Client Associate
$18 - $18.75/hr
Description Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.   In this role you will:   • Assist Financial Advisor(s) colleagues ...
$18 - $18.75/hr
Description Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.   In this role you will:   • Assist Financial Advisor(s) colleagues ...
$18 - $18.75/hr
Description Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.   In this role you will:   • Assist Financial Advisor(s) colleagues ...
$18 - $18.75/hr
Description Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.   In this role you will:   • Assist Financial Advisor(s) colleagues ...
Quick apply
$18 - $18.75/hr
Description Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.   In this role you will:   • Assist Financial Advisor(s) colleagues ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Austin, TX · On-site
$14.75 - $17/hr
Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose ...
Austin, TX · On-site
$14.75 - $17/hr
Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose ...
Austin, TX · On-site
$14.75 - $17/hr
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 profitability ...
Austin, TX · On-site
$14.75 - $17/hr
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 profitability ...
Austin, TX · On-site
$14.75 - $17/hr
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 profitability ...
Austin, TX · On-site
$14.75 - $17/hr
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 profitability ...
Austin, TX · Remote
$65K - $75K/yr
Registered Client Service Associate Boutique wealth management practice Austin, TX | In-office A boutique, relationship-driven wealth management practice in Austin is seeking a Registered Client ...
Austin, TX · Remote
$65K - $75K/yr
Registered Client Service Associate Boutique wealth management practice Austin, TX | In-office A boutique, relationship-driven wealth management practice in Austin is seeking a Registered Client ...
Communities Associate: A hands-on role with opportunity to grow Associates provide Communities management, individual client relationship management, and analytical/operational support to the ...
Communities Associate: A hands-on role with opportunity to grow Associates provide Communities management, individual client relationship management, and analytical/operational support to the ...
Austin, TX · On-site
Communities Associate: A hands-on role with opportunity to grow Associates provide Communities management, individual client relationship management, and analytical/operational support to the ...
Austin, TX · On-site
Communities Associate: A hands-on role with opportunity to grow Associates provide Communities management, individual client relationship management, and analytical/operational support to the ...
Austin, TX · On-site
Communities Associate: A hands-on role with opportunity to grow Associates provide Communities management, individual client relationship management, and analytical/operational support to the ...
Austin, TX · On-site
Communities Associate: A hands-on role with opportunity to grow Associates provide Communities management, individual client relationship management, and analytical/operational support to the ...
Austin, TX · On-site
Associates provide Communities management, individual client relationship management, and analytical/operational support to the Communities & Sales Regional Director teams in business development and ...
Austin, TX · On-site
Associates provide Communities management, individual client relationship management, and analytical/operational support to the Communities & Sales Regional Director teams in business development and ...
What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...
What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...
$39K - $49K/yr
The Relationship Associate will follow the firm's best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities ...
$39K - $49K/yr
The Relationship Associate will follow the firm's best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities ...
Austin, TX · On-site
$42K - $45K/yr
What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...
Austin, TX · On-site
$42K - $45K/yr
What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...
Austin, TX · On-site
$39K - $49K/yr
The Relationship Associate will follow the firm's best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities ...
Austin, TX · On-site
$39K - $49K/yr
The Relationship Associate will follow the firm's best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities ...
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 ...
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 ...
Austin, TX · Hybrid
The Global Client Group (GCG) leads Dimensional's effort to grow our business, through both increasing existing relationships and developing new client relationships.The Client Services Team is ...
Austin, TX · Hybrid
The Global Client Group (GCG) leads Dimensional's effort to grow our business, through both increasing existing relationships and developing new client relationships.The Client Services Team is ...
Austin, TX · On-site
The Global Client Group (GCG) leads Dimensional's effort to grow our business, through both increasing existing relationships and developing new client relationships. The Client Services Team is ...
Austin, TX · On-site
The Global Client Group (GCG) leads Dimensional's effort to grow our business, through both increasing existing relationships and developing new client relationships. The Client Services Team is ...
The Global Client Group (GCG) leads Dimensional's effort to grow our business, through both increasing existing relationships and developing new client relationships. The Client Services Team is ...
The Global Client Group (GCG) leads Dimensional's effort to grow our business, through both increasing existing relationships and developing new client relationships. The Client Services Team is ...
The Registered Client Service associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare ...
The Registered Client Service associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare ...
$18.3K - $23.5K
3% of jobs
$23.5K - $28.6K
1% of jobs
$28.6K - $33.7K
9% of jobs
$33.7K - $38.9K
6% of jobs
$40.7K is the 25th percentile. Wages below this are outliers.
$38.9K - $44K
16% of jobs
$44K - $49.2K
11% of jobs
The median wage is $51K / yr.
$49.2K - $54.3K
11% of jobs
$54.3K - $59.4K
14% of jobs
$60.8K is the 75th percentile. Wages above this are outliers.
$59.4K - $64.6K
15% of jobs
$64.6K - $69.7K
11% of jobs
$69.7K - $74.8K
3% of jobs
$18.3K
$50.5K
$74.8K
| 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.

$18 - $18.75/hr
Contractor
Medical, Dental, Vision, Life, Retirement, PTO
Posted 4 days ago
Description
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.   In this role you will:   • Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence • Facilitate Financial Advisor and client requests for account related information and/or quotes • Schedule and prepare for appointments with new or prospective clients • Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s) • Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements • Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships • Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
Experience Level
Entry Level
This is a Contract position based out of Austin, TX.
Pay and BenefitsThe pay range for this position is $18.00 - $18.75/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)
This is a fully onsite position in Austin,TX.
Application DeadlineThis position is anticipated to close on Jun 21, 2026.
About TEKsystemsWe're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global ServicesWe’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.