ZipRecruiter

Log In

1

Financial Client Service Associate Jobs in Texas

RIA Recruiting

Client Service Associate

Frisco, TX

$65K - $80K/yr

Brindle & Bay Financial Advisors is a growing financial planning firm in Frisco, TX and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist ...

RPOA Advisors Inc

Client Service Associate

Plano, TX · On-site

$13.50 - $18.75/hr

The firm's financial advisors work with pre-retirees and retirees, offering financial planning ... The Client Service Associate will serve as the primary point of contact for all client service ...

Horizon Bank Texas

Client Service Associate

Woodway, TX

$13 - $18/hr

POSITION SUMMARY As a Client Services Associate at STRATA Trust Company, you will serve as a primary point of contact for clients and financial professionals, helping to deliver a consistent, high ...

Morgan Stanley

Client Service Associate

Dallas, TX · On-site

$14.25 - $19.75/hr

Client Service Associates help shape the future of service by modernizing the client experience ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...

next page

Showing results 1-20

All JobsFinancial Client Service Associate JobsFinancial Client Service Associate Jobs in Texas

Financial Client Service Associate information

See Texas salary details

$12

$29

$63

How much do financial client service associate jobs pay per hour?

As of Jun 18, 2026, the average hourly pay for financial client service associate in Texas is $29.78, according to ZipRecruiter salary data. Most workers in this role earn between $19.28 and $32.02 per hour, depending on experience, location, and employer.

Is $50,000 enough to work with a financial advisor?

For a Financial Client Service Associate, a $50,000 salary can be sufficient depending on the location, cost of living, and experience level. Entry-level roles or positions in areas with lower living costs may find this salary adequate, but in high-cost regions, it might be considered below average for the profession. Additional certifications or skills can influence salary expectations and job responsibilities.

How much does a finance associate earn?

A financial client service associate typically earns between $40,000 and $65,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced associates or those with specialized skills can earn higher salaries, often supplemented with bonuses or commissions.

What is the role of a financial service associate?

A financial client service associate supports clients by providing account information, processing transactions, and addressing inquiries related to financial products and services. They often assist with account maintenance, ensure compliance with regulations, and use financial software to manage client data. Strong communication skills and knowledge of financial regulations are essential for this role.

What does a client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist with account management, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and financial knowledge are essential for this role.
What cities in Texas are hiring for Financial Client Service Associate jobs? Cities in Texas with the most Financial Client Service Associate job openings:
Financial Client Service Associate jobs near you

Client Service Associate

RIA Recruiting

Frisco, TX

$65K - $80K/yr

Other

Medical, Retirement

Posted 29 days ago

Job description

Brindle & Bay Financial Advisors is a growing financial planning firm in Frisco, TX and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at brindleandbay.com

We want to help you reach your full potential! We are looking for hard-working candidates with a passion for client service who truly enjoy helping make a difference in their clients' lives! Prioritizing client needs and helping solve problems proactively is an important part of our culture.

Compensation:

  • Salary range of $65K-80K , commensurate with relevant experience
  • Quarterly Bonus Plan
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Health Insurance
  • Annual Team Retreat (most recently to Cabo San Lucas)
  • 401(k)
  • Anti-corporate environment
  • Professional, Fun, Motivating Atmosphere

Responsibilities include:

  • Account Transfers – execute acct opening checklist, initiate and track ACATs, prepare and send forms to clients, communicate with clients along the process
  • Respond to client requests with timeliness and accuracy in mind
  • Manage RMD administration
  • Prospect vetting – 15min structured phone calls with prospects to gather info before passing them on to an advisor ( NOT COLD CALLING – these prospects reach out to us and schedule intro calls)
  • Execute distributions and Docusign forms and track them through the process
  • Generate various daily, weekly, monthly, and annual reports
  • We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help this position better and better over time!

Requirements:

  • 3 years of financial services experience and prior remote working experience
  • Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
  • Experience with Account Transfers and ability to problem solve in the process
  • Experience with CRM Software / Database Experience is not required, but a plus: WealthBox, Altruist

Skills :

  • Ability to prioritize tasks, problem-solve , and meet deadlines
  • Organization skills & attention to detail
  • Always keeping an eye out for opportunities to provide clients with Moments of Delight
  • Ability to work independently while prioritizing projects and managing your time
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

Apply