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Financial Customer Associate Jobs in Princeton, TX

Wells Fargo

Client Associate

Dallas, TX · On-site

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells ... support experience in financial services * Experience interacting directly with customers

TIAA

MMS Rollover Specialist

Frisco, TX · On-site

$26.01 - $35.62/hr

Required Qualifications: 3+ years of financial customer service experience Preferred Qualifications ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

MMS Rollover Specialist

Frisco, TX · On-site

$26.01 - $35.62/hr

Required Qualifications: 3+ years of financial customer service experience Preferred Qualifications ... 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 JobsFinancial Customer Associate JobsFinancial Customer Associate Jobs in Princeton, TX

Financial Customer Associate information

See Princeton, TX salary details

$16.3K

$44.9K

$66.5K

How much do financial customer associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial customer associate in Princeton, TX is $44,896.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,200.00 and $54,600.00 per year, depending on experience, location, and employer.

What does a financial customer associate do?

A Financial Customer Associate assists clients with their financial accounts, answering questions and resolving issues related to investments, banking, or retirement products. They often provide information about account balances, transactions, and company policies, as well as guide customers through various financial processes. This role usually involves communicating with clients over the phone, via email, or through online chat, ensuring a positive customer experience. Strong communication, problem-solving, and organizational skills are essential for success in this position.

What skills and qualifications are needed to be a financial customer associate?

To thrive as a Financial Customer Associate, you need a solid understanding of financial products, customer service principles, and typically at least a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, financial account systems, and sometimes FINRA Series 6 or 7 certifications is advantageous. Strong communication, problem-solving, and active listening skills set top performers apart in handling client inquiries and concerns. These skills are crucial for ensuring client satisfaction, maintaining compliance, and building trust in financial services.

What does a typical day look like for a financial customer associate, and how do they interact with other teams?

A typical day for a Financial Customer Associate involves responding to customer inquiries about financial products, resolving account issues, and guiding clients through transactions or processes. Associates often work in a fast-paced call center or office environment, utilizing phone and online communication tools. Collaboration with other departments, such as compliance, operations, and financial advisors, is common to ensure accurate and timely service. This teamwork not only helps resolve complex customer issues but also provides Associates with valuable exposure to different aspects of the financial industry.

What cities near Princeton, TX are hiring for Financial Customer Associate jobs?

Cities near Princeton, TX with the most Financial Customer Associate job openings:

Financial Customer Associate jobs near you

Assoc, Program Finance (Greenville, TX)

L3HHCM20

Greenville, TX • On-site

Full-time

Re-posted 21 days ago

Job description

Job Title: Associate, Program Finance 

Job Description:

       Responsible for the financial functions associated with the business acquisition process (proposals) and program execution process (programs)

       Ensure all assigned invoices are processed and completed in a timely manner per the terms and conditions of the contract

       Responsible for financial customer interface and billing guidance to Contracts

       Perform required invoice and account receivable reconciliations to ensure billing accuracy

       Support internal and external audits; actively participate in process improvement initiatives

       Support cash application process through research and reconciliations

Qualifications:

      To be eligible, applicants must be pursuing a Bachelor's Degree in Finance, Accounting, Economics, Management, Business Administration, Mathematics or related field or have completed their Bachelor's degree within the last 12 months, regardless of age.

Preferred Skills:

       Proficiency with Excel and Microsoft Office

       Experience with SAP

       Knowledge of cost/schedule development, budgeting, financial analysis and reporting, financial modeling, corporate forecasting, and/or business acquisitions

       Familiarity with Contract Compliance and Negotiation

       Experience with customer/management reporting

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