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

Operations Associate

Austin, TX ยท On-site

$30 - $35/hr

POSITION SUMMARY The Operations Associate is an essential member of the Operations department ... Prepares client lists and manages the process, beginning to end, for distributing tax organizers ...

Operations Associate

Austin, TX ยท On-site

$30 - $35/hr

POSITION SUMMARY The Operations Associate is an essential member of the Operations department ... Prepares client lists and manages the process, beginning to end, for distributing tax organizers ...

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...

... with entry-level Operations Associates who are passionate about our mission to change the ... Develop and maintain internal and client-facing knowledge bases; independently identify ...

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Client Operations Associate information

See Austin, TX salary details

$11

$26

$52

How much do client operations associate jobs pay per hour?

As of Jul 10, 2026, the average hourly pay for client operations associate in Austin, TX is $26.01, according to ZipRecruiter salary data. Most workers in this role earn between $17.64 and $30.00 per hour, depending on experience, location, and employer.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

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

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

What does a Client Operations Associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

How does a Client Operations Associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.

What is a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth service delivery, and supporting client needs. They often handle communication, data management, and coordinate with internal teams using tools like CRM software to maintain client satisfaction and operational efficiency.

What does a customer operations associate do?

A client operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to maintain client satisfaction and operational efficiency.

Is a CSA job stressful?

A Client Operations Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Success in the position often depends on strong communication skills, organization, and the ability to work under pressure.

What jobs pay 4000 a week without a degree?

A Client Operations Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain tech sales positions, which can reach or exceed that amount with experience and commissions. These roles often require strong communication skills, industry knowledge, and sometimes certifications, but not necessarily a college degree.
What cities near Austin, TX are hiring for Client Operations Associate jobs? Cities near Austin, TX with the most Client Operations Associate job openings:
Operations Associate

Operations Associate

Atchley & Associates, LLP

Austin, TX โ€ข On-site

Other

Posted 22 days ago


Job description

Salary: $30-$35 per hour

POSITION SUMMARY

The Operations Associate is an essential member of the Operations department. Under the supervision of different professionals, Operations Associates perform a variety of tasks,including billing, administrative support for Tax, Audit, and CAS,tax return processing, audit compilation proofing/processing,front desk support, management of inbound calls, and some client communication. THIS IS AN ON-SITE ROLE IN AUSTIN, TEXAS.

ESSENTIAL FUNCTIONS

  • Createsand updatesdue date reports for departments and teamsas pertinent deadlines approach.
  • Creates, edits, and/or removes new tasks in Workflow software as requested by the Firm leadership.
  • Troubleshoots due date report errors and/or provides different or more detailed information when requested.
  • Prepares list of clients with outstanding information, and as directed, calls clients to follow up on tax organizers e-filing signature consents for tax returns, and/or other time-sensitive materials.
  • Prepares client lists and manages the process, beginning to end, for distributing tax organizers and annual arrangement letters to clients.
  • Attends Operations Department and related meetings as assigned.Takes notes and reports any tasks assigned to the Operations Team.
  • Attends training as assigned to improve individual proficiencies and knowledge of updates to technology used by the Firm.
  • Supports the Project Manager on major updates or rollouts of new and/or existing technology or processes.
  • Researches and stays current on updates released for firm related software by completing all mandatory trainings and regularly practicing new skills.
  • Managesthe electronic delivery, extending, and filing of deliverables year-round.
  • PreparesCPE material and workswith thenecessary Stafftofacilitatethe event and conduct polling as needed.
  • Monitors and completes requests that come in through the Admin staff inbox as assigned.
  • Readies client data for workpapers that support the work of the Tax, Audit, or CAS Staff, including the Autoflow process & sending emails to clients with missing information, via the CPA mailbox.
  • Responds to ad hoc document requests, including but not limited to POAs, change of address forms and engagement letters.
  • Serves as a first point of contact to guests who visit the office, offering them refreshments and ensuring the reserved meeting space is in order.
  • Manages certified mail requests and ensures the delivery of certified mail to the Post Office.
  • Other duties, as assigned, by the Operations Coordinator or Lead Partner.

SKILLS AND ABILITIES

Education

Associate's degreerequired;bachelor's degreepreferred.

Experience

Two to fouryears of experienceinan Operations or Paraprofessional role, preferably in a public accounting environment. Heavy Excel experience and proven proficiency in BI platforms/data analytics is strongly preferred.

Computer Skills

Proficiencywitha Microsoft 365 environment, keyboard, mouse, multiple monitors, laptop computers, copiers, scanners, and printers.

Certificates & Licenses

CompTIA A+, Network+, Security+, Microsoft 365 Certified: Fundamentals, BI Certifications

Other Requirements

Microsoft Office/365Applications, including Outlook, Word,Excel,Sharepoint, OneDrive, and Teams.Experience withQuickbooks,CCHAxcess,IDEA,CCHDocument,Adobe, Depreciation Solutions,andCasewareare preferred.


The compensation for this position is $30.00-$35.00 per hour.


Atchley & Associates is an Equal Opportunity Employer.


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