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Client Relationship Assistant Jobs in Dallas, TX

K2services

Client Relations Manager

Dallas, TX · On-site

$70K/yr

Summary The Client Relations Manager has a pivotal role responsible for client relationship ... Support mail and print services as needed, ensuring accuracy and timely completion * Assist with ...

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Client Relationship Assistant information

See Dallas, TX salary details

$28.7K

$56.8K

$96.9K

How much do client relationship assistant jobs pay per year?

As of Aug 25, 2026, the average yearly pay for client relationship assistant in Dallas, TX is $56,766.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,000.00 and $64,300.00 per year, depending on experience, location, and employer.

What is a client relationship assistant?

Client Relationship Assistants are professionals who support account managers or client service teams by maintaining strong relationships with clients. They handle daily communications, help resolve client concerns, coordinate meetings, and ensure client needs are met efficiently. Their role is essential in fostering client satisfaction and loyalty, which often leads to repeat business and positive referrals. They may also assist with administrative tasks, updating records, and preparing reports to help the team deliver excellent service.

How does a client relationship assistant typically collaborate with account managers and other departments?

Client Relationship Assistants play a crucial role in supporting account managers by handling routine client communications, scheduling meetings, and ensuring client needs are promptly addressed. They often act as a bridge between clients and various internal teams such as sales, marketing, and customer support, helping to coordinate responses and deliverables. This collaborative approach ensures that clients receive consistent and timely service, while also allowing the assistant to gain exposure to different aspects of the business, which can be valuable for career growth.

What are the key skills and qualifications needed to thrive as a client relationship assistant, and why are they important?

To thrive as a Client Relationship Assistant, you need strong communication skills, attention to detail, and a background in business or customer service, often supported by a relevant diploma or degree. Familiarity with CRM software, office productivity tools, and sometimes experience with data entry systems are typically required. Exceptional interpersonal skills, problem-solving abilities, and a proactive attitude help you build rapport and address client needs effectively. These skills ensure positive client experiences, efficient issue resolution, and ongoing business growth through strong client relationships.

Is customer relationship assistant a stressful job?

A client relationship assistant role can involve handling customer inquiries, resolving issues, and maintaining positive interactions, which may be stressful during busy periods or when managing difficult clients. However, the job typically requires strong communication skills and organization, and stress levels vary depending on workload and work environment.

What does a client relationship assistant do?

A client relationship assistant supports maintaining positive relationships with clients by handling communication, scheduling meetings, and addressing client inquiries. They often use customer relationship management (CRM) software and require strong communication and organizational skills to ensure client satisfaction and retention.

What are the most commonly searched types of Client Relationship jobs in Dallas, TX?

The most popular types of Client Relationship jobs in Dallas, TX are:

What are popular job titles related to Client Relationship Assistant jobs in Dallas, TX?

For Client Relationship Assistant jobs in Dallas, TX, the most frequently searched job titles are:

What job categories do people searching Client Relationship Assistant jobs in Dallas, TX look for?

The top searched job categories for Client Relationship Assistant jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Client Relationship Assistant jobs?

Cities near Dallas, TX with the most Client Relationship Assistant job openings:

Client Relationship Assistant jobs near you
Infographic showing various Client Relationship Assistant job openings in Dallas, TX as of August 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 90% In-person, and 10% Remote job distribution, with an average salary of $56,766 per year, or $27.3 per hour.

Client Relationship Associate

Plano, TX • On-site

R&R Human Resources Solutions
1 - 10 employees
Learn more about R&R Human Resources Solutionsexternal

$45K - $65K/yr

Full-time

Posted 18 days ago

Job description

Atlas Advisory Group, a boutique wealth management firm, located in Plano, TX, is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
Our mission at Atlas Advisory Group is to grow and protect our client's wealth. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!
The Client Relationship Associate plays a crucial role in the smooth functioning of the office. With overall responsibility for day-to-day operations, the Client Relationship Associate must be able to work effectively with other staff members, clients, and Wealth Advisors.
Responsibilities & Activities:
  • Communicates with clients in person, in writing, and over the telephone. Meets with clients to complete paperwork and attends periodic client update meetings with select clients.
  • Manages new business and client services:
    • Meets with clients and starts new client forms processing.
    • Communicates with client, and manage their planning or account services needs promptly.
    • Follows up with clients as needed to make sure all paperwork is processed.
  • Case Management:
    • Manage cases that at different stages, proactively provide assistance needed to push the cases forward.
  • Communicates, implements, and ensures compliance with guidelines and policies:
    • Maintains compliance polices and documentation.
    • Manages the compliance and advertising approval process.
  • Develops and maintains written documentation (systems) of all activities.
  • Event Management and Marketing:
    • Handle logistical and marketing details for client events
    • Send out invites, coordinate with venue and maintain marketing database.

Knowledge, Skills, & Abilities:
  • Strong interpersonal and client relationship management skills to engage with our clients and our "crew"
  • A learner's mindset and an appetite for financial acumen, eagerness to learn and grow
  • Strong attention to details, analytical skills, and problem-solving
  • Excellent organizational and time management skills
  • Excellent attitude and an extraordinary client service orientation
  • Track record of balancing multiple priorities simultaneously, accommodating unexpected requests or needs, and following through
  • Ability to operate within tight deadlines
  • At least one year of relevant experience in a financial or insurance services firm assisting with day-to-day operations preferred.
  • Proficiency with Excel and other Microsoft Office Suite tools
  • Proficiency with financial planning and customer relationship management software is preferred
  • Bachelor's degree or equivalent combination of experience. Finance, economics, accounting, business, or related major preferred
  • Reliability is an essential function.

We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients' lives.
MUST BE LOCATED IN THE DALLAS AREA OR INTERESTED IN RELOCATION TO THE DALLAS AREA

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