ZipRecruiter

Log In

1

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

Boutique Recruiting

Client Services Associate

Dallas, TX · On-site

$70K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Manage day-to-day client service and administrative needs, including account openings, paperwork ... Service Associate or in a similar client-facing support role within wealth management, private ...

New

Stifel

Client Service Associate - Non-Registered

Frisco, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...

Stifel

Client Service Associate - Non-Registered

Frisco, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

Stifel

Client Service Associate - Non-Registered

Frisco, TX

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

Kestra Holdings

Senior Client Service Associate

Dallas, TX · On-site

  • Medical

  • Retirement

The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent ...

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 · On-site

$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

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Wealth Enhancement Group

Sr Client Service Associate

Mckinney, TX · On-site

$100K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sr. Client Service Manager This vital leadership position is the operational backbone of our generational wealth transfer, investment management, and comprehensive financial planning practice. As we ...

Brighton Jones

Client Service Associate - Dallas

Dallas, TX

$14.25 - $19.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 McKinney, TX

Client Service Associate information

See McKinney, TX salary details

$8

$15

$25

How much do client service associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for client service associate in McKinney, TX is $15.90, according to ZipRecruiter salary data. Most workers in this role earn between $12.93 and $17.84 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 McKinney, TX?

The most popular types of Client Service jobs in McKinney, TX are:

What cities near McKinney, TX are hiring for Client Service Associate jobs?

Cities near McKinney, TX with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in McKinney, TX as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $33,082 per year, or $15.9 per hour.

Client Service Associate

BCI - Brokerage Consultants Inc

Irving, TX • On-site

$14 - $19.25/hr

Other

Re-posted 17 days ago

Job description

Established RIA is searching for a motivated individual to collaborate closely with clients while providing essential support to their advisory team.
Responsibilities:
Facilitate the onboarding process for new clients and accounts, including the completion of client questionnaires
Onboard accounts using Schwab, QCDs, SLOAs (initiate move money requests), and monitor monthly client draws
Maintain banking relationship, collateral releases, client interest payments, and QB entries in client files
Craft personalized client outreach materials
Coordinate quarterly conference agendas and client meetings
Track Advisors' time, business miles, professional CPE hours
Monitor emails
Prepare quarterly data for Advisor's portfolio analysis (BPC)
Assist in preparing client Investment Portfolio Reports
Handle invoicing and fee withdrawals, FCA monthly billing, WMA quarterly billing
Keep track of Annual Material Change Notice mailings as well as ADV requests
Requirements:
Bachelor's degree, preferably in business, finance, economics, etc.
Proficiency in Microsoft Office 365 (Microsoft Word, Excel, PowerPoint, and Teams)
Experience with the following: QuickBooks, Quicken, Juncture, Orion, eMoney,, AdvisorEngine, and/or Adobe
Resourceful; team player; multi-tasker; organized; self-starter; process-oriented; strong grammar and written as well as oral communication skills

Apply