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

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 ...

RPOA Advisors Inc

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 ...

Autobahn Imports LP

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 ...

Focus Financial Partners

Client Service Associate

Dallas, TX · Hybrid

$14.25 - $19.75/hr

This individual will play a key role in supporting advisors and serving sophisticated clients by ... Primary Responsibilities Client Service & Relationship Support * Serve as a trusted resource for ...

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All JobsClient Service Advisor JobsClient Service Advisor Jobs in Dallas, TX

Client Service Advisor information

See Dallas, TX salary details

$11

$25

$45

How much do client service advisor jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for client service advisor in Dallas, TX is $25.76, according to ZipRecruiter salary data. Most workers in this role earn between $18.37 and $29.62 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 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, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $53,588 per year, or $25.8 per hour.

Client Service Associate - Symphony Wealth Group

Kestra Financial Independent Advisor

Plano, TX

Other

Re-posted 15 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

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