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Senior Client Service Associate Jobs in Austin, TX

Cerity Partners

Client Service Associate

Austin, TX · On-site

$60K - $75K/yr

Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include ...

Vodia Ventures

Client Service Associate

Austin, TX · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Ceritypartners

Client Service Associate

Austin, TX · On-site

$60K - $75K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...

Cerity Partners

Client Service Associate

Austin, TX · On-site

$60K - $75K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...

Public Consulting Group

Client Service Associate 1

Austin, TX · On-site

$14.25 - $19.75/hr

... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...

Public Consulting Group

Client Service Associate 2

Austin, TX · On-site

$14.25 - $19.75/hr

Client Service & Ticket Resolution * Serve as the day-to-day point of contact for assigned clients; respond to inbound and outbound inquiries professionally, in a service-oriented manner, and in ...

AHEAD

Senior Client Solutions Engineer

Austin, TX

$54.75 - $70.50/hr

The Senior Client Solutions Engineer owns all technical aspects of a sales campaign and hand off to the consulting and services team; maintaining strong relationships with our clients. In this role ...

AHEAD

Senior Client Solutions Engineer

Austin, TX · On-site

$54.75 - $70.50/hr

The Senior Client Solutions Engineerowns all technical aspects of a sales campaign and hand off to the consulting and services team; maintaining strong relationships with our clients. In this role ...

AHEAD

Senior Client Solutions Engineer

Austin, TX · On-site

$230K - $250K/yr

The Senior Client Solutions Engineer owns all technical aspects of a sales campaign and hand off to the consulting and services team; maintaining strong relationships with our clients. In this role ...

defi SOLUTIONS

Senior Client Executive

Austin, TX · On-site

$100K - $150K/yr

The Senior Client Executive assumes the leadership role in managing defi SOLUTIONS business ... As a key component of the client's Account Plan, develop a plan to secure timely Service Agreement ...

defi AUTO LLC

Senior Client Executive

Austin, TX · On-site

$100K - $150K/yr

The company's comprehensive suite of originations, servicing, and managed servicing solutions ... The Senior Client Executive assumes the leadership role in managing defi SOLUTIONS business ...

Apex Fintech Solutions

Sr Client Delivery Analyst

Austin, TX · Hybrid

$87K - $115K/yr

Establish and maintain strong relationships with clients, sales, relationship management, service ... Technical acumen and ability to quickly learn new technologies #sales #full-time #associate #mid ...

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All JobsClient Service Associate JobsSenior Client Service Associate JobsSenior Client Service Associate Jobs in Austin, TX

Senior Client Service Associate information

See Austin, TX salary details

$28.7K

$73.5K

$131.8K

How much do senior client service associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for senior client service associate in Austin, TX is $73,528.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,100.00 and $94,100.00 per year, depending on experience, location, and employer.

What does a senior client service associate do?

A senior client service associate manages client accounts by providing support, addressing inquiries, and resolving issues to ensure client satisfaction. They often handle complex requests, maintain detailed records, and collaborate with other teams using customer relationship management (CRM) tools. This role requires strong communication skills and industry knowledge to deliver high-quality service.

What cities near Austin, TX are hiring for Senior Client Service Associate jobs?

Cities near Austin, TX with the most Senior Client Service Associate job openings:

Infographic showing various Senior Client Service Associate job openings in Austin, TX as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $73,528 per year, or $35.4 per hour.

Client Service Associate

Cerity Partners

Austin, TX • On-site

$60K - $75K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

Job description

Client Service Associate

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.

The ideal candidate demonstrates a growth mindset, is receptive to feedback, and is committed to continuous learning, professional development, and contributing to the success of the team.

Primary Responsibilities
  • Frequent custodian interaction & paperwork processing.
  • Process account openings and process tasks with Custodians.
  • Schedule client meetings.
  • Basic preparation and follow-up for client meetings.
  • Prepare client forms and financial reports in advance of client meetings.
  • Develop knowledge of investment accounts, products and the forms required to transact business.
  • Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.
  • Ongoing maintenance and quality control of CRM.
  • Organize advisory team meetings and events.
  • Receive client calls and resolve questions/issues as needed.
  • Execute client appreciation and retention activities.
  • Prepare and process custodian forms to support client account maintenance, transfers, and other account-related requests.
  • Serve as backup administrative support as needed, assisting with office operations and ensuring a seamless client experience.
Ideal Candidate Profile – "Our Casting Call!"
  • Bachelor's degree
  • 1-3+ years of experience
  • Willingness to obtain the Series 65 license within one year of employment.
Skills & Competencies
  • Demonstrate strong and effective communication, organizational and time management skills.
  • Ability to work in a team based/collaborative environment.
  • Must accept and thrive in a fast-paced, changing environment.
  • Adherence to all compliance policies & procedures.
  • Demonstrate the Cerity Partners culture.
Physical Requirements
  • Prolonged periods sitting at a desk and working on a computer
Compensation Range

$60,000 – $75,000

Why Cerity Partners :

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance – day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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