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Client Onboarding Associate Jobs in Texas (NOW HIRING)

Level Four

Client Services Associate

El Paso, TX · On-site

CSA's are cross-trained for Advisor On-Boarding and will support those efforts when needed and scheduled. Essential responsibilities and tasks of the Client Services Associate are: * Work with the ...

Aprio

Onboarding Accounting Associate

Houston, TX · On-site +1

Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for an Onboarding Associate ...

Aprio

Onboarding Accounting Associate

Dallas, TX · On-site +1

Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for an Onboarding Associate ...

Aprio

Onboarding Accounting Associate

Austin, TX · On-site +1

Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for an Onboarding Associate ...

Farther

Senior Client Experience Associate

Dallas, TX · On-site

The Role As a Senior Client Experience Associate, you will play a key role in delivering a world ... advisor onboarding, client onboarding, ongoing requests, and any complex needs. You will work ...

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Client Onboarding Associate information

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$12

$24

$38

How much do client onboarding associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for client onboarding associate in Texas is $24.19, according to ZipRecruiter salary data. Most workers in this role earn between $19.04 and $26.63 per hour, depending on experience, location, and employer.

What are some common challenges faced by client onboarding associates during the onboarding process, and how are they typically addressed?

Client Onboarding Associates often encounter challenges such as managing tight deadlines, handling complex regulatory requirements, and coordinating between multiple internal teams and clients. To address these, Associates typically rely on strong organizational skills, clear communication, and thorough documentation. Many organizations provide structured workflows and regular training to ensure compliance and efficiency, and teamwork is encouraged to resolve issues quickly and maintain a smooth onboarding experience for clients.

What is a client onboarding associate?

A client onboarding associate is a professional responsible for guiding new clients through the onboarding process, ensuring all necessary documentation and account setup are completed efficiently. They often communicate with clients, coordinate internal teams, and use customer relationship management (CRM) tools to facilitate a smooth transition into the company's services.

What are the key skills and qualifications needed to thrive as a client onboarding associate, and why are they important?

To thrive as a Client Onboarding Associate, you need strong organizational skills, attention to detail, and knowledge of client relationship management, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and document management systems is typically required. Exceptional communication, problem-solving abilities, and a customer-centric mindset are valuable soft skills that set top performers apart. These skills ensure a smooth onboarding experience, build client trust, and contribute to long-term client satisfaction and retention.

What is the difference between Client Onboarding Associate vs Client Relations Specialist?

AspectClient Onboarding AssociateClient Relations Specialist
CredentialsTypically requires a bachelor's degree in business, communications, or related fieldOften requires similar degrees; certifications in customer service or relationship management are a plus
Work EnvironmentUsually works in financial services, banking, or consulting firms, focusing on new client setupWorks across industries, maintaining ongoing client relationships and satisfaction
Employer & Industry UsageCommon in finance, banking, and professional services for onboarding new clientsUsed broadly in finance, tech, and service industries for client retention

The main difference is that a Client Onboarding Associate focuses on the initial setup and integration of new clients, ensuring a smooth onboarding process. In contrast, a Client Relations Specialist manages ongoing relationships, aiming to retain clients and enhance satisfaction after onboarding.

What does a client onboarding associate do?

A Client Onboarding Associate is responsible for guiding new clients through the initial setup and integration process with a company’s products or services. This role involves collecting and verifying client information, ensuring all necessary documentation is completed, and coordinating with internal teams to facilitate a smooth transition. Client Onboarding Associates also address client questions, resolve any issues that may arise during onboarding, and help ensure a positive first experience. Their work is essential in building strong client relationships and setting the foundation for long-term customer satisfaction.

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

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

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

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

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

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

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

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

Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $50,314 per year, or $24.2 per hour.

Client Services Associate

Level Four Group, LLC

El Paso, TX • On-site

Full-time

PTO

Re-posted 13 days ago

Job description

Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
  • Casual Work Environment
  • Generous Paid Time Off
  • Flexible Work Schedule
  • Great Benefits
  • And More…
Come take your career path to the next level!
The Client Services Associate will support 1 - 3 Financial Advisors by handling client/advisor service activities.  This associate will focus on delivering exceptional client/advisor experience so advisors can focus efforts on growing the practice.  This position will be based in either the Dallas office or a branch location; and support may include advisors in other branch locations.  Additionally, this role may act as an escalation and knowledge resource.  CSA’s are cross-trained for Advisor On-Boarding and will support those efforts when needed and scheduled.
Essential responsibilities and tasks of the Client Services Associate are:
  • Work with the Advisor to provide the firm’s stated Client Experience
  • Serve as the main contact point for clients and advisor(s) for service needs/questions
  • Working directly with custodian(s), Level Four Financial (Broker Dealer) and Level Four Corporate office
  • Assisting with Advisor’s calendar management
  • Heavy communication with and from Advisor(s) and Client(s) and custodians/carriers/fund families
  • Be an Escalation route and knowledge resource for other CSAs at Level Four Financial; be an ‘expert’ at RJ and Level Four paperwork processes.
  • Provide On-boarding team with data entry support and/or client repapering support.
  • Providing both client-facing and advisor-facing service
  • Creating, tracking, managing, and processing account paperwork and requests, including documenting in CRM
  • Engaged in and completing the Remarkable Client Experience for all clients.
  • Ability to find answers within the resources provided at custodian’s, Level Four, etc.
  • Communicating with clients via phone and email
  • Managing and documenting the client experience activities
  • Opening new accounts, tracking transfers and cash requests
  • Processing Cash/ACH requests initiated by client
  • Managing the Financial Advisor’s calendar
  • Staying involved and aware of Level Four and custodial Process & Procedure changes as they affect your advisors
  • Helping communicate changes (bullet above) to the CSA team.
  • Successfully balance workload when On-Boarding client re-papering support is needed.
  • Additional duties as required
Successful Client Services Associate candidates will have:
Required
  • 5 + years of experience successfully supporting busy Financial Advisor(s)
  • 2+ years of experience in Client On-Boarding, working with custodians
  • Bachelors/Associate Degree or equivalent work-related experience
  • Ability to organize, prioritize, multi-task, follow through on commitments, and work independently, while being reliable, accountable, detail-oriented, and team-oriented
  • Superior communication skills when interacting with clients, advisors and teammates
  • A passion to help the team and the advisors
  • Very comfortable with Microsoft Office Suite (outlook, word, excel)
  • VERY comfortable with technology, in general
  • English fluency
Preferred
  • Fluency, or professional working proficiency, in Spanish
  • Experience with Salesforce as a CRM
  • Experience with Raymond James or other custodians
  • FINRA Series 6 or 7
Icing on the Cake
  • Experience with Charles Schwab and/or Fidelity

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