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

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 peoplefocused, detailoriented professional who enjoys ...

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

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 ...

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 ...

Focus Financial Partners

Client Service Associate

Dallas, TX · On-site

$14.25 - $19.75/hr

We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will play a key role in supporting advisors and serving ...

Focus Financial Partners

Client Service Associate

Dallas, TX · Hybrid

$14.25 - $19.75/hr

We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will play a key role in supporting advisors and serving ...

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

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 ...

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

Client Service Associate information

See Plano, TX salary details

$8

$16

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How much do client service associate jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for client service associate in Plano, TX is $16.50, according to ZipRecruiter salary data. Most workers in this role earn between $13.41 and $18.51 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 Plano, TX? The most popular types of Client Service jobs in Plano, TX are:
What cities near Plano, TX are hiring for Client Service Associate jobs? Cities near Plano, TX with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Plano, TX as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $34,321 per year, or $16.5 per hour.

Client Service Associate

SPS North America

Westlake, TX

$14 - $19.25/hr

Other

Posted 3 days ago

Job description

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 peoplefocused, detailoriented professional who enjoys keeping an office running smoothly, this role is for you. We're seeking a Client Services Associate to support daily operations, deliver exceptional service, and create a welcoming experience for employees and visitors.

About the Role

As a Client Services Associate, you'll be the heartbeat of our workplace experience. You'll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage.

This position is ideal for someone who excels in a fastpaced environment, loves helping others, and takes pride in maintaining a polished, organized workspace.

What You'll Do 
Mailroom Operations
  • Receive, sort, and distribute all inbound mail and packages
  • Process outbound mail, shipments, and tracking documentation
  • Maintain accurate chainofcustody records
  • Notify employees of incoming deliveries and coordinate pickup
 
Warehouse & Logistics
  • Perform shipping and receiving tasks for supplies, materials, and equipment
  • Verify packing slips, inspect shipments, and report discrepancies
  • Organize and maintain warehouse areas for cleanliness and efficiency
  • Load/unload items using proper safety techniques
Office Operations
  • Monitor and restock office supplies
  • Ensure printers/MFDs are functional and stocked
  • Keep the Business Service Center neat and organized
  • Submit and follow up on work orders
 
Inventory & Supplies
  • Monitor stock levels of office and warehouse supplies
  • Replenish inventory and support ordering when needed
  • Keep storage areas neat and labeled for easy access
Hospitality & Facilities Support
  • Set up meeting and conference rooms
  • Support pantry, barista, or kitchen areas
  • Perform light cleaning and maintenance tasks
  • Assist with internal office moves
Reception & Customer Support
  • Provide backup front desk/reception coverage
  • Deliver friendly, professional service to employees and guests
  • Handle sensitive or urgent requests with discretion
What You Bring
  • High School Diploma or equivalent
  • 1+ year of experience in customer service, office support, or similar preferred
  • Strong communication and multitasking skills
  • A proactive, solutionsoriented mindset
  • Comfort learning new systems and processes
  • Professional appearance and demeanor
Physical Requirements
  • Ability to lift/move 40-60 lbs
  • Frequent walking, bending, standing, and light manual activity
  • Ability to operate common office equipment
Why You'll Love Working With Us
  • Supportive team culture
  • Opportunities to learn and grow
  • A role with high visibility and daily impact
  • A chance to be the goto person who keeps everything running smoothly

Apply