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Senior Client Service Associate Jobs in Dallas, TX

Crane WW

Sr. Client Service Specialist

Justin, TX · On-site

$20 - $26.50/hr

  • Medical

  • Dental

  • Vision

  • PTO

Resolves issues with orders, delivery dates or service. * Resolves the client's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem ...

Crane Worldwide Logistics

Sr. Client Service Specialist

Roanoke, TX · On-site

$16.25 - $21.50/hr

  • Medical

  • Dental

  • Vision

  • PTO

Client Service skills * Quality Focus * Problem Solving * Freight Forwarding Knowledge * Documentation Skills * Listening * Resolving Conflict * Ability to Multi-task Physical Requirements * Job may ...

Bessemer Trust Inc.

Associate Client Advisor

Dallas, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...

Bessemer Trust Company

Associate Client Advisor

Dallas, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...

Bessemer Trust

Associate Client Advisor

Dallas, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...

Boutique Recruiting

Client Services Associate

Dallas, TX · On-site

$70K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Manage day-to-day client service and administrative needs, including account openings, paperwork ... Service Associate or in a similar client-facing support role within wealth management, private ...

New

Stifel

Client Service Associate - Non-Registered

Frisco, TX

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...

Stifel

Client Service Associate - Non-Registered

Frisco, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

Stifel

Client Service Associate - Non-Registered

Frisco, TX

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

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Showing results 41-60

All JobsClient Service Associate JobsSenior Client Service Associate JobsSenior Client Service Associate Jobs in Dallas, TX

Senior Client Service Associate information

See Dallas, TX salary details

$28.7K

$73.4K

$131.6K

How much do senior client service associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for senior client service associate in Dallas, TX is $73,399.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,000.00 and $94,000.00 per year, depending on experience, location, and employer.

What does a senior client service associate do?

A senior client service associate manages client accounts by providing support, addressing inquiries, and resolving issues to ensure client satisfaction. They often handle complex requests, maintain detailed records, and collaborate with other teams using customer relationship management (CRM) tools. This role requires strong communication skills and industry knowledge to deliver high-quality service.

What cities near Dallas, TX are hiring for Senior Client Service Associate jobs?

Cities near Dallas, TX with the most Senior Client Service Associate job openings:

Infographic showing various Senior Client Service Associate job openings in Dallas, TX as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $73,399 per year, or $35.3 per hour.

Registered Client Service Associate

Morgan Stanley

Plano, TX • On-site

Other

Posted 2 days ago

New

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

31st of 150 rated financial services

Job description

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:

  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or FA/PWA/team
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
  • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
  • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
  • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
  • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
  • Assist FAs / PWAs/ teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures, and new platforms
  • Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT
  • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  • Assisting with general in-office support functions such as copying, filing and scanning documentation
  • Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred
Knowledge/Skills
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Detail orientated with superior organizational skills and ability to prioritize
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multitask
  • Goal oriented, self-motivated and results driven
Reports To:
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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