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Client Associate Jobs in Frisco, TX (NOW HIRING)

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 ...

Veritext LLC

Client Services Associate

Dallas, TX · On-site

$21 - $25/hr

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 Experience Associate

Dallas, 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

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 21-40

All JobsClient Associate JobsClient Associate Jobs in Frisco, TX

Client Associate information

See Frisco, TX salary details

$17.3K

$47.7K

$70.7K

How much do client associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for client associate in Frisco, TX is $47,700.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $58,000.00 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?

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 Frisco, TX? The most popular types of Client jobs in Frisco, TX are:
What are popular job titles related to Client Associate jobs in Frisco, TX? For Client Associate jobs in Frisco, TX, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Frisco, TX look for? The top searched job categories for Client Associate jobs in Frisco, TX are:
What cities near Frisco, TX are hiring for Client Associate jobs? Cities near Frisco, TX with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Frisco, TX as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 95% In-person, and 5% Remote job distribution, with an average salary of $47,700 per year, or $22.9 per hour.

Client Experience Associate

Farther

Irving, TX • On-site

Full-time

Medical, Retirement, PTO

Re-posted 2 days ago

Job description

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 that seamless experience by executing the financial operations required for onboarding, ongoing requests, and any complex needs. You will work closely with our product and engineering teams to continually push the boundaries of wealth management. As a member of Farther's client experience team, this is an opportunity to have a huge impact not just on the company, but on the entire wealth industry.

Your Impact 
  • Act as the key relationship manager for specific advisors and clients 
  • Support advisors by performing and managing daily tasks for the business and existing clients 
  • Help advisors execute operational follow-up action items for clients
  • Act as a liaison with our custodians to process and confirm completion of requests (e.g., account opening, ACATs, transfers, account maintenance, etc.)
  • Identify and escalate issues to the product team to guide our roadmap and improve the operations and client service function
  • Establish and maintain positive and effective relationships with Farther advisors, custodians, and third-party vendors to ensure client satisfaction
The Ideal Match 
  • Bachelor's degree or equivalent experience
  • At least 3+ years of previous work experience in a similar position within the financial services industry
  • Strong interest in client service, relationship management, and operational support 
  • Team player with a positive attitude and a strong work ethic
  • Highly organized with exceptional attention to detail and strong communication skills 
  • Comfortable working in a fast-paced environment and ability to handle multiple competing tasks
Bonus Points 
  • Experience with and knowledge of standard operational aspects of wealth management client service (e.g., onboarding, ACATs, distributions) with custodians such as Charles Schwab, Fidelity, and Pershing
  • Comprehensive knowledge of the financial industry 
  • Passion for creating increased efficiencies within current operational processes for the business and servicing clients
Why Join Us
  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth options
  • Unlimited PTO

Ready to disrupt wealth management? Let's talk!

Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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