Top 307 Entry level customer service representative Jobs in Dallas Tx

Client Service Associate
Third Act Wealth Management —Dallas, TX
- $70,000 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
Quick Apply
7d
Entry Level College Grad Paid Training
The Houston Jackson Group —Irving, TX
- $23.00 - $25.50 an hour
- Urgently hiring
- Hybrid work
- Spanish
- English
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply
13d
Expedited Resolutions Associate
Vivid Seats —Coppell, TX
- $37,000 a year
- Weekends as needed
- Hybrid work
- Office
- 1 year
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Reservations Representative
JSX —Dallas, TX
- $18 an hour
- Part-time
- English
- Travel
- Typing
- 401(k) matching
1d
Customer Engagement Advocate - September 21st Start Date
Lantern —Dallas, TX
- $20 - $24 an hour
- Full-time
- Spanish
- Sales
- English
- Free parking
- Paid training
6d
Call Center Representative
Serenity Mental Health Centers —Farmers Branch, TX
- $16.50 - $19.50 an hour
- Full-time
- Background check
- Pass drug screening
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
5d
Temporary Outbound Customer Care Specialist
American Heart Association —Dallas, TX
- $17.50 an hour
- Full-time
- Remote
- High school diploma or GED
- Fair chance
- Typing
- Wellness program
- Paid holidays
Call Center Agent
LBU Community Clinic —Dallas, TX
- Spanish
- No experience needed
- English
- Disability insurance
- Health insurance
Customer Account Rep, Key Account
AFL Telecommunications LLC —Dallas, TX
- $58,500 - $88,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
Member & Provider Care Specialist
Oscar Health —Dallas, TX
- $22 an hour
- Remote
- Spanish
- High school diploma or GED
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
Customer Service Representative
NATIONAL PARTNERS IN HEALTHCARE —Richardson, TX
- $17.25 - $24.00 an hour
- Full-time
- Spanish
- Basic math
- English
- Paid time off
- Opportunities for advancement
Quick Apply
5d
Contact Center Agent - Part-Time On-Site
Resource One Credit Union —Dallas, TX
- $19 - $21 an hour
- Part-time
- Background check
- Pass drug screening
- High school diploma or GED
Member Solutions Specialist I (Call Center)
Neighborhood Credit Union —Dallas, TX
- $23 - $24 an hour
- Full-time
- Research
- High school diploma or GED
- Computer skills
Quick Apply
Customer Care Representative
Stellantis Financial Services US —Dallas, TX
- Overtime
- Hybrid work
- Travel
- US work authorization
- Reliable transportation
- Opportunities for advancement
Quick Apply
11h
Contact Center Customer Care Associate
Cotality —Dallas, TX
- Full-time
- Hybrid work
- Research
- Microsoft Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Customer Service Representative
DHL —Wilmer, TX
- $20.75 an hour
- Full-time
- Microsoft Outlook
- High school diploma or GED
- Product management
Quick Apply
Member Services Specialist
North Texas Real Estate R —Irving, TX
- $18.00 - $19.50 an hour
- Overtime
- Office
- Administrative experience
- High school diploma or GED
Quick Apply
Patient Access Representative
Prism Health North Texas —Dallas, TX
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Call Center - Member Service Officer
Southwest Airlines Federal Credit Union —Dallas, TX
- Full-time
- Background check
- Organizational skills
- 1 year
- Paid holidays
- Disability insurance
Quick Apply
6d
CUSTOMER SERVICE SPECIALIST
K & N ENGINEERING INC —Grand Prairie, TX
- $20 - $22 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
8d

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Client Service Associate

Third Act Wealth Management
Dallas, TX

Quick Apply

Job Details

Full-time
$70,000 a year
7 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Microsoft Excel
Microsoft Outlook
AI tools proficiency
Bachelor's degree
Data management
Financial services
CRM system proficiency
Account management

Full Job Description

Position Overview

Third Act Wealth Management is a boutique wealth management firm serving high-net-worth families with complex financial lives. We’re hiring a Client Service Associate to be the operational backbone of the firm — the person who keeps the back office running flawlessly so our advisors can stay focused on clients.

We’re looking for an A-player who owns their work, anticipates needs before they surface, and takes pride in accuracy and follow-through. You’ll run account operations, CRM, correspondence, and the day-to-day workflow of a growing practice — with more ownership and room to grow than you’d find at a national firm.

What you’ll own.

Operations & Account Administration

Process new accounts, transfers, deposits, distributions, and service requests with a high degree of accuracy.
Prepare and submit account paperwork, tracking every item to completion.
Generate and distribute account statements, performance reports, and regulatory correspondence.
Coordinate with advisors, our custodian, compliance, and back-office teams.

CRM & Data Integrity

Own the CRM, keeping client records, notes, and workflows current, accurate, and compliant.
Build and maintain repeatable processes and checklists for recurring work.

Communication & Inbox Management

Manage the firm’s inbox and client correspondence — route, respond, and follow up promptly and discreetly.
Serve as a reliable first point of contact for client service requests, escalating complex needs to the advisor.

Client Experience

Deliver a polished, personalized experience across every client interaction.
Prepare meeting spaces in advance — materials, technology, and hospitality details handled before clients arrive.
Coordinate post-meeting follow-up and milestone recognition (birthdays, anniversaries, life events).

Office & Events

Order supplies, manage mail, and keep the office pristine and client-ready.
Help plan and execute client seminars.

Who You Are

Detail-obsessed and highly organized.
Proactive — you anticipate what’s needed next and act without being asked.
Trustworthy and discreet with confidential information.
Calm and effective under competing priorities.
A clear, warm, and professional communicator.
Coachable and growth-minded.

Required Qualifications

Minimum 1 year of experience in financial services (wealth management, banking, brokerage, insurance, or similar).
Bachelor’s degree.
Proficiency in Microsoft Office (Outlook, Excel, Word).
Experience with a CRM platform (Salesforce, Redtail, Wealthbox, or similar).
Polished, professional verbal and written communication.
Comfort with technology and AI-assisted tools — we use them daily.

Preferred Qualifications

Experience directly supporting financial advisors or relationship managers.
Familiarity with LPL Financial systems.
Knowledge of account types (IRA, brokerage, trust) and financial regulations.

What We Offer

Competitive base salary and bonus, commensurate with experience.
Comprehensive benefits including health, dental, vision, and 401(k) with company match.
Paid time off, holidays, and a commitment to work-life balance.
Direct mentorship and a clear path to grow as the firm scales.

How to Apply

Submit a resume to [email protected] with the subject line “Client Service Associate.” Applications will be reviewed on a rolling basis.

Third Act Wealth Management is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Pay: $70,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

entry level customer service representative jobs in dallas tx

Client Service Associate

Entry Level College Grad Paid Training

Expedited Resolutions Associate

Reservations Representative

Customer Engagement Advocate - September 21st Start Date

Call Center Representative

Temporary Outbound Customer Care Specialist

Call Center Agent

Customer Account Rep, Key Account

Member & Provider Care Specialist

Customer Service Representative

Contact Center Agent - Part-Time On-Site

Member Solutions Specialist I (Call Center)

Customer Care Representative

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Customer Service Representative

Member Services Specialist

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Call Center - Member Service Officer

CUSTOMER SERVICE SPECIALIST

I want to receive the latest job alert for entry level customer service representative in dallas tx

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