On-Site Client Services Associate - Financial Planning
AMG Wealth Advisors
Austin, TX · Posted October 26, 2026
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Where Austin, TX ranks
Where Austin, TX placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #1Best cities for pay after cost of living in the Southwest$166k · of 14
- #1Best cities for pay after cost of living in Texas$166k · of 8
- #1Best cities for software and engineering jobs in the Southwest1,878 openings · of 33
- #1Best all-round cities for mid-career professionals in the Southwest92 / 100 · of 14
- #1Best all-round cities for remote workers in the Southwest100 / 100 · of 14
- #1Best all-round cities for AI careers in the Southwest97 / 100 · of 14
Rankings about finance jobs
- Best cities for finance jobs #1 New York (1,932 openings)
- Best cities for finance pay after cost of living #1 San Mateo ($162k)
- Most requested AI skills in finance jobs #1 AI tools in daily work (4.3%)
- AI tools named most often in finance jobs #1 Claude (0.55%)
How AI is used in this kind of work
Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
A financial services firm in Austin, Texas, is seeking a Client Service Associate to support exceptional client service and the financial planning process. The role includes partnering with a Lead Advisor, maintaining client records, and ensuring accurate documentation....