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Client Experience Associate Jobs in Texas (NOW HIRING)

Farther LLC

Client Experience Associate

Irving, TX · On-site

  • Medical

  • Retirement

  • PTO

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

  • Medical

  • Retirement

  • PTO

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

  • Medical

  • Retirement

  • PTO

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

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 ...

PNC Bank

Client Experience Associate

Spring, TX

$11.50 - $16/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Client Experience Associate within PNC's Retail organization, you will be based in The Woodlands, TX. Bilingual Spanish Preferred. PNC is an in-office company that fosters a supportive culture ...

PNC Bank

Client Experience Associate

Pearland, TX

$13 - $17.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Client Experience Associate within PNC's Pearland Branch, you will be based in Pearland, TX. *Bilingual in Spanish Preferred PNC is an in-office company that fosters a supportive culture where ...

PNC Financial Services Group

Client Experience Associate

Austin, TX

$14.25 - $19.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Client Experience Associate within PNC's Slaughter & South Congress Branch, you will be based in Austin, TX. ** Bilingual Spanish - Preferred PNC is an in-office company that fosters a ...

PNC Bank

Client Experience Associate

Fredericksburg, TX

$13.25 - $18.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Client Experience Associate within PNC's retail organization, you will be based in FREDERICKSBURG, TX, at the FREDERICKSBURG branch. PNC is an in-office company that fosters a supportive culture ...

PNC Bank

Client Experience Associate

Austin, TX · On-site

$14.25 - $19.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Client Experience Associate within PNC's Slaughter & South Congress Branch, you will be based in Austin, TX. ** Bilingual Spanish - Preferred PNC is an in-office company that fosters a ...

PNC Bank

Client Experience Associate

Melissa, TX

$14.25 - $19.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Client Experience Associate within PNC's Melissa Branch, you will be based in Melissa, TX. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve ...

PNC Bank

Client Experience Associate

Spring, TX

$13.25 - $18.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a(n) Client Experience Associate within PNC's Grogans Park Branch, you will be based in The Woodlands, TX. PNC is an in-office company that fosters a collaborative and supportive culture where ...

PNC Bank

Client Experience Associate

Katy, TX · On-site

$12.50 - $17.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Client Experience Associate within PNC's Retail Branch Banking organization, you will be based in Katy, TX at the Plaza at Elyson branch. PNC is an in-office company that fosters a supportive ...

Farther

Senior Client Experience Associate

Dallas, TX

  • Medical

  • Retirement

  • PTO

The Role As a Senior Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. You'll support that exceptional ...

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Client Experience Associate information

See Texas salary details

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How much do client experience associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for client experience associate in Texas is $20.87, according to ZipRecruiter salary data. Most workers in this role earn between $15.91 and $23.27 per hour, depending on experience, location, and employer.

Is a client experience associate entry level?

A client experience associate position is often considered entry level, suitable for candidates with little to no prior experience in customer service or client relations. The role typically requires strong communication skills and may offer on-the-job training, making it accessible to recent graduates or those transitioning into the field.

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.

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 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 are the most commonly searched types of Client Experience jobs in Texas?

The most popular types of Client Experience jobs in Texas are:

What are popular job titles related to Client Experience Associate jobs in Texas?

For Client Experience Associate jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Client Experience Associate jobs in Texas look for?

The top searched job categories for Client Experience Associate jobs in Texas are:

What cities in Texas are hiring for Client Experience Associate jobs?

Cities in Texas with the most Client Experience Associate job openings:

Client Experience Associate jobs near you
Infographic showing various Client Experience Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $43,413 per year, or $20.9 per hour.

Client Experience Associate

Farther LLC

Irving, TX • On-site

Other

Medical, Retirement, PTO

Re-posted 8 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!

Farther logo

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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