59 client services associate jobs at 41 companies in Hutto, TX
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Client Services Associate
Austin or Toronto
$42k-$45k/yrHybridFull Time
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.
Associate Client Services Account Manager - Client Services Development Program
Taylor, Texas, United States
$66k-$91k/yrHybridFull Time
ERCOT: Managing the electrical grid and power markets in Texas.
0+ YOEBachelor-level quantitative degree (engineering, mathematics, statistics) or equivalent experience; strong communication, data analysis, and technical curiosity; ability to interpret market rules and system behavior.
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
1+ YOEBachelor's degree,1+ years client service or financial support experience,ability to process account paperwork,maintain CRM accuracy,schedule meetings,and support advisors; willingness to obtain Series 65 within one year.
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
Bachelor's degree required; relevant client-facing or software account experience required; proficiency with Microsoft Office suite; frequent local travel and occasional overnight travel.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft PowerPoint
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
New York City or Austin or King of Prussia or Scottsdale
$60k-$70k/yrHybridFull Time
Vestwell: Digital infrastructure for workplace retirement and savings programs.
2+ YOE2+ years in retirement or financial services client-facing roles; strong customer service, critical thinking, and time management; proficiency with Excel/Google Sheets, Word/Google Docs, and Adobe Acrobat.
Microsoft Excel, Google Sheets, Microsoft Word, Google Docs, Adobe Acrobat
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
Associate, Electronic Communications - International Client Services
Austin, Texas, United States
$26-$28/hrOnsiteFull Time
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.
Hub International: Provides global insurance brokerage and risk management services.
2+ YOEBachelor's degree or equivalent experience; associate degree also listed. Requires 2–5 years in client success, account, or relationship management, strong communication, technical issue resolution, and travel availability.
Seattle or Austin or New York City or Chicago or Bellevue or Washington
$365k-$420k/yrHybridFull Time
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.
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.
Miami or Chicago or Austin or Dallas or New York City or Tampa
$73k-$144k/yrHybridFull Time
Crowe: Global professional services firm providing audit, tax, and consulting.
3+ YOEBachelor's degree in accounting, CPA or eligibility to sit for CPA, and 3+ years of progressive public or corporate accounting experience. Requires tax return, research, communication, and client relationship skills.
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.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
Requires completion of the H&R Block Income Tax Course, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and a high school diploma or equivalent.
H&R Block: A tax preparation and financial services that helps clients manage their taxes and finances.
High school diploma/GED, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and successful completion of the H&R Block Income Tax Course.
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.
Allocate: A that builds infrastructure to connect registered investment advisors and wealth firms with private markets investment opportunities.
3+ YOE3+ years in financial services/wealth or asset management; strong Salesforce and analytical skills; client-facing experience; familiarity with AI tools; highly organized and self-directed.
Part Time (30 Hours) Associate Banker, Hwy 71 and Serene Hills, Lakeway, TX
Lakeway, Texas, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, use digital banking tools, cash handling preferred; high school diploma/GED and client service experience required.