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Financial Client Services Associate Jobs in Austin, TX

Ceritypartners

Client Service Associate

Austin, TX · On-site

$60K - $75K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine ... Prepare client forms and financial reports in advance of client meetings. * Develop knowledge of ...

Cerity Partners

Client Service Associate

Austin, TX · On-site

$60K - $75K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine ... Prepare client forms and financial reports in advance of client meetings. * Develop knowledge of ...

SPS North America

Client Service Supervisor

Austin, TX · On-site

Oversees and reports on financial performance. * Maintains site P&L at proforma levels or above ... Establishes and maintain accountability to Client Services Manager and/or higher level leadership.

Evision

Finance Director - Client Services

Austin, TX · On-site

Company Description XOR is a proven AI solution created by talent acquisition experts that is currently processing hundreds of thousands of candidates' applications monthly. Our company's top ...

Evision

Finance Director - Client Services

Austin, TX · On-site

Company Description XOR is a proven AI solution created by talent acquisition experts that is currently processing hundreds of thousands of candidates' applications monthly. Our company's top ...

MedVet

Veterinary Client Services Representative

Austin, TX · On-site

$15.75 - $21.50/hr

Client Service Representative (CSR) Our Client Service Representatives have the first interaction ... medical records and financial policies/transactions. The ability to multi-task and enter data ...

MedVet

Veterinary Client Services Representative

Austin, TX · On-site

$15.75 - $21.50/hr

Client Service Representative (CSR) Our Client Service Representatives have the first interaction ... medical records and financial policies/transactions. The ability to multi-task and enter data ...

MedVet

Veterinary Client Services Representative

Austin, TX · On-site

$15.75 - $21.50/hr

Client Service Representative (CSR) Our Client Service Representatives have the first interaction ... medical records and financial policies/transactions. The ability to multi-task and enter data ...

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Austin, TX

Financial Client Services Associate information

See Austin, TX salary details

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

As of Sep 1, 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:

Financial Client Services Associate jobs near you
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

Austin, TX • On-site

Ceritypartners
See more jobs at Ceritypartnersexternal

$60K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago

Job description

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.


The ideal candidate demonstrates a growth mindset, is receptive to feedback, and is committed to continuous learning, professional development, and contributing to the success of the team.

Primary Responsibilities:

  • Frequent custodian interaction & paperwork processing.

  • Process account openings and process tasks with Custodians.

  • Schedule client meetings.

  • Basic preparation and follow-up for client meetings.

  • Prepare client forms and financial reports in advance of client meetings.

  • Develop knowledge of investment accounts, products and the forms required to transact business.

  • Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.

  • Ongoing maintenance and quality control of CRM.

  • Organize advisory team meetings and events.

  • Receive client calls and resolve questions/issues as needed.

  • Execute client appreciation and retention activities.

  • Prepare and process custodian forms to support client account maintenance, transfers, and other account-related requests.

  • Serve as backup administrative support as needed, assisting with office operations and ensuring a seamless client experience.

Ideal Candidate Profile - "Our Casting Call!"

      Required Credentials:

      • Bachelor's degree

      • 1-3+ years of experience

      • Willingness to obtain the Series 65 license within one year of employment.

      Skills & Competencies:

      • Demonstrate strong and effective communication, organizational and time management skills.

      • Ability to work in a team based/collaborative environment.

      • Must accept and thrive in a fast-paced, changing environment.

      • Adherence to all compliance policies & procedures.

      • Demonstrate the Cerity Partners culture.

      Physical Requirements:

      • Prolonged periods sitting at a desk and working on a computer

      Compensation Range:

      $60,000 - $75,000

      Why Cerity Partners:

      Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

      • Health, dental, and vision insurance - day 1!

      • 401(k) savings and investment plan options with 4% match

      • Flexible PTO policy

      • Parental Leave

      • Financial assistance for advanced education and professional designations

      • Opportunity to give back time to local communities

      • Commuter benefits

      Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

      Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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