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Client Associate Jobs in Dallas, TX (NOW HIRING)

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 ...

Pro-Active

Client Relations Associate

Dallas, TX · On-site

$47K - $50K/yr

... as a Client Relations Associate. This role is ideal for candidates who enjoy working with people, building relationships, and creating exceptional customer experiences while developing valuable ...

Farther

Client Experience Associate

Irving, TX

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 ...

Farther

Client Experience Associate

Dallas, 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 ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Dallas, TX

Client Associate information

See Dallas, TX salary details

$18.3K

$50.4K

$74.7K

How much do client associate jobs pay per year?

As of Jun 23, 2026, the average yearly pay for client associate in Dallas, TX is $50,416.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $61,300.00 per year, depending on experience, location, and employer.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

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.

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 Dallas, TX? The most popular types of Client jobs in Dallas, TX are:
What are popular job titles related to Client Associate jobs in Dallas, TX? For Client Associate jobs in Dallas, TX, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Dallas, TX look for? The top searched job categories for Client Associate jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Client Associate jobs? Cities near Dallas, TX with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Dallas, TX as of June 2026, with employment types broken down into 71% Full Time, 28% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $50,416 per year, or $24.2 per hour.
Associate - Client Service

Associate - Client Service

Matter Family Office

Dallas, TX

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 28 days ago

Job description

Company Description

Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth.

Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other.

Job Description

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 each assigned client's work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Matter's services - Investment Management, Wealth Planning & Coordination, and Culture & Learning.

This includes responsibilities such as:

  • Preparing financial plans, reviews, projections, and periodic updates
  • Reviewing, modeling, analyzing, and rebalancing investment portfolios
  • Researching, implementing, and helping coordinate wealth strategies
  • Managing accounts and cash positions
  • Researching and responding to client requests or questions
  • Assisting with various projects and firm-related initiatives
Qualifications
  • You have a minimum of four years in the financial services industry, including significant client-facing experience.
  • You have financial planning or coordination experience in the areas of investment, insurance, estate planning, and cash flow management.
  • You have been part of a client team where you drove financial planning for clients, collaborating both with more senior and more junior team members to complete work and make decisions as appropriate.
  • You have a BA or BS degree with exceptional academic performance from a challenging four-year institution.
  • CFP, CFA, CPA, or MBA is preferred but not required.
  • Experience serving family office-level clients is preferred but not required.
Benefits
  • Competitive Salary and Annual Performance-Based Bonus
  • Medical and Dental Health Plans
  • Supplemented Health Savings Account and Health Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Employer Supplemented Health Reimbursement Account Plan
  • Short- and Long-term disability coverage paid for by the employer
  • Paid Group Life Insurance
  • Flexible 401(k) retirement benefits with employer matching
  • 10 paid holidays per year plus competitive vacation and sick leave
  • Cell phone reimbursement plan
  • Opportunity for advancement based on performance, personal growth, and cultural fit
  • Work with a team-oriented culture that supports continuing education and career growth
  • Strong support for volunteer, community and/or industry involvement
Additional information

All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.

Employment Type: FULL_TIME

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