ZipRecruiter

Log In

1

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

Morgan Stanley

Client Service Associate

Dallas, TX · On-site

$14.25 - $19.75/hr

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

Morgan Stanley

Client Service Associate

Dallas, TX

$14.25 - $19.75/hr

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

Morgan Stanley

Client Service Associate

Dallas, TX · On-site

$14.25 - $19.75/hr

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

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 ...

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 ...

previous pagenext page

Showing results 21-40

All JobsClient Service Associate JobsClient Service Associate Jobs in Forney, TX

Client Service Associate information

See Forney, TX salary details

$8

$15

$24

How much do client service associate jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for client service associate in Forney, TX is $15.44, according to ZipRecruiter salary data. Most workers in this role earn between $12.55 and $17.31 per hour, depending on experience, location, and employer.

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.

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 do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What is a client service associate?

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 Forney, TX? The most popular types of Client Service jobs in Forney, TX are:
What cities near Forney, TX are hiring for Client Service Associate jobs? Cities near Forney, TX with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Forney, TX as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 3% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $32,113 per year, or $15.4 per hour.

Client Service Associate - Entry Level

Fisher Investments

Garland, TX

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all majors because diversity makes us better.


The Opportunity:

You will work with your UK Client Services colleagues in the US and UK to help our high-net-worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy myriad opportunities to learn about our organization and determine your career path. You'll report directly to your Team Leader who coaches you and supports your development. This onsite position is located in Plano, TX.


The Day-to-Day:

  • Communicate with high-net-worth UK clients and our partner firms in the US and UK
  • Work with Investment Counselors to fulfill operational requests from clients
  • Help onboard new clients by establishing new accounts and resolving documentation and transfer issues
  • Provide long-term account maintenance for existing UK clients 

 Your Qualifications:

  • Bachelor's degree, or equivalent combination of education and experience
  • Demonstrated interest in client service and operations activities
  • Commitment to maintain quality of work while sticking to a timeline
  • You meet challenges head-on - you learn from your setbacks and work towards improvement
  • You are engaging and can connect with a wide array of audiences by phone and email

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

What Fisher Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply