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Client Service Associate Jobs in The Colony, TX (NOW HIRING)

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

$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

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

Client Service Associate - Dallas

Dallas, TX

$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 ...

Raymondjames

Client Service Associate (Dallas, TX)

Dallas, TX · On-site

$14.25 - $19.75/hr

Job SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate ...

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Client Service Associate information

See The Colony, TX salary details

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How much do client service associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for client service associate in The Colony, TX is $15.89, 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 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 are the most commonly searched types of Client Service jobs in The Colony, TX?

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

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

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in The Colony, TX as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $33,055 per year, or $15.9 per hour.

Client Service Associate - Symphony Wealth Group

Kestra Financial Independent Advisor

Plano, TX • On-site

Full-time

Re-posted 15 days ago

Job description

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office.
Essential Duties and Responsibilities
• Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.
• Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
• Maintain CRM database; define and ensure adherence to appropriate client service models.
• Manage multiple and competing priorities daily in pursuit of business objectives.
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.
• Other duties as assigned.
• This is a Full Time position in the office
Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities
• Basic computer skills (Outlook, Word, Excel. Adobe)
• Strong administrative and time management skills with superior attention to detail.
• Able to work independently and effectively manage multiple tasks at once.
• Excellent communication skills, both verbally and in writing.
• CRM knowledge a plus.
Education and/or Experience
• The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
• High School Diploma or Associate's degree required
• Previous experience in financial services a plus

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