The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent ...
The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent ...
Senior Client Service Associate
Dallas, TX · On-site
$50 - $80/hr
Client services experience required . Min 5 years of experience. * Financial advisory i ndustry experience required . Min 5 years of experience. * Ability to maintain confidentiality and exercise ...
Senior Client Service Associate
Dallas, TX · On-site
$50 - $80/hr
Client services experience required . Min 5 years of experience. * Financial advisory i ndustry experience required . Min 5 years of experience. * Ability to maintain confidentiality and exercise ...
Senior Client Service Associate
Dallas, TX · On-site
$55 - $75/hr
Client services experience required . Min 5 years of experience. * Financial advisory i ndustry experience required . Min 5 years of experience. * Ability to maintain confidentiality and exercise ...
Senior Client Service Associate
Dallas, TX · On-site
$55 - $75/hr
Client services experience required . Min 5 years of experience. * Financial advisory i ndustry experience required . Min 5 years of experience. * Ability to maintain confidentiality and exercise ...
Client Service Associate
Southlake, TX · Hybrid
$1.0K/day
The Client Service Associate plays a critical role in collaborating within a dedicated team and ... Confidence to work directly with senior leaders and high-net worth clients * Proven success solving ...
Client Service Associate
Southlake, TX · Hybrid
$1.0K/day
The Client Service Associate plays a critical role in collaborating within a dedicated team and ... Confidence to work directly with senior leaders and high-net worth clients * Proven success solving ...
Client Service Associate
Southlake, TX · On-site
$1.0K/day
The Client Service Associate plays a critical role in collaborating within a dedicated team and ... Confidence to work directly with senior leaders and high-net worth clients * Proven success solving ...
Quick apply
Client Service Associate
Southlake, TX · On-site
$1.0K/day
The Client Service Associate plays a critical role in collaborating within a dedicated team and ... Confidence to work directly with senior leaders and high-net worth clients * Proven success solving ...
Client Service Associate
Southlake, TX · On-site
$60 - $85/hr
The Client Service Associate plays a critical role in collaborating within a dedicated team and ... Confidence to work directly with senior leaders and high-net worth clients * Proven success solving ...
Client Service Associate
Southlake, TX · On-site
$60 - $85/hr
The Client Service Associate plays a critical role in collaborating within a dedicated team and ... Confidence to work directly with senior leaders and high-net worth clients * Proven success solving ...
Client Service Associate
Southlake, TX · Hybrid
$1.0K/day
The Client Service Associate plays a critical role in collaborating within a dedicated team and ... Confidence to work directly with senior leaders and high-net worth clients * Proven success solving ...
Client Service Associate
Southlake, TX · Hybrid
$1.0K/day
The Client Service Associate plays a critical role in collaborating within a dedicated team and ... Confidence to work directly with senior leaders and high-net worth clients * Proven success solving ...
Client Service Associate
Southlake, TX · On-site
$1.0K/day
The Client Service Associate plays a critical role in collaborating within a dedicated team and ... Confidence to work directly with senior leaders and high-net worth clients * Proven success solving ...
Client Service Associate
Southlake, TX · On-site
$1.0K/day
The Client Service Associate plays a critical role in collaborating within a dedicated team and ... Confidence to work directly with senior leaders and high-net worth clients * Proven success solving ...
Client Service Associate
$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 ...
Client Service Associate
$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 ...
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 people‑focused, detail‑oriented professional who ...
Quick apply
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 people‑focused, detail‑oriented professional who ...
Client Service Associate
Fort Worth, TX · On-site
$75K/yr
Position Summary The Client Service Associate is the central coordinator of the firm's daily client service activities. This role manages client requests, oversees workflows, maintains accurate CRM ...
New
Client Service Associate
Fort Worth, TX · On-site
$75K/yr
Position Summary The Client Service Associate is the central coordinator of the firm's daily client service activities. This role manages client requests, oversees workflows, maintains accurate CRM ...
New
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 people-focused, detail-oriented professional who ...
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 people-focused, detail-oriented professional who ...
Client Service Associate
Plano, TX · On-site
$60 - $90/hr
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...
Client Service Associate
Plano, TX · On-site
$60 - $90/hr
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...
Client Service Associate
Plano, TX · On-site
$13.50 - $18.75/hr
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...
Client Service Associate
Plano, TX · On-site
$13.50 - $18.75/hr
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...
Client Service Associate
Plano, TX · On-site
$13.50 - $18.75/hr
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...
Client Service Associate
Plano, TX · On-site
$13.50 - $18.75/hr
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...
Client Service Associate
Plano, TX · On-site
$13.50 - $18.75/hr
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...
Client Service Associate
Plano, TX · On-site
$13.50 - $18.75/hr
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...
Client Service Associate
Plano, TX · On-site
$13.50 - $18.75/hr
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...
Client Service Associate
Plano, TX · On-site
$13.50 - $18.75/hr
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...
Senior Client Service Associate information
See Grand Prairie, TX salary details
$27.4K - $36.4K
17% of jobs
$41.7K is the 25th percentile. Wages below this are outliers.
$36.4K - $45.3K
14% of jobs
$45.3K - $54.3K
4% of jobs
$54.3K - $63.2K
14% of jobs
The median wage is $64.5K / yr.
$63.2K - $72.2K
12% of jobs
$72.2K - $81.1K
9% of jobs
$85.8K is the 75th percentile. Wages above this are outliers.
$81.1K - $90.1K
11% of jobs
$90.1K - $99K
9% of jobs
$99K - $108K
6% of jobs
$108K - $116.9K
3% of jobs
$116.9K - $125.9K
1% of jobs
$27.4K
$70.2K
$125.9K
How much do senior client service associate jobs pay per year?
Is a senior client service associate a good job?
What does a senior client service associate do?
What cities near Grand Prairie, TX are hiring for Senior Client Service Associate jobs?
Cities near Grand Prairie, TX with the most Senior Client Service Associate job openings:
Full-time
Medical, Retirement
Re-posted 4 days ago
Job description
What You'll Do
- Data entry (Redtail, eMoney, NDEX)
- Customer service (answering phones, processing and forwarding requests)
- Account Servicing (generating/processing paperwork)
- Scanning/Filing
- Check deposit and daily blotters
- Preparing mailings to clients
- Calendar management for top level executives
What You Bring
- High School diploma required.
- Client services experience required. Min 5 years of experience.
- Financial advisory industry experience required. Min 5 years of experience.
- Ability to maintain confidentiality and exercise discretion
- Proficiency in MS Outlook, MS Excel, and MS Word
- Ability to follow written and oral instructions
- Exhibit professional phone demeanor
- Individual must also possess good organizational skills, efficiency skills, and communication skills, both verbal and written
- Attention to detail
- Commitment to professionalism, accountability, customer focus, and teamwork
- Understanding and evaluating complex client processes through critical thinking
- Strong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis is required.
- Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
About Kestra Holdings
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Austin, TX, US
Year founded
1997