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Client Services Assistant Jobs in Texas (NOW HIRING)

D&M Auto Leasing

Client Services Specialist

Addison, TX · On-site

$22 - $26/hr

  • Medical

  • Dental

  • Retirement

  • PTO

As a Client Services Specialist at Four Stars Finance (A D&M Leasing Company), you will play a ... Assist with insurance tracking Scan and index all lease correspondence Process returned mail and ...

D&M Auto Leasing

Client Services Specialist

Addison, TX · On-site

$22 - $26/hr

  • Medical

  • Dental

  • Retirement

  • PTO

As a Client Services Specialist at Four Stars Finance (A D&M Leasing Company), you will play a ... Assist with insurance tracking Scan and index all lease correspondence Process returned mail and ...

D&M Auto Leasing

Client Services Specialist

Addison, TX · On-site

$22 - $26/hr

As a Client Services Specialist at Four Stars Finance (A D&M Leasing Company), you will play a ... Assist with insurance tracking Scan and index all lease correspondence Process returned mail and ...

Traveling with Tasha

Client Services Representative

Waco, TX · On-site

$14.25 - $19.25/hr

About the job Client Services Representative Overview We are looking for a Customer Relations ... In this role, you will assist clients in exploring travel options, coordinating reservations, and ...

empyrean

Annual Enrollment Client Service Rep I

Houston, TX

$15.25 - $20.75/hr

Operations: -Generate reports and complete projects in conjunction with Team or Client Services. -Assist with customer tours or audits as requested. -Utilize computer systems and reports to support ...

The Reserves Network

Client Services Coordinator

Houston, TX

$17 - $20/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Interview prospective clients, assist with completing applications, and maintain ongoing communication throughout the service process. * Accurately enter client information, upload documentation, and ...

Texas First Bank

Client Services Professional

Liberty, TX · On-site

$13.75 - $17.75/hr

Greet and assist clients and visitors in a professional and friendly manner. * Answer incoming ... Promote bank products and services based on client needs and relationship history. * Handle safe ...

Texas First Bank

Client Services Professional

Liberty, TX

$13.75 - $17.75/hr

Greet and assist clients and visitors in a professional and friendly manner. * Answer incoming ... Promote bank products and services based on client needs and relationship history. * Handle safe ...

Empyrean

Annual Enrollment Client Service Rep I

Houston, TX · On-site

$15.25 - $20.75/hr

Operations: -Generate reports and complete projects in conjunction with Team or Client Services. -Assist with customer tours or audits as requested. -Utilize computer systems and reports to support ...

Texas First Bank

Client Services Professional

Friendswood, TX · On-site

$13.50 - $17.75/hr

Greet and assist clients and visitors in a professional and friendly manner. * Answer incoming ... Promote bank products and services based on client needs and relationship history. * Handle safe ...

MSI Credit Solutions

Client Services Team Lead

Dallas, TX · On-site

$25/hr

  • Medical

  • Dental

  • Vision

  • PTO

Track and report key performance indicators (KPIs) and identify areas for improvement. * Assist ... Support daily Client Service operations * Improve workflows, delegating daily job duties/tasks

Texas First Bank

Client Services Professional

Friendswood, TX · On-site

$13.50 - $17.75/hr

Greet and assist clients and visitors in a professional and friendly manner. * Answer incoming ... Promote bank products and services based on client needs and relationship history. * Handle safe ...

Texas First Bank

Client Services Professional

Liberty, TX

$13.75 - $17.75/hr

Greet and assist clients and visitors in a professional and friendly manner. * Answer incoming ... Promote bank products and services based on client needs and relationship history. * Handle safe ...

Texas First Bank

Client Services Professional

Liberty, TX · On-site

$13.75 - $17.75/hr

Greet and assist clients and visitors in a professional and friendly manner. * Answer incoming ... Promote bank products and services based on client needs and relationship history. * Handle safe ...

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Client Services Assistant information

See Texas salary details

$10

$18

$26

How much do client services assistant jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for client services assistant in Texas is $18.66, according to ZipRecruiter salary data. Most workers in this role earn between $15.43 and $21.30 per hour, depending on experience, location, and employer.

What is a client services assistant?

