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Client Services Associate Jobs in Texas (NOW HIRING)

Our client, a growing wealth management firm, is seeking a Client Services Associate to support the Advisors and help deliver an exceptional client experience. Responsibilities * Manage executive ...

Client Services Associate

Dallas, TX ยท 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 ...

Client Services Associate

Dallas, TX ยท 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 ...

What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...

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Client Services Associate information

See Texas salary details

$9

$20

$38

How much do client services associate jobs pay per hour?

As of Jun 23, 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 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 the role of a client associate?

A client services associate is responsible for supporting client relationships by addressing inquiries, providing information about products or services, and ensuring customer satisfaction. They often handle administrative tasks, use customer relationship management (CRM) tools, and maintain communication to foster client loyalty.

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 job makes $10,000 a month without a degree?

A Client Services Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree are rare and often involve sales, entrepreneurship, or technical skills such as coding or digital marketing, which may require certifications or self-education. Most roles with such income levels usually demand extensive experience, a strong network, or entrepreneurial effort rather than formal education alone.

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, assists customers by answering questions, resolving issues, and providing information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and loyalty.

What does a client services associate do?

A client services associate is responsible for managing client relationships, addressing inquiries, resolving issues, and ensuring customer satisfaction. They often use communication skills, CRM software, and problem-solving abilities to support clients and maintain positive interactions.
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 cities in Texas are hiring for Client Services Associate jobs? Cities in Texas with the most Client Services Associate job openings:
Infographic showing various Client Services Associate job openings in Texas as of June 2026, with employment types broken down into 84% Full Time, 14% Part Time, 1% Temporary, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $43,413 per year, or $20.9 per hour.

Client Services Associate

GemHarvest Executive Recruiting

Austin, TX โ€ข Remote

$65K - $75K/yr

Other

Medical, Retirement, PTO

This job post hasย expired today.ย Applications are no longer accepted.


Job description

Registered Client Service Associate

Boutique wealth management practice

Austin, TX | In-office


A boutique, relationship-driven wealth management practice in Austin is seeking a Registered Client Service Associate to support a successful lead advisor and a loyal base of high-net-worth client relationships.


This is a hands-on role for someone who enjoys client service, financial operations, and becoming a trusted right hand within a growing advisory practice.


What Youโ€™ll Do

  • Support high-net-worth client relationships through money movement, account opening, paperwork, and service follow-through
  • Prepare client meeting materials and support Excel-based portfolio work
  • Coordinate with remote administrative and marketing support team members


Whatโ€™s Offered

  • Close mentorship from an experienced lead advisor
  • Benefits package including healthcare, 401(k) match, PTO, and paid holidays
  • Potential advisory track over time
  • $65,000โ€“$75,000 base salary and performance-based growth potential


What You Bring

  • Associate's or Bachelor's Degree
  • 1โ€“3+ years of financial services, client service, or operations experience preferred
  • Series 7 required; 65/66 preferred
  • Strong Excel skills, maturity, integrity, and follow-through