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Senior Client Service Associate Jobs in Pflugerville, TX

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 ...

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 ...

AHEAD

Senior Client Solutions Engineer

Austin, TX · On-site

$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 ...

Kforce Inc

Sr Client Exec

Austin, TX · On-site

... associates to come into the local office. Compensation and Benefits ... Competitive base salary + uncapped monthly commission. 17 days PTO for 0-4 years of service and ...

New

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 Pflugerville, TX

Senior Client Service Associate information

See Pflugerville, TX salary details

$27.3K

$69.8K

$125.1K

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

As of Aug 18, 2026, the average yearly pay for senior client service associate in Pflugerville, TX is $69,794.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $89,400.00 per year, depending on experience, location, and employer.

Is a senior client service associate a good job?

A senior client service associate is a valuable role that involves managing client relationships, providing support, and ensuring customer satisfaction. It often requires strong communication skills, industry knowledge, and proficiency with customer management tools. The position can offer career growth opportunities and competitive compensation depending on the organization and location.

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 consistently.

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

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

Client Service Associate

Vodia Ventures

Austin, TX • On-site

$70K - $90K/yr

Other

Re-posted 24 days ago

Job description

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 & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.

Job Description

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.

Responsibilities
  • Work closely with financial advisors to support their clients
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the Business, especially marketing.
  • Ensuring that all KYC standards are met and materials are organized in a consistent manner.
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
  • Leverage your operational background and experience to contribute to a growing business
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
  • BA/BS degree required
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Schwab and Fidelity
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Familiar with industry standards and regulations to suggest new processes and controls, where needed
  • Series certifications not required, but a plus
  • Addepar experience, a plus
  • Highly proficient with Microsoft Office

Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

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