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

Farther LLC

Client Experience Associate

Irving, TX · On-site

The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...

Farther

Client Experience Associate

Irving, TX

The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...

Farther

Client Experience Associate

Dallas, TX

The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...

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Client Services Associate information

See Allen, TX salary details

$9

$20

$38

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.

Client Service Associate - Symphony Wealth Group

Kestra Financial Independent Advisor

Plano, TX • On-site

Full-time

Re-posted 20 days ago

Job description

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills.  This position is full-time and in the office.

Essential Duties and Responsibilities

      Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.

      Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.

      Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.

      Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.

      Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

      Maintain CRM database; define and ensure adherence to appropriate client service models.

      Manage multiple and competing priorities daily in pursuit of business objectives.

      Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.

      Other duties as assigned.

      This is a Full Time position in the office

Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities

     Basic computer skills (Outlook, Word, Excel. Adobe)

     Strong administrative and time management skills with superior attention to detail.

     Able to work independently and effectively manage multiple tasks at once.

     Excellent communication skills, both verbally and in writing.

     CRM knowledge a plus.

Education and/or Experience

      The ideal candidate will have 2+ years of experience in administrative support in a professional environment.

      High School Diploma or Associate's degree required

      Previous experience in financial services a plus

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