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Client Associate Jobs in Richardson, TX (NOW HIRING)

Farther LLC

Client Transitions Associate

Dallas, TX · On-site

Client Transitions Associate Hybrid - Dallas, TX Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored ...

Hackajob

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership, research and so much more.

Third Bridge Group

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Third Bridge

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Third Bridge

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Third Bridge

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

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 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 ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Richardson, TX

Client Associate information

See Richardson, TX salary details

$16.8K

$46.3K

$68.6K

How much do client associate jobs pay per year?

As of Sep 9, 2026, the average yearly pay for client associate in Richardson, TX is $46,282.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,300.00 and $56,300.00 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 Richardson, TX?

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

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Richardson, TX as of September 2026, with employment types broken down into 87% Full Time, 9% Part Time, and 4% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $46,282 per year, or $22.3 per hour.

Registered Client Service Associate | Dallas, TX

Dallas, TX • On-site

BCI - Brokerage Consultants Inc
Finance and Insurance • 11 - 50 employees
Learn more about BCI - Brokerage Consultants Incexternal

Other

Re-posted 2 days ago

Job description

Registered Client Service Associate | Dallas, TX
A forward-thinking, technology-driven Registered Investment Advisor and Financial Planning firm dedicated to delivering innovative investment management and holistic financial planning solutions is seeking a Registered Client Service Associate. Serving individuals, families, and small businesses, to build customized financial plans and dynamic portfolios designed to manage risk and optimize returns. As a privately owned, fiduciary firm with no sales incentives or proprietary products, their focus is on creating long-term value through trusted client relationships.
The Registered Client Service Associate will play a key role in supporting senior advisors by preparing portfolio materials, coordinating client interactions, and helping to deepen and retain client relationships.
Responsibilities:
Support the advisors in servicing clients by preparing financial plans, conducting investment research, and executing trades and transactions
Coordinate and prepare for client meetings, including scheduling and confirming appointments, updating the CRM system, creating meeting agendas and summaries, greeting clients, and ensuring timely follow-up
Manage new business processing by preparing necessary forms, collecting signatures, submitting documentation to the home office, tracking applications, and coordinating rollovers
Assist with marketing efforts, including preparation and organization of marketing materials and event support
Perform general administrative responsibilities, such as trade support, answering the advisor's phone, drafting routine client correspondence, maintaining client files, and managing internal communications and alerts
Requirements:
Bachelor's degree and/or equivalent experience required
3+ years of relevant industry experience
Prior experience working with High Net Worth (HNW) clientele
Active IAR registration and Series 65 license required
Certified Financial Planner (CFP) designation preferred or willingness to obtain
Proven experience in client service or advisory environment
Excellent organizational and time management abilities
Capable of managing multiple priorities and meeting deadlines
Effective communicator across all levels of the organization
Team-oriented and process-driven approach
Proficient in Microsoft Office Suite and other relevant software systems
Previous experience with platforms such as Fidelity, Black Diamond, eMoney, Nitrogen (formerly Riskalyze), and Wealthbox is preferred

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