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Client Service Advisor Jobs in Texas (NOW HIRING)

Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce ... Overview The Client Service Executive is accountable for expanding existing relationships and ...

As the Service Advisor, you will process transactions, support with the management of client services, and uphold exceptional organization at the service counter to create memorable moments for ...

Client Service Associate

Plano, TX · On-site

$13.50 - $18.75/hr

The firm's financial advisors work with pre-retirees and retirees, offering financial planning ... The Client Service Associate will serve as the primary point of contact for all client service ...

Service Advisor

Fort Worth, TX · On-site

$75K - $150K/yr

Manage client communication throughout the repair process, providing updates and explaining repair ... Proven experience as an Automotive Service Advisor/Writer or similar role within a dealership or ...

Service Advisor

Arlington, TX · On-site

$100K - $170K/yr

Service Advisor Our Mission: Fostering a people-focused culture by developing career paths for ... We believe exceptional teammates create exceptional client experiences. That's why we offer one of ...

Client Service Associate

Houston, TX · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Work closely with financial advisors to support their clients * Manage cash balances and daily ...

Client Service Associate

Austin, TX · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Work closely with financial advisors to support their clients * Manage cash balances and daily ...

As a Service Advisor at our Ford dealership, you are the face of our service department and the ... Your mission is to deliver an exceptional, transparent experience from the moment a client pulls ...

As a Service Advisor at our Ford dealership, you are the face of our service department and the ... Your mission is to deliver an exceptional, transparent experience from the moment a client pulls ...

As a Service Advisor at our Ford dealership, you are the face of our service department and the ... Your mission is to deliver an exceptional, transparent experience from the moment a client pulls ...

Showing results 21-40

Client Service Advisor information

See Texas salary details

$11

$24

$42

How much do client service advisor jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for client service advisor in Texas is $24.16, according to ZipRecruiter salary data. Most workers in this role earn between $17.26 and $27.79 per hour, depending on experience, location, and employer.

How does a client service advisor typically collaborate with other departments to resolve client issues?

Client Service Advisors frequently work alongside teams such as sales, technical support, and operations to address client needs or resolve concerns. This collaboration often involves coordinating responses, sharing relevant client information, and ensuring that solutions are implemented effectively and promptly. Strong communication and organizational skills are essential, as advisors act as the bridge between the client and internal teams to deliver a seamless service experience.

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

AspectClient Service AdvisorCustomer Service Representative
Required CredentialsHigh school diploma; sometimes certifications in finance or insuranceHigh school diploma or equivalent
Work EnvironmentFinancial institutions, insurance companies, or consulting firmsRetail stores, call centers, or service desks
Employer & Industry UsageFinancial and professional servicesRetail and consumer services
Common Search & Comparison IntentUnderstanding client-focused roles in finance or consultingCustomer support and service roles in retail or call centers

While both roles involve assisting clients or customers, a Client Service Advisor typically works in financial or professional services, providing tailored advice and managing client relationships. In contrast, a Customer Service Representative handles general customer inquiries, often in retail or call centers. The roles differ mainly in industry focus and scope of advisory responsibilities.

What is a client service advisor?

A Client Service Advisor is a professional who supports customers by addressing their inquiries, resolving issues, and ensuring a positive experience with a company's products or services. They act as a main point of contact for clients, handling requests, providing information, and facilitating communication between clients and internal teams. Their goal is to maintain strong client relationships and help meet the client's needs efficiently. Client Service Advisors are commonly found in industries like banking, finance, insurance, and professional services.

What are the key skills and qualifications needed to thrive as a client service advisor?

To thrive as a Client Service Advisor, you need strong customer service skills, problem-solving abilities, and a background in business or finance, often supported by a relevant degree or experience. Familiarity with CRM software, financial products, and communication platforms is typically required. Excellent interpersonal skills, active listening, and the ability to remain calm under pressure help build lasting client relationships. These skills are crucial for delivering high-quality service, resolving issues efficiently, and ensuring client satisfaction and retention.
What cities in Texas are hiring for Client Service Advisor jobs? Cities in Texas with the most Client Service Advisor job openings:
Infographic showing various Client Service Advisor job openings in Texas as of July 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $50,255 per year, or $24.2 per hour.

Client Service Associate - Symphony Wealth Group

Kestra Financial Independent Advisor

Plano, TX • On-site

Other

Re-posted 13 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