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Private Client Associate Jobs in Austin, TX (NOW HIRING)

5 Legal

Private Fund Formation Associate

Austin, TX · On-site

... client, investor negotiation (including side letter negotiation and reviewing subscription ... Direct private funds experience is preferred, but open to strong corporate associates with an ...

Direct Counsel

Private Equity Associate Attorney

Austin, TX · On-site +1

$310K - $420K/yr

Private Equity Associate Attorney Locations: Atlanta, Austin, or Chicago Direct Counsel is seeking ... Serve as a key contact on deal teams, managing workstreams and contributing to client strategy

5 Legal

M&A/ Private Equity Associate

Austin, TX · On-site

Top AmLaw 200 law firm seeks an associate to join their Mergers & Acquisitions and Private Equity ... client relationships, supervising junior associates, and handling day-to-day demands and workflow ...

BOK Financial

Private Wealth Banker

Austin, TX

The Private Wealth Banker is primarily responsible for making and servicing a wide variety of ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

BOK Financial

Private Wealth Banker

Austin, TX · On-site

The Private Wealth Banker is primarily responsible for making and servicing a wide variety of ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

BOK Financial

Private Wealth Banker

Austin, TX

The Private Wealth Banker is primarily responsible for making and servicing a wide variety of ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

BOK Financial

Senior Private Wealth Banker

Austin, TX

Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

BOK Financial

Senior Private Wealth Banker

Austin, TX

Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

BOK Financial

Senior Private Wealth Banker

Austin, TX · On-site

Private Banking Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa ... Your Client Service Associate will be the direct contact to handle your client base and provide a ...

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All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Austin, TX

Private Client Associate information

See Austin, TX salary details

$28.5K

$51.1K

$93.2K

How much do private client associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for private client associate in Austin, TX is $51,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,322.00 and $64,758.00 per year, depending on experience, location, and employer.

What is the role of a client associate?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and assisting with client communications. They often handle administrative tasks, ensure compliance, and use financial software to maintain client records, requiring strong organizational and communication skills.

How much do private client investment associates make?

Private Client Associates typically earn between $60,000 and $120,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, especially in financial services environments that value client management and investment knowledge.

What is a CSA at Morgan Stanley's salary?

A Client Service Associate (CSA) at Morgan Stanley typically earns a base salary ranging from $50,000 to $70,000 annually, depending on experience and location. Additional compensation may include bonuses and benefits, with opportunities for advancement in client service and financial knowledge.

How does a Private Client Associate typically 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 are the key skills and qualifications needed to thrive as a Private Client Associate, and why are they important?

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 does a private client associate do?

A private client associate supports wealth management teams by managing client accounts, preparing financial documents, and assisting with investment transactions. They often communicate with clients, coordinate with advisors, and use financial software to ensure smooth service delivery.
What are popular job titles related to Private Client Associate jobs in Austin, TX? For Private Client Associate jobs in Austin, TX, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Austin, TX look for? The top searched job categories for Private Client Associate jobs in Austin, TX are:
What cities near Austin, TX are hiring for Private Client Associate jobs? Cities near Austin, TX with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Austin, TX as of July 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $51,111 per year, or $24.6 per hour.
Manager, Tax - Private Client - 2236843

Manager, Tax - Private Client - 2236843

Forvis Mazars

Austin, TX • On-site

$110K - $144K/yr

Full-time

Posted 25 days ago

Forvis Mazars rating

8.1

Company rating: 8.1 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

11th of 22 rated bookkeepers and accountants

Job description

Description & Requirements
Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth.
The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Manager participates in client development and team management and conducts research to be current as a subject matter expert.
What You Will Do:
  • Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations
  • Developing, building, and managing client relationships as part of the proposal process
  • Participating in networking activities to further expand business opportunities and client relationships
  • As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges
  • Assisting with managing, developing, and coaching professional tax staff
  • Reviewing and managing projects prepared by tax associates and seniors
  • Effectively delegating responsibilities to others and monitoring efforts of engagement teams
  • Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
  • Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing

Minimum Qualifications:
  • 5 years or more of related experience in public accounting, law firm, or trust department
  • Bachelor or graduate degree in accounting, finance, or a related field
  • CPA license or J.D. degree and bar admission
  • Experience managing multiple client engagements

Preferred Qualifications:
  • Master's degree in Taxation or Law degree
  • Experience with OneSource tax software

#LI-AUS, #LI-SANT
#LI-HF1
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

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