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Client Services Associate Ii Jobs in Texas (NOW HIRING)

SPS North America

Client Services Associate

El Paso, TX · On-site

Client Services Associate Location: El Paso, Texas Work Schedule: 7:00 AM - 3:00 PM Working Days: Monday - Saturday Work Arrangement: On-site SPS Global is seeking a professional and service-driven ...

SPS North America

Client Services Associate

El Paso, TX · On-site

Client Services Associate ???? Location: El Paso, Texas ???? Work Schedule: 7:00 AM - 3:00 PM ???? Working Days: Monday - Saturday ???? Work Arrangement: On-site SPS Global is seeking a professional ...

SPS North America

Client Services Associate

El Paso, TX · On-site

Client Services Associate Location: El Paso, Texas Work Schedule: 7:00 AM - 3:00 PM Working Days: Monday - Saturday Work Arrangement: On-site SPS Global is seeking a professional and service-driven ...

Veritext LLC

Client Services Associate

Dallas, TX · On-site

$21 - $25/hr

As a Client Services Associate/Representative (Texas) , you'll be the go-to expert for attorneys ... Comfort with technology, including proprietary software * 2-4 years of professional experience ...

HB Travels

Client Services Associate (Remote)

Abilene, TX · Remote

$30K - $70K/yr

As a Client Services Associate, you will assist clients with inquiries, provide ongoing support, and help ensure a positive customer experience. This position supports customers within the travel and ...

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 peoplefocused, detailoriented professional who enjoys ...

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All JobsClient Services Associate Ii JobsClient Services Associate Ii Jobs in Texas

Client Services Associate Ii information

What is a Client Services Associate II?

A Client Services Associate II is a mid-level professional who supports clients by addressing their inquiries, processing transactions, and providing information about products or services. They often work in financial services, banking, or other client-focused industries, acting as a key point of contact for clients. In addition to resolving client issues, they may assist with account management, documentation, and ensuring compliance with company policies. Their role requires excellent communication skills, attention to detail, and the ability to handle multiple tasks efficiently.

What skills and qualifications are needed to thrive as a Client Services Associate II?

To thrive as a Client Services Associate II, you need strong customer service skills, attention to detail, and a background in business or finance, often with a relevant bachelor’s degree. Familiarity with CRM software, financial platforms, and Microsoft Office Suite is typically required, and FINRA certifications may be beneficial in financial services environments. Excellent communication, problem-solving abilities, and teamwork are crucial soft skills for building client relationships and resolving issues efficiently. These competencies ensure high-quality client support, drive satisfaction, and contribute to overall organizational success.

What opportunities for career advancement are typically available to a Client Services Associate II within a financial services firm?

Client Services Associate II roles often serve as a stepping stone to more senior positions within client services, account management, or even advisory roles. By gaining hands-on experience with client interactions, operational processes, and financial products, associates build a strong foundation for progression. Many firms encourage internal mobility, so high performers may transition into roles such as Senior Client Associate, Relationship Manager, or Operations Supervisor. Additionally, pursuing relevant certifications or additional training can further expand career options within the firm.

What is the difference between Client Services Associate II vs Client Services Associate I?

AspectClient Services Associate IIClient Services Associate I
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent
Work EnvironmentCustomer service, financial or client-focused settings, often with increased responsibilitiesCustomer service, financial or client-focused settings, entry-level
Employer & Industry UsageFinancial services, banking, insurance, investment firmsFinancial services, banking, insurance, investment firms
Common Search & Comparison IntentUnderstanding role progression, responsibilities, and qualificationsEntry-level duties, basic client interaction

The main difference between Client Services Associate II and Client Services Associate I lies in experience and responsibilities. The II level typically requires more experience and involves handling more complex client issues, whereas the I level is more entry-level with basic client interactions. Both roles are common in financial and customer service industries and share similar work environments and employer usage.

How much does a Client Services Associate II make?

The average salary for a Client Services Associate II typically ranges from $40,000 to $55,000 annually, depending on experience, company size, and industry. Compensation may also include benefits such as health insurance and paid time off, with some roles offering bonuses or performance incentives.

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

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

What cities in Texas are hiring for Client Services Associate Ii jobs?

Cities in Texas with the most Client Services Associate Ii job openings:

Client Services Associate Ii jobs near you

Client Services Associate

Boutique Recruiting

Dallas, TX • On-site

$70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

Position Title: Client Services Associate
Salary Range: $70,000 base + $10,000 annual bonus potential
Join a growing boutique wealth management firm where exceptional client service, precision, and ownership are at the center of everything you do. As the Client Services Associate, you'll serve as the operational backbone of the practice, managing client onboarding, account administration, correspondence, CRM activity and day-to-day service needs for high-net-worth clients while keeping the office running seamlessly. The ideal candidate is polished, proactive, and exceptionally detail-oriented with experience supporting clients in wealth management, private banking, or brokerage.
Responsibilities
  • Manage day-to-day client service and administrative needs, including account openings, paperwork, correspondence, and non-licensed account activities
  • Coordinate the onboarding process for new clients and help deliver a high-touch experience throughout their first 100 days with the firm
  • Handle inbound client requests, including account servicing needs and money movement requests
  • Make outbound calls to confirm client appointments and ensure advisors and clients are prepared for upcoming meetings
  • Maintain accurate client information, workflows and follow-up activities within the firm's CRM
  • Welcome clients to the office and provide a polished, engaging and professional first point of contact
  • Support approximately 10-15 client seminars annually, including occasional after-hours event setup and coordination

Requirements
  • 2-3 years of experience as a Client Service Associate or in a similar client-facing support role within wealth management, private banking or brokerage
  • Proven ability to succeed on a fast-paced, high-growth team while managing competing priorities without sacrificing accuracy
  • Strong proficiency with Microsoft Office, including Outlook, Excel and Word, along with experience using a CRM platform
  • Exceptional attention to detail, organization and follow-through with the ability to move between urgent requests and ongoing responsibilities
  • Polished, professional and naturally engaging communication skills with the confidence to interact with high-net-worth clients
  • A proactive, accountable mindset with the initiative to ask questions, absorb training and look for opportunities to contribute
  • Familiarity with LPL Financial systems, financial account types, and industry regulations is preferred, along with a bachelor's degree

Benefits
  • $70,000 base salary plus up to $10,000 in annual bonus potential based on individual and company performance
  • Medical, dental, and vision insurance options
  • 401(k) with a company match
  • 20 days of PTO plus federal holidays and typically your birthday off
  • Annual performance reviews with opportunities for salary and bonus growth

If you're ready to take ownership of your work, build trusted relationships with high-net-worth clients and grow your career inside a high-performing wealth management firm, apply today.
#LI-KR1 #LI-SB1
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media

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