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Client Associate Jobs in Dallas, TX (NOW HIRING)

Gartner

Client Success Associate

Irving, TX · Remote

Associates seek to understand and surface client's business priorities, breakdown challenges, and identify the most effective ways to support the client in making the right decisions for their ...

Gartner, Inc.

Client Success Associate

Irving, TX · On-site

Associates seek to understand and surface client's business priorities, breakdown challenges, and identify the most effective ways to support the client in making the right decisions for their ...

Alphabe Insight Inc

Client Support Associate

Dallas, TX · On-site

$17.25 - $23.75/hr

Elevare Branding is seeking a Client Support Associate to join our team in Dallas, TX. This role is ideal for individuals who are highly organized, client-focused, and motivated to contribute to a ...

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-related inquiries. This role involves managing accounts, from opening new accounts to addressing ongoing ...

Energy Worldnet

Client Success Associate

Decatur, TX · On-site

$45K - $65K/yr

Join Our Team as a Client Success Associate! About Us At Energy Worldnet (EWN), we deliver innovative technology solutions that empower our clients and support the future of the energy industry. Our ...

ENERGY worldnet

Client Success Associate

Decatur, TX · On-site

Salary: $45,680-$65,000 (DOE) Join Our Team as a Client Success Associate! About Us At Energy Worldnet (EWN), we deliver innovative technology solutions that empower our clients and support the ...

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All JobsClient Associate JobsClient Associate Jobs in Dallas, TX

Client Associate information

See Dallas, TX salary details

$18.4K

$50.6K

$75K

How much do client associate jobs pay per year?

As of Jul 17, 2026, the average yearly pay for client associate in Dallas, TX is $50,631.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $61,600.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

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

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Dallas, TX? The most popular types of Client jobs in Dallas, TX are:
What are popular job titles related to Client Associate jobs in Dallas, TX? For Client Associate jobs in Dallas, TX, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Dallas, TX look for? The top searched job categories for Client Associate jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Client Associate jobs? Cities near Dallas, TX with the most Client Associate job openings:
Client Associate jobs near you

Client Service Associate - Symphony Wealth Group

Kestra Financial Independent Advisor

Plano, TX • On-site

Other

Re-posted 25 days ago

Job description

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills.  This position is full-time and in the office.

Essential Duties and Responsibilities

      Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.

      Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.

      Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.

      Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.

      Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

      Maintain CRM database; define and ensure adherence to appropriate client service models.

      Manage multiple and competing priorities daily in pursuit of business objectives.

      Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.

      Other duties as assigned.

      This is a Full Time position in the office

Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities

     Basic computer skills (Outlook, Word, Excel. Adobe)

     Strong administrative and time management skills with superior attention to detail.

     Able to work independently and effectively manage multiple tasks at once.

     Excellent communication skills, both verbally and in writing.

     CRM knowledge a plus.

Education and/or Experience

      The ideal candidate will have 2+ years of experience in administrative support in a professional environment.

      High School Diploma or Associate's degree required

      Previous experience in financial services a plus

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