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Client Processing Associate Jobs in Texas (NOW HIRING)

Farther

Client Transitions Associate

Dallas, TX · On-site +1

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 ...

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 ...

NTT DATA Services

Accumulator Coordinator

Plano, TX · On-site

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 ...

Hackajob

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that ... and process my personal information for the purpose of recruitment administration, as well as to ...

Farther LLC

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 ...

Third Bridge

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that ... and process my personal information for the purpose of recruitment administration, as well as to ...

Third Bridge Group

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that ... and process my personal information for the purpose of recruitment administration, as well as to ...

Farther

Client Experience Associate

Dallas, 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 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 ...

Veritext LLC

Client Services Associate

Dallas, TX · On-site

$21 - $25/hr

Our clients count on us to make the legal process seamless and efficient from scheduling court ... As a Client Services Associate/Representative (Texas) , you'll be the go-to expert for attorneys ...

Third Bridge

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that ... and process my personal information for the purpose of recruitment administration, as well as to ...

Veritext

Client Services Associate

Dallas, TX · On-site

Our clients count on us to make the legal process seamless and efficient from scheduling court ... As a Client Services Associate/Representative (Texas) , you'll be the go-to expert for attorneys ...

Third Bridge

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that ... and process my personal information for the purpose of recruitment administration, as well as to ...

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Showing results 41-60

All JobsClient Processing Associate JobsClient Processing Associate Jobs in Texas

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 Transitions Associate

Dallas, TX • On-site, Remote

Farther
Finance and Insurance • 51 - 200 employees
Learn more about Fartherexternal

Full-time

Medical, Retirement, PTO

Posted 7 days ago

Job description

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 Transition Operations Associate, you'll play a vital role in executing Farther's advisor and client transition process. You'll support the seamless migration of clients by managing operational workflows and ensuring accurate execution of financial operations. This role offers the opportunity to develop expertise in wealth management operations while contributing to the growth of our platform.
Your Impact
  • Manage and execute the end-to-end client transition process, including processing and validating new account opening documentation, account transfers (ACATs and non-ACATs), and complex asset movements.
  • Coordinate effectively with external partners such as custodians and third-party vendors to ensure seamless and timely completion of all transition activities.
  • Monitor and maintain a detailed transition pipeline, proactively tracking progress, identifying potential roadblocks or risk situations, and reporting status updates to both internal stakeholders and clients.
  • Serve as a primary point of contact for clients during the transition phase, providing exceptional service and ensuring all documentation requirements are clearly communicated and met.
  • Apply strong problem-solving skills and a meticulous attention to detail to resolve documentation discrepancies, troubleshoot transfer issues, and reconcile custodian data, ensuring data integrity across all systems.
  • Demonstrate a highly organized and results-oriented approach, with a proven ability to manage multiple competing client transitions and priorities simultaneously under tight deadlines.
  • Contribute to a collaborative, team-oriented environment, consistently acting with a client-first mindset to ensure a smooth, positive, and professional experience for every new client.
The Ideal Match
  • Background in client service, particularly with advisor transitions or conversion management
  • Highly organized with exceptional attention to detail and strong communication skills
  • Knowledge of financial products including SMAs, 529s, Annuities, 401Ks, and alternative investments
  • Experience with and knowledge of standard operational aspects of wealth management client service with custodians such as Charles Schwab, Fidelity, and Pershing
  • Team player with a positive attitude and a strong work ethic
  • Comfortable working in a fast-paced environment and ability to handle multiple competing tasks
Bonus Points
  • Comprehensive knowledge of the financial industry
  • Passion for creating increased efficiencies within current operational processes for the business and servicing clients
  • Familiarity with Black Diamond
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 IRA 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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