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Financial Customer Associate Jobs in Grapevine, TX

Raising Cane's

Customer Service Associate

Irving, TX · On-site

$12/hr

Customer Service Associate Starting hiring pay at: $12.00 As an important part of our team ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Dallas, TX · On-site

$12/hr

Customer Service Associate Starting hiring pay at: $12.00 As an important part of our team ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

TEKsystems

Auto Finance CSR - Associates Degree

Euless, TX · On-site

$21 - $23.50/hr

... financial services organization. These positions are ideal for customer-focused, career-minded ... Bachelor's Degree preferred (Associate's Degree also considered) * 1-2 years of professional ...

Raising Cane's

Customer Service Associate

Euless, TX · On-site

$12/hr

Customer Service Associate Starting hiring pay at: $12.00 As an important part of our team ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Hurst, TX · On-site

$12/hr

Customer Service Associate Starting hiring pay at: $12.00 As an important part of our team ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Dallas, TX · On-site

$12/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Euless, TX · On-site

$12/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Dallas, TX · On-site

$12/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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Showing results 21-40

All JobsFinancial Customer Associate JobsFinancial Customer Associate Jobs in Grapevine, TX

Financial Customer Associate information

See Grapevine, TX salary details

$17.1K

$47.1K

$69.8K

How much do financial customer associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial customer associate in Grapevine, TX is $47,085.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $57,300.00 per year, depending on experience, location, and employer.

What does a financial customer associate do?

A Financial Customer Associate assists clients with their financial accounts, answering questions and resolving issues related to investments, banking, or retirement products. They often provide information about account balances, transactions, and company policies, as well as guide customers through various financial processes. This role usually involves communicating with clients over the phone, via email, or through online chat, ensuring a positive customer experience. Strong communication, problem-solving, and organizational skills are essential for success in this position.

What skills and qualifications are needed to be a financial customer associate?

To thrive as a Financial Customer Associate, you need a solid understanding of financial products, customer service principles, and typically at least a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, financial account systems, and sometimes FINRA Series 6 or 7 certifications is advantageous. Strong communication, problem-solving, and active listening skills set top performers apart in handling client inquiries and concerns. These skills are crucial for ensuring client satisfaction, maintaining compliance, and building trust in financial services.

What does a typical day look like for a financial customer associate, and how do they interact with other teams?

A typical day for a Financial Customer Associate involves responding to customer inquiries about financial products, resolving account issues, and guiding clients through transactions or processes. Associates often work in a fast-paced call center or office environment, utilizing phone and online communication tools. Collaboration with other departments, such as compliance, operations, and financial advisors, is common to ensure accurate and timely service. This teamwork not only helps resolve complex customer issues but also provides Associates with valuable exposure to different aspects of the financial industry.

What cities near Grapevine, TX are hiring for Financial Customer Associate jobs?

Cities near Grapevine, TX with the most Financial Customer Associate job openings:

Financial Customer Associate jobs near you
Infographic showing various Financial Customer Associate job openings in Grapevine, TX as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution, with an average salary of $47,085 per year, or $22.6 per hour.

Financial Planner - Symonds Wealth Management

Kestra Financial Independent Advisor

Fort Worth, TX

$72K - $97K/yr

Full-time

Re-posted 25 days ago

Job description

Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development.

Summary

The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.


Essential Duties and Responsibilities

Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning

Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation

Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews

Manage data and plans in financial planning software

Learn the technical aspects of the advisor position and prepare to service clients independently

Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply

Deepen client relationships and establish credibility and rapport both in person and via phone

Clearly articulate complex concepts to customers

Proactively communicating with clients and following up on all contacts assigned

Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives

Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business

Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork

Develop Centers of Influences such as community involvement, CPA's and attorneys, etc.

Other duties as assigned

Knowledge, Skills, and/or Abilities

Strong understanding of financial services industry and diverse investment products

Basic computer skills are essential (Outlook, Word, Excel and Power Point)

Excellent communication skills, both verbally and in writing

Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once

Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

Bachelor's degree (finance, accounting or related field preferred)

The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

Series 7 and 63 required

Series 65/66 preferred (or ability to obtain)

CFP or CIMA preferred

Knowledge, Skills, and/or Abilities


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