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Private Client Associate Jobs in Texas (NOW HIRING)

HUB

Private Client Producer

Dallas, TX

  • Medical

  • Life

Job Responsibilities As a Private Client Producer, you will prospect for Affluent and High Net Worth clients based on your local networks, connections, and communities. As a Producer, you will be ...

BDO USA

Tax Manager, Private Client Services

Houston, TX · On-site

  • Retirement

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch ... Supervises associates and senior associates on all projects * Reviews work prepared by associates ...

BDO

Tax Manager, Private Client Services

Dallas, TX · On-site

  • Retirement

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch ... Supervises associates and senior associates on all projects * Reviews work prepared by associates ...

BDO

Tax Manager, Private Client Services

Houston, TX

  • Retirement

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch ... Supervises associates and senior associates on all projects * Reviews work prepared by associates ...

BDO USA

Tax Manager, Private Client Services

Dallas, TX · On-site

  • Retirement

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch ... Supervises associates and senior associates on all projects * Reviews work prepared by associates ...

First Horizon

Private Client Relationship Manager

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

... associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and ...

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Private Client Associate information

See Texas salary details

$25.5K

$45.8K

$83.5K

How much do private client associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for private client associate in Texas is $45,810.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,659.00 and $58,042.00 per year, depending on experience, location, and employer.

How does a private client associate collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a private client associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What skills and qualifications are needed to thrive as a private client associate?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

What are popular job titles related to Private Client Associate jobs in Texas?

For Private Client Associate jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Private Client Associate jobs in Texas look for?

The top searched job categories for Private Client Associate jobs in Texas are:

What cities in Texas are hiring for Private Client Associate jobs?

Cities in Texas with the most Private Client Associate job openings:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Texas as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $45,810 per year, or $22 per hour.

Private Client Associate Account Executive

Marsh & McLennan Companies, Inc.

San Antonio, TX • On-site

Full-time

Medical, Retirement

Posted 18 days ago

Job description

Company:
Marsh McLennan Agency
Description:
Position summary
The Private Client Associate Account Executive provides day-to-day account servicing support to Account Executives and service teams. This role is responsible for processing policy changes, preparing client correspondence, maintaining accurate policy records, monitoring reports, and supporting timely service delivery across assigned accounts. The Associate Account Executive helps ensure operational accuracy, responsiveness, and a high level of client service in a fast-paced insurance environment.
Essential duties and responsibilities
The following duties are representative of the essential functions of the role and are not intended to be an exhaustive list.
  • Prepare Loss Payee Requests (LPRs) and email them to clients with a copy to the assigned Account Executive.
  • Process cancellations after LPRs are returned, as applicable.
  • Process requests for Evidence of Insurance for lienholders and mortgagees.
  • Process premium and non-premium endorsements for all Account Executives.
  • Send ID cards to insureds and distribute declarations pages to insureds.
  • Pull download reports, match unmatched transactions, and support the reconciliation of downloaded activity.
  • Update cancel reasons in Sagitta and review endorsement accuracy from carrier matches; coordinate corrections as needed.
  • Add Policy Checking Lists when required for Umbrella policies and for NEW, F&R, and E&S business.
  • Review daily billing alerts and monitor non-pay cancellations across all carriers.
  • Pull non-download policy paperwork and attach documents in the agency management system for lines such as Workers' Compensation, Flood, E&S, Farm & Ranch, and similar business.
  • Verify Flood policy renewal payments and attach non-download policies as needed.
  • Verify Progressive policy renewal payments.
  • Receive round-robin calls from service center clients that need to be remarketed.
  • Receive round-robin calls from service center clients that need to be transferred back to the carrier service center.
  • Handle round-robin calls from insureds with standalone or one-shot policies.
  • Troubleshoot client billing inquiries.
  • Monitoring automated pull requests from external databases like Comprehensive Loss Underwriting Exchange (CLUE), MVRs, and LexisNexis.
  • Ability to operate fluently within specialized industry software like AMS or Applied Epic.
  • Managing automated optical character recognition (OCR) systems to ensure trailing documents (e.g., signed exclusions, inspections, appraisals, proof of insurance, policies, endorsements etc.) attach to the correct electronic policy files.

Required qualifications
  • High school diploma or equivalent required; associate or bachelor's degree preferred.
  • Prior experience in insurance account servicing, agency operations, or customer support preferred.
  • Working knowledge of agency management systems, preferably Sagitta.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines.
  • Excellent attention to detail and commitment to accuracy in data entry and document handling.
  • Effective written and verbal communication skills.
  • Ability to work independently while also supporting a collaborative team environment.
  • Strong customer service orientation and professional judgment.

Core competencies
  • Account servicing and operational support
  • Client communication and responsiveness
  • Accuracy and follow-through
  • Problem-solving and issue resolution
  • Time management and prioritization
  • Team collaboration and adaptability
  • Confidentiality and professionalism

Disclaimer
This job description is intended to describe the general nature and level of work performed by employees in this role. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Responsibilities may be modified at any time to meet business needs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.

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