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Senior Client Associate Jobs in Texas (NOW HIRING)

Westwood

Senior Client Service Associate

Houston, TX · On-site

The Senior Client Service Associate provides a white-glove, concierge-level experience for clients and advisors through providing essential operational and administrative support. By building trusted ...

Trans western

Senior Client Accountant

Houston, TX

$70K - $88K/yr

The Senior Client Accountant is responsible for accounting duties for assigned Properties that ... Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash ...

Trans western

Senior Client Accountant

Houston, TX

$70K - $88K/yr

The Senior Client Accountant is responsible for accounting duties for assigned Properties that ... Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash ...

Transwestern

Senior Client Accountant

Houston, TX · On-site

$70K - $88K/yr

The Senior Client Accountant is responsible for accounting duties for assigned Properties that ... Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash ...

Transwestern

Senior Client Accountant

Houston, TX · On-site

$70K - $88K/yr

The Senior Client Accountant is responsible for accounting duties for assigned Properties that ... Review and post cash receipt batches entered by Client Accounting Associate. Maintain property cash ...

Farther

Senior Client Experience Associate

Dallas, TX · On-site +1

The Role As a Senior Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. You'll support that exceptional ...

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Senior Client Associate information

See Texas salary details

$27K

$69.1K

$123.9K

How much do senior client associate jobs pay per year?

As of Jun 10, 2026, the average yearly pay for senior client associate in Texas is $69,127.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $88,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Senior Client Associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a Senior Client Associate job?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the common responsibilities of a Senior Client Associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

What are popular job titles related to Senior Client Associate jobs in Texas? For Senior Client Associate jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Senior Client Associate jobs in Texas look for? The top searched job categories for Senior Client Associate jobs in Texas are:
What cities in Texas are hiring for Senior Client Associate jobs? Cities in Texas with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Texas as of June 2026, with employment types broken down into 81% Full Time, 15% Part Time, 1% Temporary, and 3% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $69,127 per year, or $33.2 per hour.

Senior Client Service Associate

Kestra Holdings

Dallas, TX

Other

Posted 7 days ago

Job description

Senior Client Service Associate

Lead with purpose. Partner with impact. The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent customer service, polished communication, and strong leadership skills to meet the service needs of clients and provide guidance to the service team.

What You'll Do

  • Data entry (Redtail, eMoney, NDEX)
  • Customer service (answering phones, processing and forwarding requests)
  • Account servicing (generating/processing paperwork)
  • Scanning/Filing
  • Check deposit and daily blotters
  • Preparing mailings to clients
  • Calendar management for top level executives

What You Bring

  • High school diploma required.
  • Client services experience required. Min 5 years of experience.
  • Financial advisory industry experience required. Min 5 years of experience.
  • Ability to maintain confidentiality and exercise discretion
  • Proficiency in MS Outlook, MS Excel, and MS Word
  • Ability to follow written and oral instructions
  • Exhibit professional phone demeanor
  • Individual must also possess good organizational skills, efficiency skills, and communication skills, both verbal and written
  • Attention to detail
  • Commitment to professionalism, accountability, customer focus, and teamwork
  • Understanding and evaluating complex client processes through critical thinking
  • Strong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis is required.
  • Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Disclosure

  • By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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