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418 client services associate jobs at 195 companies in Texas

1mo
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Client Services Associate
Dallas, Texas, United States
HybridFull Time
Veritext
Veritext: Provider of technology-enabled court reporting and litigation support services.
2+ YOEMinimum ~2 years professional experience preferred; strong client-service skills, relationship building, issue resolution, deadline tracking, and comfort with technology and proprietary software.
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1mo
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Client Services Associate
Dallas, Texas, United States
HybridFull Time
Veritext
Veritext: Providing court reporting and litigation support services.
2+ YOE2+ years professional experience preferred, client-service orientation, strong written and verbal communication, attention to detail, ability to manage deadlines, resolve issues, and use proprietary software/technology.
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2w
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Client Services Associate
El Paso or Dallas
OnsiteFull Time
Level Four
Level Four: Provides integrated wealth management, financial planning, and insurance services.
5+ YOE5+ years supporting financial advisors, 2+ years onboarding with custodians, bachelor’s/associate degree or equivalent experience, strong Microsoft Office skills, CRM familiarity, excellent communication and organization.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce
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2mo
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Client Services Associate
Austin or Toronto
$42k-$45k/yr HybridFull Time
TransPerfect
TransPerfect: Provides global language services and localization technology solutions.
0+ YOEBachelor’s degree required; entry-level; strong English communication and customer service; on-site in Austin, TX; hybrid option; USD salary 42k-45k per year.
MS Office
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3mo
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Client Services Associate (Plano, TX)
Plano, Texas, United States
$22/hr OnsiteFull Time
Collectors
Collectors: Providing authentication and grading services for high-value collectibles.
4+ YOECustomer service role requiring strong communication, travel up to 40%, on-site in Plano, TX; driver’s license required; passport preferred; associate degree or 4+ years experience preferred.
Navision, Grading System, Manifesting/Order Processing, Zendesk, RingCentral, Slack, Google Docs
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1w
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Manager, Client Services
Plano, Texas, United States
OnsiteFull Time
Data Analysis Incorporated
Data Analysis Incorporated: Holding providing strategic direction and services for investment, data, and communication firms.
5+ YOEAssociate's degree required, 5+ years client services/project planning experience, proficiency with Microsoft Word/Excel and Jira/Confluence, strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Jira, Confluence
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1mo
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Wealth Management Client Services Associate
Peoria or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$21-$25/hr OnsiteFull Time
Busey
BuseyNASDAQ: BUSE: Provides retail banking, commercial lending, and wealth management services.
2+ YOEBachelor's in business or finance required, 2+ years financial services experience preferred, Wealth Management Specialist or Certified Wealth Strategist required within 1 year; strong communication, organizational, compliance knowledge, and proficiency with trust accounting systems and Microsoft Office/Outlook.
Trust Accounting systems, Microsoft Office, Microsoft Outlook
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1mo
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Asset & Wealth Management Operations-Client Services-Associate-Dallas
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
3+ YOEBachelor’s degree; 3 years client service experience preferred; strong analytical, organizational, and teamwork skills; detail-oriented and fast-paced.
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2mo
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Work From Home - Client Services Associate
San Marcos, Texas, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Genuine desire to help others; strong communication; ability to work independently and in a team; integrity.
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1mo
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Client Services Representative
Harlingen, Texas, United States
$19/hr OnsiteFull Time
Southwest Key Programs
Southwest Key Programs: Providing shelter and social services to vulnerable immigrant youth.
2+ YOEHigh school diploma (associate preferred), 2 years experience in childcare/workforce/customer service/training, Microsoft Office/Excel proficiency, strong verbal/written communication; bilingual English/Spanish preferred.
Microsoft Office, Microsoft Excel, Workforce Information System of Texas, Child Care Automated System (CCAA)
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3mo
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Rep., Client Services (CPD)
Grand Prairie, Texas, United States
$15-$26/hr OnsiteFull Time
The ODP Corporation
The ODP CorporationNASDAQ: ODP: Provider of office products and business services to organizations.
1+ YOEAssociate’s degree or equivalent; 1-2 years’ experience in customer service or related role.
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1mo
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Associate, Client Services - 2027 Start Dates
Dallas, Texas, United States
$77k-$102k/yr OnsiteFull Time
Third Bridge
Third Bridge: Connects investors to industry experts for market research.
Early-career, target-driven role requiring strong phone-based communication, commercial awareness, resilience, and ability to manage multiple projects to source and schedule expert calls.
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6d
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Senior Associate, Client Accounting Services
Frisco or Dallas
$79k-$133k/yr OnsiteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
3+ YOE3+ years accounting/bookkeeping experience, bachelor's in accounting preferred, experience with cloud accounting platforms, strong communication, analytical and organizational skills, proficiency with Excel.
QuickBooks Online, Sage Intacct, NetSuite, BILL.com, Ramp, Microsoft Office, Microsoft Excel
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3w
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Client Service Associate
Westlake, Texas, United States
OnsiteFull Time
SPS
SPS: Global provider of document management and business process outsourcing.
High school diploma; 1+ year customer service or office support experience preferred; strong communication, multitasking, and hospitality skills; ability to lift 40–60 lbs and perform light manual tasks.
MFDs
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5d
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Client Associate
Bee Cave, Texas, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOE1+ year brokerage or client services support experience; customer-facing communication; intermediate Microsoft Office skills; ability to prioritize and meet deadlines in financial services; FINRA background screening required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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1mo
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Client Associate
Houston, Texas, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
High school diploma, client service experience, excellent communication and attention to detail, proficiency in Microsoft Office Suite; may require assessments during hiring.
Microsoft Office Suite
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2w
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Client Associate
San Antonio, Texas, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
1+ YOE1+ year client service experience in finance preferred, bachelor's degree in Finance or Economics (or equivalent), bilingual Spanish, strong communication, analytical and detail orientation.
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1w
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ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES
Dallas, Texas, United States
OnsiteFull Time
Cresset
Cresset: Cresset provides personalized wealth management and family office services.
2+ YOEBachelor's in finance/business/accounting,2+ years financial services experience,strong attention to detail,professionalism,proficiency with Microsoft Office; familiarity with Salesforce and Addepar a plus.
Microsoft Office, Salesforce, Addepar
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Client Associate
Fort Worth, Texas, United States
OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree or job-related experience; strong communication and client service skills; Series 7 and 66 (or 63/65) licenses; adaptability to a changing business and technology environment.
Data Entry Software, Desktop Tools, Word Processing Software
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4w
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Associate Client Services Account Manager - Client Services Development Program
Taylor, Texas, United States
$66k-$91k/yr HybridFull Time
ERCOT
ERCOT: Managing the electrical grid and power markets in Texas.
0+ YOEBachelor-level quantitative degree (engineering, mathematics, statistics) or equivalent experience; strong communication, data analysis, and technical curiosity; ability to interpret market rules and system behavior.
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