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Client Services Associate Jobs in Allen, TX (NOW HIRING)

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.

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 open doors to long-term careers in sales, account management, leadership , research and so much more.

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 open doors to long-term careers in sales, account management, leadership , research and so much more.

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 open doors to long-term careers in sales, account management, leadership , research and so much more.

Infosys

Associate Manager - Client Services

Dallas, TX · On-site

Infosys is seeking an Associate Manager, Client Services for the Capital Markets vertical. This role will lead all client interfaces within the assigned account scope and, in partnership with the ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Allen, TX

Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client services associate in Allen, TX is $20.84, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 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?

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 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.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Allen, TX? The most popular types of Client Services jobs in Allen, TX are:
What job categories do people searching Client Services Associate jobs in Allen, TX look for? The top searched job categories for Client Services Associate jobs in Allen, TX are:
What cities near Allen, TX are hiring for Client Services Associate jobs? Cities near Allen, TX with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Allen, TX as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $43,344 per year, or $20.8 per hour.

International Client Service Associate

Fisher Investments Careers

Garland, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

New

Job description

Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all majors because diversity makes us better.


The Opportunity:

You will work with your UK Client Services colleagues in the US and UK to help our high-net-worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy myriad opportunities to learn about our organization and determine your career path. You'll report directly to your Team Leader who coaches you and supports your development. This onsite position is located in Plano, TX.


The Day-to-Day:

  • Communicate with high-net-worth UK clients and our partner firms in the US and UK
  • Work with Investment Counselors to fulfill operational requests from clients
  • Help onboard new clients by establishing new accounts and resolving documentation and transfer issues
  • Provide long-term account maintenance for existing UK clients 

 Your Qualifications:

  • Bachelor's degree, or equivalent combination of education and experience
  • Demonstrated interest in client service and operations activities
  • Commitment to maintain quality of work while sticking to a timeline
  • You meet challenges head-on - you learn from your setbacks and work towards improvement
  • You are engaging and can connect with a wide array of audiences by phone and email

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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