Top 32 Client services associate Jobs in Austin, Tx

Client Service Associate
Cerity Partners —Austin, TX
- $60,000 - $75,000 a year
- Email
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
Client Services Representative II
Prosperity Life Group, LLC. —Austin, TX
- $40,000 - $45,000 a year
- Full-time
- Hybrid work
- Mid-level
- Administrative experience
- High school diploma or GED
- Health savings account
- Disability insurance
Quick Apply
Client Service Associate
Gallagher Benefit Services —Austin, TX
- Basic math
- High school diploma or GED
- Organizational skills
Client Success Associate
Arrive Logistics —Austin, TX
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
Client Associate Domain
Travis Mathew —Austin, TX
- Part-time
- Cash register
- Computer skills
- Communication skills
Client Associate
Foundation Stone LLC —Elgin, TX
- $16.50 - $18.00 an hour
- Full-time
- CPR Certification
- BLS Certification
- High school diploma or GED
Quick Apply
Remote Client Services
MakeLYFE Agency —Austin, TX
- From $6,000 a month
- Part-time
- Hybrid work
- Background check
- 18 years or older
- No experience needed
- Health insurance
- Opportunities for advancement
Quick Apply
Associate, Electronic Communications - International Client Services (Mandarin and/or Cantonese)
Charles Schwab —Austin, TX
- $25.96 - $28.37 an hour
- Hybrid work
- English
- Research
- 1 year
- Paid parental leave
- Employee stock purchase plan
Client Service Representative
VCA Animal Hospitals —Austin, TX
- Part-time
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance
Client Success Associate - Track & Field
FloSports, Inc. —Austin, TX
- Weekends as needed
- Research
- Bachelor's degree
- Quality control
- Disability insurance
- Health insurance
7th Grade (ELA and Math) Tutor Part-Time In Client's Home $25/hr
Club Z! Tutoring —Austin, TX
- $25 an hour
- Part-time
- Background check
- High school
- Computer literacy
Quick Apply
10d
Insurance Agent- Sales, Customer Service
Freeway Insurance Services America, LLC —Austin, TX
- $12 - $18 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
11d
Analyst/Associate, Client Communities
Dimensional Fund Advisors —Austin, TX
- Full-time
- Hybrid work
- Mid-level
- Business development
- Analysis skills
Associate, Client Services
Dimensional Fund Advisors —Austin, TX
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Bachelor's degree
Client Experience Supervisor
Ethos Veterinary Health —Austin, TX
- $25 - $30 an hour
- Multiple hires
- Mid-level
- High school diploma or GED
- Critical & Intensive Care
- Health savings account
- Paid holidays
Quick Apply
Client Site Liaison II (Laboratory Send Outs Technician)
ARUP —Austin, TX
- OSHA
- Word processing
- Computer literacy
Inside Sales/Customer Service Representative
Absolute Pest Management —Buda, TX
- $18 - $20 an hour
- Full-time
- Residential
- Administrative experience
- 1 year
- Paid training
- Paid holidays
Director of Client Relations
Portico Property Management —Austin, TX
- $150,000 - $250,000 a year
- Full-time
- Background check
- Computer literacy
- Pass drug screening
Quick Apply
12d
Client Portfolio Manager (Controller)
Supporting Strategies —Austin, TX
- $120,000 a year
- Management
- Mentoring
- Senior level
Client Advocate - Construction
WTW —Austin, TX
- Full-time
- 8 years
- Travel
- Conflict management
- Paid jury duty
- Health savings account

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Client Service Associate

Cerity Partners -
Austin, TX

Apply Now

Job Details

Full-time
$60,000 - $75,000 a year

Benefits

Commuter assistance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance

Qualifications

Bachelor's degree

Full Job Description

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!”

Required Credentials:

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 [email protected]. Applicants must be authorized to work for any employer in the U.S.

Apply Now

Refine Your Search

client services associate jobs in austin, tx

Client Service Associate

Client Services Representative II

Client Service Associate

Client Success Associate

Client Associate Domain

Client Associate

Remote Client Services

Associate, Electronic Communications - International Client Services (Mandarin and/or Cantonese)

Client Service Representative

Client Success Associate - Track & Field

7th Grade (ELA and Math) Tutor Part-Time In Client's Home $25/hr

Insurance Agent- Sales, Customer Service

Analyst/Associate, Client Communities

Associate, Client Services

Client Experience Supervisor

Client Site Liaison II (Laboratory Send Outs Technician)

Inside Sales/Customer Service Representative

Director of Client Relations

Client Portfolio Manager (Controller)

Client Advocate - Construction

I want to receive the latest job alert for client services associate in austin, tx

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