Top 24 Client services associate Jobs in Boerne, Tx

Client Service Associate (CSA)
Pax Financial Group —San Antonio, TX
- Full-time
- Mid-level
- Analysis skills
- Organizational skills
- Health insurance
- Paid time off
Quick Apply
Client Care Coordinator for Home Care Company (PAS Agency)
Griswold Home Care for San Antonio —San Antonio, TX
- $17 - $20 an hour
- Weekends as needed
- Bachelor of Science
- Office
- Criminal background check
- Health insurance
Quick Apply
Client Care Coordinator
Mindful Health —San Antonio, TX
- $20 - $25 an hour
- Evenings as needed
- CPR Certification
- Computer literacy
- HIPAA
- Disability insurance
- Health insurance
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Client Service Associate (Boerne, TX)
Raymond James Financial, Inc. —Boerne, TX
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
9d
Client Associate (Investment Services)
SWBC —San Antonio, TX
- Full-time
- Marketing
- Mid-level
- Office
- Wellness program
- Health insurance
1d
Manager Client Solutions Sr
Acosta —San Antonio, TX
- $72,600 - $90,800 a year
- Full-time
- Microsoft Outlook
- Business development
- Bachelor's degree
Quick Apply
1d
Licensed Client Associate
SWBC —San Antonio, TX
- Full-time
- Marketing
- Mid-level
- Office
- Wellness program
- Health insurance
Senior Client Service Manager - Employee Benefits (HYBRID)
Gallagher Benefit Services —San Antonio, TX
- Full-time
- High school diploma or GED
- Supervising experience
- Bachelor's degree
- Paid parental leave
- Health savings account
Client Advisor (Full-time), A|X Armani Exchange
A|X Armani Exchange —San Antonio, TX
- $15 an hour
- Weekends as needed
- Merchandising
- High school diploma or GED
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Personal Lines Client Account Manager
HUB International —San Antonio, TX
- Full-time
- Hybrid work
- Microsoft Outlook
- Computer literacy
- Mid-level
- Opportunities for advancement
Wealth Management Client Associate
Bank of America —San Antonio, TX
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
8d
Client Advisor (Part-time), A|X Armani Exchange
A|X Armani Exchange —San Antonio, TX
- $15 an hour
- Weekends as needed
- Merchandising
- High school diploma or GED
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Client Service Associate – Wealth Management
Kuttin Wealth Management. —San Antonio, TX
- $45,000 - $60,000 a year
- Full-time
- Office
- US work authorization
- In-person
Quick Apply
Client Advisor
Synergy Automotive —Boerne, TX
- Background check
- Clean driving record
- Dealership
- Health insurance
- Dental insurance
Quick Apply
2d
Bilingual Consumer Loan Specialist - Sales Customer Service
Republic Finance, LLC —San Antonio, TX
- $32,000 a year
- Full-time
- Spanish
- Computer literacy
- Pass drug screening
- Paid holidays
- Disability insurance
1d
Client Integration Specialist (Pharmacy Benefits)
Ventegra —United States
- $28 - $32 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply

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Client Service Associate (CSA)

Pax Financial Group -
San Antonio, TX

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Paid time off
Volunteer time off

Qualifications

Mid-level
Analysis skills
Client services
Organizational skills
Communication skills
Time management

Full Job Description

Job Title: Client Service Associate (CSA)

Job Description

Summary/Objective:
Provide excellent service to our clients and advisors courteously and efficiently, ensuring that the highest standards of confidentiality and integrity are always met. The Client Service Associate (CSA) is critical in working directly under the COO alongside Financial Advisors.

Essential Job Functions:

The CSA is a critical role working directly under the Client Service Director alongside Financial Advisors.
CSAs do not make investment decisions related to the account's investment but instead work with the Advisor team to ensure funds are invested according to asset allocation and risk tolerance.
CSA is responsible for helping the Financial Advisors manage existing relationships.
CSAs are responsible for reaching out to schedule financial checkups and addressing all client transactional needs.

Daily Responsibilities:

Responding to clients’ emails, letters, and phone calls
Handling client transactional requests
Solving client-related problems
Providing trade instructions to trade teams
Scheduling existing client meetings

Before Meetings - Case Prep:

Scheduling Client Meetings
Facilitating Case Prep Meetings
Disseminating Necessary Actions
Final Oversight of Deliverables

After Client Meetings:

Ensuring the Completion of Action Items
Processing Data to Provide Deliverables from Meetings
Facilitating Paperwork to/from Clients to Custodians
Following Up with Clients
Collecting Necessary Documents from Clients
Updating Salesforce Data Entries
Ensuring the Delivery of Promises of Financial Advisors (FAs)

Competencies:

Excellent written and verbal communication skills
Detail-oriented
Critical thinking skills
Problem-solving skills
High-level confidentiality
High-level customer service skills
Team player
Responsible and trustworthy
Integrity
Demonstrates analytical ability, good judgment, problem-solving, responsibility, and personal integrity, with the ability to deal with confidential information daily.
A self-starter with a strong sense of ownership, upbeat, professional attitude, and demeanor.
Must be able to exercise judgment, tact, and diplomacy on behalf of supervisors when dealing with other executives and levels of management.

Technical Skills:

Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook).
Experience in Salesforce is highly desired.
Excellent customer service and good oral and written communication skills.
Professional and articulate with strong attention to detail.
Ability to work efficiently, effectively, and independently to see projects through to conclusion.
Excellent time management, strong organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems.

Work Environment:
Professional

Required Education and Experience:

Must have a high school diploma
Must have a minimum of 3-5 years of working in the financial industry and maintaining professional interactions in an Administrative/Client Service role

Preferred Education and Experience:

Bachelor’s Degree

Certificates, Licenses, Registrations:

Series 65 (Preferred)

PAX Financial Group Offers:

Sponsorship of industry licensing and credentialing
Administrative, marketing, trade execution, and financial planning support for advisors
Personal office space with shared conference and meeting rooms
State-of-the-art tools in CRM, planning software, and behavioral finance
Company-sponsored employee events
Volunteer Time Off
Paid Time Off
Comprehensive health benefits package
Defined Contribution retirement package
A warm, welcoming culture built on teamwork, trust, and encouragement of one another

About PAX Financial Group:

Founded in 2007 by three Texas industry veterans
Widely recognized by independent companies for rapid growth and employee satisfaction
PAX advisors are independent advisors and do not offer clients proprietary products

Salary is negotiable

Interested in Applying?

If you believe your background and interests align with this role, we invite you to complete a short assessment as part of our application process.

The assessment helps us understand work style and role fit and is required to move forward.

Begin the assessment:

https://assessment.predictiveindex.com/bo/CQ3R/ClientServiceAssociate_Dec2025_53119

We appreciate your interest in PAX Financial Group and look forward to learning more about you.

Quick Apply

Refine Your Search

client services associate jobs in boerne, tx

Client Service Associate (CSA)

Client Care Coordinator for Home Care Company (PAS Agency)

Client Care Coordinator

Client Service Associate (Boerne, TX)

Client Associate (Investment Services)

Manager Client Solutions Sr

Licensed Client Associate

Senior Client Service Manager - Employee Benefits (HYBRID)

Client Advisor (Full-time), A|X Armani Exchange

Personal Lines Client Account Manager

Wealth Management Client Associate

Client Advisor (Part-time), A|X Armani Exchange

Client Service Associate – Wealth Management

Client Advisor

Bilingual Consumer Loan Specialist - Sales Customer Service

Client Integration Specialist (Pharmacy Benefits)

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