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Client Relationship Associate Jobs in Texas (NOW HIRING)

TIAA

Client Relationship Manager

Dallas, TX · On-site

$71K - $80K/yr

Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Client Relationship Manager

Dallas, TX

$71K - $80K/yr

Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Wealth Client Relationship Manager

Frisco, TX

$35 - $37.50/hr

Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Wealth Client Relationship Manager

Frisco, TX · On-site

$35 - $37.50/hr

Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Texas

Client Relationship Associate information

See Texas salary details

$23.3K

$43.9K

$62.4K

How much do client relationship associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for client relationship associate in Texas is $43,870.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $46,600.00 per year, depending on experience, location, and employer.

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

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a Client Relationship Associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What does a client relations associate do?

A client relations associate manages communication and builds relationships with clients to ensure satisfaction and retention. They handle inquiries, resolve issues, and support account management using tools like CRM software, often working in a fast-paced environment. Strong communication and problem-solving skills are essential for this role.

Is a CSA job stressful?

A Client Relationship Associate (CSA) role can be stressful due to the need to manage client expectations, handle complaints, and meet performance targets. The job often requires strong communication skills, problem-solving abilities, and the ability to work under pressure, especially during busy periods or high-demand situations.

What does a customer relations associate do?

A client relationship associate manages interactions with clients to ensure satisfaction and foster long-term relationships. They handle inquiries, resolve issues, and communicate company services, often using CRM tools and maintaining professional communication skills. Their role supports customer retention and business growth.

How much does a client relationship associate make at Bank of America?

A Client Relationship Associate at Bank of America typically earns an average salary ranging from $40,000 to $55,000 annually, depending on experience and location. Compensation may also include bonuses and benefits, and the role often requires strong communication and customer service skills.

What does a Client Relationship Associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.
What are the most commonly searched types of Client Relationship jobs in Texas? The most popular types of Client Relationship jobs in Texas are:
What are popular job titles related to Client Relationship Associate jobs in Texas? For Client Relationship Associate jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Client Relationship Associate jobs in Texas look for? The top searched job categories for Client Relationship Associate jobs in Texas are:
What cities in Texas are hiring for Client Relationship Associate jobs? Cities in Texas with the most Client Relationship Associate job openings:
Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Texas as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $43,870 per year, or $21.1 per hour.
Relationship Associate II

Relationship Associate II

Woodforest Financial Group

Houston, TX • On-site

$36K - $46K/yr

Full-time

Posted 10 days ago

Woodforest National Bank rating

6.9

Company rating: 6.9 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

131st of 170 rated banks

Job description

Take the next step toward your new career today!
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve.

At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!
The Relationship Associate II provides administrative services and customer assistance in the process of approval and servicing of loans from application to closing. This includes establishing loan files, collecting and ordering documentation, coordinating closing, assisting with past due collection and clearing of exceptions, and continued customer support in regards to loan accounts.

The Relationship Associate II provides administrative and office management support for assigned Senior Commercial Lending Management.
Key Responsibilities:
  Provide effective administrative support to the Regional President and the Client Relationship Management team.
  Act as the Relationship Managers' (RM) support for routine client or internal issues.
  Requests, orders and compiles supporting documentation for the processing of loan requests. This includes information from the client such as updated financials, tax returns and other documentations as needed, as well as ordering records such as appraisals, title searches, flood determinations and credit reports.
  Acts as a liaison between parties involved in the lending process such as title companies, appraisers, attorneys, and lending personnel.
  Coordinates the closing process; prepares final loan documents and processes loan files to ensure documents are recorded properly


Competencies Required
  Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) and ability to navigate financial software applications (Mozart, Bancline) and related websites.
  Excellent organizational skills with the ability to prioritize workload and multitask in a fast pace environment while maintaining attention to detail.
  Strong customer service skills with effective problem solving abilities.
  Ability to interact and communicate effectively with internal and external parties
  Good understanding of financial institution products and services.
Minimum Qualifications/Experience:
5-7 years of experience in a banking and/or lending environment with a demonstrated understanding of banking and lending processes.
Formal Education & Certification
  High School Diploma or equivalent required.
  Bachelor's degree in Business Administration or related field preferred.
  Must meet the requirements to be commissioned as a Notary Public.
Work Status
  Full-Time
Supervisory Responsibility
  None required initially, though the role could evolve into oversight of junior colleagues as the business expands.
Travel
  Up to 10% - Negligible amount of travel expected. Primarily office based, although visits to bank clients and/or other day/overnight travel could be possible.
Working Conditions
  Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.

What Woodforest National Bank employees say

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About Woodforest National Bank

Sourced by ZipRecruiter

Woodforest National Bank, based in The Woodlands, Texas, USA, is a full-service community bank that operates in the banking and financial services industry. Founded in 1980, it has evolved from a single bank in Houston, Texas, to a nationally recognized and reputed bank with branches in 17 states across the U.S. The bank provides a variety of financial services like personal banking, wealth management, insurance services, treasury management, and corporate and commercial banking. Woodforest is committed to "Earn your trust every day, in all we do" that shapes their numerous strategies and decisions.

Industry

Commercial banking

Company size

1,001 - 5,000 Employees

Headquarters location

The Woodlands, TX, US

Year founded

1980

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