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Client Services Associate Ii Jobs in Texas (NOW HIRING)

Third Bridge Group

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that ... We promote from within , and our top performers move into management in as little as two years. You ...

Third Bridge

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that ... We promote from within , and our top performers move into management in as little as two years. You ...

Third Bridge

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that ... We promote from within , and our top performers move into management in as little as two years. You ...

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 ...

Stifel

Registered Client Service Associate

Houston, TX · On-site

What You'll Be Doing As a Client Services Associate (Registered), you will work closely with one or ... Minimum Required: 2+years investment industry experience. Licenses & Credentials * Minimum Required:

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 ...

Stifel

Registered Client Service Associate

Houston, TX · On-site

As a Client Services Associate (Registered), you will work closely with one or more Financial ... Minimum Required: 2+years investment industry experience. * Minimum Required: Series 7 and 63 or 66.

Stifel

Registered Client Service Associate

Houston, TX · On-site

What You'll Be Doing As a Client Services Associate (Registered), you will work closely with one or ... Minimum Required: 2+years investment industry experience. Licenses & Credentials * Minimum Required:

Allstate

Client Service Associate II

Coppell, TX · On-site

$19/hr

The associate is responsible for delivering high-quality customer service, resolving inquiries ... services, ormortgage-related experience (preferred) #LI-ED2 Skills Business Support, Client Facing ...

Allstate

Client Service Associate II

Dallas, TX · On-site

$19/hr

The associate is responsible for delivering high-quality customer service, resolving inquiries ... services, ormortgage-related experience (preferred) #LI-ED2 Skills Business Support, Client Facing ...

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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

Associate Manager, Bank Client Services

First Command Financial Services, Inc.

Fort Worth, TX • On-site

Full-time

Posted 23 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description


How will this role impact First Command?
First Command has a deeply embedded foundation of longstanding values and a strong culture of service. To continue delivering seamless, consistent, and client-centric experiences, the Bank Client Service Associate Manager supports daily teller operations while providing leadership, coaching, training, and operational oversight to the teller team. Reporting to the AVP, Personal Banking, this role serves as a front-line leader and subject matter expert for teller procedures, banking products, client service standards, operational processes, regulatory requirements, risk controls, and bank systems.
What will the employee do in this role?
  • Serve as a brand ambassador for First Command and promote value-driven leadership.
  • Support daily teller and branch operational functions as both a leader and individual contributor.
  • Provide guidance, coaching, and support to tellers during client transactions and service interactions.
  • Act as a Subject Matter Expert for teller procedures, banking products, systems, policies, and client service expectations.
  • Assist leadership with the management of daily workflow, teller balancing, transaction volumes, and service priorities.
  • Handle escalated issues from clients, financial advisors, and/or co-workers promptly, professionally, and effectively.
  • Promote a strong control environment by ensuring policies, procedures, and regulatory requirements are consistently followed.
  • Timely review and/or approve large transactions and clear understanding of authorized limits.
  • Verify completion and accuracy of daily logs, balancing records, transaction documentation, and required operational reports.
  • Remain current on fraud trends, identify and escalate potential fraud, suspicious activity, operational risk, or process concerns as appropriate.
  • Assist with training new tellers and supporting the ongoing development of existing team members.
  • Provide in-the-moment coaching and feedback to reinforce service standards, accuracy, compliance, and operational excellence.
  • Support associate development through training, mentoring, coaching conversations, and performance feedback.
  • Assist with quality reviews related to teller transactions, client interactions, and service expectations.
  • Ensure key procedures, job aids, and operational documents are reviewed and updated on a timely cadence.
  • Partner with Quality Control, Compliance, Risk, Internal Audit, and leadership to ensure teller processes are operating as expected.
  • Support initiatives and projects that enhance the client experience, improve operational efficiency, or reduce risk.
  • Demonstrate sound judgment when applying bank policies, procedures, regulations, and approved exceptions.
  • Balance multiple priorities in a fast-paced environment while maintaining accuracy, professionalism, and strong attention to detail.
  • Monitor completion of required audits and support continuous improvement efforts to enhance compliance, operational efficiency, and the overall effectiveness of teller operations.

Supervisory Responsibility
The Bank Client Service Associate Manager is responsible for supporting a strong control environment by ensuring prudent banking practices, compliance with policies and procedures, and adherence to regulatory requirements. This individual assists with teller training and development, transaction reviews, workflow management, audit activities, quality assurance, daily operational logs, and resolution of escalated client concerns. The role promotes a culture of accountability, operational excellence, and continuous improvement while helping the team achieve productivity, quality, compliance, and client experience standards.
Working closely with branch leadership, Operations Support, Bank Compliance, Bank Risk & Quality Control, and Internal Audit, the Bank Client Service Associate Manager helps identify and mitigate operational risk, supports process consistency, and ensures key controls operate effectively. This position requires strong leadership, excellent communication and customer service skills, sound judgment, attention to detail, and the ability to manage confidential and sensitive information in a fast-paced environment. As a leader and brand ambassador for First Command, the Bank Client Service Associate Manager leads by example, promotes value driven leadership, supports client adoption of alternative banking channels, and helps deliver a seamless, compliant, and high-quality banking experience.
Skills & Qualifications
Education
  • BA/BS in a related field or equivalent professional experience.

Work Experience
  • 3-5 years in financial services, banking, or customer service.
  • 2+ years of leadership experience, with a focus on team coaching and development.
  • Prior client-facing banking experience required.
  • Experience handling escalated client situations and complex transactions preferred.

Required Knowledge, Skills, and Abilities
  • Strong client service, leadership, and coaching skills with the ability to develop team members, support onboarding and training, resolve escalated client concerns, and foster a high-performing team environment.
  • Comprehensive knowledge of banking products, teller operations, transaction processing, compliance requirements, risk controls, fraud prevention, and regulatory standards.
  • Ability to apply policies and procedures using sound judgment while ensuring operational accuracy, compliance, and strong risk management practices.
  • Excellent communication, interpersonal, organizational, and problem-solving skills with the ability to manage multiple priorities, identify process improvements, and perform effectively in a fast-paced environment.
  • Detail-oriented with a strong focus on accuracy, documentation, balancing, confidentiality, and operational excellence.
  • Proficient in Microsoft Office Suite (Excel, Word, Outlook, and PowerPoint); working knowledge of Jack Henry and SilverLake systems preferred.

LI-BW3
LI-hybrid

What First Command Financial Services employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

First Command Financial Services logo

About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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