Client Services
Dallas, TX · On-site
$77K - $102K/yr
Medical
Dental
Vision
Retirement
PTO
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.
New
Associate, Client Services
Dallas, TX · On-site
$77K - $102K/yr
Medical
Dental
Vision
Retirement
PTO
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.
New
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 open doors to long-term careers in sales, account management, leadership , research and so much more.
Quick apply
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 open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services
Dallas, TX · On-site
$77K - $102K/yr
Medical
Dental
Vision
Retirement
PTO
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.
Associate, Client Services
Dallas, TX · On-site
$77K - $102K/yr
Medical
Dental
Vision
Retirement
PTO
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.
Associate, Client Services
Dallas, TX · On-site
$77K - $102K/yr
Medical
Dental
Vision
Retirement
PTO
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.
Associate, Client Services
Dallas, TX · On-site
$77K - $102K/yr
Medical
Dental
Vision
Retirement
PTO
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.
Associate, Client Services
$77K - $102K/yr
Medical
Dental
Vision
Retirement
PTO
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.
Associate, Client Services
$77K - $102K/yr
Medical
Dental
Vision
Retirement
PTO
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.
Client Associate information
See Arlington, TX salary details
$16.6K - $21.3K
3% of jobs
$21.3K - $26K
1% of jobs
$26K - $30.6K
9% of jobs
$30.6K - $35.3K
6% of jobs
$36.9K is the 25th percentile. Wages below this are outliers.
$35.3K - $40K
16% of jobs
$40K - $44.6K
11% of jobs
The median wage is $46.3K / yr.
$44.6K - $49.3K
11% of jobs
$49.3K - $54K
14% of jobs
$55.2K is the 75th percentile. Wages above this are outliers.
$54K - $58.6K
15% of jobs
$58.6K - $63.3K
11% of jobs
$63.3K - $67.9K
3% of jobs
$16.6K
$45.9K
$67.9K
How much do client associate jobs pay per year?
As of Aug 16, 2026, the average yearly pay for client associate in Arlington, TX is $45,865.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $55,800.00 per year, depending on experience, location, and employer.
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 is a client associate?
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 are the key skills and qualifications needed to thrive as a client associate?
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.
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer 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 Arlington, TX?
The most popular types of Client jobs in Arlington, TX are:
What are popular job titles related to Client Associate jobs in Arlington, TX?
For Client Associate jobs in Arlington, TX, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Arlington, TX look for?
The top searched job categories for Client Associate jobs in Arlington, TX are:
What cities near Arlington, TX are hiring for Client Associate jobs?
Cities near Arlington, TX with the most Client Associate job openings:
Other
Re-posted 8 days ago
Job description
Registered Client Service Associate | Dallas, TX
A forward-thinking, technology-driven Registered Investment Advisor and Financial Planning firm dedicated to delivering innovative investment management and holistic financial planning solutions is seeking a Registered Client Service Associate. Serving individuals, families, and small businesses, to build customized financial plans and dynamic portfolios designed to manage risk and optimize returns. As a privately owned, fiduciary firm with no sales incentives or proprietary products, their focus is on creating long-term value through trusted client relationships.
The Registered Client Service Associate will play a key role in supporting senior advisors by preparing portfolio materials, coordinating client interactions, and helping to deepen and retain client relationships.
Responsibilities:
Support the advisors in servicing clients by preparing financial plans, conducting investment research, and executing trades and transactions
Coordinate and prepare for client meetings, including scheduling and confirming appointments, updating the CRM system, creating meeting agendas and summaries, greeting clients, and ensuring timely follow-up
Manage new business processing by preparing necessary forms, collecting signatures, submitting documentation to the home office, tracking applications, and coordinating rollovers
Assist with marketing efforts, including preparation and organization of marketing materials and event support
Perform general administrative responsibilities, such as trade support, answering the advisor's phone, drafting routine client correspondence, maintaining client files, and managing internal communications and alerts
Requirements:
Bachelor's degree and/or equivalent experience required
3+ years of relevant industry experience
Prior experience working with High Net Worth (HNW) clientele
Active IAR registration and Series 65 license required
Certified Financial Planner (CFP) designation preferred or willingness to obtain
Proven experience in client service or advisory environment
Excellent organizational and time management abilities
Capable of managing multiple priorities and meeting deadlines
Effective communicator across all levels of the organization
Team-oriented and process-driven approach
Proficient in Microsoft Office Suite and other relevant software systems
Previous experience with platforms such as Fidelity, Black Diamond, eMoney, Nitrogen (formerly Riskalyze), and Wealthbox is preferred
A forward-thinking, technology-driven Registered Investment Advisor and Financial Planning firm dedicated to delivering innovative investment management and holistic financial planning solutions is seeking a Registered Client Service Associate. Serving individuals, families, and small businesses, to build customized financial plans and dynamic portfolios designed to manage risk and optimize returns. As a privately owned, fiduciary firm with no sales incentives or proprietary products, their focus is on creating long-term value through trusted client relationships.
The Registered Client Service Associate will play a key role in supporting senior advisors by preparing portfolio materials, coordinating client interactions, and helping to deepen and retain client relationships.
Responsibilities:
Support the advisors in servicing clients by preparing financial plans, conducting investment research, and executing trades and transactions
Coordinate and prepare for client meetings, including scheduling and confirming appointments, updating the CRM system, creating meeting agendas and summaries, greeting clients, and ensuring timely follow-up
Manage new business processing by preparing necessary forms, collecting signatures, submitting documentation to the home office, tracking applications, and coordinating rollovers
Assist with marketing efforts, including preparation and organization of marketing materials and event support
Perform general administrative responsibilities, such as trade support, answering the advisor's phone, drafting routine client correspondence, maintaining client files, and managing internal communications and alerts
Requirements:
Bachelor's degree and/or equivalent experience required
3+ years of relevant industry experience
Prior experience working with High Net Worth (HNW) clientele
Active IAR registration and Series 65 license required
Certified Financial Planner (CFP) designation preferred or willingness to obtain
Proven experience in client service or advisory environment
Excellent organizational and time management abilities
Capable of managing multiple priorities and meeting deadlines
Effective communicator across all levels of the organization
Team-oriented and process-driven approach
Proficient in Microsoft Office Suite and other relevant software systems
Previous experience with platforms such as Fidelity, Black Diamond, eMoney, Nitrogen (formerly Riskalyze), and Wealthbox is preferred
About BCI Brokerage Consultants
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Chicago, IL, US
Year founded
1992