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Client Relationship Associate Jobs in The Colony, TX

ATALNT

Customer Relationship Associate

Grapevine, TX · On-site

$37K - $46K/yr

Customer Relationship Associate Location: Grapevine, Texas Job Type: Full Time Company Overview ... Our client is a growing transportation brokerage. The organization specializes in dry van ...

Atalnt Llc

Customer Relationship Associate

Grapevine, TX · On-site

$37K - $46K/yr

Customer Relationship Associate Location: Grapevine, Texas Job Type: Full Time Company Overview Our client is a growing transportation brokerage. The organization specializes in dry van ...

Equiliem

CUSTOMER RELATIONSHIP ASSOCIATE (CRA)

Grapevine, TX · On-site

$37K - $46K/yr

CUSTOMER RELATIONSHIP ASSOCIATE (CRA) Location:Grapevine, Texas (Onsite) Qualifications: - Freight brokerage, transportation sales, or logistics operations experience preferred - Strong communication ...

TIAA

WM Client Relationship Consultant

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

WM Client Relationship Consultant

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 ...

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Showing results 1-20

All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in The Colony, TX

Client Relationship Associate information

See The Colony, TX salary details

$23.2K

$43.7K

$62.1K

How much do client relationship associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client relationship associate in The Colony, TX is $43,666.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,100.00 and $46,400.00 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 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 The Colony, TX? The most popular types of Client Relationship jobs in The Colony, TX are:
What job categories do people searching Client Relationship Associate jobs in The Colony, TX look for? The top searched job categories for Client Relationship Associate jobs in The Colony, TX are:
What cities near The Colony, TX are hiring for Client Relationship Associate jobs? Cities near The Colony, TX with the most Client Relationship Associate job openings:
Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in The Colony, TX as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 100% In-person job distribution, with an average salary of $43,666 per year, or $21 per hour.

Client Relationship Associate

R&R Human Resources Solutions

Plano, TX • On-site

$38K - $48K/yr

Other

Posted 4 days ago

Job description

Client Relationship Associate

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.
  • Event Management and Marketing:
    • Handle logistical and marketing details for client events
    • Send out invites, coordinate with venue and maintain marketing database.
  • 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.

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. Relevant internships will be considered.
  • 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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