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Client Care Associate Jobs in Allen, TX (NOW HIRING)

Credent Wealth Management

Client Care Coordinator

Plano, TX · On-site

$17.25 - $22.50/hr

Client Care Coordinator The Client Care Coordinator (CCC) supports the Wealth Advisor and plays a ... Client Service Associates, Financial Planners, Wealth Managers, Wealth Advisors, and Financial ...

CX Institutional LLC

Client Care Coordinator

Plano, TX · On-site

$16.75 - $22/hr

Client Care Coordinator Purpose: The Client Care Coordinator (CCC) supports the Wealth Advisor and ... Associate or Bachelor's degree in business administration a plus Experience: * 1+ year in client ...

Veritext LLC

Client Services Associate

Dallas, TX · On-site

$21 - $25/hr

As a Client Services Associate/Representative (Texas) , you'll be the go-to expert for attorneys ... with care * Deliver responsive, solutions-oriented service quickly and kindly in a clear ...

Veritext

Client Services Associate

Dallas, TX · On-site

As a Client Services Associate/Representative (Texas) , you'll be the go-to expert for attorneys ... with care * Deliver responsive, solutions-oriented service quickly and kindly in a clear ...

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All JobsClient Care Associate JobsClient Care Associate Jobs in Allen, TX

Client Care Associate information

See Allen, TX salary details

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How much do client care associate jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for client care associate in Allen, TX is $15.94, according to ZipRecruiter salary data. Most workers in this role earn between $12.98 and $17.88 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client care associate?

To thrive as a Client Care Associate, you need strong customer service skills, attention to detail, and a high school diploma or equivalent as a minimum qualification. Familiarity with customer relationship management (CRM) software, phone systems, and basic office applications is commonly required. Exceptional communication, patience, and problem-solving skills help you build rapport and effectively address client concerns. These competencies are essential for ensuring customer satisfaction, maintaining positive relationships, and supporting overall business success.

How does a client care associate typically collaborate with other departments to resolve client issues?

Client Care Associates often act as a bridge between clients and internal departments such as sales, technical support, and billing. When a client raises an issue, the associate gathers detailed information and coordinates with the appropriate team to find a resolution. This role requires clear communication and strong organizational skills to ensure clients receive timely updates and solutions. Collaboration is usually facilitated through regular team meetings, shared digital platforms, and direct communication channels, making teamwork a critical aspect of daily responsibilities.

How to get a job as a client care associate?

To become a client care associate, candidates typically need a high school diploma or equivalent, strong communication and customer service skills, and experience with computer software such as CRM systems. Relevant certifications or training in customer service or healthcare may enhance prospects, and previous experience in client support roles is often preferred. Applying through company websites, networking, and tailoring resumes to highlight interpersonal skills are common steps in the process.

What do client care associates do?

Client care associates provide support to clients by addressing inquiries, resolving issues, and ensuring a positive experience. They often communicate via phone, email, or chat, and may use customer relationship management (CRM) tools to track interactions and follow up on client needs.

What does a client care associate do?

A client care associate provides support to clients by addressing their inquiries, resolving issues, and ensuring a positive experience. They often handle communication via phone, email, or chat, maintain client records, and may use customer relationship management (CRM) tools to track interactions and follow-up tasks.

What is the role of a client care associate?

A client care associate is responsible for providing support and assistance to clients, addressing their inquiries, resolving issues, and ensuring a positive experience. They often communicate via phone, email, or chat and may use customer relationship management (CRM) tools to track interactions and follow up on client needs.

What are the most commonly searched types of Client Care jobs in Allen, TX?

The most popular types of Client Care jobs in Allen, TX are:

What cities near Allen, TX are hiring for Client Care Associate jobs?

Cities near Allen, TX with the most Client Care Associate job openings:

Client Care Associate jobs near you
Infographic showing various Client Care Associate job openings in Allen, TX as of August 2026, with employment types broken down into 2% As Needed, 76% Full Time, 16% Part Time, and 6% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $33,158 per year, or $15.9 per hour.

Client Care Coordinator

Credent Wealth Management

Plano, TX • On-site

$17.25 - $22.50/hr

Other

Posted 4 days ago

Job description

Client Care Coordinator

The Client Care Coordinator (CCC) supports the Wealth Advisor and plays a key role in delivering a Raving Fan experience as the first interaction clients and prospects have with Credent Wealth Management. The CCC is responsible for ensuring all feel welcomed and comfortable to discuss finances, family, and livelihoods with our Client Service Associates, Financial Planners, Wealth Managers, Wealth Advisors, and Financial Advisors. They are responsible for friendly greeting, answering and directing phone calls, coordinating/scheduling all meetings with clients and prospects, ensuring communications with clients and prospective clients are documented within our CRM for follow-up, coordinating and preparing local client events, keeping the office clean and stocked, and providing customer service above and beyond expectations.

Job Responsibilities:

  • Answer, screen, and route incoming phone calls from clients, prospects, vendors, and others as appropriate.
  • Greet all in-person visitors, notify team members, and converse with visitors during any wait.
  • Coordinate team member calendars with client meetings, client/prospect events, out-of-office travel availability, and meeting room availabilities.
  • Coordinate and schedule 100% of client Goal Reviews and Risk Audits.
  • Research, schedule, coordinate, and finalize all details including preparing materials for client and prospective client events.
  • File and submit confidential documents and compliance forms per custodial entity request, or client account completion.
  • Update client and prospect information in CRM, distribute email communications, and mail paper notices to clients as requested.
  • Keep office clean, supplies stocked, and manage office mail.
  • Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide customer service beyond expectations.

Hours:

  • Monday through Friday; 8 AM to 5 PM
  • Occasional evening hours at client and prospective client events

Knowledge, Skills, and Abilities:

  • Warm, polite, and professional customer service behaviors
  • Excellent verbal and written communication skills
  • Able to work independently majority of time
  • Highly detailed and organized
  • Ability to coordinate and plan local events
  • Proficient in Microsoft Office and CRM software
  • Comfortable multitasking, changing focus at a moment's notice
  • Commitment to client confidentiality

Education:

  • High School Diploma; Associate or Bachelor's degree in business administration a plus

Experience:

  • 1+ year in client-facing, phone customer relations or administrative role

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