Client Associate Jobs in Texas
Client Associate jobs in Texas concentrate in financial services, wealth management, and brokerage operations, with strong demand across the seniority range from entry-level support roles to senior client-facing positions. The largest hiring activity is in Houston, Dallas, and Austin, where firms like Fidelity Investments, Charles Schwab, and Wells Fargo maintain major operations. The most in-demand specialties are retirement planning support, investment account administration, and high-net-worth client servicing. Scan the live roles below and apply to whichever ones fit.
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About the role:
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client’s business priorities, breakdown challenges, and identify the most effective ways to support the client in making the right decisions for their business. They are responsible for onboarding clients, proving the concept of Gartner services, and stimulating client engagement of products that are used by large client teams.
What you will do:
- Partner with clients ranging from senior C-levels to more junior client professions in IT, HR, Supply Chain, Marketing, Finance, Legal, and Sales practices to ensure they are successful in the use of their Gartner subscription
- Deliver value to decision makers and drive Gartner growth by working as part of a service team where responsibilities can include: Introducing Gartner services and capabilities to prospective & new clients, account management or connecting clients with the Gartner expert community.
- Identify client priorities and understand how to align Gartner's resources to provide best in class service that enables clients to achieve their priorities and maximize the return of investment on their Gartner membership
- Collaborate with internal Gartner stakeholders to drive service delivery & business results, share best practices and design innovative solutions to overcome obstacles. Leverage insights & metrics to drive continuous client engagement, satisfaction, retention and growth.
What you will need:
- Bachelors degree is preferred along with 6+ months relevant professional and/or internship experience
- Proven track record of success fueled by a passion for delighting clients Strong communication, collaboration, prioritization, critical thinking, and influencing skills
What you will get:
- Competitive salary, generous paid time off policy, charity match program, Medical, Dental & Vision Plans, Parental Leave, Employee Assistance Program (EAP), 401K matching and more!
- Collaborative, team-oriented culture that embraces diversity Professional development and unlimited growth opportunities
#earlycareers
Who are we?
At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.
Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.
Since our founding in 1979, we’ve grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That’s why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.
What makes Gartner a great place to work?
Our vast, virtually untapped market potential offers limitless opportunities – opportunities that may not even exist right now – for you to grow professionally and flourish personally. How far you go is driven by your passion and performance.
We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.
Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.
We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.
Gartner is the world authority on AI
At Gartner, you’ll join a company at the very center of the AI revolution. Gartner has proactive, objective guidance throughout clients’ AI journeys. We set the standard for how organizations leverage artificial intelligence to drive meaningful impact. You’ll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.
It’s an exciting time to be at Gartner, with limitless opportunities to make a real impact, grow your skills, and build a lasting, meaningful career in a field that’s reshaping the way we operate. If you’re passionate about AI and want to be part of a team that’s guiding the leaders who shape the world, Gartner is the place for you.
What do we offer?
Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers.
In our hybrid work environment, we provide the flexibility and support for you to thrive — working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.
Ready to grow your career with Gartner? Join us.
Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 53,000 USD - 77,000 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more.
The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity.
Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company’s career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at +1 (203) 964-0096 or by sending an email to ApplicantAccommodations@gartner.com .
Job Requisition ID:114475By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence.
Gartner Applicant Privacy Link: https://jobs.gartner.com/applicant-privacy-policy
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See All 131+ Client Associate Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Client Associate Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
- JPMorganChase18

- PNC Financial Services17

- CityVet8

- Farther6

- Gartner4

Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
- Accounting & Auditing
- Technology & Software
What Texas Employers Look For
The qualifications that appear most often in client associate jobs across Texas.
- FINRA Series 7 or Series 66 license, or willingness to obtain one within a defined timeframe
- Bachelor's degree in finance, business, economics, or a closely related field
- One to three years of client service or financial services support experience preferred
- Proficiency with CRM platforms and portfolio management or brokerage software systems
- Strong written and verbal communication skills for direct client and advisor interaction
- Demonstrated ability to manage multiple client accounts and prioritize competing deadlines
Client Associate Jobs in Texas: Frequently Asked Questions
How do you become a client associate in Texas?
Most Texas employers require a bachelor's degree in finance, business, or a related field alongside FINRA licensing, typically the Series 7 and Series 66, which are sponsored by the hiring firm rather than obtained independently. Texas has no separate state-issued license for client associates, so the primary credentialing path runs through FINRA exams. Candidates who pass those exams while still in school or shortly after graduation gain a clear competitive edge in the Texas hiring market.
Which companies hire client associates in Texas?
Companies currently hiring client associates in Texas include JPMorganChase, PNC Financial Services, and CityVet, per current listings on Migrate Mate as of September 2026. Texas's concentration of major financial services headquarters and regional wealth management offices means hiring activity is consistent throughout the year rather than strictly seasonal.
Which Texas cities have the most client associate jobs?
Dallas, Houston, and Irving consistently post the most client associate openings in Texas. Houston's energy-sector wealth and large corporate headquarters drive demand there, while Dallas anchors a dense cluster of financial advisory and brokerage offices, and Austin's rapid tech-industry growth has fueled a newer wave of wealth management and investment support hiring.
Are there remote client associate jobs in Texas?
Yes, but they're less common than in purely analytical roles because the position involves frequent direct communication with clients and advisors. About 57% of client associate openings tied to Texas are remote or hybrid as of September 2026, reflecting the relationship-driven nature of the work. The tasks most likely to be handled remotely are account documentation, reporting, and back-office coordination rather than primary client-facing responsibilities.
How can I get hired as a client associate in Texas with little or no experience?
The most realistic entry path is applying to new-associate or client service representative programs at large Texas-based financial firms, where FINRA exam sponsorship and on-the-job training are built into the offer. Fidelity, Schwab, and regional wealth management offices in Dallas and Houston regularly recruit candidates with no prior finance experience if they hold a relevant degree. Lateral moves from bank teller, financial analyst intern, or operations support roles are also common entry points, and passing even one FINRA exam before applying signals commitment to Texas hiring managers.
Where can I find and apply to client associate jobs in Texas?
You can find and apply to client associate jobs in Texas on Migrate Mate, which lists current Texas openings across financial services, wealth management, and brokerage firms. Search the available roles, identify the ones that match your experience and target city, and apply directly to those positions.
See All 131+ Client Associate Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Client Associate Jobs