The Client Service Associate reports to our Partners and Wealth Managers and is critical to ... Essential Duties and Responsibilities • Support Advisors of a growing book of business, requiring ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to ... Essential Duties and Responsibilities • Support Advisors of a growing book of business, requiring ...
Client Service Associate
Tyler, TX · On-site
$13.75 - $18.75/hr
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model * Support the team's marketing strategy by maintaining marketing materials, including ...
Client Service Associate
Tyler, TX · On-site
$13.75 - $18.75/hr
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model * Support the team's marketing strategy by maintaining marketing materials, including ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to ... Support Advisors of a growing book of business, requiring the handling of all administrative ...
Quick apply
The Client Service Associate reports to our Partners and Wealth Managers and is critical to ... Support Advisors of a growing book of business, requiring the handling of all administrative ...
Client Service Associate
$12.75 - $17.75/hr
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model * Support the team's marketing strategy by maintaining marketing materials, including ...
Client Service Associate
$12.75 - $17.75/hr
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model * Support the team's marketing strategy by maintaining marketing materials, including ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to ... Essential Duties and Responsibilities • Support Advisors of a growing book of business, requiring ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to ... Essential Duties and Responsibilities • Support Advisors of a growing book of business, requiring ...
Client Service Associate
Houston, TX · On-site
$13.75 - $19/hr
Client Service Associate | Houston, TX Houston investment advisor seeks motivated Client Service Associate to enhance the client experience by servicing clients and providing operational ...
Client Service Associate
Houston, TX · On-site
$13.75 - $19/hr
Client Service Associate | Houston, TX Houston investment advisor seeks motivated Client Service Associate to enhance the client experience by servicing clients and providing operational ...
Client Service Executive
Houston, TX · On-site
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 ...
Client Service Executive
Houston, TX · On-site
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 ...
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 ...
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 ...
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 ...
Quick apply
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
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 ...
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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
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 ...
The Registered Client Service Associate utilizes the client relationship model and turnkey tools to ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
The Registered Client Service Associate utilizes the client relationship model and turnkey tools to ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
The Registered Client Service Associate utilizes the client relationship model and turnkey tools to ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
The Registered Client Service Associate utilizes the client relationship model and turnkey tools to ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
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 ...
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 ...
Client Service Associate
The Woodlands, TX · On-site
$13 - $17.75/hr
Services daily client inquiries over the phone and in-person, including scheduling meetings and ... advisors and branch office * Opens new client accounts, process money movement, and researches ...
Client Service Associate
The Woodlands, TX · On-site
$13 - $17.75/hr
Services daily client inquiries over the phone and in-person, including scheduling meetings and ... advisors and branch office * Opens new client accounts, process money movement, and researches ...
Service Advisor
New Boston, TX · On-site
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 ...
Service Advisor
New Boston, TX · On-site
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 ...
Service Advisor
New Boston, TX · On-site
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 ...
Service Advisor
New Boston, TX · On-site
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 ...
Client Service Advisor information
See Texas salary details
$11.20 - $14.03
6% of jobs
$14.03 - $16.86
15% of jobs
$17.45 is the 25th percentile. Wages below this are outliers.
$16.86 - $19.69
19% of jobs
The median wage is $21.48 / hr.
$19.69 - $22.52
16% of jobs
$22.52 - $25.35
15% of jobs
$26.55 is the 75th percentile. Wages above this are outliers.
$25.35 - $28.18
11% of jobs
$28.18 - $31.01
7% of jobs
$31.01 - $33.84
5% of jobs
$33.84 - $36.67
2% of jobs
$36.67 - $39.50
2% of jobs
$39.50 - $42.33
2% of jobs
$11
$24
$42
How much do client service advisor jobs pay per hour?
How does a client service advisor typically collaborate with other departments to resolve client issues?
What is the difference between Client Service Advisor vs Customer Service Representative?
| Aspect | Client Service Advisor | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma; sometimes certifications in finance or insurance | High school diploma or equivalent |
| Work Environment | Financial institutions, insurance companies, or consulting firms | Retail stores, call centers, or service desks |
| Employer & Industry Usage | Financial and professional services | Retail and consumer services |
| Common Search & Comparison Intent | Understanding client-focused roles in finance or consulting | Customer 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?
What are the key skills and qualifications needed to thrive as a client service advisor?

Client Service Associate - Symphony Wealth Group
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