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Client Services Associate Jobs in Texas (NOW HIRING)

Etech

Manage and maintain client accounts through CRM platforms such as Salesforce, tracking preferences, service history, and follow-up actions. * Provide personalized guidance and tailored ...

Squaremouth

Client Services Associate

West Lake Hills, TX · Hybrid

$72K - $76K/yr

Austin, TX (Hybrid) Compensation: $72,000-$76,000 Incentive Compensation: 7.5% of servicing client revenue Reports to: VP of Institutional Advisory & ERISA Governance Schedule: 8:00am-5:00pm (M-F ...

SPS-North America

Client Service Associate

Arlington, TX

$13 - $18/hr

Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...

Third Bridge

Associate, Client Services

Dallas, TX

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Horizon Bank Texas

Client Service Associate

Woodway, TX

$13 - $18/hr

POSITION SUMMARY As a Client Services Associate at STRATA Trust Company, you will serve as a primary point of contact for clients and financial professionals, helping to deliver a consistent, high ...

CoinFlip

Client Service Associate

Laredo, TX

$13K - $15K/mo

As a Client Services Associate, you will be responsible for building and maintaining strong relationships with our clients, ensuring their satisfaction, and driving growth for our platform.

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How much do client services associate jobs pay per hour?

As of May 28, 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 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 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 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 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.

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.

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
Infographic showing various Client Services Associate job openings in Texas as of May 2026, with employment types broken down into 3% As Needed, 55% Full Time, 31% Part Time, 1% Temporary, 9% Contract, and 1% Nights. Highlights an 94% Physical, 3% Hybrid, and 3% Remote job distribution, with an average salary of $43,413 per year, or $20.9 per hour.

Client Services Associate

AllianceBernstein

San Antonio, TX

Full-time

Posted 10 days ago

Job description

Who You'll Work With:

We are seeking a San Antonio based Client Relationship Associate to join our Client Services Department in Global Technology & Operations.

AllianceBernstein Investor Services Client Services is an inbound call center comprised of teams responsible servicing AllianceBernstein (AB) shareholders, financial advisors and other teams within AB. AllianceBernstein Investor Services (ABIS) is the transfer agent for AB mutual funds distributed through retail intermediaries. The members of this team leverage various desktop tools and proprietary systems to access shareholder account information, process financial transaction and maintenance and perform other functions.

What You'll Do:

  • Answering calls from AB shareholders, investment professionals and internal groups
  • Processing account transactions and updates
  • Performing various forms of account research and reviewing and producing shareholder correspondence
  • Other tasks, project and roles as business needs arise
  • Role is 5 days per week (weekdays) and requires work in office for 4 days per week

What We're Looking For:

  • Knowledge of mutual fund operations is preferred, but not required
  • Strong written and verbal communication skills
  • The successful candidate will have strong organization and follow up skills
  • Proficient in the use of office desktop packages such as Outlook, Word, and Excel
  • Ability to work in a fast-paced environment and able to adapt to change
  • Ability to work independently, when applicable, and cooperatively in a team setting
  • Candidate must be customer focused and extremely flexible
  • Demonstrate the ability to further develop skills through training and as provided through coaching and feedback
  • Willing to learn new applications as needed based on job requirements and changes that may take place
  • PC proficiency, proven ability to multi-task, excellent attention to detail, strong problem-solving skills and excellent verbal and written communication.
  • Knowledge within the financial industry is helpful but not required.

About AB

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

People of color, women, and those who identify as LGBTQ people are encouraged to apply.AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.

San Antonio, Texas

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