ZipRecruiter

Log In

1

Client Service Associate Jobs in Texas (NOW HIRING)

Claire Myers Consulting

Client Service Associate

Katy, TX · On-site

$65K - $80K/yr

Our client is a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. This role is integral to the day ...

Claire Myers Consulting

Client Service Associate

Katy, TX · On-site

$65K - $80K/yr

Our client is a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. This role is integral to the day ...

Morgan Stanley

Client Service Associate

Dallas, TX · On-site

$14.50 - $19.75/hr

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...

SPS-North America

Client Service Associate

Westlake, TX

$14 - $19.25/hr

Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people‑focused, detail‑oriented professional who ...

Apply Early

SPS North America Inc

Client Service Associate

Westlake, TX · On-site

$14 - $19.25/hr

Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who ...

Morgan Stanley

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular ...

New

SPS-North America

Client Service Associate

Westlake, TX · On-site

$14 - $19.25/hr

Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who ...

SPS North America Inc

Client Service Associate

Roanoke, TX · On-site

$14 - $19.25/hr

Client Service Associate Westlake, Texas, United States Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail ...

Stifel

Client Service Associate

Austin, TX

$14.25 - $19.75/hr

The Client Services Associate assists one or more Financial Advisor(s) FA(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties ...

Horizon Bank Texas

Client Service Associate

Woodway, TX · On-site

$13 - $18/hr

POSITION SUMMARY As a Client Services Associate at STRATA Trust Company, you will serve as a primary point of contact for clients and financial professionals, helping to deliver a consistent, high ...

SFMG Wealth Advisors

Client Service Associate

Plano, TX · On-site

$13.50 - $18.75/hr

Position Summary We are seeking a Client Service Associate who consistently provides exceptional client services to all of firm's clients and demonstrates tremendous organizational, interpersonal ...

Apply Early

Stifel

Client Service Associate

Austin, TX · On-site

$14.25 - $19.75/hr

What You'll Be Doing The Client Services Associate assists one or more Financial Advisor(s) FA(s) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate

Austin, TX

$14.25 - $19.75/hr

What You'll Be Doing The Client Services Associate assists one or more Financial Advisor(s) FA(s) with the opening and maintenance of client accounts and records, performs a wide variety of ...

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-related inquiries. This role involves managing accounts, from opening new accounts to addressing ongoing ...

Apply Early

Alphabe Insight Inc

Client Service Associate

San Antonio, TX · On-site

$13 - $18/hr

As a Client Service Associate, you will serve as an important point of contact for clients, assisting with inquiries, maintaining professional communication, and ensuring a smooth customer experience.

Vodia Ventures

Client Service Associate

Houston, TX · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Alphabe Insight Inc

Client Service Associate

San Antonio, TX · On-site

$13.25 - $18.25/hr

As a Client Service Associate, you will serve as an important point of contact for clients, assisting with inquiries, maintaining professional communication, and ensuring a smooth customer experience.

next page

Showing results 1-20

All JobsClient Service Associate JobsClient Service Associate Jobs in Texas

Client Service Associate information

See Texas salary details

$8

$15

$25

How much do client service associate jobs pay per hour?

As of Jul 3, 2026, the average hourly pay for client service associate in Texas is $15.97, according to ZipRecruiter salary data. Most workers in this role earn between $12.98 and $17.93 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with client management tools to ensure client satisfaction.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What jobs pay 4000 a week without a degree?

A Client Service Associate typically earns less than $4,000 weekly, but high-paying roles that can reach this level without a degree include sales positions such as real estate brokers, certain insurance agents, and commission-based financial advisors. These jobs often require strong communication skills, sales experience, and industry-specific licenses or certifications rather than formal degrees.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Strong communication skills and the ability to stay organized help manage workload and reduce stress levels in this position.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What are the most commonly searched types of Client Service jobs in Texas? The most popular types of Client Service jobs in Texas are:
What cities in Texas are hiring for Client Service Associate jobs? Cities in Texas with the most Client Service Associate job openings:
Client Service Associate jobs near you
Client Service Associate

Client Service Associate

Claire Myers Consulting

Katy, TX • On-site

$65K - $80K/yr

Other

Posted 27 days ago

Job description

COMPENSATION: $65,000 - $80,000 base salary + benefits (dependent on experience)
Overview:
Our client is a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. This role is integral to the day-to-day operations of the firm, serving as a key link between advisors, clients, and custodians. As a small, collaborative team, this individual will wear multiple hats, ensuring client needs are met with accuracy, responsiveness, and professionalism. This is an excellent opportunity for someone who is detail-oriented, service-driven, and looking to grow within a team-focused wealth management environment.
Key Responsibilities:
• Respond to and execute client requests in a timely and professional manner
• Handle client paperwork and coordinate processing with custodians
• Maintain and organize the firm's document management system
• Provide administrative and operational support to Lead Advisors
• Prepare for client meetings, including gathering and organizing client information
• Coordinate scheduling for client meetings (in-person and virtual)
• Track, follow up on, and document tasks within the CRM system
• Assist with Required Minimum Distributions (RMDs)
• Participate in team meetings and contribute to overall team success
Qualifications:
• 2+ years of operations/administrative experience in financial services
• Proficiency in Microsoft Word, Excel, and Outlook
• Tech-savvy with the ability to learn multiple systems and platforms
• Strong attention to detail and organizational skills
• Positive, professional, and client service-oriented demeanor
• Ability to follow processes and manage tasks through completion independently

Apply