Client Service Associate 2
Austin, TX · On-site
... human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... Responsible for initiative planning and ongoing client relationship management * collaborates with ...
Austin, TX · On-site
... human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... Responsible for initiative planning and ongoing client relationship management * collaborates with ...
Austin, TX · On-site
... human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... Responsible for initiative planning and ongoing client relationship management * collaborates with ...
Austin, TX · Hybrid
$45K - $65K/yr
Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45 ... financial services, wealth management, insurance, operations or professional services preferred ...
Austin, TX · Hybrid
$45K - $65K/yr
Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45 ... financial services, wealth management, insurance, operations or professional services preferred ...
Austin, TX · Hybrid
$45K - $65K/yr
Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45 ... financial services, wealth management, insurance, operations or professional services preferred ...
Quick apply
Austin, TX · Hybrid
$45K - $65K/yr
Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45 ... financial services, wealth management, insurance, operations or professional services preferred ...
Austin, TX · On-site
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 ...
Austin, TX · On-site
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 ...
Austin, TX · On-site
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 ...
Austin, TX · On-site
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 ...
Austin, TX · On-site
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 ...
Austin, TX · On-site
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 ...
Austin, TX · On-site
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 ...
Austin, TX · On-site
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 ...
Serve as a trusted resource for policyholders and financial professionals by providing responsive ... associate's degree with 1-2 years related experience * Prior insurance industry experience ...
Serve as a trusted resource for policyholders and financial professionals by providing responsive ... associate's degree with 1-2 years related experience * Prior insurance industry experience ...
Serve as a trusted resource for policyholders and financial professionals by providing responsive ... associate's degree with 1-2 years related experience * Prior insurance industry experience ...
Serve as a trusted resource for policyholders and financial professionals by providing responsive ... associate's degree with 1-2 years related experience * Prior insurance industry experience ...
Austin, TX · On-site +1
$32K - $60K/yr
Position Overview This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The ...
Austin, TX · On-site +1
$32K - $60K/yr
Position Overview This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The ...
Austin, TX · On-site +1
$32K - $60K/yr
Position Overview This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The ...
Austin, TX · On-site +1
$32K - $60K/yr
Position Overview This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The ...
Austin, TX · On-site
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 ...
Austin, TX · On-site
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 ...
Serve as a trusted resource for policyholders and financial professionals by providing responsive ... associate's degree with 1-2 years related experience * Prior insurance industry experience ...
Serve as a trusted resource for policyholders and financial professionals by providing responsive ... associate's degree with 1-2 years related experience * Prior insurance industry experience ...
$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
$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
Austin, TX · Hybrid
$26 - $30/hr
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 ...
Austin, TX · Hybrid
$26 - $30/hr
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 ...
Austin, TX · On-site
$26 - $30/hr
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 ...
Austin, TX · On-site
$26 - $30/hr
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 ...
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 ...
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 ...
Austin, TX · On-site
Share this job: Share: Share Internal Services - Associate - Firm Account and Engagement Finance Services - Summer/Fall 2027 with Facebook Share Internal Services - Associate - Firm Account and ...
Austin, TX · On-site
Share this job: Share: Share Internal Services - Associate - Firm Account and Engagement Finance Services - Summer/Fall 2027 with Facebook Share Internal Services - Associate - Firm Account and ...
Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publically traded ... Periodic review of client financial health in order to increase participant engagement for ...
Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publically traded ... Periodic review of client financial health in order to increase participant engagement for ...
$13.82 - $18.67
13% of jobs
$20.66 is the 25th percentile. Wages below this are outliers.
$18.67 - $23.52
30% of jobs
The median wage is $25 / hr.
$23.52 - $28.38
24% of jobs
$31.18 is the 75th percentile. Wages above this are outliers.
$28.38 - $33.23
14% of jobs
$33.23 - $38.08
4% of jobs
$38.08 - $42.93
3% of jobs
$42.93 - $47.78
2% of jobs
$47.78 - $52.64
3% of jobs
$52.64 - $57.49
2% of jobs
$57.49 - $62.34
2% of jobs
$62.34 - $67.19
2% of jobs
$13
$31
$67
| Aspect | Financial Client Services Associate | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferred | Requires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher |
| Work Environment | Banking or financial services firms; client support and administrative roles | Independent or firm-based; client consultation and investment planning |
| Employer & Industry Usage | Common in banks, brokerages, and financial institutions | Used 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.
For Financial Client Services Associate jobs in Austin, TX, the most frequently searched job titles are:
The top searched job categories for Financial Client Services Associate jobs in Austin, TX are:
Cities near Austin, TX with the most Financial Client Services Associate job openings:

Other
Medical, Dental, Retirement, PTO
Re-posted 13 days ago
6.9
Based on 5 frontline employees who took The Breakroom Quiz
62nd of 72 rated business consultants
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
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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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.
Business management consulting
1,001 - 5,000 Employees
Boston, MA, US
1986