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 ...
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 ...
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 ...
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 ...
Investor Relations Associate, Commercial Real Estate
Dallas, TX · On-site
$85K - $110K/yr
The Investor Relations Associate, Commercial Real Estate, plays a crucial solo role in managing ... Maintain strong client relations to foster trust and ongoing investment * Oversee data management ...
Quick apply
Investor Relations Associate, Commercial Real Estate
Dallas, TX · On-site
$85K - $110K/yr
The Investor Relations Associate, Commercial Real Estate, plays a crucial solo role in managing ... Maintain strong client relations to foster trust and ongoing investment * Oversee data management ...
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 ...
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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
Acquisitions Associate/Client Relations
Bedford, TX · On-site
$35K - $44K/yr
The Acquisitions Associate is responsible for the initiation of the consignment process with our consignors and potential consignors. Acquisitions Associates spend much of their day on the phone ...
Acquisitions Associate/Client Relations
Bedford, TX · On-site
$35K - $44K/yr
The Acquisitions Associate is responsible for the initiation of the consignment process with our consignors and potential consignors. Acquisitions Associates spend much of their day on the phone ...
Acquisitions Associate/Client Relations
Bedford, TX · On-site
$35K - $44K/yr
The Acquisitions Associate is responsible for the initiation of the consignment process with our consignors and potential consignors. Acquisitions Associates spend much of their day on the phone ...
Quick apply
Acquisitions Associate/Client Relations
Bedford, TX · On-site
$35K - $44K/yr
The Acquisitions Associate is responsible for the initiation of the consignment process with our consignors and potential consignors. Acquisitions Associates spend much of their day on the phone ...
Associate, Expert Relations
$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 ...
Quick apply
Associate, Expert Relations
$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 ...
Patient Relations & Skincare Sales Associate/Supervisor
Coppell, TX · On-site
$2.50/mo
Welcome every client with a polished, friendly, and professional presence * Answer calls, respond to inquiries, and manage appointment bookings with care * Promote spa services, skincare products ...
Patient Relations & Skincare Sales Associate/Supervisor
Coppell, TX · On-site
$2.50/mo
Welcome every client with a polished, friendly, and professional presence * Answer calls, respond to inquiries, and manage appointment bookings with care * Promote spa services, skincare products ...
Patient Relations & Skincare Sales Associate/Supervisor
Coppell, TX · On-site
$2K/mo
Welcome every client with a polished, friendly, and professional presence * Answer calls, respond to inquiries, and manage appointment bookings with care * Promote spa services, skincare products ...
Patient Relations & Skincare Sales Associate/Supervisor
Coppell, TX · On-site
$2K/mo
Welcome every client with a polished, friendly, and professional presence * Answer calls, respond to inquiries, and manage appointment bookings with care * Promote spa services, skincare products ...
Customer Relations - Part Time
$37K - $46K/yr
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 ...
Customer Relations - Part Time
$37K - $46K/yr
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 ...
Customer Relations - Part Time
$37K - $46K/yr
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 ...
Customer Relations - Part Time
$37K - $46K/yr
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 ...
Entry Level Operator
North Richland Hills, TX · On-site
$100K - $150K/yr
Entry-Level Operations Manager Launch Your Career Into Leadership & Business Operations Front Page ... Client relations and retention * Interviewing and onboarding processes * Territory and expansion ...
New
Entry Level Operator
North Richland Hills, TX · On-site
$100K - $150K/yr
Entry-Level Operations Manager Launch Your Career Into Leadership & Business Operations Front Page ... Client relations and retention * Interviewing and onboarding processes * Territory and expansion ...
New
Entry Level Operator (Bonus)
Arlington, TX · On-site
$100K - $150K/yr
Entry-Level Operator Launch Your Career Into Leadership & Business Operations Front Page Agency Inc ... Client relations and retention * Interviewing and onboarding processes * Territory and expansion ...
