Client Services Associate
Dallas, TX · On-site
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 ...
Dallas, TX · On-site
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 ...
Dallas, TX · On-site
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 ...
Irving, TX · On-site
Recognizes the need to escalate for troubleshooting Client Services issues in a timely manner. * Manages the flow of documentation and related communication in and out of the Bank by being the Member ...
Irving, TX · On-site
Recognizes the need to escalate for troubleshooting Client Services issues in a timely manner. * Manages the flow of documentation and related communication in and out of the Bank by being the Member ...
Irving, TX · On-site
Recognizes the need to escalate for troubleshooting Client Services issues in a timely manner. * Manages the flow of documentation and related communication in and out of the Bank by being the Member ...
Irving, TX · On-site
Recognizes the need to escalate for troubleshooting Client Services issues in a timely manner. * Manages the flow of documentation and related communication in and out of the Bank by being the Member ...
Irving, TX · On-site
Recognizes the need to escalate for troubleshooting Client Services issues in a timely manner. * Manages the flow of documentation and related communication in and out of the Bank by being the Member ...
Irving, TX · On-site
Recognizes the need to escalate for troubleshooting Client Services issues in a timely manner. * Manages the flow of documentation and related communication in and out of the Bank by being the Member ...
Irving, TX · On-site
Recognizes the need to escalate for troubleshooting Client Services issues in a timely manner. * Manages the flow of documentation and related communication in and out of the Bank by being the Member ...
Irving, TX · On-site
Recognizes the need to escalate for troubleshooting Client Services issues in a timely manner. * Manages the flow of documentation and related communication in and out of the Bank by being the Member ...
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 ...
To continue delivering seamless, consistent, and client-centric experiences, the Bank Client Service Associate Manager supports daily teller operations while providing leadership, coaching, training ...
To continue delivering seamless, consistent, and client-centric experiences, the Bank Client Service Associate Manager supports daily teller operations while providing leadership, coaching, training ...
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.
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.
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.
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.
Client Service Associates help shape the future of service by modernizing the client experience ... services and solutions that support clients' needs including banking products and services and ...
Client Service Associates help shape the future of service by modernizing the client experience ... services and solutions that support clients' needs including banking products and services and ...
Client Service Associates help shape the future of service by modernizing the client experience ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
Client Service Associates help shape the future of service by modernizing the client experience ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
Client Service Associates help shape the future of service by modernizing the client experience ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
Client Service Associates help shape the future of service by modernizing the client experience ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
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 ...
$10 - $12.77
3% of jobs
$12.77 - $15.54
12% of jobs
$16.73 is the 25th percentile. Wages below this are outliers.
$15.54 - $18.30
23% of jobs
The median wage is $19.63 / hr.
$18.30 - $21.07
24% of jobs
$23.35 is the 75th percentile. Wages above this are outliers.
$21.07 - $23.84
15% of jobs
$23.84 - $26.61
10% of jobs
$26.61 - $29.38
6% of jobs
$29.38 - $32.15
2% of jobs
$32.15 - $34.92
2% of jobs
$34.92 - $37.69
1% of jobs
$37.69 - $40.46
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.
For Client Services Associate jobs in Red Oak, TX, the most frequently searched job titles are:
Cities near Red Oak, TX with the most Client Services Associate job openings:

Dallas, TX • On-site
Other
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 17 days ago
8.1
Based on 16 frontline employees who took The Breakroom Quiz
Sourced by ZipRecruiter
Legal services
1,001 - 5,000 Employees
Livingston, NJ, US