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Client Associate Jobs in Hutto, TX (NOW HIRING)

Cerity Partners

Client Service Associate

Austin, TX · On-site

$60K - $75K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...

IGL4US

Client Service Associate

Austin, TX · On-site

$39K - $43K/yr

IGL 4 US is seeking a Client Service Associate to join our Cincinnati team. In this role, you will support clients throughout their experience with the company, answer questions, provide information ...

NextShining

Client Service Associate

Austin, TX · On-site

$39K - $43K/yr

IGL 4 US is seeking a Client Service Associate to join our Cincinnati team. In this role, you will support clients throughout their experience with the company, answer questions, provide information ...

Alphabe Insight Inc

Client Service Associate

Austin, TX · On-site

$39K - $43K/yr

Swift7 Consultants is seeking a Client Service Associate to join our team in Austin, TX. In this role, you will serve as an important point of contact for clients, helping answer questions, provide ...

Alphabe Insight Inc

Client Service Associate

Austin, TX · On-site

$39K - $43K/yr

Swift7 Consultants is seeking a Client Service Associate to join our team in Austin, TX. In this role, you will serve as an important point of contact for clients, helping answer questions, provide ...

Vodia Ventures

Client Service Associate

Austin, TX · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Arrive Logistics

Client Success Associate

Austin, TX · On-site

Client Success Associate Arrive Logistics is a leading transportation and technology company in North America, with plans to continue to significantly grow year over year. Our success is a testament ...

Arrive Logistics

Client Success Associate

Austin, TX · On-site

As a Client Success Associate, you will be responsible for the daily operations of existing and new client accounts brought on by our sales team. You will focus on load building, scheduling ...

Arrive Logistics

Client Success Associate

Austin, TX · On-site

As a Client Success Associate, you will be responsible for the daily operations of existing and new client accounts brought on by our sales team. You will focus on load building, scheduling ...

Socket.dev

Associate Client Success Manager

Austin, TX · On-site

$60 - $80/hr

We are looking for an Associate Client Success Manager to join our team! At Bazaarvoice, we create smart shopping experiences. Through our expansive global network, product-passionate community, and ...

Bazaarvoice

Associate Client Success Manager

Austin, TX · On-site

$60K - $70K/yr

We are looking for an Associate Client Success Manager to join our team! At Bazaarvoice, we create smart shopping experiences. Through our expansive global network, product-passionate community, and ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Hutto, TX

Client Associate information

See Hutto, TX salary details

$18.7K

$51.5K

$76.2K

How much do client associate jobs pay per year?

As of Sep 9, 2026, the average yearly pay for client associate in Hutto, TX is $51,450.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,400.00 and $62,600.00 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 cities near Hutto, TX are hiring for Client Associate jobs?

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Hutto, TX as of August 2026, with employment types broken down into 85% Full Time, 11% Part Time, and 4% Contract. Highlights an 60% Physical, 2% Hybrid, and 38% Remote job distribution, with an average salary of $51,450 per year, or $24.7 per hour.

Client Service Associate

Austin, TX • On-site

Cerity Partners
Finance and Insurance • 201 - 500 employees
Learn more about Cerity Partnersexternal

$60K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 14 days ago

Job description

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.
The ideal candidate demonstrates a growth mindset, is receptive to feedback, and is committed to continuous learning, professional development, and contributing to the success of the team.
Primary Responsibilities:
  • Frequent custodian interaction & paperwork processing.
  • Process account openings and process tasks with Custodians.
  • Schedule client meetings.
  • Basic preparation and follow-up for client meetings.
  • Prepare client forms and financial reports in advance of client meetings.
  • Develop knowledge of investment accounts, products and the forms required to transact business.
  • Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.
  • Ongoing maintenance and quality control of CRM.
  • Organize advisory team meetings and events.
  • Receive client calls and resolve questions/issues as needed.
  • Execute client appreciation and retention activities.
  • Prepare and process custodian forms to support client account maintenance, transfers, and other account-related requests.
  • Serve as backup administrative support as needed, assisting with office operations and ensuring a seamless client experience.

Ideal Candidate Profile - "Our Casting Call!"
Required Credentials:
  • Bachelor's degree
  • 1-3+ years of experience
  • Willingness to obtain the Series 65 license within one year of employment.

Skills & Competencies:
  • Demonstrate strong and effective communication, organizational and time management skills.
  • Ability to work in a team based/collaborative environment.
  • Must accept and thrive in a fast-paced, changing environment.
  • Adherence to all compliance policies & procedures.
  • Demonstrate the Cerity Partners culture.

Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer

Compensation Range:
$60,000 - $75,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
  • Health, dental, and vision insurance - day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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