New
Entry Level Operator (Bonus)
Arlington, TX · On-site
$100K - $150K/yr
Entry-Level Operator Launch Your Career Into Leadership & Business Operations Front Page Agency Inc ... Client relations and retention * Interviewing and onboarding processes * Territory and expansion ...
New
Customer Relations Representative - State Farm Agent Team Member
Haslet, TX · On-site
$50K - $75K/yr
As an Customer Relations Representative - State Farm Agent Team Member for Stewart Agencies - State ... sales associate, or telemarketing) preferred * Experience managing client relationships is ...
Quick apply
Customer Relations Representative - State Farm Agent Team Member
Haslet, TX · On-site
$50K - $75K/yr
As an Customer Relations Representative - State Farm Agent Team Member for Stewart Agencies - State ... sales associate, or telemarketing) preferred * Experience managing client relationships is ...
As an Customer Relations Representative - State Farm Agent Team Member for Amado Flores - State ... sales associate, or telemarketing) preferred * Experience managing client relationships is ...
Quick apply
As an Customer Relations Representative - State Farm Agent Team Member for Amado Flores - State ... sales associate, or telemarketing) preferred * Experience managing client relationships is ...
Entry Level Marketing Associates
$40K - $50K/yr
This is an ENTRY LEVEL ROLE with the potential for advancement and management opportunities based ... client relations, customer care, event management, trade show, cashier, food service, travel ...
Entry Level Marketing Associates
$40K - $50K/yr
This is an ENTRY LEVEL ROLE with the potential for advancement and management opportunities based ... client relations, customer care, event management, trade show, cashier, food service, travel ...
Entry Level Marketing Associates
Dallas, TX · On-site
$40K - $50K/yr
This is an ENTRY LEVEL ROLE with the potential for advancement and management opportunities based ... client relations, customer care, event management, trade show, cashier, food service, travel ...
Entry Level Marketing Associates
Dallas, TX · On-site
$40K - $50K/yr
This is an ENTRY LEVEL ROLE with the potential for advancement and management opportunities based ... client relations, customer care, event management, trade show, cashier, food service, travel ...
Entry Level Account Manager - West DFW
$43K - $52K/yr
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 ...
Entry Level Account Manager - West DFW
$43K - $52K/yr
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 ...
Entry Level Client Relations Associate information
See Dallas, TX salary details
$24.7K - $28.5K
0% of jobs
$28.5K - $32.3K
2% of jobs
$32.3K - $36.1K
7% of jobs
$39.5K is the 25th percentile. Wages below this are outliers.
$36.1K - $39.8K
17% of jobs
The median wage is $43.1K / yr.
$39.8K - $43.6K
27% of jobs
$43.6K - $47.4K
18% of jobs
$48.5K is the 75th percentile. Wages above this are outliers.
$47.4K - $51.2K
12% of jobs
$51.2K - $54.9K
6% of jobs
$54.9K - $58.7K
5% of jobs
$58.7K - $62.5K
3% of jobs
$62.5K - $66.3K
2% of jobs
$24.7K
$46.6K
$66.3K
How much do entry level client relations associate jobs pay per year?
What job makes $10,000 a month without a degree?
What is the difference between Entry Level Client Relations Associate vs Customer Service Representative?
| Aspect | Entry Level Client Relations Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer a bachelor's degree | High school diploma or equivalent; certifications are optional |
| Work Environment | Office setting, client meetings, account management | Call centers, retail, or office environments, handling customer inquiries |
| Employer & Industry Usage | Financial services, consulting, corporate sectors | Retail, 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?
How to get an entry-level PR job?
Is CSR a good entry-level position?
What are the key skills and qualifications needed to thrive as an Entry Level Client Relations Associate, and why are they important?
What are some common challenges faced by Entry Level Client Relations Associates, and how can they be overcome?
What is an Entry Level Client Relations Associate?

Client Services Associate - Waterworth Wealth Advisors
Kestra Financial Independent AdvisorGrapevine, 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