Client Associate Jobs in Texas
Client Associate jobs in Texas are active across wealth management, financial services, and brokerage, with openings at every level from entry-level support roles through senior associate positions. Houston, Dallas, and Austin lead on volume, driven by major financial institutions and investment firms, with well-known employers like Morgan Stanley, Edward Jones, and Fidelity Investments maintaining lasting hiring pipelines in the state. The most consistent demand is in private client services, retirement planning support, and high-net-worth account management. Find a role that fits below and apply directly.
Find Client Associate JobsOverview
Showing 5 of 79+ Client Associate jobs
Location: United States - Texas
Job Type: Full Time
Your role
Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to Financial Advisors. You’ll:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
Your team
You’ll be working in the Wealth Management team in Houston location. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.
Your expertise
You have:
- a high school diploma
- client service experience
You are:
- an excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Location: United States - Texas
Job Type: Full Time
Your role
Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to Financial Advisors. You’ll:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
Your team
You’ll be working in the Wealth Management team in Houston location. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.
Your expertise
You have:
- a high school diploma
- client service experience
You are:
- an excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
See All 79 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
- Bank of America8
- Gallagher8
- JPMorganChase6
- Morgan Stanley6
- Raymond James4
Top Industries Hiring
- Investment & Asset Management21
- Banking & Financial Services16
- Law & Legal Services9
- Technology & Software7
- Insurance6
What Texas Employers Look For
The qualifications that appear most often in client associate jobs across Texas.
- FINRA Series 7 or Series 66 license required or willingness to obtain within 90 days
- Bachelor's degree in finance, business, or a related field preferred
- One to three years of experience in financial services or client-facing roles
- Proficiency with CRM platforms such as Salesforce or Redtail
- Strong written and verbal communication skills for client correspondence and reporting
- Ability to manage multiple client accounts and prioritize competing deadlines accurately
Client Associate Jobs in Texas: Frequently Asked Questions
How do you become a client associate in Texas?
Most client associate roles in Texas require a bachelor's degree in finance, business, or economics alongside FINRA licensing, typically the Series 7 and Series 66 or Series 63. These exams are administered through FINRA's testing program, and many Texas employers sponsor candidates through licensing during onboarding. Firms in Houston and Dallas frequently hire candidates directly from finance programs at UT Austin, Texas A&M, or SMU who are willing to complete licensing requirements upon hire.
How much do client associates make in Texas?
Client associates in Texas earn a median of about $63,060 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $47,470 for the lowest 10% to over $80,820 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire client associates in Texas?
Employers hiring client associates in Texas right now include Bank of America, Gallagher, and JPMorganChase, based on current listings on Migrate Mate as of June 2026. Texas's large concentration of wealth management offices, regional broker-dealers, and independent advisory firms means hiring is consistent across the major metros year-round.
Which Texas cities have the most client associate jobs?
Houston, Dallas, and Austin have the most client associate openings in Texas. Houston leads due to its concentration of investment banks, energy-sector wealth management firms, and large wirehouses, while Dallas supports major regional broker-dealer headquarters and independent RIA offices, and Austin's growing tech and venture ecosystem has added a younger wave of financial services employers actively building out client support teams.
Are there remote client associate jobs in Texas?
Yes, but they're less common than in purely analytical finance roles because client associates frequently work alongside advisors and clients in person. About 16% of client associate openings tied to Texas are remote or hybrid as of June 2026, reflecting the relationship-driven nature of the work. The tasks most likely to shift remote are administrative support, CRM management, and document preparation rather than direct 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 through a bank or wirehouse associate program, with firms like Morgan Stanley, Merrill Lynch, and Wells Fargo Advisors running structured new-associate tracks out of their Dallas and Houston offices. Candidates moving from bank teller, personal banker, or customer service roles at large Texas retail banks often transition successfully by emphasizing client relationship skills. Completing your Series 7 before applying, even without a sponsor, signals commitment and gives you a clear edge over candidates who haven't started licensing.
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 from employers actively hiring. Find the roles that fit your experience and location and apply directly to each one.
See All 79 Client Associate Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
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