Client Services Assistants are professionals who support a company’s clients by addressing their needs, answering questions, and ensuring a positive experience. They typically handle administrative tasks, schedule appointments, manage correspondence, and may assist with problem resolution. Their role is crucial in maintaining strong client relationships and ensuring that clients are satisfied with the services provided by the organization.

What are some typical challenges a client services assistant might face and how can they overcome them?

Client Services Assistants often juggle multiple client requests and administrative tasks simultaneously, which can make time management a common challenge. Prioritizing urgent client needs while maintaining attention to detail in documentation is essential. Developing strong organizational skills and proactively communicating with clients and team members can help manage workload and prevent misunderstandings. Regular check-ins with supervisors or senior team members can also provide guidance and support for handling complex client issues.

What is the difference between Client Services Assistant vs Customer Service Representative?

AspectClient Services AssistantCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; some roles may prefer post-secondary education
Work EnvironmentOffice settings, client-facing roles, administrative supportCall centers, retail, office settings, customer support centers
Employer & IndustryFinancial services, consulting, professional servicesRetail, telecommunications, hospitality, various industries
Search & Comparison IntentUnderstanding support roles assisting clients directlyHandling customer inquiries and resolving issues

The main difference between a Client Services Assistant and a Customer Service Representative lies in their focus and work environment. Client Services Assistants typically work in professional settings supporting specific clients, often with a focus on account management. Customer Service Representatives usually handle general customer inquiries across various industries, often via phone or online. Both roles require strong communication skills but differ in their scope and industry application.

What are the most commonly searched types of Client Services jobs in Texas?

The most popular types of Client Services jobs in Texas are:

What are popular job titles related to Client Services Assistant jobs in Texas?

For Client Services Assistant jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Client Services Assistant jobs in Texas look for?

The top searched job categories for Client Services Assistant jobs in Texas are:

What cities in Texas are hiring for Client Services Assistant jobs?

Cities in Texas with the most Client Services Assistant job openings:

Client Services Assistant jobs near you
Infographic showing various Client Services Assistant job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $38,805 per year, or $18.7 per hour.

ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

Cresset Capital

Dallas, TX • On-site

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 8 days ago

Job description

About Cresset
Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional, and aligned with each client's vision of success.
We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.
Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm-one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Role Overview
We are seeking an Associate, Private Wealth Client Services to support a collaborative team of advisors serving a select group of high-net-worth families. This individual will play a critical role in delivering a high-touch client experience while gaining exposure to all aspects of wealth management.
This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.
Key Responsibilities
  • Serve as a primary point of contact for client service and operational needs, delivering a responsive, high-quality experience
  • Support client onboarding, including account setup, asset transfers, and coordination of required documentation
  • Manage ongoing account maintenance (e.g., ownership changes, beneficiary updates, trust accounts, and related requests)
  • Coordinate cash movements, distributions, and other transactions with custodians and banking partners
  • Maintain accurate client records in Salesforce and support reporting needs
  • Organize and manage client documentation, including tax and legal materials
  • Partner with internal and external professionals (e.g., CPAs, attorneys) to ensure a seamless client experience
  • Assist advisors with meeting preparation, follow-ups, and ad hoc client requests

What Sets This Role Apart
  • Direct exposure to experienced advisors and sophisticated client situations
  • Opportunity to develop a deeper understanding of portfolio management, planning, and client relationships
  • A clear path to take on increasing responsibility over time, based on performance and initiative

Qualifications
  • Bachelor's degree in Finance, Business, Accounting, or related field
  • 2+ years of experience in financial services, ideally supporting high-net-worth clients
  • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
  • High level of professionalism, discretion, and client service orientation
  • Clear communicator with strong written and interpersonal skills
  • Self-starter with a willingness to take ownership and solve problems
  • Proficiency in Microsoft Office; familiarity with Salesforce, Addepar, or custodial platforms is a plus

Who You Are
  • A utility player who thrives in a team environment
  • Naturally organized and proactive
  • Calm under pressure and responsive to client needs
  • Interested in building long-term career in wealth management

What We Offer
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
Everything Starts With Culture.
Our Vision
We exist to optimize wealth and elevate life-giving clients the time, clarity, and trusted partnership to pursue what matters most.
Our Values
*Disclosures related to awards, recognitions, and rankings available here.
Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

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