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Client Associate Jobs in Laredo, TX (NOW HIRING)

CoinFlip

Client Service Associate

Laredo, TX

$13K - $15K/mo

As a Client Services Associate, you will be responsible for building and maintaining strong relationships with our clients, ensuring their satisfaction, and driving growth for our platform.

Focus Partners Wealth

Tax Associate

Laredo, TX

$50.10K - $66.80K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Analyze client information and offer recommendations for reducing client tax liabilities.

InsCipher

Tax Associate

Laredo, TX · Remote

$21 - $26/hr

... Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role ... Ensure proper documents are received and reviewed from client submission * Conduct compliance and ...

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Client Associate information

See Laredo, TX salary details

$16.2K

$44.7K

$66.3K

How much do client associate jobs pay per year?

As of May 29, 2026, the average yearly pay for client associate in Laredo, TX is $44,737.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,100.00 and $54,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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 are Client Associates?

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 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 popular job titles related to Client Associate jobs in Laredo, TX? For Client Associate jobs in Laredo, TX, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Laredo, TX look for? The top searched job categories for Client Associate jobs in Laredo, TX are:
What cities near Laredo, TX are hiring for Client Associate jobs? Cities near Laredo, TX with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Laredo, TX as of May 2026, with employment types broken down into 65% Full Time, 26% Part Time, and 9% Contract. Highlights an 94% In-person, and 6% Remote job distribution, with an average salary of $44,737 per year, or $21.5 per hour.
Client Service Associate

Client Service Associate

CoinFlip

Laredo, TX

$13K - $15K/mo

Other

Posted 7 days ago

Job description

Job Type
Full-time
Description
CoinFlip is a global digital currency platform company focused on providing consumers with simple and secure access to buy and sell cryptocurrency. The company operates the world's largest network of cryptocurrency kiosks by transaction volume, with more than 5,500 kiosks across 49 U.S. states, Puerto Rico, Canada, Australia, New Zealand, South Africa, Italy, Panama, Brazil, Mexico, and Spain. CoinFlip's digital currency kiosks make buying and selling major cryptocurrencies accessible for consumers who wish to purchase digital currency using cash.
CoinFlip also operates CoinFlip Preferred, a personalized over-the-counter service that provides investors with custom, white-glove support for their cryptocurrency transactions. In 2022, CoinFlip launched CoinFlip Ventures, an investment group offering coaching, funding, and networking support to early-stage crypto and web3 projects. We also offer the CoinFlip Crypto Wallet, a self-custodial cryptocurrency wallet available for iOS and Android devices.
CoinFlip was founded in 2015 by Daniel Polotsky, Kris Dayrit, Alan Gurevich, and Ben Weiss. Headquartered in Chicago, CoinFlip placed in the top 500 on the 2021, 2022, and 2023 Inc. 5000 list, and on the 2022 and 2023 Deloitte Technology Fast 500, was named the 2021 and 2022 #1 fastest-growing company in Chicago by Crain's, ranked in Chicago Tribune's Top Workplaces in 2021 and 2022, and was awarded the 2021 and 2022 Stevie ® Awards for Customer Service. To learn more about CoinFlip and how to get started on your digital currency journey, visit www.CoinFlip.tech.
We are looking for a highly driven and skilled Client Services Associate to join our Digital department at our rapidly developing company, CoinFlip! As a Client Services Associate, you will be responsible for building and maintaining strong relationships with our clients, ensuring their satisfaction, and driving growth for our platform.
Responsibilities:

  • Build and nurture strong relationships with new and existing clients, serving as their primary point of contact.
  • Understand their needs, provide personalized support, and proactively address any concerns or issues that may arise. This is a sales role that is service driven.
  • Identify opportunities to expand our client base and drive revenue growth. Help onboard new clients and ensure a smooth transition into the platform.
  • Implement strategies to enhance client retention and loyalty.
  • Keep track of sales activities, leads and opportunities.
  • Other duties as assigned.
Qualifications:
  • Bachelor's degree in Business Administration, Finance, or a related field (preferred).
  • Strong communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Excellent problem-solving and decision-making abilities, with a customer-centric mindset.
  • Self-motivated, proactive and able to work effectively in a fast-paced startup-esque??
  • environment.
  • Ability to adapt to changes and embrace innovation in the evolving crypto landscape.
Nice to have:
  • Basic knowledge of cryptocurrency and blockchains.
  • General passion and knowledge of fintech and cryptocurrency.

Base Salary Range: $13,000-$15,000 USD plus commissions
Working at CoinFlip means collaborating with experienced and innovative leaders who share a clear vision and a track record of success. We offer a collaborative and positive working environment where we encourage employees to balance productivity with time to recharge. Compensation is above and beyond a typical "startup" - we offer competitive salaries, performance-based incentives, and competitive benefits for full-time employees.
CoinFlip values diversity in the workplace and is an equal opportunity employer committed to providing an inclusive and accessible work environment. We thank all candidates who apply, but only those selected for an interview will be contacted.
By applying to this role, you give express consent to CoinFlip to send you informational text (SMS) messages regarding this role and the application process. You can cancel the SMS service at any time by replying "STOP" to the text message you received. If at any time you forget what keywords are supported, just reply "HELP." Message and data rates apply. If you require a special accommodation, please let us know and we'll work with you to meet your needs.

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