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Client Service Analyst Jobs in Texas (NOW HIRING)

Matter Family Office

Associate - Client Service

Dallas, TX · On-site

$79K - $115K/yr

As an Associate - Client Services, you will bring your expertise and experience to our team and ... Reviewing, modeling, analyzing, and rebalancing investment portfolios * Researching, implementing ...

Mariner Finance

Client Service Associate

Southside Place, TX · On-site

$13 - $18/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Highly organized with strong analytical skills * Able to work in a team environment #LI-NW1 We ...

Mariner Finance

Client Service Associate

Bellaire, TX · On-site

$13 - $18/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Highly organized with strong analytical skills * Able to work in a team environment #LI-NW1 We ...

Mariner Finance

Client Service Associate

Spring Valley, TX · On-site

$12.50 - $17.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Highly organized with strong analytical skills * Able to work in a team environment #LI-NW1 We ...

Mariner

Client Service Associate

Houston, TX

$13.75 - $19/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Highly organized with strong analytical skills * Able to work in a team environment #LI-NW1 We ...

Mariner Finance

Client Service Associate

Jacinto City, TX · On-site

$13.50 - $18.50/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Highly organized with strong analytical skills * Able to work in a team environment #LI-NW1 We ...

Mariner Finance

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Highly organized with strong analytical skills * Able to work in a team environment #LI-NW1 We ...

Mariner Finance

Client Service Associate

Galena Park, TX · On-site

$12.25 - $17/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Highly organized with strong analytical skills * Able to work in a team environment #LI-NW1 We ...

Mariner

Client Service Associate

Houston, TX · On-site

$65K - $80K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Highly organized with strong analytical skills * Able to work in a team environment #LI-NW1 We ...

Mariner Finance

Client Service Associate

Hilshire Village, TX · On-site

$12.50 - $17.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Highly organized with strong analytical skills * Able to work in a team environment #LI-NW1 We ...

BCForward

Client Service Representative

Irving, TX · On-site

$23 - $24/hr

Client Service Rep Client Location: Boston Massachusetts 02210 Expected Duration: 06 Months ... · Analyze inquiry trends and determine if training is required to help either reduce or automate ...

RPOA Advisors Inc

Client Service Associate

Plano, TX · On-site

$13.50 - $18.75/hr

The Client Service Associate will serve as the primary point of contact for all client service ... Analyze reports to identify necessary actions for client accounts. * Investigate and resolve client ...

CSC

Client Service Representative

The Colony, TX

$14.75 - $20.25/hr

Research, analyze, review, and process legal documents * Fulfill requests and answer questions for internal and external customers via phone or electronically * Provide excellent client service to ...

Procyon

Client Service Associate

Frisco, TX

$13.50 - $18.75/hr

OVERVIEW Your job as the Client Services Associate is to partner with the advisors and support ... Support RFPs, benchmarking analyses, plan transitions, and participant financial planning ...

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All JobsClient Service Analyst JobsClient Service Analyst Jobs in Texas

Client Service Analyst information

See Texas salary details

$13

$27

$45

How much do client service analyst jobs pay per hour?

As of Jun 15, 2026, the average hourly pay for client service analyst in Texas is $27.66, according to ZipRecruiter salary data. Most workers in this role earn between $19.47 and $33.12 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Service Analyst, and why are they important?

To thrive as a Client Service Analyst, you need strong analytical abilities, attention to detail, and a bachelor's degree in business, finance, or a related field. Familiarity with CRM systems, data analysis tools like Excel or Tableau, and sometimes industry-specific certifications are typically required. Excellent communication, problem-solving skills, and a client-focused mindset help you stand out in this role. These skills ensure that client needs are met efficiently, contributing to client satisfaction and long-term business success.

What are some common challenges faced by Client Service Analysts, and how can they effectively overcome them?

Client Service Analysts often encounter challenges such as managing multiple client requests simultaneously and resolving complex inquiries within tight deadlines. To effectively overcome these obstacles, strong organizational skills and clear communication are essential. Building positive relationships with clients and collaborating closely with internal teams, such as sales or technical support, can also help ensure issues are addressed efficiently. Proactive problem-solving and attention to detail further contribute to client satisfaction and personal success in the role.

What does a Client Service Analyst do?

A Client Service Analyst is responsible for supporting clients by analyzing their needs, resolving issues, and ensuring they receive high-quality service from the company. They often act as a liaison between clients and internal teams, tracking client inquiries, generating reports, and providing solutions to improve customer satisfaction. Their role requires strong communication, problem-solving skills, and a good understanding of the company's products or services. Ultimately, they help maintain positive relationships and contribute to client retention.
What are popular job titles related to Client Service Analyst jobs in Texas? For Client Service Analyst jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Client Service Analyst jobs in Texas look for? The top searched job categories for Client Service Analyst jobs in Texas are:
What cities in Texas are hiring for Client Service Analyst jobs? Cities in Texas with the most Client Service Analyst job openings:
Client Service Analyst jobs near you
Infographic showing various Client Service Analyst job openings in Texas as of June 2026, with employment types broken down into 88% Full Time, 6% Temporary, and 6% Contract. Highlights an 82% In-person, and 18% Remote job distribution, with an average salary of $57,535 per year, or $27.7 per hour.
Associate - Client Service

Associate - Client Service

Matter Family Office

Dallas, TX • On-site

$79K - $115K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 20 days ago

Job description

Company Description
Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth.
Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other.
Job Description
As an Associate - Client Services, you will bring your expertise and experience to our team and understand what Matter does for each of our families. You'll be ensuring the successful execution of each assigned client's work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Matter's services - Investment Management, Wealth Planning & Coordination, and Culture & Learning.
This includes responsibilities such as:
  • Preparing financial plans, reviews, projections, and periodic updates
  • Reviewing, modeling, analyzing, and rebalancing investment portfolios
  • Researching, implementing, and helping coordinate wealth strategies
  • Managing accounts and cash positions
  • Researching and responding to client requests or questions
  • Assisting with various projects and firm-related initiatives
Qualifications
  • You have a minimum of four years in the financial services industry, including significant client-facing experience.
  • You have financial planning or coordination experience in the areas of investment, insurance, estate planning, and cash flow management.
  • You have been part of a client team where you drove financial planning for clients, collaborating both with more senior and more junior team members to complete work and make decisions as appropriate.
  • You have a BA or BS degree with exceptional academic performance from a challenging four-year institution.
  • CFP, CFA, CPA, or MBA is preferred but not required.
  • Experience serving family office-level clients is preferred but not required.
Benefits
  • Competitive Salary and Annual Performance-Based Bonus
  • Medical and Dental Health Plans
  • Supplemented Health Savings Account and Health Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Employer Supplemented Health Reimbursement Account Plan
  • Short- and Long-term disability coverage paid for by the employer
  • Paid Group Life Insurance
  • Flexible 401(k) retirement benefits with employer matching
  • 10 paid holidays per year plus competitive vacation and sick leave
  • Cell phone reimbursement plan
  • Opportunity for advancement based on performance, personal growth, and cultural fit
  • Work with a team-oriented culture that supports continuing education and career growth
  • Strong support for volunteer, community and/or industry involvement
Additional information
All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.

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