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Client Experience Associate Jobs in Austin, TX (NOW HIRING)

Cerity Partners

Client Service Associate

Austin, TX · On-site

$60K - $75K/yr

Client Service Associate The Client Service Associate role focuses on supporting clients and ... Bachelor's degree * 1-3+ years of experience * Willingness to obtain the Series 65 license within ...

Ceritypartners

Client Service Associate

Austin, TX

$60K - $75K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine ... Bachelor's degree * 1-3+ years of experience * Willingness to obtain the Series 65 license within ...

Cerity Partners

Client Service Associate

Austin, TX · On-site

$60K - $75K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine ... Bachelor's degree * 1-3+ years of experience * Willingness to obtain the Series 65 license within ...

Vodia Ventures

Client Service Associate

Austin, TX · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Leverage your operational background and experience to contribute to a growing business * Serve as ...

TUMI

Associate Manager Full-time

San Marcos, TX · On-site

As part of our Retail team, the Associate Manager is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong client ...

H&R Block

Team Leader

Austin, TX · On-site

People management experience, with a demonstrated ability to grow, develop, and hold associates accountable in a service or retail environment. * Strong client-centric mindset with a commitment to ...

H&R Block

Team Leader

Austin, TX · On-site

People management experience, with a demonstrated ability to grow, develop, and hold associates accountable in a service or retail environment. * Strong client-centric mindset with a commitment to ...

H&R Block

Team Leader

Austin, TX · On-site

People management experience, with a demonstrated ability to grow, develop, and hold associates accountable in a service or retail environment. * Strong client-centric mindset with a commitment to ...

H&R Block

Team Leader

Georgetown, TX · On-site

People management experience, with a demonstrated ability to grow, develop, and hold associates accountable in a service or retail environment. * Strong client-centric mindset with a commitment to ...

H&R Block

Team Leader

Hutto, TX · On-site

People management experience, with a demonstrated ability to grow, develop, and hold associates accountable in a service or retail environment. * Strong client-centric mindset with a commitment to ...

H&R Block

Team Leader

Austin, TX · On-site

People management experience, with a demonstrated ability to grow, develop, and hold associates accountable in a service or retail environment. * Strong client-centric mindset with a commitment to ...

H&R Block

Team Leader

Austin, TX · On-site

People management experience, with a demonstrated ability to grow, develop, and hold associates accountable in a service or retail environment. * Strong client-centric mindset with a commitment to ...

H&R Block

Team Leader

Taylor, TX · On-site

People management experience, with a demonstrated ability to grow, develop, and hold associates accountable in a service or retail environment. * Strong client-centric mindset with a commitment to ...

H&R Block

Team Leader

Austin, TX · On-site

People management experience, with a demonstrated ability to grow, develop, and hold associates accountable in a service or retail environment. * Strong client-centric mindset with a commitment to ...

H&R Block

Team Leader

Austin, TX · On-site

People management experience, with a demonstrated ability to grow, develop, and hold associates accountable in a service or retail environment. * Strong client-centric mindset with a commitment to ...

H&R Block

Team Leader

Austin, TX · On-site

People management experience, with a demonstrated ability to grow, develop, and hold associates accountable in a service or retail environment. * Strong client-centric mindset with a commitment to ...

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Showing results 21-40

All JobsClient Experience Associate JobsClient Experience Associate Jobs in Austin, TX

Client Experience Associate information

See Austin, TX salary details

$10

$22

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How much do client experience associate jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for client experience associate in Austin, TX is $22.21, according to ZipRecruiter salary data. Most workers in this role earn between $16.92 and $24.76 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 Austin, TX? The most popular types of Client Experience jobs in Austin, TX are:
What job categories do people searching Client Experience Associate jobs in Austin, TX look for? The top searched job categories for Client Experience Associate jobs in Austin, TX are:
Client Experience Associate jobs near you
Infographic showing various Client Experience Associate job openings in Austin, TX as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $46,188 per year, or $22.2 per hour.

Client Service Associate

Cerity Partners

Austin, TX • On-site

$60K - $75K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 12 days ago

Job description

Client Service Associate

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.

The ideal candidate demonstrates a growth mindset, is receptive to feedback, and is committed to continuous learning, professional development, and contributing to the success of the team.

Primary Responsibilities
  • Frequent custodian interaction & paperwork processing.
  • Process account openings and process tasks with Custodians.
  • Schedule client meetings.
  • Basic preparation and follow-up for client meetings.
  • Prepare client forms and financial reports in advance of client meetings.
  • Develop knowledge of investment accounts, products and the forms required to transact business.
  • Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.
  • Ongoing maintenance and quality control of CRM.
  • Organize advisory team meetings and events.
  • Receive client calls and resolve questions/issues as needed.
  • Execute client appreciation and retention activities.
  • Prepare and process custodian forms to support client account maintenance, transfers, and other account-related requests.
  • Serve as backup administrative support as needed, assisting with office operations and ensuring a seamless client experience.
Ideal Candidate Profile – "Our Casting Call!"
  • Bachelor's degree
  • 1-3+ years of experience
  • Willingness to obtain the Series 65 license within one year of employment.
Skills & Competencies
  • Demonstrate strong and effective communication, organizational and time management skills.
  • Ability to work in a team based/collaborative environment.
  • Must accept and thrive in a fast-paced, changing environment.
  • Adherence to all compliance policies & procedures.
  • Demonstrate the Cerity Partners culture.
Physical Requirements
  • Prolonged periods sitting at a desk and working on a computer
Compensation Range

$60,000 – $75,000

Why Cerity Partners :

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance – day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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