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

Veritext LLC

Client Services Associate

Dallas, TX · On-site

$21 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Client Services Associate/Representative (Texas) , you'll be the go-to expert for attorneys ... Deliver responsive, solutions-oriented service quickly and kindly in a clear, professional manner ...

CSC

Associate Client Service Representative

Lewisville, TX · On-site

$15 - $20.25/hr

  • PTO

Associate Client Service Representative Wilmington, DE (Hybrid) Monday - Friday, 11:00am-8:00pm Are you passionate about delivering exceptional service? Us too. We're hiring a Client Service ...

Allworth Financial

Client Service Administrator

Dallas, TX · On-site

$75 - $85K/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Our Client Service Department consistently strives for service excellence. Client Service ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

Chase

Senior Client Service Account Associate

Plano, TX · On-site

Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing ...

Farther LLC

Client Experience Associate

Irving, TX · On-site

  • Medical

  • Retirement

  • PTO

The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...

Farther

Client Experience Associate

Irving, TX · On-site

  • Medical

  • Retirement

  • PTO

The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...

Farther

Client Experience Associate

Dallas, TX

The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...

Farther

Client Experience Associate

Irving, TX · On-site

  • Medical

  • Retirement

  • PTO

The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...

Zelis

Client Service Specialist

Plano, TX · On-site

$16.25 - $21.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Service Specialist (CSS) The Client Service Specialist (CSS) directly supports healthcare ... Zelis' full-time associates are eligible for a highly competitive benefits package as well, which ...

Ameriprise Financial

Client Service Specialist

Mckinney, TX · On-site

$63K - $70K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Service Specialist Location: McKinney, TX | Full-Time Calander Wealth, a growing and high-performing advisory practice, is seeking an experienced Client Service Specialist to join the team.

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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 Services Associate - Waterworth Wealth Advisors

Kestra Financial Independent Advisor

Grapevine, TX • On-site

Full-time

Medical, PTO

Re-posted 20 days ago

Job description

Full-time, Client Service Associate (CSA)
Requirements
Summary:
Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.
We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through.
This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations. If you are energetic, collaborative, client-focused, and have a heart to serve others, Waterworth Wealth Advisors is your place.
Critical Outcomes and Responsibilities:
  • Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives
  • Deepen client relationships through proactive, regular client interaction, including appointment scheduling and correspondence: answer all incoming calls and make positive client impressions on behalf of the firm
  • Assist in client meeting preparation and follow-up, including assembling requisite paperwork, report generation, and post-meeting documentation
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures
  • Deposit checks received and maintain the check blotter in adherence to compliance guidelines
  • Maintain CRM database; define and ensure adherence to appropriate client service models
  • Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
  • Manage multiple and competing priorities daily in pursuit of business objectives
  • Support client communications and social media marketing

Qualifications, Skills, and Behavioral Requirements:
  • Bachelor's Degree along with a minimum of 3 years executive administrative experience; financial services industry experience a plus
  • Strong written and verbal communication skills
  • Ability to pay close attention to detail, ensure accuracy and completeness of work
  • Proficient with CRM Systems as well as Outlook, Microsoft Word, Excel, and PowerPoint
  • Basic knowledge of financial principles, retirement products, or financial planning
  • Proven ability to manage advanced, confidential, administrative duties
  • Outstanding organizational skills and excellent follow-through
  • Capable of acting as a self-starter with an excellent ability to multi-task and prioritize
  • Effective without direct management and a structured environment, but able to follow procedures and regulatory requirements
  • Prefers a systematic approach to decision making but is capable of timely responses
  • Prefers to be accommodating to the needs of clients and co-workers but able to take a personal position that is different from the groups' position when necessary

***Federal, State, and local background checks are required.
***Credit Check required
Interested parties should email their resume as well as a letter of interest to seana@waterworthwa.com.
We will start interviewing immediately, and we will accept resumes until we have the right person on board.
Benefits
  • A collaborative team environment with competitive pay and an opportunity for team bonuses
  • Growth opportunity (education/experience/exposure to high level investing and financial matters)
  • Direct communication/access to the principle of the firm
  • PTO and Holidays
  • Discounted gym rates
  • Health benefits
  • Birthday and Team Celebrations

Apply