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Financial Client Services Associate Jobs in Austin, TX

Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...

Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...

Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...

Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...

About the job Member Experience Associate We are seeking a Member Experience Associate who enjoys ... Coordinate reservations, confirmations, and service details * Maintain accurate records of client ...

Client Service Associate

Austin, TX

$14.25 - $19.75/hr

Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... How you'll make an impact The Branch Client Service Associate I is accountable for delivering high ...

New

The ideal candidate is highly organized, proactive, and committed to excellence in both client ... financial services, or a related operations role preferred. * Prior experience with custodial ...

Client Service Associate

Austin, TX · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Work closely with financial advisors to support their clients * Manage cash balances and daily ...

Showing results 21-40

Financial Client Services Associate information

See Austin, TX salary details

$13

$31

$67

How much do financial client services associate jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for financial client services associate in Austin, TX is $31.68, according to ZipRecruiter salary data. Most workers in this role earn between $20.48 and $34.09 per hour, depending on experience, location, and employer.

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial client services associate?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

What are popular job titles related to Financial Client Services Associate jobs in Austin, TX?

For Financial Client Services Associate jobs in Austin, TX, the most frequently searched job titles are:

What job categories do people searching Financial Client Services Associate jobs in Austin, TX look for?

The top searched job categories for Financial Client Services Associate jobs in Austin, TX are:

What cities near Austin, TX are hiring for Financial Client Services Associate jobs?

Cities near Austin, TX with the most Financial Client Services Associate job openings:

Infographic showing various Financial Client Services Associate job openings in Austin, TX as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $65,897 per year, or $31.7 per hour.

Client Service Associate 2

Public Consulting Group

Austin, TX • On-site

Other

Medical, Dental, Retirement, PTO

Re-posted 13 days ago


Public Consulting Group rating

6.9

Company rating: 6.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

62nd of 72 rated business consultants


Job description

US

Full time

JR101996

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.—all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in three Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com .

Duties and Responsibilities

  • Supports customer service and operations for clients:

  • Responsible for initiative planning and ongoing client relationship management

  • collaborates with external vendors, external consultants, consulting team members, and/or other staff as required in support of initiatives.

  • Responsible for acquiring and applying knowledge, best practices (external and internal), methodology, and tools to client organizations.

  • Responds to inquiries and questions in a timely manner

  • Works within a team to accomplish other duties on projects to meet necessary deadlines.

Required Skills

  • Strong analytical skills, including the ability to analyze and organize data.

  • Excellent organizational, oral presentation and written communication skills.

  • Ability to manage time to meet critical deadlines.

  • Ability to work independently and with a team

  • Excellent ability to build and maintain business relationship with clients.

  • Proficiency in MS Office products, including PowerPoint, Excel and Word.

  • Research and project management capabilities.

  • Advance database skills.

Qualifications

  • High School diploma or equivalent, Bachelor’s degree preferred

  • 2+ years similar work experience

Supervisory Responsibility

  • None

Working Conditions

  • Office Setting

  • Remote - Pacific Time zone preferred

  • Local to Portland, OR preferred

The above is intended to describe the general contents and requirements of work being performed by people assigned to this classification. It is not intended to be construed as an exhaustive statement of all duties, responsibilities or skills of personnel so classified.

Compensation:

Compensation for roles at Public Consulting Group varies depending on a wide array of factors including, but not limited to, the specific office location, role, skill set, and level of experience. As required by applicable law, PCG provides a reasonable range of compensation for this role. In addition, PCG provides a range of benefits for this role, including medical and dental care benefits, 401k, PTO, parental leave, bereavement leave.

Range: $62,200 - $81,900

#LI-KA1

#LI-Remote

PCG does not sponsor newly hired foreign national workers for work authorization, including H-1B sponsorship.

EEO Statement:

Public Consulting Group is an Equal Opportunity Employer dedicated to celebrating diversity and intentionally creating a culture of inclusion. We believe that we work best when our employees feel empowered and accepted, and that starts by honoring each of our unique life experiences. At PCG, all aspects of employment regarding recruitment, hiring, training, promotion, compensation, benefits, transfers, layoffs, return from layoff, company-sponsored training, education, and social and recreational programs are based on merit, business needs, job requirements, and individual qualifications. We do not discriminate on the basis of race, color, religion or belief, national, social, or ethnic origin, sex, gender identity and/or expression, age, physical, mental, or sensory disability, sexual orientation, marital, civil union, or domestic partnership status, past or present military service, citizenship status, family medical history or genetic information, family or parental status, or any other status protected under federal, state, or local law. PCG will not tolerate discrimination or harassment based on any of these characteristics. PCG believes in health, equality, and prosperity for everyone so we can succeed in changing the ways the public sector, including health, education, technology and human services industries, work.

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.—all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in six Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com.

Click here (https://publicconsultinggroup.com/privacy-policy/ccpa-employee-and-applicant-privacy-notice/) to access our privacy notice to California job applicants regarding the collection of personal information.

Public Consulting Group is an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, protected veteran status, or status as a qualified individual with a disability. VEVRAA Federal Contractor.


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About Public Consulting Group

Sourced by ZipRecruiter

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.--all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in six Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com.

Industry

Business management consulting

Company size

1,001 - 5,000 Employees

Headquarters location

Boston, MA, US

Year founded

1986

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