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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Senior Client Service Associate
Dallas, TX · On-site
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 ...
Senior Client Service Associate
Dallas, TX · On-site
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 ...
Senior Client Partner
Dallas, TX · On-site
Sr. Client Partner Are you ready to take the next step in your career? Join us for an exciting ... Associate discounts * Health and financial well-being benefits for eligible associates (Medical ...
New
Senior Client Partner
Dallas, TX · On-site
Sr. Client Partner Are you ready to take the next step in your career? Join us for an exciting ... Associate discounts * Health and financial well-being benefits for eligible associates (Medical ...
New
The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...
The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...
Associate Client Advisor
Dallas, TX · On-site
The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...
Associate Client Advisor
Dallas, TX · On-site
The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...
Associate Client Advisor
Dallas, TX · On-site
The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...
Associate Client Advisor
Dallas, TX · On-site
The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...
The Registered Client Service Associate will play a key role in supporting senior advisors by preparing portfolio materials, coordinating client interactions, and helping to deepen and retain client ...
The Registered Client Service Associate will play a key role in supporting senior advisors by preparing portfolio materials, coordinating client interactions, and helping to deepen and retain client ...
Associate Director, Paid Search
Dallas, TX · On-site
$140 - $190/hr
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 ...
Associate Director, Paid Search
Dallas, TX · On-site
$140 - $190/hr
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 ...
Analysts and Associates develop the skills necessary to progress into senior client-facing roles within a leading global platform. As an Analyst / Associate, you will i) gain direct exposure to hedge ...
Analysts and Associates develop the skills necessary to progress into senior client-facing roles within a leading global platform. As an Analyst / Associate, you will i) gain direct exposure to hedge ...
Analysts and Associates develop the skills necessary to progress into senior client-facing roles within a leading global platform. As an Analyst / Associate, you will i) gain direct exposure to hedge ...
Analysts and Associates develop the skills necessary to progress into senior client-facing roles within a leading global platform. As an Analyst / Associate, you will i) gain direct exposure to hedge ...
... 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 ...
... 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 ...
Analysts and Associates develop the skills necessary to progress into senior client-facing roles within a leading global platform. As an Analyst / Associate, you will i) gain direct exposure to hedge ...
Analysts and Associates develop the skills necessary to progress into senior client-facing roles within a leading global platform. As an Analyst / Associate, you will i) gain direct exposure to hedge ...
Analysts and Associates develop the skills necessary to progress into senior client-facing roles within a leading global platform. As an Analyst / Associate, you will i) gain direct exposure to hedge ...
Analysts and Associates develop the skills necessary to progress into senior client-facing roles within a leading global platform. As an Analyst / Associate, you will i) gain direct exposure to hedge ...
Analysts and Associates develop the skills necessary to progress into senior client-facing roles within a leading global platform. As an Analyst / Associate, you will i) gain direct exposure to hedge ...
Analysts and Associates develop the skills necessary to progress into senior client-facing roles within a leading global platform. As an Analyst / Associate, you will i) gain direct exposure to hedge ...
Analysts and Associates develop the skills necessary to progress into senior client-facing roles within a leading global platform. As an Analyst / Associate, you will i) gain direct exposure to hedge ...
Analysts and Associates develop the skills necessary to progress into senior client-facing roles within a leading global platform. As an Analyst / Associate, you will i) gain direct exposure to hedge ...
About The Role: We're looking for an Associate Director, Revenue Operations to help lead and scale Directive's Revenue Operations practice. This is a senior, client-facing player-coach role for ...
New
Quick apply
About The Role: We're looking for an Associate Director, Revenue Operations to help lead and scale Directive's Revenue Operations practice. This is a senior, client-facing player-coach role for ...
New
About The Role: We're looking for an Associate Director, Revenue Operations to help lead and scale Directive's Revenue Operations practice. This is a senior, client-facing player-coach role for ...
New
Quick apply
About The Role: We're looking for an Associate Director, Revenue Operations to help lead and scale Directive's Revenue Operations practice. This is a senior, client-facing player-coach role for ...
New
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments ... Provide regular updates to senior leadership on client retention, new business won, and market ...
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments ... Provide regular updates to senior leadership on client retention, new business won, and market ...
Senior Client Associate information
See Kaufman, TX salary details
$23.9K - $31.7K
17% of jobs
$36.4K is the 25th percentile. Wages below this are outliers.
$31.7K - $39.5K
14% of jobs
$39.5K - $47.3K
4% of jobs
$47.3K - $55.2K
14% of jobs
The median wage is $56.2K / yr.
$55.2K - $63K
12% of jobs
$63K - $70.8K
9% of jobs
$74.9K is the 75th percentile. Wages above this are outliers.
$70.8K - $78.6K
11% of jobs
$78.6K - $86.4K
9% of jobs
$86.4K - $94.2K
6% of jobs
$94.2K - $102K
3% of jobs
$102K - $109.8K
1% of jobs
$23.9K
$61.2K
$109.8K
How much do senior client associate jobs pay per year?
As of Aug 16, 2026, the average yearly pay for senior client associate in Kaufman, TX is $61,242.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,700.00 and $78,400.00 per year, depending on experience, location, and employer.
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 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 cities near Kaufman, TX are hiring for Senior Client Associate jobs?
Cities near Kaufman, TX with the most Senior Client Associate job openings:
Full-time
Medical, Retirement, PTO
Re-posted 9 days ago
Job description
The RoleÂ
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 ImpactÂ- 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 requestsÂ
- 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
- 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 detailÂ
- 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
- 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
- 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
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