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Financial Client Services Associate Jobs in Irving, TX

Veritext LLC

Client Services Associate

Dallas, TX · On-site

$21 - $25/hr

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 ...

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 ...

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

See Irving, TX salary details

$13

$30

$65

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

As of Aug 26, 2026, the average hourly pay for financial client services associate in Irving, TX is $30.69, according to ZipRecruiter salary data. Most workers in this role earn between $19.86 and $33.03 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 Irving, TX?

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

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

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

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

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

Financial Client Services Associate jobs near you

Client Services Associate

Dallas, TX • On-site

Boutique Recruiting
Recruiting and Staffing Services • 51 - 200 employees
Learn more about Boutique Recruitingexternal

$70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

Position Title: Client Services Associate
Salary Range: $70,000 base + $10,000 annual bonus potential
Join a growing boutique wealth management firm where exceptional client service, precision, and ownership are at the center of everything you do. As the Client Services Associate, you'll serve as the operational backbone of the practice, managing client onboarding, account administration, correspondence, CRM activity and day-to-day service needs for high-net-worth clients while keeping the office running seamlessly. The ideal candidate is polished, proactive, and exceptionally detail-oriented with experience supporting clients in wealth management, private banking, or brokerage.
Responsibilities
  • Manage day-to-day client service and administrative needs, including account openings, paperwork, correspondence, and non-licensed account activities
  • Coordinate the onboarding process for new clients and help deliver a high-touch experience throughout their first 100 days with the firm
  • Handle inbound client requests, including account servicing needs and money movement requests
  • Make outbound calls to confirm client appointments and ensure advisors and clients are prepared for upcoming meetings
  • Maintain accurate client information, workflows and follow-up activities within the firm's CRM
  • Welcome clients to the office and provide a polished, engaging and professional first point of contact
  • Support approximately 10-15 client seminars annually, including occasional after-hours event setup and coordination

Requirements
  • 2-3 years of experience as a Client Service Associate or in a similar client-facing support role within wealth management, private banking or brokerage
  • Proven ability to succeed on a fast-paced, high-growth team while managing competing priorities without sacrificing accuracy
  • Strong proficiency with Microsoft Office, including Outlook, Excel and Word, along with experience using a CRM platform
  • Exceptional attention to detail, organization and follow-through with the ability to move between urgent requests and ongoing responsibilities
  • Polished, professional and naturally engaging communication skills with the confidence to interact with high-net-worth clients
  • A proactive, accountable mindset with the initiative to ask questions, absorb training and look for opportunities to contribute
  • Familiarity with LPL Financial systems, financial account types, and industry regulations is preferred, along with a bachelor's degree

Benefits
  • $70,000 base salary plus up to $10,000 in annual bonus potential based on individual and company performance
  • Medical, dental, and vision insurance options
  • 401(k) with a company match
  • 20 days of PTO plus federal holidays and typically your birthday off
  • Annual performance reviews with opportunities for salary and bonus growth

If you're ready to take ownership of your work, build trusted relationships with high-net-worth clients and grow your career inside a high-performing wealth management firm, apply today.
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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