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

Farther

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

Dallas, 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 · 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 ...

AO Globe Life

Virtual Member Services Associate

Plano, TX · On-site +1

$90K - $119K/yr

Position Overview AO Globe Life is looking for a Virtual Member Services Associate to support ... Complete client-focused needs assessments * Explain life, accident, and supplemental health ...

RR Donnelley

Lead Office Services Associate

Dallas, TX · On-site

$25/hr

Handle client concerns and be able to problem-solve resolutions in accordance with policies and ... to associates. * *Ensure team provides outstanding service to client, while building strong ...

RR Donnelley

Lead Office Services Associate

Dallas, TX · On-site

$25/hr

Handle client concerns and be able to problem-solve resolutions in accordance with policies and ... to associates. * *Ensure team provides outstanding service to client, while building strong ...

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

Client Services Associate information

See Frisco, TX salary details

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How much do client services associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for client services associate in Frisco, TX is $20.97, according to ZipRecruiter salary data. Most workers in this role earn between $15.96 and $23.41 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 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 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 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 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 Frisco, TX?

The most popular types of Client Services jobs in Frisco, TX are:

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For Client Services Associate jobs in Frisco, TX, the most frequently searched job titles are:

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What cities near Frisco, TX are hiring for Client Services Associate jobs?

Cities near Frisco, TX with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Frisco, TX as of August 2026, with employment types broken down into 100% Full Time. Highlights an 85% In-person, and 15% Hybrid job distribution, with an average salary of $43,612 per year, or $21 per hour.

ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

Cresset Capital

Dallas, TX • On-site

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 26 days ago

Job description

About Cresset
Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional, and aligned with each client's vision of success.
We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.
Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm-one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Role Overview
We are seeking an Associate, Private Wealth Client Services to support a collaborative team of advisors serving a select group of high-net-worth families. This individual will play a critical role in delivering a high-touch client experience while gaining exposure to all aspects of wealth management.
This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.
Key Responsibilities
  • Serve as a primary point of contact for client service and operational needs, delivering a responsive, high-quality experience
  • Support client onboarding, including account setup, asset transfers, and coordination of required documentation
  • Manage ongoing account maintenance (e.g., ownership changes, beneficiary updates, trust accounts, and related requests)
  • Coordinate cash movements, distributions, and other transactions with custodians and banking partners
  • Maintain accurate client records in Salesforce and support reporting needs
  • Organize and manage client documentation, including tax and legal materials
  • Partner with internal and external professionals (e.g., CPAs, attorneys) to ensure a seamless client experience
  • Assist advisors with meeting preparation, follow-ups, and ad hoc client requests

What Sets This Role Apart
  • Direct exposure to experienced advisors and sophisticated client situations
  • Opportunity to develop a deeper understanding of portfolio management, planning, and client relationships
  • A clear path to take on increasing responsibility over time, based on performance and initiative

Qualifications
  • Bachelor's degree in Finance, Business, Accounting, or related field
  • 2+ years of experience in financial services, ideally supporting high-net-worth clients
  • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
  • High level of professionalism, discretion, and client service orientation
  • Clear communicator with strong written and interpersonal skills
  • Self-starter with a willingness to take ownership and solve problems
  • Proficiency in Microsoft Office; familiarity with Salesforce, Addepar, or custodial platforms is a plus

Who You Are
  • A utility player who thrives in a team environment
  • Naturally organized and proactive
  • Calm under pressure and responsive to client needs
  • Interested in building long-term career in wealth management

What We Offer
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
Everything Starts With Culture.
Our Vision
We exist to optimize wealth and elevate life-giving clients the time, clarity, and trusted partnership to pursue what matters most.
Our Values
*Disclosures related to awards, recognitions, and rankings available here.
Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

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