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Financial Client Services Associate Jobs in Dallas, TX

Veritext

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 ...

FHLBank Dallas

Client Services Associate

Irving, TX · On-site

Recognizes the need to escalate for troubleshooting Client Services issues in a timely manner ... Bachelors or graduate degree in finance, accounting or other business degree required. * 1-3 years ...

FHLBank Dallas

Client Services Associate

Irving, TX · On-site

Recognizes the need to escalate for troubleshooting Client Services issues in a timely manner ... Bachelors or graduate degree in finance, accounting or other business degree required. * 1-3 years ...

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

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$13

$31

$67

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

As of Sep 12, 2026, the average hourly pay for financial client services associate in Dallas, TX is $31.62, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $33.99 per hour, depending on experience, location, and employer.

What is a financial client services associate?

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?

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.

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.

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.

What are popular job titles related to Financial Client Services Associate jobs in Dallas, TX?

For Financial Client Services Associate jobs in Dallas, TX, the most frequently searched job titles are:

What job categories do people searching Financial Client Services Associate jobs in Dallas, TX look for?

The top searched job categories for Financial Client Services Associate jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Financial Client Services Associate jobs?

Cities near Dallas, TX with the most Financial Client Services Associate job openings:

Financial Client Services Associate jobs near you

Client Services Associate

Dallas, TX • On-site

Veritext
Legal Services • 1 - 5K employees
Learn more about Veritextexternal

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Veritext rating

8.1

Company rating: 8.1 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

Job description

At Veritext, we focus on the details - so legal teams can focus on the case.
About the role:
Our clients count on us to make the legal process seamless and efficient from scheduling court reporters and legal videographers to ensuring transcripts are delivered on time and flawlessly accurate. 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 handle transcript delivery, troubleshoot issues, manage changes or corrections, and follow up to ensure expectations are exceeded and every client walks away impressed. If you love follow-through, attention to detail, and making sure nothing slips through the cracks, this is your moment.
This role will be filled at the Representative or Associate level depending on experience.
What you'll get to do:
  • Build and maintain strong relationships with and provide support to our trusted partners (reporters, agencies, videographers, interpreters, etc.) and all other outside vendors, as applicable, treating them as valued extensions of our team
  • Respond to all client requests received via email and/or phone queue timely
  • Resolve issues and/or escalate as needed; collaborate with applicable departments and/or colleagues to ensure prompt and accurate resolution
  • Proactively track assignment deadlines, ensuring all tasks are completed on time and any potential delays are communicated promptly to stakeholders
  • Communicate any updates or changes to orders promptly and accurately to partners, ensuring alignment and timely execution of services
The kind of teammate we're looking for:
  • Client-centric mindset with the ability to build strong, loyal relationships and handle sensitive client needs with care
  • Deliver responsive, solutions-oriented service quickly and kindly in a clear, professional manner with excellent follow-up etiquette
  • Bold thinker - you thrive under pressure and love to solve tough problems in creative ways
  • A proactive mindset - you anticipate needs before they arise and if there's a problem, you're already solving it
  • Confident juggling timelines, priorities, and multiple clients at once with grace
  • Adaptable, open to ongoing change and collaboration
  • A laser-sharp eye for detail and strong organizational skills
  • Comfort with technology, including proprietary software
  • 2-4 years of professional experience, familiarity with court reporting or legal services is a huge plus
What's in it for you:
  • Competitive compensation and total rewards package including comprehensive medical, dental and vision insurance as well as company-paid life insurance, short-term and long-term disability insurance
  • Healthy work-life balance: hybrid work structure, paid time off, Paid Parental Leave, tuition reimbursement and more
  • Employee equity and referral programs: when we succeed, you succeed!
  • Extensive mental health and wellness benefits - to help you feel your best and thrive personally and professionally
  • Matched 401(k) to help you save for your future
  • Veritext Cares: our commitment to making a difference beyond the workplace, supporting local causes and paying it forward to the communities we live and work in
  • Earned wage access: get a portion of the wages you earned prior to payday
  • Learning and development opportunities including ongoing training, mentorship, and access to resources that support your personal and professional growth
  • Engaging, collaborative, inclusive culture that values curiosity, initiative, and creativity with unique programs like Veritext Summer Camp and Wellness Week- because work should be rewarding and fun!

About Veritext:
Veritext is the global leader in technology-enabled court reporting services and litigation support solutions with a proven track record of industry excellence. For law firms, government agencies and enterprise corporations, we provide access to innovative technologies and remote solutions, the highest-quality network of reporters and legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service, and state-of-the-art conference spaces across North America.
Veritext is committed to delivering comprehensive, client-focused legal solutions that address the evolving needs of the legal industry. Our solutions utilize the latest easy-to-use technologies to streamline the deposition process and reliably handle the most complex cases. All of this combined with unsurpassed data security ensures that Veritext clients have the best tools available and the confidence of working with the market leader.
Veritext aspires to create a community based on collaboration, innovation, creativity and belonging. Our collective success depends on the robust exchange of ideas - an exchange that is best when the rich diversity of our perspectives, backgrounds and experiences flourish. To achieve this exchange, it is essential that all individuals and stakeholders feel and experience an environment where they are welcome, safe, secure, and heard. As such, we do not discriminate on the basis of race, color, religion, age, gender identity or expression, national origin, disability, veteran status, sexual orientation, marital status or any other classification protected by Federal, state, or local law. Any information provided will be used only in the compilation of data for EEO/Affirmative Action reporting. Completion of this data is voluntary and will not affect your opportunity for employment and/or terms or conditions of employment.
About this posting:
Compensation ranges, when noted, represent the expected base pay compensation range for this role. Ultimately, a number of factors including, but not limited to, your prior job-related knowledge and experience, geographic location, and qualifications will be considered when determining your pay and we may pay more or less than the posted range.
If you need an accommodation for any part of the applicant process because of a medical condition or disability, please send an email to talent@veritext.com or call a member of our People Team to let us know the nature of your request.
Please be aware of fraudulent recruiting activities. Veritext will only contact candidates through official @veritext.com email addresses. We will never ask for sensitive personal information or payments during the hiring process. If you are ever unsure about the legitimacy of a communication or have been asked for any of the above, please contact us directly at security@veritext.com.
Veritext participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

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