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Client Processing Associate Jobs in Texas (NOW HIRING)

NTT DATA Services

Accumulator Coordinator

Plano, TX · Remote

NTT DATA is seeking to hire a Remote Claims Processing Associate to work for our end client and their team. In this Role the candidate will be responsible for: Processing of Professional claim forms ...

Farther LLC

Client Transitions Associate

Dallas, TX · On-site

Client Transitions Associate Hybrid - Dallas, TX Company Description Farther is a rapidly growing ... Manage and execute the end-to-end client transition process, including processing and validating ...

Farther

Client Transitions Associate

Dallas, TX · On-site

The Role As a Client Transition Operations Associate, you'll play a vital role in executing Farther ... Manage and execute the end-to-end client transition process, including processing and validating ...

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 ... Act as a liaison with our custodians to process and confirm completion of requests (e.g., account ...

Farther

Client Transitions Associate

Irving, TX

The Role As a Client Transition Operations Associate, you'll play a vital role in executing Farther ... Manage and execute the end-to-end client transition process, including processing and validating ...

Farther

Client Transitions Associate

Dallas, TX · On-site

The Role As a Client Transition Operations Associate, you'll play a vital role in executing Farther ... Manage and execute the end-to-end client transition process, including processing and validating ...

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Client Processing Associate information

What is the difference between Client Processing Associate vs Client Service Representative?

AspectClient Processing AssociateClient Service Representative
Primary RoleHandles client account processing, data entry, and transaction verificationProvides client support, answers inquiries, and resolves service issues
Required SkillsAttention to detail, data management, basic financial knowledgeCommunication skills, customer service, problem-solving
Work EnvironmentBack-office, financial institutions, banksFront-line, call centers, client-facing roles
Common CertificationsFinancial certifications (e.g., Series 7, 63), relevant degreesCustomer service certifications, financial knowledge beneficial

While both roles support client needs within financial institutions, the Client Processing Associate focuses on account processing and data accuracy, often working behind the scenes. In contrast, the Client Service Representative interacts directly with clients, providing support and resolving inquiries. Understanding these differences helps job seekers target the right role based on their skills and career goals.

What does a client processing associate do?

A client processing associate is responsible for managing client accounts, verifying information, and ensuring accurate processing of transactions or requests. They often use specialized software and must adhere to company policies and compliance standards to maintain data integrity and customer satisfaction.

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

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

Client Processing Associate jobs near you
Infographic showing various Client Processing Associate job openings in Texas as of June 2026, with employment types broken down into 84% Full Time, 11% Part Time, and 5% Contract. Highlights an 84% In-person, and 16% Hybrid job distribution.

Client Relationship Associate

Plano, TX • On-site

R&R Human Resources Solutions
1 - 10 employees
Learn more about R&R Human Resources Solutionsexternal

$45K - $65K/yr

Full-time

Re-posted 3 days ago

Job description

Atlas Advisory Group, a boutique wealth management firm, located in Plano, TX, is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!

Our mission at Atlas Advisory Group is to grow and protect our client’s wealth. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!

The Client Relationship Associate plays a crucial role in the smooth functioning of the office. With overall responsibility for day-to-day operations, the Client Relationship Associate must be able to work effectively with other staff members, clients, and Wealth Advisors.

Responsibilities & Activities:

  • Communicates with clients in person, in writing, and over the telephone. Meets with clients to complete paperwork and attends periodic client update meetings with select clients.
  • Manages new business and client services:
    • Meets with clients and starts new client forms processing.
    • Communicates with client, and manage their planning or account services needs promptly.
    • Follows up with clients as needed to make sure all paperwork is processed.
  • Case Management:
    • Manage cases that at different stages, proactively provide assistance needed to push the cases forward.
  • Communicates, implements, and ensures compliance with guidelines and policies:
    • Maintains compliance polices and documentation.
    • Manages the compliance and advertising approval process.
  • Develops and maintains written documentation (systems) of all activities.
  • Event Management and Marketing:
    • Handle logistical and marketing details for client events
    • Send out invites, coordinate with venue and maintain marketing database.

Knowledge, Skills, & Abilities:

  • Strong interpersonal and client relationship management skills to engage with our clients and our “crew”
  • A learner’s mindset and an appetite for financial acumen, eagerness to learn and grow
  • Strong attention to details, analytical skills, and problem-solving
  • Excellent organizational and time management skills
  • Excellent attitude and an extraordinary client service orientation
  • Track record of balancing multiple priorities simultaneously, accommodating unexpected requests or needs, and following through
  • Ability to operate within tight deadlines
  • At least one year of relevant experience in a financial or insurance services firm assisting with day-to-day operations preferred. 
  • Proficiency with Excel and other Microsoft Office Suite tools
  • Proficiency with financial planning and customer relationship management software is preferred
  • Bachelor’s degree or equivalent combination of experience. Finance, economics, accounting, business, or related major preferred
  • Reliability is an essential function.

We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients’ lives.
MUST BE LOCATED IN THE DALLAS AREA OR INTERESTED IN RELOCATION TO THE DALLAS AREA

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