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Associate Services Jobs in Texas (NOW HIRING)

Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...

Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...

Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...

Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...

Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...

Office Services Associate

Houston, TX · On-site

$15.25 - $19/hr

Office Services Associate Alliantgroup, LP is currently experiencing explosive growth! As a national consulting firm focused on being the voice to the middle market, our mission is simple:

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Showing results 21-40

Associate Services information

What are the key skills and qualifications needed to thrive as an associate services professional?

To thrive as an Associate Services professional, you need strong organizational skills, attention to detail, and a background in business administration or a related field. Familiarity with customer relationship management (CRM) software, office productivity tools, and sometimes basic project management systems is typically required. Excellent communication, problem-solving abilities, and a customer-centric attitude set top performers apart. These skills ensure efficient service delivery, positive client interactions, and contribute to the overall success of the organization.

What is an example of an associate services job?

An associate services job typically involves providing support or assistance within a company, such as customer service representatives, administrative assistants, or technical support associates. These roles often require good communication skills, familiarity with relevant tools like CRM software, and may involve working in retail, healthcare, or corporate environments.

What are some common challenges faced by professionals in associate services roles, and how can they be addressed?

Professionals in Associate Services often manage a variety of administrative and support tasks for teams, which can lead to challenges like balancing competing priorities and managing time effectively. It’s common to handle requests from multiple departments or supervisors, so clear communication and strong organizational skills are essential. Proactively setting expectations, regularly checking in with team members, and utilizing productivity tools can help streamline workflows. Embracing feedback and being adaptable also contribute to success in this dynamic environment.

What is the difference between Associate Services vs Customer Service Representative?

AspectAssociate ServicesCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may require certifications in specific servicesHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentOffice settings, client sites, or remote; focus on service delivery and supportCall centers, retail, or office environments; direct interaction with customers
Employer & Industry UsageFinancial, healthcare, tech, and service industriesRetail, telecom, banking, and hospitality sectors
Common Search & ComparisonAssociate ServicesCustomer Service Representative

Associate Services roles typically focus on supporting clients and delivering specialized services within various industries, often requiring specific certifications. Customer Service Representatives primarily handle direct customer interactions, resolving inquiries and issues. While both roles involve customer support, Associate Services positions tend to be more specialized and may involve technical knowledge, whereas Customer Service Representatives focus on general customer communication and problem-solving.

What is associate services?

Associate Services typically refer to a department or set of functions within an organization that supports employees, often called associates, with resources such as HR assistance, benefits administration, onboarding, and workplace support. These services are designed to enhance employee productivity, satisfaction, and well-being by addressing their professional and sometimes personal needs. The Associate Services team may handle tasks such as payroll queries, employee engagement programs, and assistance with company policies. They act as a bridge between the organization's management and its workforce, ensuring smooth operations and a positive work environment.
What are the most commonly searched types of Services jobs in Texas? The most popular types of Services jobs in Texas are:
What cities in Texas are hiring for Associate Services jobs? Cities in Texas with the most Associate Services job openings:
Infographic showing various Associate Services job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Client Services Associate

Level Four Group, LLC

El Paso, TX • On-site

Full-time

PTO

Re-posted 11 days ago


Job description

Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
  • Casual Work Environment
  • Generous Paid Time Off
  • Flexible Work Schedule
  • Great Benefits
  • And More...
Come take your career path to the next level!
The Client Services Associatewill support 1 - 3 Financial Advisors by handling client/advisor service activities. This associate will focus on delivering exceptional client/advisor experience so advisors can focus efforts on growing the practice. This position will be based in either the Dallas office or a branch location; and support may include advisors in other branch locations. Additionally, this role may act as an escalation and knowledge resource. CSA's are cross-trained for Advisor On-Boarding and will support those efforts when needed and scheduled.
Essential responsibilities and tasks of the Client Services Associate are:
  • Work with the Advisor to provide the firm's stated Client Experience
  • Serve as the main contact point for clients and advisor(s) for service needs/questions
  • Working directly with custodian(s), Level Four Financial (Broker Dealer) and Level Four Corporate office
  • Assisting with Advisor's calendar management
  • Heavy communication with and from Advisor(s) and Client(s) and custodians/carriers/fund families
  • Be an Escalation route and knowledge resource for other CSAs at Level Four Financial; be an 'expert' at RJ and Level Four paperwork processes.
  • Provide On-boarding team with data entry support and/or client repapering support.
  • Providing both client-facing and advisor-facing service
  • Creating, tracking, managing, and processing account paperwork and requests, including documenting in CRM
  • Engaged in and completing the Remarkable Client Experience for all clients.
  • Ability to find answers within the resources provided at custodian's, Level Four, etc.
  • Communicating with clients via phone and email
  • Managing and documenting the client experience activities
  • Opening new accounts, tracking transfers and cash requests
  • Processing Cash/ACH requests initiated by client
  • Managing the Financial Advisor's calendar
  • Staying involved and aware of Level Four and custodial Process & Procedure changes as they affect your advisors
  • Helping communicate changes (bullet above) to the CSA team.
  • Successfully balance workload when On-Boarding client re-papering support is needed.
  • Additional duties as required
Successful Client Services Associate candidates will have:
Required
  • 5 + years of experience successfully supporting busy Financial Advisor(s)
  • 2+ years of experience in Client On-Boarding, working with custodians
  • Bachelors/Associate Degree or equivalent work-related experience
  • Ability to organize, prioritize, multi-task, follow through on commitments, and work independently, while being reliable, accountable, detail-oriented, and team-oriented
  • Superior communication skills when interacting with clients, advisors and teammates
  • A passion to help the team and the advisors
  • Very comfortable with Microsoft Office Suite (outlook, word, excel)
  • VERY comfortable with technology, in general
  • English fluency
Preferred
  • Fluency, or professional working proficiency, in Spanish
  • Experience with Salesforce as a CRM
  • Experience with Raymond James or other custodians
  • FINRA Series 6 or 7
Icing on the Cake
  • Experience with Charles Schwab and/or Fidelity