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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Showing 5 of 86+ Client Associate jobs
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
Review and take appropriate action on client account alerts
OTHER
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
Strong computer skills and knowledge of Microsoft Office products
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Reports to:
Business Service Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
Review and take appropriate action on client account alerts
OTHER
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
Strong computer skills and knowledge of Microsoft Office products
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Reports to:
Business Service Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .
See All 86 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
- JPMorganChase12
- Bank of America7
- PNC Financial Services7
- Amegy Bank5
- Raymond James4
Top Industries Hiring
- Banking & Financial Services14
- Investment & Asset Management8
- Fintech4
- Technology & Software2
- Accounting & Auditing1
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, Bank of America, and PNC Financial Services, per current listings on Migrate Mate as of August 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?
Houston, Dallas, and Plano 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 33% of client associate openings tied to Texas are remote or hybrid as of August 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 86 Client Associate Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Client Associate Jobs