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Financial Client Services Associate Jobs in Texas

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Client Services Associate

Dallas, TX · On-site

$45K - $50K/yr

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

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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Financial Client Services Associate information

What are Financial Client Services Associates?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a Financial Client Services Associate, and why are they important?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a Financial Client Services Associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
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Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Texas as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.
Client Services Associate

Client Services Associate

Level Four Group, LLC

El Paso, TX • On-site

Full-time

PTO

Posted 12 days ago

Job description

Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
  • Casual Work Environment
  • Generous Paid Time Off
  • Flexible Work Schedule
  • Great Benefits
  • And More…
Come take your career path to the next level!
The Client Services Associate will support 1 - 3 Financial Advisors by handling client/advisor service activities.  This associate will focus on delivering exceptional client/advisor experience so advisors can focus efforts on growing the practice.  This position will be based in either the Dallas office or a branch location; and support may include advisors in other branch locations.  Additionally, this role may act as an escalation and knowledge resource.  CSA’s are cross-trained for Advisor On-Boarding and will support those efforts when needed and scheduled.
Essential responsibilities and tasks of the Client Services Associate are:
  • Work with the Advisor to provide the firm’s stated Client Experience
  • Serve as the main contact point for clients and advisor(s) for service needs/questions
  • Working directly with custodian(s), Level Four Financial (Broker Dealer) and Level Four Corporate office
  • Assisting with Advisor’s calendar management
  • Heavy communication with and from Advisor(s) and Client(s) and custodians/carriers/fund families
  • Be an Escalation route and knowledge resource for other CSAs at Level Four Financial; be an ‘expert’ at RJ and Level Four paperwork processes.
  • Provide On-boarding team with data entry support and/or client repapering support.
  • Providing both client-facing and advisor-facing service
  • Creating, tracking, managing, and processing account paperwork and requests, including documenting in CRM
  • Engaged in and completing the Remarkable Client Experience for all clients.
  • Ability to find answers within the resources provided at custodian’s, Level Four, etc.
  • Communicating with clients via phone and email
  • Managing and documenting the client experience activities
  • Opening new accounts, tracking transfers and cash requests
  • Processing Cash/ACH requests initiated by client
  • Managing the Financial Advisor’s calendar
  • Staying involved and aware of Level Four and custodial Process & Procedure changes as they affect your advisors
  • Helping communicate changes (bullet above) to the CSA team.
  • Successfully balance workload when On-Boarding client re-papering support is needed.
  • Additional duties as required
Successful Client Services Associate candidates will have:
Required
  • 5 + years of experience successfully supporting busy Financial Advisor(s)
  • 2+ years of experience in Client On-Boarding, working with custodians
  • Bachelors/Associate Degree or equivalent work-related experience
  • Ability to organize, prioritize, multi-task, follow through on commitments, and work independently, while being reliable, accountable, detail-oriented, and team-oriented
  • Superior communication skills when interacting with clients, advisors and teammates
  • A passion to help the team and the advisors
  • Very comfortable with Microsoft Office Suite (outlook, word, excel)
  • VERY comfortable with technology, in general
  • English fluency
Preferred
  • Fluency, or professional working proficiency, in Spanish
  • Experience with Salesforce as a CRM
  • Experience with Raymond James or other custodians
  • FINRA Series 6 or 7
Icing on the Cake
  • Experience with Charles Schwab and/or Fidelity

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