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Entry Level Client Relations Associate Jobs in Dallas, TX

Associate, Expert Relations

Dallas, TX

$39K - $49K/yr

As the Expert Relations Associate reporting into the Expert Relations Manager, you will take the ... Experience in client/relationship management or financial services research preferred * Previous ...

Customer Relations Associate The Customer Relations Associate performs various Customer Service activities, to include greeting and acknowledging all customers in a prompt and friendly manner ...

Establish positive long-term client relations * Educate and train clients, research problems and ... Medical Assistant certification or Associate Degree, BA/BS preferred. Visit us at Medical ...

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Showing results 1-20

Entry Level Client Relations Associate information

See Dallas, TX salary details

$24.7K

$46.6K

$66.3K

How much do entry level client relations associate jobs pay per year?

As of Jun 15, 2026, the average yearly pay for entry level client relations associate in Dallas, TX is $46,582.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $49,500.00 per year, depending on experience, location, and employer.

What job makes $10,000 a month without a degree?

An Entry Level Client Relations Associate typically does not earn $10,000 a month without significant experience or advanced skills. High earnings in client relations roles usually require proven success, strong communication skills, and sometimes additional certifications or training. Most entry-level positions offer lower starting salaries, with higher pay achievable through performance and career advancement.

What is the difference between Entry Level Client Relations Associate vs Customer Service Representative?

AspectEntry Level Client Relations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer a bachelor's degreeHigh school diploma or equivalent; certifications are optional
Work EnvironmentOffice setting, client meetings, account managementCall centers, retail, or office environments, handling customer inquiries
Employer & Industry UsageFinancial services, consulting, corporate sectorsRetail, telecommunications, hospitality, various service industries

While both roles involve interacting with clients and customers, the Entry Level Client Relations Associate typically focuses on managing client accounts and building relationships in a professional setting, often within corporate industries. In contrast, Customer Service Representatives primarily handle customer inquiries and support in more transactional environments. Understanding these differences can help job seekers target the right roles based on their skills and career goals.

Is client associate entry-level?

A client associate position is typically considered entry-level, suitable for candidates with little to no prior experience in client relations or customer service. These roles often require strong communication skills and may provide on-the-job training, making them accessible to recent graduates or those starting their careers.

How to get an entry-level PR job?

To get an entry-level client relations associate position, candidates should develop strong communication and interpersonal skills, gain experience through internships or relevant coursework, and tailor their resume to highlight customer service and relationship management abilities. Familiarity with CRM tools and a professional online presence can also improve chances of securing the role.

Is CSR a good entry-level position?

A Customer Service Representative (CSR) role is often considered a good entry-level position because it develops communication, problem-solving, and interpersonal skills. It typically requires basic computer skills and offers opportunities for advancement into supervisory or specialized roles.

What are the key skills and qualifications needed to thrive as an Entry Level Client Relations Associate, and why are they important?

To thrive as an Entry Level Client Relations Associate, you need strong interpersonal skills, basic understanding of customer service principles, and at least a high school diploma or equivalent. Familiarity with CRM software, email platforms, and office productivity tools is typically expected. Excellent communication, active listening, and adaptability are standout soft skills for building client trust and resolving concerns effectively. These abilities are vital for fostering positive client experiences, maintaining client loyalty, and supporting overall business growth.

What are some common challenges faced by Entry Level Client Relations Associates, and how can they be overcome?

Entry Level Client Relations Associates often encounter challenges such as managing multiple client requests simultaneously, understanding diverse client needs, and adapting to fast-paced changes within the organization. Effective time management, active listening, and clear communication are essential skills to address these challenges. Building strong relationships with team members and seeking feedback from supervisors can also help new associates navigate their responsibilities more confidently and grow within the role.

What is an Entry Level Client Relations Associate?

An Entry Level Client Relations Associate is a professional who acts as a liaison between a company and its clients, ensuring customer satisfaction and addressing client needs or concerns. They typically handle client inquiries, provide information about products or services, and support senior account managers in maintaining strong client relationships. This role often serves as a starting point for a career in client services or account management, offering valuable experience in communication, problem-solving, and customer service. Entry level associates may also assist in preparing reports, scheduling meetings, and following up on client feedback.
What cities near Dallas, TX are hiring for Entry Level Client Relations Associate jobs? Cities near Dallas, TX with the most Entry Level Client Relations Associate job openings:
Infographic showing various Entry Level Client Relations Associate job openings in Dallas, TX as of June 2026, with employment types broken down into 56% Full Time, and 44% Part Time. Highlights an 94% Physical, 3% Hybrid, and 3% Remote job distribution, with an average salary of $46,582 per year, or $22.4 per hour.

Client Services Associate - Waterworth Wealth Advisors

Kestra Financial Independent Advisor

Grapevine, TX

Other

Medical, PTO

Posted 18 days ago


Job description

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 integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.

We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through.

This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations. If you are energetic, collaborative, client-focused, and have a heart to serve others, Waterworth Wealth Advisors is your place.

Critical Outcomes and Responsibilities:

  • Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives
  • Deepen client relationships through proactive, regular client interaction, including appointment scheduling and correspondence: answer all incoming calls and make positive client impressions on behalf of the firm
  • Assist in client meeting preparation and follow-up, including assembling requisite paperwork, report generation, and post-meeting documentation
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures
  • Deposit checks received and maintain the check blotter in adherence to compliance guidelines
  • Maintain CRM database; define and ensure adherence to appropriate client service models
  • Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
  • Manage multiple and competing priorities daily in pursuit of business objectives
  • Support client communications and social media marketing

Qualifications, Skills, and Behavioral Requirements:

  • Bachelor's Degree along with a minimum of 3 years executive administrative experience; financial services industry experience a plus
  • Strong written and verbal communication skills
  • Ability to pay close attention to detail, ensure accuracy and completeness of work
  • Proficient with CRM Systems as well as Outlook, Microsoft Word, Excel, and PowerPoint
  • Basic knowledge of financial principles, retirement products, or financial planning
  • Proven ability to manage advanced, confidential, administrative duties
  • Outstanding organizational skills and excellent follow-through
  • Capable of acting as a self-starter with an excellent ability to multi-task and prioritize
  • Effective without direct management and a structured environment, but able to follow procedures and regulatory requirements
  • Prefers a systematic approach to decision making but is capable of timely responses
  • Prefers to be accommodating to the needs of clients and co-workers but able to take a personal position that is different from the groups' position when necessary

***Federal, State, and local background checks are required.
***Credit Check required

Interested parties should email their resume as well as a letter of interest to seana@waterworthwa.com.

We will start interviewing immediately, and we will accept resumes until we have the right person on board.

Benefits

  • A collaborative team environment with competitive pay and an opportunity for team bonuses
  • Growth opportunity (education/experience/exposure to high level investing and financial matters)
  • Direct communication/access to the principle of the firm
  • PTO and Holidays
  • Discounted gym rates
  • Health benefits
  • Birthday and Team Celebrations