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Account Service Associate Jobs in Dallas, TX (NOW HIRING)

TIB, N.A.

Customer Service Associate

Farmers Branch, TX · On-site

$14 - $19.25/hr

  • Medical

  • Life

  • Retirement

  • PTO

Customer Service Associate Ranking #9 in the American Banker's 2025 Best Banks to Work For, TIB is ... Assists cardholders with establishing online account access and provides ongoing support. * Serves ...

SPS North America Inc

Client Service Associate

Roanoke, TX · On-site

$14 - $19.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Service Associate Westlake, Texas, United States Location: Westlake, TX 76262 Schedule: 8:00 ... PTO amounts may increase based on tenure and/or the assigned account. PTO allows employees to take ...

SPS North America

Client Service Associate

Westlake, TX · On-site

$14 - $19.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type ... PTO amounts may increase based on tenure and/or the assigned account. PTO allows employees to take ...

SPS North America Inc

Client Service Associate

Westlake, TX · On-site

$14 - $19.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type ... PTO amounts may increase based on tenure and/or the assigned account. PTO allows employees to take ...

Wealth Enhancement Group

Sr Client Service Associate

Mckinney, TX · On-site

$55K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Prepares account transactions, trades, deposits, withdrawals, RMDs, etc. * Communicates to ... Minimum of 1 year as Client Service Associate * Superior verbal and written communication skills.

Wealth Enhancement Group

Sr Client Service Associate

Mckinney, TX · On-site

$13.50 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Prepares account transactions, trades, deposits, withdrawals, RMDs, etc. * Communicates to ... Minimum of 1 year as Client Service Associate * Superior verbal and written communication skills.

Kestra Holdings

Senior Client Service Associate

Dallas, TX · On-site

  • Medical

  • Retirement

The Senior Client Service Associate reports to the Operations Manager. Your role will be critical ... Account Servicing (generating/processing paperwork) * Scanning/Filing * Check deposit and daily ...

Kestra Holdings

Senior Client Service Associate

Dallas, TX · On-site

  • Medical

  • Retirement

The Senior Client Service Associate reports to the Operations Manager. Your role will be critical ... Account Servicing (generating/processing paperwork) * Scanning/Filing * Check deposit and daily ...

Morgan Stanley

Client Service Associate

Dallas, TX · On-site

$14.25 - $19.75/hr

Registered Client Service Associates provide exceptional service to our clients and support ... Onboard and maintain client accounts, including collecting client information and required ...

Morgan Stanley

Client Service Associate

Dallas, TX · On-site

$14.25 - $19.75/hr

Registered Client Service Associates provide exceptional service to our clients and support ... Onboard and maintain client accounts, including collecting client information and required ...

Allstate

Client Service Associate II

Coppell, TX · On-site

$19/hr

The Client Service Associate plays a key role in a specialized, mortgage servicing environment ... This position focuses on assisting customers with mortgage accounts, escrow accounts, property ...

Allstate

Client Service Associate II

Dallas, TX

$19/hr

The Client Service Associate plays a key role in a specialized, mortgage servicing environment ... This position focuses on assisting customers with mortgage accounts, escrow accounts, property ...

TIB, N.A.

Customer Service Associate

Dallas, TX

$14.25 - $19.75/hr

... Service Associate that provides inbound/outbound cardholder support and customer service for TIB ... Assists cardholders with establishing online account access and provides ongoing support. * Serves ...

Travelers

Customer Service Associate

Richardson, TX · On-site

$37K - $61K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Customer Service Associate Taking care of our customers, our communities and each other. That's the ... account. You are also eligible for a Pension Plan that is 100% funded by Travelers. Paid Time Off:

Morgan Stanley

Client Service Associate

Dallas, TX

$14.25 - $19.75/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... accounts, including relaying stock positions and providing account balances (e.g., funds due and ...

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Showing results 21-40

All JobsAccount Service Associate JobsAccount Service Associate Jobs in Dallas, TX

Account Service Associate information

See Dallas, TX salary details

$5

$21

$25

How much do account service associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for account service associate in Dallas, TX is $21.84, according to ZipRecruiter salary data. Most workers in this role earn between $20.91 and $24.71 per hour, depending on experience, location, and employer.

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 are the duties of an account service associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, processing transactions, and ensuring client satisfaction. They often use customer relationship management (CRM) tools and need strong communication and organizational skills to support account maintenance and service delivery.

What cities near Dallas, TX are hiring for Account Service Associate jobs?

Cities near Dallas, TX with the most Account Service Associate job openings:

Account Service Associate jobs near you

Client Service Associate

Jewish Family Service of Colorado

Dallas, TX • On-site

$14.25 - $19.75/hr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships

  • Executing money movement transactions at the request of the client and/or FA/PWA/team

  • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)

  • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team

  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)

  • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team

  • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)

  • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team

  • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)

  • Assist FAs / PWAs/ teams in delivering against their business plan and client service model

  • Remaining current on all policies, procedures, and new platforms

  • Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT

  • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)

  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)

  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process

  • Assisting with general in-office support functions such as copying, filing and scanning documentation

  • Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • High School Diploma/Equivalency

  • College degree preferred

  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

  • Two or more years of industry experience preferred

Knowledge/Skills

  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

  • Detail orientated with superior organizational skills and ability to prioritize

  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)

  • Exceptional writing, interpersonal and client service skills

  • Strong time management skills

  • Team player with the ability to collaborate with others

  • Ability to work in a fast-paced, evolving environment

  • Adaptable and ability to multitask

  • Goal oriented, self-motivated and results driven

Reports To:

  • Business Service Officer

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.

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