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Senior Client Associate Jobs in Little Elm, 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

Irving, 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 ...

DebtBlue

Client Success Associate

Richardson, TX · On-site

$16 - $17/hr

Client Success Associate Richardson, TX • In-Office • Full-Time COMMUNICATE. SUPPORT. SOLVE ... Professionally handle incoming client requests, collaborating with Senior Client Success ...

DebtBlue

Client Success Associate

Richardson, TX · On-site

$16 - $17/hr

Client Success Associate Richardson, TX • In-Office • Full-Time COMMUNICATE. SUPPORT. SOLVE ... Professionally handle incoming client requests, collaborating with Senior Client Success ...

DebtBlue

Client Success Associate

Richardson, TX · On-site

$16 - $17/hr

Client Success Associate Richardson, TX * In-Office * Full-TimeCOMMUNICATE. SUPPORT. SOLVE. Are you ... Professionally handle incoming client requests, collaborating with Senior Client Success ...

DebtBlue

Client Success Associate

Richardson, TX · On-site

$16 - $17/hr (+ commission)

Client Success Associate Richardson, TX * In-Office * Full-Time COMMUNICATE. SUPPORT. SOLVE. Are ... Professionally handle incoming client requests, collaborating with Senior Client Success ...

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 ...

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All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Little Elm, TX

Senior Client Associate information

See Little Elm, TX salary details

$26.8K

$68.5K

$122.8K

How much do senior client associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for senior client associate in Little Elm, TX is $68,500.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,100.00 and $87,700.00 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 are popular job titles related to Senior Client Associate jobs in Little Elm, TX?

For Senior Client Associate jobs in Little Elm, TX, the most frequently searched job titles are:

What job categories do people searching Senior Client Associate jobs in Little Elm, TX look for?

The top searched job categories for Senior Client Associate jobs in Little Elm, TX are:

What cities near Little Elm, TX are hiring for Senior Client Associate jobs?

Cities near Little Elm, TX with the most Senior Client Associate job openings:

Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Little Elm, TX as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $68,500 per year, or $32.9 per hour.

Senior Client Experience Associate

Farther

Dallas, TX

Full-time

Medical, Retirement, PTO

Re-posted 26 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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