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Client Relations Associate Jobs in Haslet, TX (NOW HIRING)

Third Bridge

Associate, Expert Relations

Dallas, TX · On-site

$39K - $49K/yr

As the Expert Relations Associate reporting into the Expert Relations Manager, you will take the ... Experience in client/relationship management or financial services research preferred * Previous ...

Third Bridge Group

Associate, Expert Relations

Dallas, TX

$39K - $49K/yr

As the Expert Relations Associate reporting into the Expert Relations Manager, you will take the ... Experience in client/relationship management or financial services research preferred * Previous ...

Third Bridge

Associate, Expert Relations

Dallas, TX

$39K - $49K/yr

As the Expert Relations Associate reporting into the Expert Relations Manager, you will take the ... Experience in client/relationship management or financial services research preferred * Previous ...

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All JobsClient Relations Associate JobsClient Relations Associate Jobs in Haslet, TX

Client Relations Associate information

See Haslet, TX salary details

$23.6K

$44.4K

$63.2K

How much do client relations associate jobs pay per year?

As of Jul 24, 2026, the average yearly pay for client relations associate in Haslet, TX is $44,431.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,700.00 and $47,200.00 per year, depending on experience, location, and employer.

What does a customer relations associate do?

A client relations associate manages communication between a company and its clients to ensure satisfaction and address concerns. They often handle inquiries, provide product or service information, and maintain positive relationships using communication tools like email or phone. Strong interpersonal skills and familiarity with customer management software are typically required for this role.

What are Client Relations Associates?

Client Relations Associates are professionals who act as the main point of contact between a company and its clients. They are responsible for managing client accounts, addressing client inquiries or concerns, and ensuring customer satisfaction. Their role often involves building strong relationships, understanding clients' needs, and coordinating with internal teams to deliver solutions. By maintaining open communication and providing excellent service, Client Relations Associates help foster long-term client loyalty and support business growth.

What does a client relations associate do?

A client relations associate manages communication between a company and its clients to ensure satisfaction and foster long-term relationships. They handle inquiries, resolve issues, and may use customer relationship management (CRM) tools to track interactions. Strong communication skills and attention to detail are essential for success in this role.

How does a Client Relations Associate typically collaborate with other departments to resolve client issues?

As a Client Relations Associate, you’ll frequently work cross-functionally with teams such as sales, customer support, and operations to address client needs. When a client issue arises, you may need to coordinate with technical specialists or account managers to gather information and propose solutions. Strong communication skills are essential, as you’ll often serve as the client’s advocate internally, ensuring their concerns are understood and prioritized. This collaborative approach not only helps resolve issues efficiently but also strengthens long-term client satisfaction.

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

AspectClient Relations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer bachelor's degreeHigh school diploma or equivalent; some roles may prefer associate's or bachelor's
Work EnvironmentOffice settings, client meetings, account managementCall centers, retail, online support
Employer & Industry UsageFinancial services, consulting, B2B companiesRetail, telecommunications, hospitality
Common Search & ComparisonClient Relations Associate vs Customer Service Representative

The main difference is that Client Relations Associates focus on building long-term relationships with clients, managing accounts, and providing tailored solutions, often in professional or financial industries. Customer Service Representatives typically handle day-to-day inquiries, troubleshooting, and support, mainly in retail or service sectors. While both roles require strong communication skills, Client Relations Associates usually work in more specialized, client-focused environments with a focus on relationship management.

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

To thrive as a Client Relations Associate, you need strong communication skills, attention to detail, and a background in business, sales, or customer service, often supported by a relevant bachelor's degree. Familiarity with CRM software like Salesforce, proficiency in Microsoft Office, and sometimes experience with help desk or ticketing systems are typically required. Outstanding interpersonal skills, problem-solving ability, and a customer-focused mindset help build lasting client relationships and resolve issues efficiently. These skills and qualities are crucial for maintaining client satisfaction, ensuring repeat business, and supporting the company's reputation.

What is a client relationship associate job description?

A client relationship associate is responsible for maintaining and strengthening relationships with clients by providing excellent customer service, addressing inquiries, and ensuring client satisfaction. They often use CRM software to track interactions and may assist with onboarding, account management, and resolving issues to support client retention and business growth.

Is a CSA job stressful?

A Client Relations Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and maintaining client satisfaction. The level of stress depends on the workload, company environment, and communication skills required, but strong organizational and problem-solving abilities can help manage it effectively.
What cities near Haslet, TX are hiring for Client Relations Associate jobs? Cities near Haslet, TX with the most Client Relations Associate job openings:
Client Relations Associate jobs near you

Client Services Associate - Waterworth Wealth Advisors

Kestra Financial Independent Advisor

Grapevine, TX

Full-time

Medical, PTO

Posted 28 days ago

Job description

Full-time, Client Service Associate (CSA)

Requirements

Summary:

Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.

We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through.

This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations. If you are energetic, collaborative, client-focused, and have a heart to serve others, Waterworth Wealth Advisors is your place.


Critical Outcomes and Responsibilities:

  • Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives
  • Deepen client relationships through proactive, regular client interaction, including appointment scheduling and correspondence: answer all incoming calls and make positive client impressions on behalf of the firm
  • Assist in client meeting preparation and follow-up, including assembling requisite paperwork, report generation, and post-meeting documentation
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures
  • Deposit checks received and maintain the check blotter in adherence to compliance guidelines
  • Maintain CRM database; define and ensure adherence to appropriate client service models
  • Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
  • Manage multiple and competing priorities daily in pursuit of business objectives
  • Support client communications and social media marketing

Qualifications, Skills, and Behavioral Requirements:

  • Bachelor's Degree along with a minimum of 3 years executive administrative experience; financial services industry experience a plus
  • Strong written and verbal communication skills
  • Ability to pay close attention to detail, ensure accuracy and completeness of work
  • Proficient with CRM Systems as well as Outlook, Microsoft Word, Excel, and PowerPoint
  • Basic knowledge of financial principles, retirement products, or financial planning
  • Proven ability to manage advanced, confidential, administrative duties
  • Outstanding organizational skills and excellent follow-through
  • Capable of acting as a self-starter with an excellent ability to multi-task and prioritize
  • Effective without direct management and a structured environment, but able to follow procedures and regulatory requirements
  • Prefers a systematic approach to decision making but is capable of timely responses
  • Prefers to be accommodating to the needs of clients and co-workers but able to take a personal position that is different from the groups' position when necessary

***Federal, State, and local background checks are required.
***Credit Check required

Interested parties should email their resume as well as a letter of interest to seana@waterworthwa.com.

We will start interviewing immediately, and we will accept resumes until we have the right person on board.

Benefits

  • A collaborative team environment with competitive pay and an opportunity for team bonuses
  • Growth opportunity (education/experience/exposure to high level investing and financial matters)
  • Direct communication/access to the principle of the firm
  • PTO and Holidays
  • Discounted gym rates
  • Health benefits
  • Birthday and Team Celebrations

Apply