Client Services Associate
Frisco, TX · On-site
The Client Services Associate (CSA) is responsible for providing service at the highest level for all Client interaction. The CSA is the "face" of the company and will interact with clients to ...
Frisco, TX · On-site
The Client Services Associate (CSA) is responsible for providing service at the highest level for all Client interaction. The CSA is the "face" of the company and will interact with clients to ...
Frisco, TX · On-site
The Client Services Associate (CSA) is responsible for providing service at the highest level for all Client interaction. The CSA is the "face" of the company and will interact with clients to ...
Dallas, TX · On-site
Qualifications * 3+ years of experience in institutional client services or portfolio management support required. * Bachelor's degree required, focus in marketing, business, or finance are a plus.
Dallas, TX · On-site
Qualifications * 3+ years of experience in institutional client services or portfolio management support required. * Bachelor's degree required, focus in marketing, business, or finance are a plus.
Dallas, TX · On-site
Qualifications * 3+ years of experience in institutional client services or portfolio management support required. * Bachelor's degree required, focus in marketing, business, or finance are a plus.
Quick apply
Dallas, TX · On-site
Qualifications * 3+ years of experience in institutional client services or portfolio management support required. * Bachelor's degree required, focus in marketing, business, or finance are a plus.
$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 ...
$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 ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Quick apply
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
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 ...
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 ...
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 people-focused, detail-oriented professional who ...
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 people-focused, detail-oriented professional who ...
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.
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.
$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.
$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.
$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.
Quick apply
$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.
$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 people‑focused, detail‑oriented professional who ...
Quick apply
$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 people‑focused, detail‑oriented professional who ...
Dallas, TX · On-site
$25 - $35/hr
Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households ...
Quick apply
Dallas, TX · On-site
$25 - $35/hr
Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households ...
Dallas, TX · On-site
$25 - $35/hr
Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households ...
Quick apply
Dallas, TX · On-site
$25 - $35/hr
Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
... 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 Client Partner ...
... 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 Client Partner ...
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 ...
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 ...
Plano, TX · On-site
$14 - $19.25/hr
We're looking for Client Services Associates / Collectors Concierges to join our Customer Experience team to provide world class customer experience to our customers around the world. This role will ...
Plano, TX · On-site
$14 - $19.25/hr
We're looking for Client Services Associates / Collectors Concierges to join our Customer Experience team to provide world class customer experience to our customers around the world. This role will ...
$14 - $19.25/hr
We're looking for Client Services Associates / Collectors Concierges to join our Customer Experience team to provide world class customer experience to our customers around the world. This role will ...
$14 - $19.25/hr
We're looking for Client Services Associates / Collectors Concierges to join our Customer Experience team to provide world class customer experience to our customers around the world. This role will ...
$9.99 - $12.75
3% of jobs
$12.75 - $15.52
12% of jobs
$16.72 is the 25th percentile. Wages below this are outliers.
$15.52 - $18.29
23% of jobs
The median wage is $19.61 / hr.
$18.29 - $21.06
24% of jobs
$23.33 is the 75th percentile. Wages above this are outliers.
$21.06 - $23.82
15% of jobs
$23.82 - $26.59
10% of jobs
$26.59 - $29.36
6% of jobs
$29.36 - $32.12
2% of jobs
$32.12 - $34.89
2% of jobs
$34.89 - $37.66
1% of jobs
$37.66 - $40.43
1% of jobs
$9
$22
$40
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.
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting 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.

The Client Services Associate (CSA) is responsible for providing service at the highest level
for all Client interaction. The CSA is the "face" of the company and will interact with clients
to provide information in response to inquiries about products and services and to handle
and resolve complaints. Client satisfaction is job one at Solais Lighting, LLC.
Client satisfaction is a measure of how products and services supplied by a
company meet or surpass client expectation. Client satisfaction is seen as a key
differentiator and increasingly has become a key element of business strategy. It is
essential for the CSA at Solais to effectively manage client satisfaction.
The achievement of client satisfaction leads to company loyalty and product
repurchase. "Satisfaction" itself can refer to any number of different facts of the
relationship with a client. For example, it can refer to any or all of the following:
        Satisfaction with the quality of a particular product or service
        Satisfaction with an ongoing business relationship
        Satisfaction with the price-performance ratio of a product or service
        Satisfaction because a product/service met or exceeded the client's
expectations
It is the main goal of a Solais CSA to ensure that its clients are satisfied with our products
and service.
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ESSENTIAL GOALS AND OBJECTIVES: Under the direction of the department head, Client Services Associates will,
      Handle incoming calls in a friendly and courteous way
      Attract potential clients by answering product and service questions; suggest
information about other products and services.
       Analyze requests, provide information requested or ascertain who best can provide
the information and route the request to the proper person.
    Receive client requests by telephone, mail and email
the information and route the request to the proper person.
     Enter Sales Orders accurately
o   Receive and review all orders and verify that they accurately reflect product
o   numbers and pricing
o   Ensure the accuracy of information, ship to and bill to addresses
o   Contact clients to ascertain data omitted on orders and correct, if necessary.
o   Enter Sales Orders into the Solais accounting system
        Confirm Sales Orders with clients by sending each client a Sales Order Confirmation
        Maintain Client records by updating account information, as necessary.
        Help trace the status of orders through Shipping Department.
        Send weekly Open Order Communication to proactively communicate with clients about Order status.
        Maintain liaison with other departments for order completion.
       Have knowledge of product lines, prices, delivery time, drop ship items, various marketing promotional services, and similar data, as required.
        Coordinate (RGA) Returns and Replacements as needed.
o   Prepare and forward preliminary paperwork to Returns and Replacements on problem orders.
o   Resolve product or service problems by clarifying the client complaints;
 determining the cause of the problem; selecting and explaining the best solution
 to solve the problem; expediting correction or adjustment; sending a test result
 follow up as prepared by Solais QC Personnel during the evaluation of a return to ensure resolution.
        Liaison with Shipping to coordinate priority shipments
        Ensures "Picking/Packing List" is created and delivered to the shipping department
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Electrical equipment, appliance, and component manufacturing
51 - 200 Employees
Frisco, TX, US
2008