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Account Service Associate Jobs in Texas (NOW HIRING)

RIA Recruiting

Client Service Associate

Frisco, TX · On-site

$65K - $80K/yr

We are seeking a Client Service Associate to assist in providing excellent service to our clients ... Account Transfers execute acct opening checklist, initiate and track ACATs, prepare and send forms ...

RIA Recruiting

Client Service Associate

Frisco, TX · On-site

$65K - $80K/yr

We are seeking a Client Service Associate to assist in providing excellent service to our clients ... Account Transfers - execute acct opening checklist, initiate and track ACATs, prepare and send ...

RIA Recruiting

Client Service Associate

Frisco, TX · On-site

$65K - $80K/yr

We are seeking a Client Service Associate to assist in providing excellent service to our clients ... Account Transfers - execute acct opening checklist, initiate and track ACATs, prepare and send ...

RPOA Advisors Inc

Client Service Associate

Plano, TX · On-site

$13.50 - $18.75/hr

The Client Service Associate will serve as the primary point of contact for all client service ... This role involves managing accounts, from opening new accounts to addressing ongoing client ...

Horizon Bank Texas

Client Service Associate

Woodway, TX · On-site

$13 - $18/hr

POSITION SUMMARY As a Client Services Associate at STRATA Trust Company, you will serve as a ... Processing account-related tasks, including transaction verifications and credit card processing ...

Morgan Stanley

Client Service Associate

Dallas, TX · On-site

$14.50 - $19.75/hr

Client Service Associates help shape the future of service by modernizing the client experience ... Onboard and maintain client accounts, including collecting client information and require ...

Morgan Stanley

Client Service Associate

Dallas, TX · On-site

$14.25 - $19.75/hr

Client Service Associates help shape the future of service by modernizing the client experience ... Onboard and maintain client accounts, including collecting client information and require ...

Morgan Stanley

Client Service Associate

Dallas, TX · On-site

$14.25 - $19.75/hr

Client Service Associates help shape the future of service by modernizing the client experience ... Onboard and maintain client accounts, including collecting client information and require ...

Morgan Stanley

Client Service Associate

Dallas, TX · On-site

$14.25 - $19.75/hr

Client Service Associates help shape the future of service by modernizing the client experience ... Onboard and maintain client accounts, including collecting client information and require ...

Alphabe Insight Inc

Client Service Associate

Houston, TX · On-site

$55K - $60K/yr

We are seeking a polished and dependable Client Service Associate to join our team in Houston. In ... Manage client accounts, documentation, and service records with high attention to detail * Assist ...

Alphabe Insight Inc

Client Service Associate

Houston, TX · On-site

$55K - $60K/yr

We are seeking a polished and dependable Client Service Associate to join our team in Houston. In ... Manage client accounts, documentation, and service records with high attention to detail * Assist ...

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Account Service Associate information

What is the work of account associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, resolving issues, and maintaining positive relationships. They often use customer relationship management (CRM) tools and require strong communication skills to ensure client satisfaction and retention.

What is the job description of a service associate?

An Account Service Associate is responsible for managing client accounts, addressing customer inquiries, processing transactions, and ensuring customer satisfaction. They often use customer relationship management (CRM) tools and require strong communication and organizational skills. The role typically involves working in a team environment and may require familiarity with industry-specific regulations or certifications.

What is an account service associate?

An account service associate is a professional who manages client accounts, provides support, and ensures customer satisfaction. They often handle inquiries, process transactions, and use customer relationship management (CRM) tools to maintain account information.

What job makes $10,000 a month without a degree?

An Account Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level without a degree often include sales, real estate, or entrepreneurship, but they usually require strong communication skills, industry knowledge, and a proven track record. Most jobs with such high earnings are performance-based and may involve commissions or bonuses.
What cities in Texas are hiring for Account Service Associate jobs? Cities in Texas with the most Account Service Associate job openings:
Account Service Associate jobs near you

Senior Client Service Associate

Kestra Holdings

Dallas, TX • On-site

Full-time

Posted 27 days ago

Job description

Lead with Purpose. Partner with Impact. The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent customer service, polished communication, and strong leadership skills to meet the service needs of clients and provide guidance to the service team.
What You'll Do
  • Data entry (Redtail, eMoney, NDEX)
  • Customer service (answering phones, processing and forwarding requests)
  • Account Servicing (generating/processing paperwork)
  • Scanning/Filing
  • Check deposit and daily blotters
  • Preparing mailings to clients
  • Calendar management for top level executives

What You Bring
  • High School diploma required.
  • Client services experience required. Min 5 years of experience.
  • Financial advisory industry experience required. Min 5 years of experience.
  • Ability to maintain confidentiality and exercise discretion
  • Proficiency in MS Outlook, MS Excel, and MS Word
  • Ability to follow written and oral instructions
  • Exhibit professional phone demeanor
  • Individual must also possess good organizational skills, efficiency skills, and communication skills, both verbal and written
  • Attention to detail
  • Commitment to professionalism, accountability, customer focus, and teamwork
  • Understanding and evaluating complex client processes through critical thinking
  • Strong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis is required.
  • Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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