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Client Associate Jobs in Hutto, TX (NOW HIRING)

Coordinates client programs and services with company programs and standards of service. Analyzes loss report information; makes recommendations for improvements. Evaluates conditions and practices ...

Client Portfolio Manager

Austin, TX · On-site

$100 - $125/hr

The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term ... Associate's degree in criminal justice, business or a related field with three (3) years of ...

The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term ... Associate's degree in criminal justice, business or a related field with three (3) years of ...

The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term ... Associate's degree in criminal justice, business or a related field with three (3) years of ...

Showing results 41-60

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:

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.

Private Client Services Associate Attorney (Midlevel) - Austin

Austin, TX • On-site

Direct Counsel
Recruiting and Staffing Services • 1 - 10 employees

$365K - $420K/yr

Other

Medical, Dental, Vision, Retirement

Posted 17 days ago


Job description

Private Client Services Associate Attorney - Midlevel
4-6 Years Experience | Multiple Locations
Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join its nationally recognized Private Client Services Group.
The Role
  • Advise individuals and families on sophisticated estate and tax planning.
  • Handle complex trust and estate administration, including trust modifications and decanting.
  • Advise on business interests, unique assets, transfer tax matters, and family office structures.
  • Assist with tax controversy matters before the IRS.
  • Work directly with clients and experienced attorneys on sophisticated private client matters.
Qualifications
  • 4-6 years of trust and estate planning/administration experience.
  • Strong transactional and estate planning background.
  • Excellent drafting, analytical, and communication skills.
  • Strong academic credentials.
  • LL.M. in Taxation preferred but not required.
Compensation & Benefits
  • $365,000-$420,000 annual salary, depending on experience.
  • Discretionary bonus
  • 401(k)
  • Medical, dental, and vision insurance
  • Paid holidays and leave
  • Family care benefits

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