Client Associate

Do you have experience in the financial services industry? Looking for a new opportunity?

We are currently searching for a Client Associate to help support a financial professional in a fast‑paced, client‑focused office.

Addison, TX (In‑person position)

Full‑time

• $16/hour
• Monthly performance bonus
• Quarterly bonus opportunities

This position is ideal for someone who is organized, detail‑oriented, and enjoys working directly with clients. As a Client Associate, you will play a vital role in day‑to‑day operations, ensuring a high‑quality client experience while supporting a financial professional.

• Provide administrative and operational support to a financial professional
• Communicate with clients via phone, email, and in person
• Schedule appointments and manage calendars
• Assist with client onboarding and preparation of paperwork
• Maintain accurate records and documentation
• Support general office operations as needed

• Experience in financial services, banking, insurance, or a professional office environment preferred
• Strong organizational skills and attention to detail
• Professional communication and client‑service mindset
• Reliable, self‑motivated, and able to manage multiple priorities
• Comfortable working in an in‑person office setting

• Stable, full‑time role with performance‑based bonus opportunities
• Hands‑on experience in the financial services industry
• Direct support and mentorship from a financial professional
• Collaborative and professional work environment

Interested?

Apply here on LinkedIn or send a message to start the conversation.