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Financial Client Services Associate Jobs in Dallas, TX

Collectors Universe

Client Services Associate (Plano, TX)

Plano, TX · On-site

$14 - $19.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Client Services Associates / Collectors Concierges We're looking for Client Services Associates ... Work with Finance on any issues with payment processing * Research and resolve complaints or issues ...

Hackajob

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership, research and so much more.

hackajob

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership, research and so much more.

SPS North America Inc

Client Service Associate

Westlake, TX · On-site

$14 - $19.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 people-focused, detail-oriented professional who ...

Third Bridge

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Third Bridge Group

Associate, Client Services

Dallas, TX

$77K - $102K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Third Bridge

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Third Bridge

Associate, Client Services

Dallas, TX

$77K - $102K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

SPS North America

Client Service Associate

Westlake, TX · On-site

$14 - $19.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 people-focused, detail-oriented professional who ...

SPS North America Inc

Client Service Associate

Roanoke, TX · On-site

$14 - $19.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We're seeking a Client Services Associate to support daily operations, deliver exceptional service, and create a welcoming experience for employees and visitors. About the Role As a Client Services ...

Collectorsuniverse

Client Services Associate (Plano, TX)

Plano, TX

$14 - $19.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We're looking for Client Services Associates / Collectors Concierges to join our Customer ... Work with Finance on any issues with payment processing * Research and resolve complaints or issues ...

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Showing results 21-40

All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Dallas, TX

Financial Client Services Associate information

See Dallas, TX salary details

$13

$31

$67

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

As of Aug 17, 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 Service Associate - Symphony Wealth Group

Kestra Financial Independent Advisor

Plano, TX • On-site

Full-time

Re-posted 25 days ago

Job description

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office.
Essential Duties and Responsibilities
• Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.
• Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
• Maintain CRM database; define and ensure adherence to appropriate client service models.
• Manage multiple and competing priorities daily in pursuit of business objectives.
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.
• Other duties as assigned.
• This is a Full Time position in the office
Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities
• Basic computer skills (Outlook, Word, Excel. Adobe)
• Strong administrative and time management skills with superior attention to detail.
• Able to work independently and effectively manage multiple tasks at once.
• Excellent communication skills, both verbally and in writing.
• CRM knowledge a plus.
Education and/or Experience
• The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
• High School Diploma or Associate's degree required
• Previous experience in financial services a plus

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