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

TalentLink Solutions

Client Service Associate

Frisco, TX · On-site

$13.75 - $18.75/hr

You are an experienced Client Service Associate who is excited to join a close-knit, collaborative team and play an important role in delivering an exceptional client experience. You take pride in ...

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 ...

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 ...

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 ...

Boutique Recruiting

Client Services Associate

Dallas, TX · On-site

$70K/yr

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 ...

TalentLink Solutions

Be Seen First

Client Service Associate - Financial Services

Frisco, TX · On-site

$70K - $80K/yr

You are an experienced Client Service Associate who is excited to join a close-knit, collaborative team and play an important role in delivering an exceptional client experience. You take pride in ...

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

Client Service Associate information

See Southlake, TX salary details

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How much do client service associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for client service associate in Southlake, TX is $16.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.12 and $18.12 per hour, depending on experience, location, and employer.

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.

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 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 much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

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

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Southlake, TX as of August 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 100% In-person job distribution, with an average salary of $33,563 per year, or $16.1 per hour.

Client Service Associate

TalentLink Solutions

Frisco, TX • On-site

$13.75 - $18.75/hr

Full-time

Medical, Life, Retirement

Posted 24 days ago

Key responsibilities

  • Communicate, process, and follow up with clients on various service needs, including general questions, applications, retirement distributions and withdrawal requests, beneficiary changes, and other requests, following all items through to completion

  • Coordinate with the advisors and clients to complete and process new account paperwork, checks, transfers, contributions, and keep client accounts in good standing

  • Support the advisory team with scheduling, client review meeting preparation, post-meeting action items, and ongoing communication to keep clients and advisors up to date

Job description

We are a fast-growing financial planning firm located in Frisco, Texas, focused on providing comprehensive, thoughtful financial guidance to the individuals and families we serve. We work closely with clients who are approaching retirement or already enjoying life after work, helping them bring the different pieces of their financial lives together and make confident decisions about their future. Our comprehensive approach brings together retirement income, investments, tax efficiency, healthcare considerations, and legacy planning, with the goal of reducing confusion and increasing confidence. We simplify complex financial strategies, communicate transparently, and provide clear guidance clients can believe in.
Just as important as the work we do is the team and culture behind it. We are a group of professionals who genuinely support, value, and respect one another and are committed to making each other better. We work hard and hold ourselves to a high standard, but we also believe in having fun, laughing together, and creating a culture we enjoy being part of every day.
You are an experienced Client Service Associate who is excited to join a close-knit, collaborative team and play an important role in delivering an exceptional client experience. You take pride in building and maintaining strong client relationships and understand that even the smallest details can make a meaningful difference. From handling service requests and opening accounts to coordinating client meetings and managing day-to-day communications, you approach your work with a service-first mindset and a high level of accuracy and efficiency. You are organized, detail-oriented, and comfortable navigating the systems, technology, and processes that keep the firm running smoothly. You enjoy learning new tools and finding better ways to get things done. You are proactive, naturally curious, and always looking for opportunities to improve, whether that means anticipating a client's needs or taking something off the advisory team's plate so they can remain focused on serving clients. Above all, you take ownership of your work and care deeply about creating a personalized experience that makes every client feel like they are your only client.
Main responsibilities for the position include:
  • Communicate, process, and follow up with clients on various service needs, including general questions, applications, retirement distributions and withdrawal requests, beneficiary changes, and other requests, following all items through to completion
  • Coordinate with the advisors and clients to complete and process new account paperwork, checks, transfers, contributions, and keep client accounts in good standing
  • Conduct three-way 401(k) rollover calls with clients and custodians
  • Support the advisory team with scheduling, client review meeting preparation, post-meeting action items, and ongoing communication to keep clients and advisors up to date
  • Create and maintain accurate client records in the CRM system (Wealthbox), ensuring all confidential and required information is securely stored
  • Monitor and streamline workflows for client service and business operations tasks
  • Answer, screen, and route phone calls, assisting clients directly where possible or taking messages for other team members as appropriate
  • Deliver superior client service; troubleshoot problems and serve as liaison between advisors and clients as needed
  • Communicate with the custodian and other vendors as needed
  • Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues
  • Support client appreciation efforts, including assisting with client events and coordinating gifts, letters, and other client touchpoints
  • Other special projects and additional responsibilities will occur from time to time

The ideal candidate:
  • Bachelor's degree highly preferred, or equivalent work experience
  • 3-5 years of experience required; ideally in an RIA environment supporting one or more financial advisors
  • Knowledge of industry-specific software and systems required; familiarity with Altruist (or similar custodian, such as Fidelity or Schwab), Wealthbox, and RightCapital highly preferred
  • Tech-savvy and highly proficient in Microsoft Office suite; strong ability to learn and apply new software quickly
  • A commitment to excellence; detail-oriented, client-focused, and highly organized
  • Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful, and effective manner (both orally and in writing), and to handle difficult, sensitive issues
  • Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadline efficiently despite frequent interruptions
  • Proactive team player able to work in a fast-paced environment

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