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Client Services Associate Jobs in Texas (NOW HIRING)

Care Options for Kids

Client Services Associate

Dallas, TX · On-site

$45K - $50K/yr

We are looking for a critical thinker and proactive Client Service Associate in our Dallas, TX office that shares our dedication to quality and our genuine concern for the comfort and dignity of our ...

Care Options for Kids

Client Services Associate

Dallas, TX · On-site

$45K - $50K/yr

We are looking for a critical thinker and proactive Client Service Associate in our Dallas, TX office that shares our dedication to quality and our genuine concern for the comfort and dignity of our ...

Capital One

Client Services Associate

Plano, TX · Remote

Client Services Associate Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must ...

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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How much do client services associate jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for client services associate in Texas is $20.87, according to ZipRecruiter salary data. Most workers in this role earn between $15.91 and $23.27 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What Is a Client Services Associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

What are some common challenges faced by Client Services Associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a customer service associate do?

A customer service associate, often called a client services associate, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

What does a Client Services Associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
More about Client Services Associate jobs
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 Associate jobs in Texas? For Client Services Associate jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Texas look for? The top searched job categories for Client Services Associate jobs in Texas are:
What cities in Texas are hiring for Client Services Associate jobs? Cities in Texas with the most Client Services Associate job openings:
Client Services Associate jobs near you
Client Services Associate

Client Services Associate

Level Four Group, LLC

El Paso, TX • On-site

Full-time

PTO

Posted 11 days ago

Job description

Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
  • Casual Work Environment
  • Generous Paid Time Off
  • Flexible Work Schedule
  • Great Benefits
  • And More…
Come take your career path to the next level!
The Client Services Associate will support 1 - 3 Financial Advisors by handling client/advisor service activities.  This associate will focus on delivering exceptional client/advisor experience so advisors can focus efforts on growing the practice.  This position will be based in either the Dallas office or a branch location; and support may include advisors in other branch locations.  Additionally, this role may act as an escalation and knowledge resource.  CSA’s are cross-trained for Advisor On-Boarding and will support those efforts when needed and scheduled.
Essential responsibilities and tasks of the Client Services Associate are:
  • Work with the Advisor to provide the firm’s stated Client Experience
  • Serve as the main contact point for clients and advisor(s) for service needs/questions
  • Working directly with custodian(s), Level Four Financial (Broker Dealer) and Level Four Corporate office
  • Assisting with Advisor’s calendar management
  • Heavy communication with and from Advisor(s) and Client(s) and custodians/carriers/fund families
  • Be an Escalation route and knowledge resource for other CSAs at Level Four Financial; be an ‘expert’ at RJ and Level Four paperwork processes.
  • Provide On-boarding team with data entry support and/or client repapering support.
  • Providing both client-facing and advisor-facing service
  • Creating, tracking, managing, and processing account paperwork and requests, including documenting in CRM
  • Engaged in and completing the Remarkable Client Experience for all clients.
  • Ability to find answers within the resources provided at custodian’s, Level Four, etc.
  • Communicating with clients via phone and email
  • Managing and documenting the client experience activities
  • Opening new accounts, tracking transfers and cash requests
  • Processing Cash/ACH requests initiated by client
  • Managing the Financial Advisor’s calendar
  • Staying involved and aware of Level Four and custodial Process & Procedure changes as they affect your advisors
  • Helping communicate changes (bullet above) to the CSA team.
  • Successfully balance workload when On-Boarding client re-papering support is needed.
  • Additional duties as required
Successful Client Services Associate candidates will have:
Required
  • 5 + years of experience successfully supporting busy Financial Advisor(s)
  • 2+ years of experience in Client On-Boarding, working with custodians
  • Bachelors/Associate Degree or equivalent work-related experience
  • Ability to organize, prioritize, multi-task, follow through on commitments, and work independently, while being reliable, accountable, detail-oriented, and team-oriented
  • Superior communication skills when interacting with clients, advisors and teammates
  • A passion to help the team and the advisors
  • Very comfortable with Microsoft Office Suite (outlook, word, excel)
  • VERY comfortable with technology, in general
  • English fluency
Preferred
  • Fluency, or professional working proficiency, in Spanish
  • Experience with Salesforce as a CRM
  • Experience with Raymond James or other custodians
  • FINRA Series 6 or 7
Icing on the Cake
  • Experience with Charles Schwab and/or Fidelity

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