Client Services Associate Salaries in Texas

Answer, generate and return calls as needed or requested. Notate all calls in CRM. Gather factual client-level profile information such as age, address, income,…

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed). Industry experience is a plus.

Ability to operate virtual media software, connect to Zoom sessions, and connect audio calls to video calls. Conducts data entry, maintains document retention,…

$79,600 - $104,500 a year

Greet and welcome clients and guests at the front desk. One to two (1-2) years related experience in related field such as customer service, hospitality or…

4 days ago

Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan…

Participate in company training, licensing preparation (where applicable), and ongoing professional development. Hybrid remote/work-from-home flexibility.

$4,000 - $6,000 a month

3 days ago