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Client Assistant Jobs in Texas (NOW HIRING)

Baird

Client Specialist

Fort Worth, TX · On-site

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Greets and directs incoming clients, visitors and business ...

Robert W Baird & Co

Client Specialist

Fort Worth, TX

Check out thisvideoto learn more about the day in the life of our Client Assistants and Client Specialists! The ImpactYou'llMake: * Greets and directs incoming clients,visitorsand business associates ...

Robert W Baird & Co

Client Specialist

Dallas, TX

Check out thisvideoto learn more about the day in the life of our Client Assistants and Client Specialists! The ImpactYou'llMake: * Responsible for client onboarding coordination, which includes ...

Baird

Client Specialist

Dallas, TX · On-site

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...

Baird

Client Specialist

Dallas, TX

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...

Baird

Client Specialist

Fort Worth, TX

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Greets and directs incoming clients, visitors and business ...

Robert W Baird & Co

Client Specialist

Fort Worth, TX · On-site

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Greets and directs incoming clients, visitors and business ...

Robert W Baird & Co

Client Specialist

Dallas, TX · On-site

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...

Baird Capital

Client Specialist

Dallas, TX

If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth ...

Baird Capital

Client Specialist

Fort Worth, TX

If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth ...

SETX Home Care

CNA/In Home provider

Shenandoah, TX

CNA/In Home Provider SETXHOMECARE was established to service the local medical industries growing ... Enjoys working in a one-on-one client setting, eager to improve our clients quality of life.

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All JobsClient Assistant JobsClient Assistant Jobs in Texas

Client Assistant information

See Texas salary details

$16.3K

$33.3K

$40.5K

How much do client assistant jobs pay per year?

As of Jun 22, 2026, the average yearly pay for client assistant in Texas is $33,268.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,340.00 and $38,695.00 per year, depending on experience, location, and employer.

What does a Client Assistant do?

A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.

What are the key skills and qualifications needed to thrive as a Client Assistant, and why are they important?

To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.

How does a Client Assistant typically collaborate with other departments to ensure excellent client service?

Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.
What are the most commonly searched types of Client jobs in Texas? The most popular types of Client jobs in Texas are:
Client Assistant jobs near you

Brokerage Client Assistant 2 - Contingent

Dexian DISYS

Lakeway, TX

$20 - $21/hr

Other

Posted 3 days ago

Job description


Brokerage Client Assistant 2 - Contingent
Job details
Posted
17 June 2026
Location
Lakeway, TX
Reference
1007852
Job description

Job Title: Client Service Representative

Location: Austin TX 78738

Pay-rate: $20 - $21

Duration: 6 months contract

Job Description

  • Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
  • Facilitate Financial Advisor and client requests for account related information and/or quotes
  • Schedule and prepare for appointments with new or prospective clients
  • Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s)
  • Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements
  • Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
  • Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
    Required Qualifications:
  • 1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Bachelor Degree in a Related Field
  • Brokerage client support experience or financial services industry experience
  • Administrative support experience in financial services
  • Experience interacting directly with customers
  • Intermediate MS Office (Word, Excel, Outlook, and PowerPoint) skills
  • Client service focus with the ability to listen to customer needs and recommend solutions
  • Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment
    This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

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