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

Boutique Recruiting

Client Services Associate

Dallas, TX · On-site

$70K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Client Services Associate Salary Range: $70,000 base + $10,000 annual bonus potential Join a growing boutique wealth management firm where exceptional client service, precision, and ownership are at ...

New

Care Options for Kids

Client Services Associate

Fort Worth, TX · On-site

$45K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are looking for a critical thinker and proactive Client Service Associate in our Forth Worth, TX office that shares our dedication to quality and our genuine concern for the comfort and dignity of ...

Care Options for Kids

Client Services Associate

Fort Worth, TX

$45K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are looking for a critical thinker and proactive Client Service Associate in our Forth Worth, TX office that shares our dedication to quality and our genuine concern for the comfort and dignity of ...

Veritext LLC

Client Services Associate

Dallas, TX · On-site

$21 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Client Services Associate/Representative (Texas) , you'll be the go-to expert for attorneys and legal teams after the deposition wraps helping them stay on track and ready for court. You'll ...

Veritext

Client Services Associate

Dallas, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Client Services Associate/Representative (Texas) , you'll be the go-to expert for attorneys and legal teams after the deposition wraps helping them stay on track and ready for court. You'll ...

SPS North America

Client Service Associate

Westlake, TX

$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 ...

SPS North America

Client Service Associate

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 peoplefocused, detailoriented professional who enjoys ...

SPS North America

Client Service Associate

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 peoplefocused, detailoriented professional who enjoys ...

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

Client Services Associate information

See Irving, TX salary details

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$39

How much do client services associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for client services associate in Irving, TX is $21.51, according to ZipRecruiter salary data. Most workers in this role earn between $16.39 and $23.99 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 Irving, TX?

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

What are popular job titles related to Client Services Associate jobs in Irving, TX?

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

What job categories do people searching Client Services Associate jobs in Irving, TX look for?

The top searched job categories for Client Services Associate jobs in Irving, TX are:

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Irving, TX as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, 1% Temporary, and 6% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $44,745 per year, or $21.5 per hour.

Client Services Associate

Boutique Recruiting

Dallas, TX • On-site

$70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted yesterday

New

Job description

Position Title: Client Services Associate
Salary Range: $70,000 base + $10,000 annual bonus potential
Join a growing boutique wealth management firm where exceptional client service, precision, and ownership are at the center of everything you do. As the Client Services Associate, you'll serve as the operational backbone of the practice, managing client onboarding, account administration, correspondence, CRM activity and day-to-day service needs for high-net-worth clients while keeping the office running seamlessly. The ideal candidate is polished, proactive, and exceptionally detail-oriented with experience supporting clients in wealth management, private banking, or brokerage.
Responsibilities
  • Manage day-to-day client service and administrative needs, including account openings, paperwork, correspondence, and non-licensed account activities
  • Coordinate the onboarding process for new clients and help deliver a high-touch experience throughout their first 100 days with the firm
  • Handle inbound client requests, including account servicing needs and money movement requests
  • Make outbound calls to confirm client appointments and ensure advisors and clients are prepared for upcoming meetings
  • Maintain accurate client information, workflows and follow-up activities within the firm's CRM
  • Welcome clients to the office and provide a polished, engaging and professional first point of contact
  • Support approximately 10-15 client seminars annually, including occasional after-hours event setup and coordination

Requirements
  • 2-3 years of experience as a Client Service Associate or in a similar client-facing support role within wealth management, private banking or brokerage
  • Proven ability to succeed on a fast-paced, high-growth team while managing competing priorities without sacrificing accuracy
  • Strong proficiency with Microsoft Office, including Outlook, Excel and Word, along with experience using a CRM platform
  • Exceptional attention to detail, organization and follow-through with the ability to move between urgent requests and ongoing responsibilities
  • Polished, professional and naturally engaging communication skills with the confidence to interact with high-net-worth clients
  • A proactive, accountable mindset with the initiative to ask questions, absorb training and look for opportunities to contribute
  • Familiarity with LPL Financial systems, financial account types, and industry regulations is preferred, along with a bachelor's degree

Benefits
  • $70,000 base salary plus up to $10,000 in annual bonus potential based on individual and company performance
  • Medical, dental, and vision insurance options
  • 401(k) with a company match
  • 20 days of PTO plus federal holidays and typically your birthday off
  • Annual performance reviews with opportunities for salary and bonus growth

If you're ready to take ownership of your work, build trusted relationships with high-net-worth clients and grow your career inside a high-performing wealth management firm, apply today.
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media

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