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Client Service Advisor Jobs in Dallas, TX (NOW HIRING)

Morgan Stanley

Client Service Associate

Dallas, TX · On-site

$14.50 - $19.75/hr

Registered Client Service Associate Registered Client Service Associates provide exceptional ... Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...

The Body Shop

Service Advisor

Mckinney, TX · On-site

$75K - $90K/yr

The Service Advisor's primary responsibility and accountability is to provide an exceptional and ... Ensure compliance with all insurance client requirements, processes and metrics * Communicate all ...

Aritzia

Retail Stores - Service Advisor

Southlake, TX · On-site

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 ...

Aritzia

Service Advisor - Galleria Dallas

Dallas, TX · On-site

As a Service Advisor, you will deliver Everyday Luxury experiences by being present and engaging in ... Along with your team, you will process transactions, manage client services, and uphold exceptional ...

Aritzia LP

Service Advisor - Galleria Dallas

Dallas, TX · On-site

As a Service Advisor, you will deliver Everyday Luxury experiences by being present and engaging in ... Along with your team, you will process transactions, manage client services, and uphold exceptional ...

Bessemer Trust

Associate Client Advisor

Dallas, TX · On-site

CLIENT SERVICE * Handle routine communication with clients and their advisors via telephone, email and fax. * Document written and verbal communication with clients and their advisors in Salesforce.

TalentLink Solutions

Client Service Associate

Frisco, TX · On-site

$13.50 - $18.75/hr

Coordinate with the advisors and clients to complete and process new account paperwork, checks ... Deliver superior client service; troubleshoot problems and serve as liaison between advisors and ...

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Client Service Advisor information

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How much do client service advisor jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for client service advisor in Dallas, TX is $25.66, according to ZipRecruiter salary data. Most workers in this role earn between $18.32 and $29.52 per hour, depending on experience, location, and employer.

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.

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 do you do as a client service advisor?

A client service advisor assists clients by addressing their questions, resolving issues, and providing information about products or services. They often communicate via phone, email, or in person, and require strong communication and problem-solving skills to ensure customer satisfaction.

What cities near Dallas, TX are hiring for Client Service Advisor jobs?

Cities near Dallas, TX with the most Client Service Advisor job openings:

Client Service Advisor jobs near you
Infographic showing various Client Service Advisor job openings in Dallas, TX as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $53,383 per year, or $25.7 per hour.

Client Service Manager - Plano, TX

Plano, TX • On-site

Advisor Talent Solutions
See more jobs at Advisor Talent Solutionsexternal

$60K - $70K/yr

Full-time

Medical, Retirement, PTO

Posted 14 days ago

Job description

Client Service Manager
Plano, TX
ABOUT THE FIRM
Our client is an established independent registered investment adviser in Plano, Texas, helping individuals and families prepare for, enter, and enjoy retirement through personalized financial planning, investment management, and relationship-driven guidance.
The firm is committed to providing an exceptional retirement-planning experience through its people, processes, and planning. It offers a close-knit, faith-based, purpose-driven workplace centered on integrity, service, excellence, and positivity.
THE OPPORTUNITY
The firm is creating a new Client Service Manager position to expand service capacity and become a trusted point of contact for ongoing client needs after onboarding. This role manages client service—not people—and is ideal for someone who enjoys solving problems, speaking with clients, organizing a busy workload, and making sure every commitment is completed accurately and on time.
No prospecting required: The focus is serving established client relationships and helping advisors remain focused on planning, advice, and business development.
WHAT YOU WILL DO
  • Deliver responsive, thoughtful day-to-day service to existing clients after onboarding.
  • Own routine requests such as beneficiary changes, address updates, withdrawals, distributions, account questions, and related service needs.
  • Receive and complete action items generated during advisor meetings.
  • Review new and outstanding CRM tasks each day and prioritize them based on urgency, deadlines, and business impact.
  • Communicate proactively by phone and email, using personal phone contact when it will create a better client experience.
  • Build trust by learning about clients, asking thoughtful follow-up questions, and providing clear status updates.
  • Maintain complete CRM notes, task records, documentation, and follow-up dates in Redtail.
  • Coordinate with the client-service leader, advisory team, custodial or platform partners, and internal operations resources to move requests through completion.
  • Resolve routine service needs independently and escalate questions appropriately.
  • Use technology and AI tools responsibly to improve communication, organization, and productivity.
  • Help improve workflows, reduce backlog, and prevent dropped commitments.
WHAT WILL HELP YOU SUCCEED
  • A warm, patient approach and genuine energy for helping people.
  • A confident and personable phone presence.
  • Strong organization, attention to detail, and dependable follow-through.
  • The ability to manage a high volume of tasks from request through completion.
  • Calm judgment when several priorities compete for attention.
  • A proactive ownership mindset and comfort working without constant direction.
  • Comfort using CRM systems, Microsoft Office, and Excel, with the ability to learn new platforms quickly.
  • Willingness to work primarily onsite in Plano and contribute within a small, collaborative team.
  • Comfort working in a faith-based, purpose-driven environment.
PREFERRED EXPERIENCE
  • Experience in an RIA, wealth management firm, bank, credit union, insurance organization, retirement-services firm, or other regulated client-service environment.
  • Experience with Redtail CRM, Charles Schwab workflows, AE Wealth, eMoney, or comparable systems.
  • Group 1 credentials, Series 65, CFP coursework, or related financial-services education.
  • Experience serving retired or senior clients and handling sensitive financial requests with discretion.
COMPENSATION amp; BENEFITS
  • Base salary of $60,000–$70,000, commensurate with experience and fit.
  • Health plan options with a $900 monthly employer contribution toward selected employee coverage.
  • 401(k) plan with employer match; plan details and eligibility timing will be shared during the interview process.
  • Approximately 15 days of combined paid time off each year.
  • Professional development, cross-training, and the opportunity to expand responsibility as the firm grows.
LOCATION amp; SCHEDULE
  • Primarily onsite at the firm’s Plano office.
  • Typical hours are approximately 8:30 AM–5:00 PM.
  • Limited flexibility may be available at the firm’s discretion but is not a guaranteed feature of the role.
  • No regular travel is expected.

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