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Client Success Advisor Jobs in Austin, TX (NOW HIRING)

Vialto Partners

US Immigration Attorney

Austin, TX · On-site +1

$120K - $157K/yr

Advise corporate clients on regulatory changes and their impact on employees and business ... client success. Hybrid and remote opportunities available for flexibility and work-life balance.

Red Oak Compliance

Implementation Specialist

Austin, TX · On-site

$70 - $100/hr

High client impact. High visibility. What Success Looks Like * On-Time, In-Scope Go-Lives ... Plus: experience with asset managers, hedge funds, or registered investment advisers; familiarity ...

Red Oak

Implementation Specialist

Austin, TX · On-site

$75 - $95/hr

High client impact. High visibility. What Success Looks Like * On-Time, In-Scope Go-Lives ... Plus: experience with asset managers, hedge funds, or registered investment advisers; familiarity ...

Teachers Pension

Financial Advisor

Austin, TX · On-site

$50K - $100K/yr

This means we're 100% invested in your success because our revenue depends on your production. What ... client relationships over transactional sales About Teacher's Pension We're a national leader in K ...

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Showing results 21-40

All JobsClient Success Advisor JobsClient Success Advisor Jobs in Austin, TX

Client Success Advisor information

See Austin, TX salary details

$20.8K

$50.9K

$85.2K

How much do client success advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for client success advisor in Austin, TX is $50,858.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $58,000.00 per year, depending on experience, location, and employer.

What is a client success advisor?

A Client Success Advisor is a professional who works with clients to ensure they have a positive experience with a company's products or services. Their main goal is to build strong relationships, address client needs, and help clients achieve their desired outcomes. They often provide onboarding support, ongoing education, and act as a liaison between the client and internal teams. By proactively addressing concerns and identifying opportunities for improvement, Client Success Advisors help increase client satisfaction and retention.

What skills and qualifications are needed to thrive as a client success advisor?

To thrive as a Client Success Advisor, you need strong interpersonal skills, a background in customer service or account management, and often a relevant bachelor's degree. Familiarity with CRM software like Salesforce, customer support platforms, and data analysis tools is typically required. Outstanding communication, problem-solving abilities, and empathy help build lasting client relationships and resolve issues proactively. These skills ensure clients receive value from services, driving satisfaction, retention, and business growth.

How does a client success advisor typically collaborate with other departments to enhance the client experience?

As a Client Success Advisor, collaboration with departments such as Sales, Product, and Support is essential to ensure that clients achieve their desired outcomes. You will often act as a bridge, communicating client feedback and needs to internal teams, helping to prioritize feature requests or address service issues. This role requires strong interpersonal skills and proactive communication to align resources and maintain a seamless client journey. Regular meetings and shared documentation are common practices to facilitate effective cross-functional collaboration.

What is the difference between Client Success Advisor vs Customer Support Specialist?

AspectClient Success AdvisorCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in client management or account managementHigh school diploma or equivalent; technical or product knowledge often preferred
Work EnvironmentProactively manages client accounts, builds relationships, and ensures satisfactionResponds to customer inquiries, troubleshooting, and resolving issues
Employer & Industry UsageUsed in SaaS, consulting, and service industries focusing on client retentionCommon across tech, retail, and service sectors for customer assistance

The main difference is that a Client Success Advisor focuses on proactive relationship management and ensuring long-term client success, while a Customer Support Specialist primarily handles reactive support and issue resolution. Both roles require strong communication skills, but the Advisor role emphasizes strategic engagement and account growth.

What are popular job titles related to Client Success Advisor jobs in Austin, TX?

For Client Success Advisor jobs in Austin, TX, the most frequently searched job titles are:

What job categories do people searching Client Success Advisor jobs in Austin, TX look for?

The top searched job categories for Client Success Advisor jobs in Austin, TX are:

What cities near Austin, TX are hiring for Client Success Advisor jobs?

Cities near Austin, TX with the most Client Success Advisor job openings:

Client Success Advisor jobs near you
Infographic showing various Client Success Advisor job openings in Austin, TX as of August 2026, with employment types broken down into 79% Full Time, 17% Part Time, and 4% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $50,846 per year, or $24.4 per hour.

Senior Advisor Success Consultant, PWS

Kestra Holdings

Austin, TX • On-site

$135K - $135K/yr

Full-time

Medical, Retirement

Re-posted 18 days ago

Job description

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients
Lead with Purpose, partner with Impact.
Kestra Private Wealth Services seeks a person with wirehouse or regional W-2 experience for a consultative, advisor-facing role. This individual will serve as the subject matter expert and point of contact for new and experienced advisors on the PWS platform, focusing on issues related to implementation of tech tools, general platform questions, and the monitoring of escalations. They will engage regularly with existing and prospective advisors and staff to promote the PWS value proposition, assess advisor needs, recommend the appropriate solutions, and provide onsite support to help establish those solutions.
The right candidate for this role loves and respects financial advisors and knows how to build and maintain deep contacts and relationships. In this role, you'll have the opportunity to lead key engagements, coach team members, and help shape best practices - experiences that naturally prepare you for expanded responsibility and advancement into strategic roles across our services organization.
What you'll do
To perform this job successfully, the individual must be able to perform each essential duty satisfactorily:
  • Client Retention - build relationships and rapport with new and veteran advisors across our national footprint via onsite interactions focused on proper implementation of standards/procedures to ensure an excellent advisor team experience. Includes maintaining retention tracker and assisting with retention ideas for PWS population.
  • Technology Systems - serve as the central point of contact for new and veteran PWS firms on their technology platform and coordinate and track resolutions. Familiarity with the use of industry standard financial planning tools, customer relationship management software, performance reporting tools, and client service solutions is required.
  • On-site Transition Support - travel onsite the day of/after a firm register with PWS to assist with advisor/support staff onboarding and creating a smooth transition onto the Kestra platform. The individual will coordinate advisor/staff questions and escalations with the correct subject matter experts, track progress and provide new teams with a sense of calm and connection. On an ongoing basis, site visits for wellness checks to ensure advisor firm understanding of the full value proposition, monitor advisor morale, and provide any needed updates from the home office.
  • Events and Marketing - assist with Kestra and PWS events on communication and organization of advisor and support staff involvement, including events such as podcasts, Peer Perspective roundtables, and Advisor/Staff Council Meetings, along with annual and quarterly events such as the PWS Symposium and Kestra Connect Events.
  • General Assistance to Management Team - work with all members of the PWS team at various times as needed, maintain the Retention Tracker, coordinate PWS and Kestra home office employee office visits to generate the greatest coverage experience for advisors and staff. Generate regular reporting focused on the tracking of issues, questions or escalations that occur in the PWS ecosystem while keeping executives informed of progress and resolutions is required.

What You Bring
  • College degree required or combination of 4+ year of equivalent industry related experience.
  • Strong customer focus, excellent verbal and written communication skills, strong work ethic, and extremely organized.
  • Interpersonal, networking and influencing skills.
  • Ability to multi-task in a fast-paced environment.
  • Ability to communicate with advisors effectively and persuasively at all levels of the organization.
  • Working backwards to lead the end-user experience.
  • Work well with others in a small, elite team atmosphere.
  • Deliver outcomes at the highest professional standards.
  • MS Office experience required.
  • General understanding of technology and technology systems preferred.
  • RedTail, eMoney, Albridge, Black Diamond and other financial technology platform experience preferred.
  • Previous experience of the wirehouse or independent financial advisor industry preferred.
  • Ability to travel to advisor sites, as well as other conferences, as needed.

Travel Expectations
  • Up to 80%

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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