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Senior Client Associate Jobs in Texas (NOW HIRING)

Richardslerma

Associate Director, Paid Search

Dallas, TX · On-site

$140 - $190/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Associate Director, Paid Search * Paid Media * Full-time * Senior * Dallas TX Here at LERMA/, we ... Serve as senior client contact on enterprise-scale accounts, including ownership of QBR content and ...

Chase

Senior Client Service Account Associate

Plano, TX · On-site

Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing ...

Infosys

Associate Manager - Client Services

Dallas, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Senior Client Partner, will co-develop and execute the account plan to drive growth and client ... The Associate Client Partner typically manages a single account or a sub portfolio within a large ...

Boutique Recruiting

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Support approximately half of the firm's primary client families in partnership with the advisors and senior Client Service Associate * Build genuine relationships with clients and provide thoughtful ...

Gravity Global

Associate Media Director

Houston, TX · On-site +1

  • PTO

Associate Media Director Department: Media - Media Planning and Activation Employment Type ... It works closely with client services, media specialists, analysts, and senior client stakeholders ...

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All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Texas

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 Aug 16, 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?

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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $69,127 per year, or $33.2 per hour.

Senior Registered Client Service Associate

Raymond James Financial, Inc.

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Job description

Job Description Summary
Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Job Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Responsibilities:
  • Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
  • Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.
  • Trading of both discretionary and non-discretionary products, model maintenance and performance tracking.
  • Servicing of alternative investments and foreign accounts, including setup and maintenance.
  • May participate in live meetings with the Financial Advisor and their respective client(s).
  • Manages budgeting and tracking of Financial Advisor expenses.
  • Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team's performance.
  • Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
  • Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
  • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
  • May solicit order from clients at the direction of the Financial Advisor.
  • Receives unsolicited orders from the clients; may enter unsolicited trades at the direction of the Financial Advisor.
  • Assists Financial Advisors with marketing efforts including seminars, mail and other client-facing events.
  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
  • Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies.
  • Performs other duties and responsibilities as assigned.

Knowledge of:
  • Company's working structure, policies, mission, and strategies.
  • Managed account platforms.
  • General office practices, procedures, and methods.
  • Advanced investment concepts, practices and procedures used in the securities industry.
  • Financial markets, products and industry regulations.
  • Trading terminology.

Skill in:
  • Client Relationship Management (CRM) software, or similar contact management software.
  • Goal planning software.
  • Excel, including developing spreadsheets as needed and for ongoing reporting.
  • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

Ability to:
  • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Analyze and research account information. Analyze and research account information.
  • Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
  • Identify time sensitive items and assess competing priorities.
  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
  • Handle stressful situations and provide a high level of customer service in a calm and professional manner.
  • Analyze problems and establish solutions in a fast paced environment. Handle stressful situations and provide a high level of customer service in a calm and professional manner.
  • Use mathematics sufficient to process account and transaction information.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
  • Work both independently and as part of a cohesive team.
  • Provide a high level of customer service. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

Education/Previous Experience
  • High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied.
  • Series 7 required.
  • Series 63, 65 and/or 66 as required by state.
  • Ability to obtain additional securities and advisory state registrations if required by state.

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 7 to 12 months
Certifications
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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