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Senior Client Associate Jobs in Dallas, TX (NOW HIRING)

Farther

Senior Client Experience Associate

Dallas, TX · On-site

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 ...

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 ...

Infosys

Associate Manager - Client Services

Dallas, TX · On-site

... 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 ...

Broadridge

Director, Client Relations

Coppell, TX · Remote

$125K - $135K/yr

Solicitinput from the client's senior managementon new business directives within their firm and ... We believe that associates do their best when they feel safe, understood, and valued, and we work ...

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All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Dallas, TX

Senior Client Associate information

See Dallas, TX salary details

$28.8K

$73.7K

$132.1K

How much do senior client associate jobs pay per year?

As of Jul 29, 2026, the average yearly pay for senior client associate in Dallas, TX is $73,712.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,200.00 and $94,400.00 per year, depending on experience, location, and employer.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial or service support, and ensures client needs are met efficiently. They often handle complex inquiries, coordinate with internal teams, and use CRM tools to maintain accurate client records.

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.

Is senior associate a high position?

A senior associate is generally considered a mid- to senior-level position within a company, often indicating increased responsibility, experience, and expertise compared to entry-level roles. In many organizations, it is a stepping stone toward higher managerial or leadership roles, and it may require specialized skills or certifications. The exact level can vary depending on the industry and company structure.

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.

Is a CSA job stressful?

A Senior Client Associate (CSA) role can be stressful due to high client expectations, tight deadlines, and the need for strong communication and organizational skills. The level of stress varies depending on workload, firm culture, and individual experience, but managing multiple client accounts often requires multitasking and problem-solving under pressure.

What is the highest paid customer service job?

Senior client associate roles in financial services or investment firms tend to be among the highest paid customer service-related positions, often offering six-figure salaries with bonuses. These roles typically require strong industry knowledge, client management skills, and relevant certifications such as FINRA licenses.
What are popular job titles related to Senior Client Associate jobs in Dallas, TX? For Senior Client Associate jobs in Dallas, TX, the most frequently searched job titles are:
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What cities near Dallas, TX are hiring for Senior Client Associate jobs? Cities near Dallas, TX with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Dallas, TX as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $73,712 per year, or $35.4 per hour.
Senior Client Experience Associate

Senior Client Experience Associate

Farther

Dallas, TX

Other

Medical, Retirement, PTO

Posted 20 days ago

Job description

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 client experience by flawlessly executing the financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs. You will work closely with our Product and Engineering teams to continually push the boundaries of wealth management. As a member of Farther's client experience team, this is an opportunity to have a huge impact - not just on the company, but on the entire wealthtech industry.

Your Impact 
  • Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels
  • Assist clients with account opening, transfers, and other ongoing tasks - while also acting as a liaison with our custodians to confirm completion of requests 
  • Monitor client accounts and proactively address issues as they arise
  • Identify opportunities to improve the client experience function and work with the Product and Engineering teams and other team members to implement changes
  • Establish and maintain positive and effective relationships with Farther's advisors, custodians, and third-party vendors to ensure client satisfaction
The Ideal Match 
  • Bachelor's degree with 6+ years of previous work experience in a client-facing role within the financial services industry
  • Strong communication skills and the ability to build rapport with advisors and clients
  • Experience with custodial and wealth management platforms and CRM systems
  • Highly organized, with exceptional attention to detail 
  • Team player, with a positive attitude and a strong work ethic
  • Comfortable working in a fast-paced environment and the ability to prioritize multiple competing tasks
Bonus Points 
  • Comprehensive knowledge of financial products, including separately managed accounts (SMAs), and alternative investments
  • Passion for creating increased efficiencies within current operational processes for the business and servicing of clients
Why Join Us
  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO
Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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