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Sr Client Associate Jobs in Midland, TX (NOW HIRING)

... client engagements and projects, including scheduling, deploying of resources and exhibits effective project management. * Continually develops, mentors, and trains Associates, Senior Associates, and ...

Audit Senior Associate - Commercial

Midland, TX · On-site

$79K - $97K/yr

Position Profile Weaver is looking for a Audit Senior Associate to join our growing Commercial team ... An Audit Senior will develop and enhance client relationships through strong communication and ...

An Audit Senior will develop and enhance client relationships through strong communication and project management skills. They will execute engagement planning activities which include gathering ...

An Audit Senior will develop and enhance client relationships through strong communication and project management skills. They will execute engagement planning activities which include gathering ...

Veterinarian

Midland, TX · On-site

$100K - $120K/yr

Associate VeterinarianSmall Animal FocusMidland, TX Salary: $100,000-$120,000/year (based on ... A Practice Built on Trust We're proud of our long-term client relationships-families who have ...

Implement revisions and change control per company standards at the direction of senior level ... Comply with all company and client health, safety, security and environmental (HSSE) standards as ...

Implement revisions and change control per company standards at the direction of senior level ... Comply with all company and client health, safety, security and environmental (HSSE) standards as ...

... Senior Associates, and Supervisors, and collaborating closely with Partners on client service, project management, and business development. If you are a technically sharp, detail-oriented ...

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Sr Client Associate information

What is a Sr Client Associate?

Sr Client Associates, or Senior Client Associates, are experienced professionals who support financial advisors or client relationship managers in delivering services to clients. Their responsibilities often include managing client accounts, handling transactions, resolving client inquiries, preparing reports, and ensuring compliance with regulations. They play a key role in maintaining and strengthening client relationships by providing efficient and personalized service. Additionally, Sr Client Associates may mentor junior staff and assist with business development activities. This role typically requires strong communication, organizational skills, and a background in finance or customer service.

What are the key skills and qualifications needed to thrive as a Sr Client Associate?

To thrive as a Sr Client Associate, you need strong client service skills, financial acumen, and experience in financial services, often supported by a bachelor's degree and relevant industry licenses (such as FINRA Series 7 and 63/66). Proficiency in CRM platforms, financial planning software, and office productivity tools is typically required. Exceptional communication, attention to detail, and problem-solving abilities help build client trust and foster lasting relationships. These skills and qualities are essential for ensuring client satisfaction, regulatory compliance, and effective support for financial advisors.

How does a Sr Client Associate typically collaborate with financial advisors and other team members to support client needs?

As a Sr Client Associate, you will frequently work closely with financial advisors, operations staff, and sometimes compliance teams to ensure seamless client service. Your responsibilities often include preparing account documentation, resolving client inquiries, and coordinating transactions, which require clear communication and teamwork. Building strong relationships with both clients and internal partners is essential, as you act as a liaison and help maintain client satisfaction. This collaborative environment not only supports client retention but also provides opportunities to learn from experienced colleagues and advance within the organization.

What is the difference between Sr Client Associate vs Client Associate?

AspectSr Client AssociateClient Associate
Required CredentialsBachelor's degree, relevant certifications, experienceBachelor's degree, entry-level experience
Work EnvironmentClient-facing, team collaboration, financial servicesClient-facing, support role, financial services
Employer & Industry UsageFinancial firms, asset management, bankingFinancial firms, banking, investment firms
Common Search & ComparisonHigher responsibility, client interaction, supportEntry-level, support role, learning

The main difference between a Sr Client Associate and a Client Associate lies in experience, responsibilities, and level of client interaction. The Sr Client Associate typically handles more complex client needs, has greater decision-making authority, and requires more experience and certifications. The Client Associate is usually an entry-level role focused on supporting client services. Both roles are common in financial services, but the senior position offers more responsibility and expertise.

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 teams, and use tools like CRM systems to maintain client accounts and support senior staff.

What cities near Midland, TX are hiring for Sr Client Associate jobs?

Cities near Midland, TX with the most Sr Client Associate job openings:

Tax Senior Associate or Supervisor - Private Client Services

Weaver

Midland, TX • On-site

$90K - $143K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 18 days ago


Job description

The Weaver Experience

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.

Learn more about our services, industry experience and culture at weaver.com.

Position Profile

Weaver’s Private Client Services (PCS) team is looking for Tax a Senior Associate or Supervisor to join their growing team. The Private Client Services team at Weaver helps clients manage and preserve their personal wealth. Our scope of services includes, but is not limited to tax planning and preparation, entity structuring, wealth preservation, family succession consulting, and family office services.

A Senior Associate or Supervisor on the Private Client Services team plans, prepares, and delivers client work to Managers, Senior Managers, and Partners independently and with limited supervision. They are a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity. 

 To be successful in this role, the following qualifications are required:

  • Bachelor’s degree in Accounting or related field
  • CPA or CPA candidate
  • 2-4+ years of experience in public accounting 
  • Experience preparing and/or reviewing federal tax returns for high-net-worth individuals, trusts, estates, and closely-held businesses
  • Familiarity with Quickbooks, CCH Axcess, CCH Engagement, or similar software

 Additionally, the following qualifications are preferred:

  • Master’s degree in Accounting or related field
  • Ability to mentor and help develop less experienced staff

Compensation and Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $90,000 to $143,000 in the Maryland, New Jersey, and New York Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits.

We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

What’s next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!  

Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.