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Client Associate Jobs in Garland, TX (NOW HIRING)

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 ...

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

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 ...

New

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

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 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

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 ...

New

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Garland, TX

Client Associate information

See Garland, TX salary details

$17.9K

$49.2K

$72.9K

How much do client associate jobs pay per year?

As of Sep 8, 2026, the average yearly pay for client associate in Garland, TX is $49,241.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,600.00 and $59,900.00 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 Garland, TX?

The most popular types of Client jobs in Garland, TX are:

What job categories do people searching Client Associate jobs in Garland, TX look for?

The top searched job categories for Client Associate jobs in Garland, TX are:

What cities near Garland, TX are hiring for Client Associate jobs?

Cities near Garland, TX with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Garland, TX as of August 2026, with employment types broken down into 83% Full Time, 11% Part Time, 1% Temporary, and 5% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $49,241 per year, or $23.7 per hour.

Client Transitions Associate

Dallas, TX • On-site

Farther
Finance and Insurance • 51 - 200 employees
Learn more about Fartherexternal

Full-time

Medical, Retirement, PTO

Posted 4 days ago

Job description

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 managing operational workflows and ensuring accurate execution of financial operations. This role offers the opportunity to develop expertise in wealth management operations while contributing to the growth of our platform.

Your Impact 
  • Manage and execute the end-to-end client transition process, including processing and validating new account opening documentation, account transfers (ACATs and non-ACATs), and complex asset movements.
  • Coordinate effectively with external partners such as custodians and third-party vendors to ensure seamless and timely completion of all transition activities.
  • Monitor and maintain a detailed transition pipeline, proactively tracking progress, identifying potential roadblocks or risk situations, and reporting status updates to both internal stakeholders and clients.
  • Serve as a primary point of contact for clients during the transition phase, providing exceptional service and ensuring all documentation requirements are clearly communicated and met.
  • Apply strong problem-solving skills and a meticulous attention to detail to resolve documentation discrepancies, troubleshoot transfer issues, and reconcile custodian data, ensuring data integrity across all systems.
  • Demonstrate a highly organized and results-oriented approach, with a proven ability to manage multiple competing client transitions and priorities simultaneously under tight deadlines.
  • Contribute to a collaborative, team-oriented environment, consistently acting with a client-first mindset to ensure a smooth, positive, and professional experience for every new client.
The Ideal Match 
  • Background in client service, particularly with advisor transitions or conversion management
  • Highly organized with exceptional attention to detail and strong communication skills
  • Knowledge of financial products including SMAs, 529s, Annuities, 401Ks, and alternative investments
  • Experience with and knowledge of standard operational aspects of wealth management client service with custodians such as Charles Schwab, Fidelity, and Pershing
  • Team player with a positive attitude and a strong work ethic
  • Comfortable working in a fast-paced environment and ability to handle multiple competing tasks
Bonus Points 
  • Comprehensive knowledge of the financial industry
  • Passion for creating increased efficiencies within current operational processes for the business and servicing clients
  • Familiarity with Black Diamond
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 IRA 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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