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Client Experience Associate Jobs (NOW HIRING)

Farther LLC

Client Experience Associate

Irving, TX · On-site

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

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 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 ...

Keystone

Client Experience Associate

Carlsbad, CA

$21 - $23/hr

We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!

Keystone

Client Experience Associate

Ontario, CA

$21 - $22/hr

We have an excellent opening for a Client Experience Associate to join our amazing environment with an opportunity for continuous growth and development. For more information, please read below!

6 & FIX

Client Experience Associate

Raleigh, NC

$50K - $120K/yr

This individual plays a key role in supporting our customers and coordinating between departments to ensure a seamless service experience. You'll thrive in a fast-paced environment where proactive ...

XBP Americas

Client Experience Associate

Manhattan, NY · On-site

Previous experience with data entry desirable * Repetitive motion is required: may require twisting/bending/climbing XBP Global is committed to fostering a diverse and inclusive workplace and is ...

XBP ASIA

Client Experience Associate

Manhattan, NY · On-site

Previous experience with data entry desirable * Repetitive motion is required: may require twisting/bending/climbing - Customer service - Excellent communication - Active listener - Time management ...

6 & FIX

Client Experience Associate

Raleigh, NC · On-site

$50K - $120K/yr

This individual plays a key role in supporting our customers and coordinating between departments to ensure a seamless service experience. You'll thrive in a fast-paced environment where proactive ...

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Client Experience Associate information

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$10

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How much do client experience associate jobs pay per hour?

As of Jun 19, 2026, the average hourly pay for client experience associate in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

What is the role of a customer experience associate?

A Client Experience Associate is responsible for ensuring customer satisfaction by addressing client inquiries, resolving issues, and providing support throughout their interaction with the company. They often use communication tools like phone, email, or chat and need strong interpersonal and problem-solving skills to enhance the overall customer experience.

What does a client experience associate do?

A client experience associate is responsible for ensuring clients have a positive interaction with a company by addressing inquiries, resolving issues, and providing support. They often communicate via phone, email, or chat and use customer relationship management (CRM) tools to track interactions and improve service quality.

What is a Client Experience Associate?

A Client Experience Associate is a professional responsible for ensuring that clients have a positive and seamless experience with a company’s products or services. They serve as a key point of contact for clients, addressing inquiries, resolving issues, and gathering feedback to improve service quality. Their goal is to build strong client relationships, enhance satisfaction, and support client retention. Typically, they work closely with sales, support, and operations teams to deliver a consistent and high-quality experience for every client.

How does a Client Experience Associate typically collaborate with other departments to resolve client issues?

Client Experience Associates frequently work alongside teams such as sales, product development, and technical support to address and resolve client concerns efficiently. They act as a liaison, gathering relevant information from clients and communicating it to the appropriate internal teams to ensure prompt resolution. This role requires strong interpersonal and organizational skills, as associates must balance client advocacy with internal processes. Collaboration is often facilitated through regular meetings, shared documentation, and coordinated follow-ups to maintain a seamless client experience.

Is a CSA job stressful?

A Client Experience Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and maintaining high service standards. The level of stress often depends on the workload, company environment, and individual skills in communication and problem-solving.

What is the difference between Client Experience Associate vs Customer Service Representative?

AspectClient Experience AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer customer service or communication certificationsHigh school diploma or equivalent; often no formal certifications required
Work EnvironmentOffice setting, client-facing interactions, sometimes remoteCall centers, retail, or office environments, direct customer interactions
Employer & Industry UsageFinancial services, tech, consulting firmsRetail, telecom, hospitality, various service industries
Common Search & Comparison IntentUnderstanding roles in client relations, professional growthCustomer support, troubleshooting, service quality

The main difference is that a Client Experience Associate focuses on building long-term relationships and providing tailored solutions to clients, often in professional or financial settings. In contrast, a Customer Service Representative handles general customer inquiries and support, typically in retail or call center environments. Both roles require strong communication skills but differ in scope and industry focus.

What is the role of a client associate?

A client experience associate is responsible for managing client relationships, providing support, and ensuring customer satisfaction. They often handle inquiries, resolve issues, and use customer relationship management (CRM) tools to maintain accurate records. Strong communication skills and attention to detail are essential for success in this role.

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

To thrive as a Client Experience Associate, you need strong customer service skills, problem-solving abilities, and a background in business or communications, often supported by a bachelor's degree. Familiarity with CRM software, ticketing systems, and productivity tools like Microsoft Office or Google Workspace is typically required. Excellent interpersonal skills, patience, and the ability to remain calm under pressure set top performers apart in this role. These skills and qualities are crucial for ensuring client satisfaction, resolving issues efficiently, and building lasting relationships that support business growth.
What cities are hiring for Client Experience Associate jobs? Cities with the most Client Experience Associate job openings:
What are the most commonly searched types of Client Experience jobs? The most popular types of Client Experience jobs are:
What states have the most Client Experience Associate jobs? States with the most job openings for Client Experience Associate jobs include:
What job categories do people searching Client Experience Associate jobs look for? The top searched job categories for Client Experience Associate jobs are:
Client Experience Associate jobs near you
Infographic showing various Client Experience Associate job openings in the United States as of June 2026, with employment types broken down into 4% As Needed, 53% Full Time, 26% Part Time, and 17% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $46,598 per year, or $22.4 per hour.
Client Experience Associate

Client Experience Associate

Farther LLC

Irving, TX • On-site

Other

Medical, Retirement, PTO

Posted 12 days ago

Job description

Client Experience Associate

Irving, TX

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend 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 who are passionate about helping their 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 build the future of wealth management with you.

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 that seamless experience by executing the financial operations required for onboarding, ongoing requests, and any complex needs. You will work closely with our product and engineering teams to continually push the boundaries of wealth management. As a member of Farther's client experience team, this is an opportunity to have a huge impact not just on the company, but on the entire wealth industry.

Your Impact
  • Act as the key relationship manager for specific advisors and clients
  • Support advisors by performing and managing daily tasks for the business and existing clients
  • Help advisors execute operational follow-up action items for clients
  • Act as a liaison with our custodians to process and confirm completion of requests (e.g., account opening, ACATs, transfers, account maintenance, etc.)
  • Identify and escalate issues to the product team to guide our roadmap and improve the operations and client service function
  • Establish and maintain positive and effective relationships with Farther advisors, custodians, and third-party vendors to ensure client satisfaction
The Ideal Match
  • Bachelor's degree or equivalent experience
  • At least 3+ years of previous work experience in a similar position within the financial services industry
  • Strong interest in client service, relationship management, and operational support
  • Team player with a positive attitude and a strong work ethic
  • Highly organized with exceptional attention to detail and strong communication skills
  • Comfortable working in a fast-paced environment and ability to handle multiple competing tasks
Bonus Points
  • Experience with and knowledge of standard operational aspects of wealth management client service (e.g., onboarding, ACATs, distributions) with custodians such as Charles Schwab, Fidelity, and Pershing
  • Comprehensive knowledge of the financial industry
  • Passion for creating increased efficiencies within current operational processes for the business and servicing clients
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 options
  • Unlimited PTO

Ready to disrupt wealth management? Let's talk!

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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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