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Senior Client Service Associate Jobs in Waco, TX

Client Service Associate

Waco, TX

$12.75 - $17.75/hr

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

Waco, TX · On-site

$12.75 - $17.75/hr

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

Waco, TX · On-site

$12.75 - $17.75/hr

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 ...

Full Time Client Service Coordinator

Waco, TX · On-site

$16 - $20.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

Full Time Client Service Coordinator

Waco, TX · On-site

$16 - $20.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

Full Time Client Service Coordinator

Woodway, TX · On-site

$16 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

Senior Audit Associate

Waco, TX · On-site

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

P. is seeking a motivated and experienced Senior Audit Associate to join our Government Assurance ... client service, and technical depth. We are looking for someone who ensures audit accuracy and ...

Senior Tax Associate

Temple, TX · On-site

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

L.P. is growing, and we're looking for a talented Tax Senior to join our dynamic Temple, Texas ... client service, and a passion for tax, this is the role for you. At PB&H, you won't just prepare ...

Senior Tax Associate

Temple, TX · On-site

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

L.P. is growing, and we're looking for a talented Tax Senior to join our dynamic Temple, Texas ... client service, and a passion for tax, this is the role for you. At PB&H, you won't just prepare ...

Where purpose meets opportunity Ascension is a leading nonprofit Catholic health system with a culture and associate experience grounded in service, growth, care and connection. We empower our 97,000 ...

Tax Associate

Temple, TX · On-site

$60K - $70K/yr

  • Dental

  • Vision

  • Retirement

  • PTO

The ideal candidate is detail-oriented, analytical, eager to learn, and committed to providing exceptional client service. Core Responsibilities Tax Preparation & Compliance * Prepare federal and ...

Senior Retail Stocking Associate

Waco, TX · On-site

$15/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

A Senior Retail Stocking Associate (full-time) is a valued member of a high performing team who is ... Preferred: 1 year experience in retail or customer service * Ability to communicate clearly with ...

*** Caregiver Lead ***

Waco, TX · On-site

$15 - $17/hr

  • PTO

Caring Senior Service is looking for an experienced Caregiver Lead to support and mentor our ... Reliable client assignments Your Responsibilities You'll help make a meaningful difference by:

Tax Associate

Temple, TX · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

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Showing results 1-20

Senior Client Service Associate information

See Waco, TX salary details

$25.7K

$65.9K

$118.1K

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 Waco, TX is $65,870.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $84,300.00 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 Waco, TX are hiring for Senior Client Service Associate jobs?

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

$12.75 - $17.75/hr

Full-time

Re-posted 10 days ago


Job description

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 growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current

  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile

  • Confirm authorization and authenticate client when processing requests

  • Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example

  • Review and take appropriate action on client account alerts

OTHER

  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model

  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars

  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls

  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

  • Proactively participate in firm initiatives directed by local management

  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • High School Diploma/Equivalency

  • College degree preferred

  • Industry experience is a plus

  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

  • Strong computer skills and knowledge of Microsoft Office products

  • Exceptional writing, interpersonal and client service skills

  • Detail orientated with superior organizational skills and ability to prioritize tasks

  • Team player with the ability to collaborate with others

  • Ability to work in a fast-paced, evolving environment

  • Goal oriented, self-motivated and results driven

Reports to:

  • Business Service Manager

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.