Client Services Associate
FF Inc
Location: Austin, TX Employment Type: Full-Time About the Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts succeed over time. As a Client Services Associate, you’ll act as a key point of contact for assigned clients—handling day‑to‑day account needs, supporting service requests, and collaborating with internal teams to deliver reliable, high‑quality service. This is a great opportunity for someone looking to grow a career in client services, account management, or customer success. What You’ll Do Serve as the primary point of contact for a portfolio of clients or customers Build and maintain strong relationships through regular communication and follow‑up Support client needs including updates, service requests, and account changes Conduct outbound check‑ins to gather feedback and ensure satisfaction Track account activity, service issues, and opportunities in the CRM Assist with onboarding new clients to ensure a smooth transition Coordinate with sales, operations, and support teams to resolve issues efficiently Share product updates, promotions, and service information with clients Prepare basic reports, notes, and account summaries as needed Maintain a high level of professionalism, responsiveness, and organization What We’re Looking For Strong communication skills and comfort working directly with clients Organized, dependable, and able to manage multiple accounts at once Customer‑first mindset with strong problem‑solving skills Comfortable learning new systems and tools Proactive, positive attitude and strong follow‑through Experience in customer service, client services, retail, hospitality, or account support is a plus — but not required What We Offer Competitive compensation Paid training and ongoing support Clear growth path into Account Coordinator, Account Manager, or Customer Success roles Supportive, collaborative team environment Opportunities to build valuable client‑facing and professional skills Why Join Us We believe strong client relationships drive long‑term success. Our Client Services Associates play a critical role in supporting customers, solving problems, and creating positive experiences. If you enjoy helping people, staying organized, and working in a role where your impact is visible, we encourage you to apply. Skills: customer, customer service, sales, communication, customer experience #J-18808-Ljbffr FF Inc
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...SuggestedFull time$60k - $75k
...Client Service Associate 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...SuggestedWork at officeLocal areaFlexible hours$50k - $70k
...Overview Grace Lane Financial Partners empowers clients to live their best lives now and in the future by combining financial planning... ...-time (Monday – Friday 8:30 AM – 5:00 PM) JobType: Client Service Associate ExperienceRequirements: 2 – 5 years’ of operational...SuggestedFull timeRemote workMonday to Friday$70k - $90k
...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...SuggestedWork at office- Vestwell is seeking an energetic Employer Services Senior Associate to join our team. You will be the first point of contact for Plan Sponsors,... ...sponsors, providing data-driven insights, and participating in client calls to relay status and remediation progress. #J-18808-...SuggestedWork at office
$65k - $75k
A boutique, relationship-driven wealth management practice in Austin is seeking a Registered Client Service Associate to support a successful lead advisor and a loyal base of high-net-worth client relationships. This is a hands-on role for someone who enjoys client service...Remote work- A financial services firm in Austin, Texas, is seeking a Client Service Associate to support exceptional client service and the financial planning process. The role includes partnering with a Lead Advisor, maintaining client records, and ensuring accurate documentation....Work at office
- GemHarvest Executive Recruiting in Austin is seeking a Registered Client Service Associate to support high-net-worth clients and assist a lead advisor. This position emphasizes client service and financial operations, ideal for someone keen on supporting a growing advisory...
- Charles Schwab in Austin, TX is seeking an International Services ECG Associate to handle inbound chat messages and secure messages from international and domestic clients, assisting with trading stocks, ETFs, mutual funds and options, and general account servicing inquiries...
- The Client Service Associate (CSA) plays a dual role supporting both exceptional client service and the financial planning process. This position partners closely with a planning-focused Lead Advisor to deliver a high-touch client experience. The ideal candidate is detail...Work at officeMonday to Friday
- ...Branch Client Service Associate I The Branch Client Service Associate I is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support...Work at office
$365k - $420k
...based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized... ...controversy matters before the Internal Revenue Service. Responsibilities We are seeking an experienced associate with at least five years of relevant...- Charles Schwab in Austin, TX seeks an International Services ECG Associate to handle inbound chats and secure messages for international and domestic clients, assisting with trading stocks, ETFs, mutual funds and options, and general account servicing. The role emphasizes...
- ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal area
$365k - $420k
...Private Client Services Associate Attorney - MidlevelDirect Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join its nationally recognized Private Client Services Group.The RoleAdvise individuals and families...Work at office- ...professional in Austin, TX to deepen relationships with existing clients, gather information for opening new accounts, and evaluate... ...needed. Candidates should have 3–5 years in securities/financial services, FINRA registrations (Series 7 and 66), and state licenses. #J-...
- ...opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Slaughter & South Congress Branch, you will be... ...outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry... ...help you. CLA is seeking a Client Success Associate. This role assists with the optimization of...Work at officeLocal areaNight shift
- ...today! Who We Want This role will focus on mastering the basics of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing and new client accounts brought on by our sales team. You will...Work experience placementCasual work
- Dimensional Fund Advisors in Austin, Texas is looking for an Associate to support the Global Client Group. The role includes assisting Regional Directors,... ...a Bachelor's degree, a strong interest in Financial Services, and at least 2 years of relevant experience. An...
- ...business, and opening retail stores around the world. We invite you to join team TravisMathew. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs...Weekend workAfternoon shift
- ...professional communication Work with BD and carrier counterparts to navigate issues that occur to provide best‑in‑class customer service Determine how to maximize profitability with available freight by looking at appointment times, flexibility, and other attributes...Work experience placementCasual workWork at officeLocal areaRelocation packageDay shift
- FloSports, a world-class sports media company, is seeking a Client Success Associate - Track & Field to join our MileSplit data team in Austin. You will help gather, post, and verify Track & Field and Cross Country results, ensuring accuracy and timely updates for our...
$365k - $420k
...international law firm in Austin, Texas, is seeking an experienced associate specialized in trust and estate planning with a minimum of... ...experience. Candidates will be integral to the Private Client Services Group, assisting clients with complex estate and tax issues,...- ...looking for innovative and passionate people like you to help us! THE ROLE: FloSports is looking for a Part-time Client Success Associate – Track & Field to join our Sports Management Software Team. In this role, you'll play a vital support function in...Temporary workPart timeImmediate startFlexible hoursNight shiftWeekend work
$26 - $30 per hour
Job Title: Wealth Advisor Services Associate Seniority Level: Associate Comp: $26.00-$30.00 per hour + 6% yearly discretionary bonus Location... ...Partners (HIP) team, responsible for delivering a seamless client and advisor experience across all operational and service...Hourly payFull timeWork at officeLocal areaMonday to Friday$140k - $166k
...legal counsel, manage the preparation and filing of employment-based nonimmigrant and immigrant petitions, and ensure high-quality client service delivery.You will serve as a trusted advisor, guiding clients and their employees through immigration processes with empathy,...Permanent employmentFull timeH1bRemote work- ...Law Journal’s survey of the nation’s largest law firms.Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment where attorneys are empowered to grow their careers,...Work at officeRemote workFlexible hoursShift work
- Walmart Stores | Medical, Dental, Vision, Rx + 401(k) with match + PTO + 100% Reimbursement of Tuition & Books | Responsibilities: Greet customers and assist at checkout; Process returns/refunds and handle transactions; Maintain area cleanliness and stocking; Answer customer...Immediate start
- ...Welcome and check-in guests in a friendly and efficient manner, demonstrate excellent customer service and phone etiquette Accountable for assigned cash drawer(s) and cash balances (make correct change) Answer and transfer calls in timely (preferably 3 rings)...Local areaShift workNight shift
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