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116 client associate jobs at 77 companies in Round Rock, TX

2w
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Client Associate Domain
Austin, Texas, United States
OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEMinimum 1 year client-services experience; proficient with Microsoft applications and POS; strong written and verbal communication; able to work weekends, evenings and holidays in a retail environment.
Microsoft Applications, point-of-sale (POS) systems
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1mo
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Registered Client Service Associate
Austin, Texas, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and 65 required. Strong Microsoft Office skills, 2+ years industry experience preferred, excellent client service and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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5d
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Client Experience Associate
Cedar Park, Texas, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Deliver customer-focused branch service, identify product opportunities, manage transactions, detect fraud, and leverage digital tools; typically <1 year experience; no degree required.
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2mo
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Client Services Associate
Austin or Toronto
$42k-$45k/yr HybridFull Time
TransPerfect
TransPerfect: Provides global language services and localization technology solutions.
0+ YOEBachelor’s degree required; entry-level; strong English communication and customer service; on-site in Austin, TX; hybrid option; USD salary 42k-45k per year.
MS Office
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3w
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Client Service & Operations Associate
Austin or Houston or San Antonio
$45k-$65k/yr HybridFull Time
WWS Financial
WWS Financial: Provides personalized wealth management and financial planning services.
2+ YOE2-3 years financial services or operations experience preferred; proficiency with eMoney, Salesforce, Microsoft Excel; strong attention to detail, client communication, and ability to handle sensitive information. Bachelor's degree preferred.
eMoney, Salesforce, Microsoft Excel, Microsoft Office, Slack, Zoom, Envestnet, Morningstar
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1mo
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Registered Client Service Associate
Austin, Texas, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and Series 65 required. 2+ years industry experience preferred. Advanced Microsoft Office skills and strong client service, communication, and organizational skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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1w
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Private Wealth Client Service & Operations Sr. Associate (67176)
Austin, Texas, United States
OnsiteFull Time
49 Financial
49 Financial: Provides comprehensive financial planning and personalized wealth management services
3+ YOEBachelor's preferred or equivalent experience; 3+ years in financial services operations or client service supporting high-net-worth clients; proficiency with Salesforce, Black Diamond, DocuSign, and Microsoft Office; strong communication and organizational skills.
Salesforce, Black Diamond, DocuSign, Microsoft Office, RightCapital
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2mo
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Work From Home - Client Services Associate
San Marcos, Texas, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Genuine desire to help others; strong communication; ability to work independently and in a team; integrity.
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3w
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Client Service Coordinator
United States or Memphis or Austin or Parsippany-Troy Hills or Marietta or Houston or McKinney
$55k-$60k/yr OnsiteFull Time
Sage Fence
Sage Fence: Installs security fencing and perimeter protection for critical infrastructure.
High school diploma required (associate or bachelor preferred); prior client services or customer support experience preferred; proficiency with Microsoft Word/Excel/PowerPoint and CRM; strong organizational, communication, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
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1mo
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Senior Client Bookkeeper
Dover or Cleveland or Long Beach or Portland or Austin or Atlanta
$47k-$63k/yr HybridFull Time
Novogradac
Novogradac: Provides professional accounting, tax, and consulting services.
3+ YOEAssociate's degree in accounting/finance preferred or equivalent experience; 3+ years bookkeeping/general ledger experience; QuickBooks Online and Microsoft Excel proficiency; GAAP knowledge; month-end close experience; strong communication and attention to detail.
Microsoft Office, Microsoft Excel, QuickBooks Online
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1mo
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Associate Client Services Account Manager - Client Services Development Program
Taylor, Texas, United States
$66k-$91k/yr HybridFull Time
ERCOT
ERCOT: Managing the electrical grid and power markets in Texas.
Bachelor's in engineering, mathematics, statistics, or related quantitative field (or equivalent experience); strong communication, analytical, and technical learning aptitude; ability to interpret data, market rules, and system behavior. No prior energy market experience required.
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2w
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Associate, Global Client Group (Enterprise)
Austin, Texas, United States
HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
2+ YOEBachelor's degree,2+ years in financial services,strong analytical and communication skills,proficiency with Excel and Access,SIE/Series 7 and Series 63/66 required within 12 weeks,interest in CFA/MBA.
Microsoft Excel, Microsoft Access
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2w
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Client Services Representative II
Austin, Texas, United States
$40k-$45k/yr HybridFull Time
Prosperity Life Group
Prosperity Life Group: Provides life insurance, annuity products, and reinsurance solutions.
1+ YOEHigh school/GED with 3 years call center or admin experience, or associate's degree with 1–2 years related experience; insurance experience preferred; strong communication, problem-solving, and compliance skills.
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1w
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Client Registration Coordinator - Austin, TX
Austin, Texas, United States
OnsiteFull Time
Cenikor Foundation
Cenikor Foundation: Non-profit organization providing substance abuse and behavioral health treatment.
LCDC/LCDCi required. High school diploma/GED required (associate preferred). Experience in registration/financial services preferred. Knowledge of insurance/Medicaid, strong communication, time management, and Microsoft Office skills.
Microsoft Office, Microsoft Outlook, Welligent, CMBHS
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1mo
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Private Client Services Associate Attorney - Midlevel
Seattle or Austin or New York City or Chicago or Bellevue or Washington
$365k-$420k/yr HybridFull Time
Perkins Coie
Perkins Coie: International law firm providing legal and business counsel.
5+ YOEMinimum 5 years transactional trust and estate planning/administration experience; strong academic credentials; excellent verbal and written communication; LL.M. in tax preferred; submit cover letter, resume, law school transcript, and writing sample.
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1w
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Associate, Electronic Communications - International Client Services
Austin, Texas, United States
$26-$28/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Must obtain Series 7 and 63 within 6 months (or have them), professional-level English plus Spanish or Chinese, written-channel customer service, risk awareness, and problem-solving skills.
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3w
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Corporate Associate – Austin, Dallas, & Houston
Austin or Dallas or Houston
OnsiteFull Time
Vinson & Elkins
Vinson & Elkins: International law firm providing legal services and corporate counsel.
3+ YOE3-6 years corporate law experience (M&A/private equity and/or capital markets), strong drafting and negotiation skills, client management, supervising junior associates, outstanding academic credentials.
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1w
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Associate Veterinarian
Cedar Park, Texas, United States
OnsiteFull Time
Thrive Pet Healthcare
Thrive Pet Healthcare: Operates a network of veterinary hospitals and pet clinics.
DVM/VMD required, state veterinary license in good standing, DEA license or eligibility, strong clinical skills in wellness, surgery, dentistry, and diagnostics; client communication and medical judgment.
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2w
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Sr. Associate - Global Tracking
Los Angeles or Austin or New York City or Oakland
$28-$30/hr OnsiteFull Time
Material
Material: Global strategy and design firm providing data-driven marketing solutions.
2+ YOEBachelor's degree and 2+ years related experience; strong analytical, project management, questionnaire design, attention to detail, and client-communication skills.
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3w
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Senior Associate, Employer Services
New York City or Austin or King of Prussia or Scottsdale
$60k-$75k/yr HybridFull Time
Vestwell
Vestwell: Digital infrastructure for workplace retirement and savings programs.
Customer-facing role requiring strong written and verbal communication, critical thinking, Excel/Google Sheets proficiency, and ability to manage high volumes of inbound client inquiries and collaborate cross-functionally.
Microsoft Excel, Google Sheets, Microsoft Word, Google Docs, Adobe Acrobat
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