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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Overview

Open roles131+
Top employerJPMorganChase
Top cityDallas, TX
Cities hiring39
Work type50% Hybrid
Top industryBanking

Showing 5 of 131+ Client Associate jobs

Gartner
Client Success Associate
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Gartner
Added 2d ago
Client Success Associate
Gartner
Irving, Texas
Customer Service
Customer Service & Support
Customer Support
$53k - $77k/yr
Hybrid
Bachelor's degree
10,000+

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Amegy Bank
Client Service Associate – Teller (40 hours) | East Bernard, TX
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Amegy Bank
Added 2d ago
Client Service Associate – Teller (40 hours) | East Bernard, TX
Amegy Bank
East Bernard, Texas
Business Development
Growth Marketing
Marketing
High school diploma or GED
1,001-5,000

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CityVet
CityVet Georgetown Client Service Specialist - CSS Associate
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CityVet
Added 2d ago
CityVet Georgetown Client Service Specialist - CSS Associate
CityVet
Georgetown, Texas
Corporate Training
Corporate Training & Learning Development
Learning & Development
Teaching & Instruction
1,001-5,000

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JPMorganChase
Latin America Private Bank- Client Service Associate (Portuguese Speaking)
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JPMorganChase
Added 3d ago
Latin America Private Bank- Client Service Associate (Portuguese Speaking)
JPMorganChase
Houston, Texas
Retail Banking & Branch Management
Retail Banking Associate
Experience equivalent to degree accepted
10,000+

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PNC Financial Services Group
Client Experience Associate
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PNC Financial Services Group
Added 3d ago
Client Experience Associate
PNC Financial Services Group
Rowlett, Texas
Business Operations
Program Management
Project Management
No degree
10,000+

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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.

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Client Associate Jobs by City in Texas

Where Texas roles are concentrated, by current openings.

Dallas
31 jobs
Irving
7 jobs
San Antonio
7 jobs
Plano
6 jobs
Frisco
5 jobs
Fort Worth
4 jobs
Austin
3 jobs
The Woodlands
3 jobs

Client Associate Job Market in Texas

A snapshot from current Texas openings, updated as new roles post.

Who's Hiring

  • JPMorganChase
    JPMorganChase18
  • PNC Financial Services
    PNC Financial Services17
  • CityVet
    CityVet8
  • Farther
    Farther6
  • Gartner
    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.

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