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

Care Options for Kids

Client Services Associate

Dallas, TX · On-site

$45K - $50K/yr

We are looking for a critical thinker and proactive Client Service Associate in our Dallas, TX office that shares our dedication to quality and our genuine concern for the comfort and dignity of our ...

Care Options for Kids

Client Services Associate

Dallas, TX · On-site

$45K - $50K/yr

We are looking for a critical thinker and proactive Client Service Associate in our Dallas, TX office that shares our dedication to quality and our genuine concern for the comfort and dignity of our ...

Allstate

Client Service Associate II

Dallas, TX

$19/hr

The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...

Allstate

Client Service Associate II

Coppell, TX

$19/hr

The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...

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 understand what Matter does for each of our families. You'll be ensuring the successful execution of ...

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 understand what Matter does for each of our families. You'll be ensuring the successful execution of ...

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 understand what Matter does for each of our families. You'll be ensuring the successful execution of ...

Brighton Jones

Client Service Associate - Dallas

Dallas, TX · On-site

$14.25 - $19.75/hr

As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will ...

Brighton Jones LLC

Client Service Associate - Dallas

Dallas, TX · On-site

$14.50 - $19.75/hr

As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will ...

Brighton Jones

Client Service Associate - Dallas

Dallas, TX

$14.25 - $19.75/hr

As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will ...

Brighton Jones

Client Service Associate - Dallas

Dallas, TX · On-site

$14.25 - $19.75/hr

As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will ...

Care Options for Kids

Client Services Associate

Dallas, TX · On-site

$45K - $50K/yr

We are looking for a critical thinker and proactive Client Service Associate in our Dallas, TX office that shares our dedication to quality and our genuine concern for the comfort and dignity of our ...

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Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Jul 4, 2026, the average hourly pay for client service associate in Dallas, TX is $16.95, according to ZipRecruiter salary data. Most workers in this role earn between $13.80 and $19.04 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 Dallas, TX? The most popular types of Client Service jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Client Service Associate jobs? Cities near Dallas, TX with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Dallas, TX as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $35,263 per year, or $17 per hour.

Client Service Associate - Symphony Wealth Group

R.H. Personalmanagement GmbH

Plano, TX • On-site

Other

Posted 17 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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