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Client Associate Jobs in Dallas, TX (NOW HIRING)

Farther LLC

Client Transitions Associate

Dallas, TX · On-site

Client Transitions Associate Hybrid - Dallas, TX Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored ...

Hackajob

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.

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 open doors to long-term careers in sales, account management, leadership , research and so much more.

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 open doors to long-term careers in sales, account management, leadership , research and so much more.

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 open doors to long-term careers in sales, account management, leadership , research and so much more.

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 open doors to long-term careers in sales, account management, leadership , research and so much more.

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 Transitions Associate

Dallas, TX

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 ...

Pro-Active

Be Seen First

Client Relations Associate

Dallas, TX · On-site

$48K - $52K/yr

Leadership Development Pro-Active is seeking motivated and ambitious individuals to join our growing team as a Client Relations Associate. This role is ideal for candidates who enjoy working with ...

Veritext

Client Services Associate

Dallas, TX · On-site

As a Client Services Associate/Representative (Texas) , you'll be the go-to expert for attorneys and legal teams after the deposition wraps helping them stay on track and ready for court. You'll ...

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 ...

Farther

Client Transitions Associate

Dallas, TX · On-site +1

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 ...

Farther

Client Transitions Associate

Irving, 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 ...

Farther LLC

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 ...

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 ...

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 ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Dallas, TX

Client Associate information

See Dallas, TX salary details

$17K

$46.7K

$69.2K

How much do client associate jobs pay per year?

As of Sep 14, 2026, the average yearly pay for client associate in Dallas, TX is $46,713.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,700.00 and $56,800.00 per year, depending on experience, location, and employer.

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.

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 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 September 2026, with employment types broken down into 86% Full Time, 9% Part Time, and 5% Contract. Highlights an 67% Physical, 3% Hybrid, and 30% Remote job distribution, with an average salary of $46,713 per year, or $22.5 per hour.

Client Relationship Associate

Plano, TX • On-site

R&R Human Resources Solutions
1 - 10 employees
Learn more about R&R Human Resources Solutionsexternal

$45K - $65K/yr

Full-time

Re-posted 9 days ago

Job description

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 achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
Our mission at Atlas Advisory Group is to grow and protect our client's wealth. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!
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 to work effectively with other staff members, clients, and Wealth Advisors.
Responsibilities & Activities:
  • Communicates with clients in person, in writing, and over the telephone. Meets with clients to complete paperwork and attends periodic client update meetings with select clients.
  • Manages new business and client services:
    • Meets with clients and starts new client forms processing.
    • Communicates with client, and manage their planning or account services needs promptly.
    • Follows up with clients as needed to make sure all paperwork is processed.
  • Case Management:
    • Manage cases that at different stages, proactively provide assistance needed to push the cases forward.
  • Communicates, implements, and ensures compliance with guidelines and policies:
    • Maintains compliance polices and documentation.
    • Manages the compliance and advertising approval process.
  • Develops and maintains written documentation (systems) of all activities.
  • Event Management and Marketing:
    • Handle logistical and marketing details for client events
    • Send out invites, coordinate with venue and maintain marketing database.

Knowledge, Skills, & Abilities:
  • Strong interpersonal and client relationship management skills to engage with our clients and our "crew"
  • A learner's mindset and an appetite for financial acumen, eagerness to learn and grow
  • Strong attention to details, analytical skills, and problem-solving
  • Excellent organizational and time management skills
  • Excellent attitude and an extraordinary client service orientation
  • Track record of balancing multiple priorities simultaneously, accommodating unexpected requests or needs, and following through
  • Ability to operate within tight deadlines
  • At least one year of relevant experience in a financial or insurance services firm assisting with day-to-day operations preferred.
  • Proficiency with Excel and other Microsoft Office Suite tools
  • Proficiency with financial planning and customer relationship management software is preferred
  • Bachelor's degree or equivalent combination of experience. Finance, economics, accounting, business, or related major preferred
  • Reliability is an essential function.

We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients' lives.
MUST BE LOCATED IN THE DALLAS AREA OR INTERESTED IN RELOCATION TO THE DALLAS AREA

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