Client Service Associate
$39k - $43kAlphabe Insight
Client Service AssociateSwift7 Consultants is seeking a Client Service Associate to join our team in Austin, TX.In this role, you will serve as an important point of contact for clients, helping answer questions, provide information, resolve concerns, and ensure each interaction reflects our commitment to excellent service.The ideal candidate is organized, approachable, communicative, and comfortable working in a professional, fast-paced environment.ResponsibilitiesProvide professional and courteous assistance to clients.Respond to client questions and provide accurate information regarding services and processes.Build positive relationships through clear and consistent communication.Assist with resolving client concerns in a timely and professional manner.Maintain organized and accurate client information and records.Coordinate with internal team members to ensure client needs are addressed.Follow up with clients when additional information or assistance is required.Help identify opportunities to improve the overall client experience.Support daily administrative and operational activities as needed.Represent Swift7 Consultants with professionalism and attention to detail.QualificationsStrong verbal and written communication skills.Excellent interpersonal and customer service abilities.Professional, positive, and solution-oriented attitude.Strong organizational and time-management skills.Ability to manage multiple priorities effectively.Attention to detail and commitment to accuracy.Comfortable working independently and as part of a team.Ability to learn new systems, procedures, and services quickly.Reliable and adaptable in a fast-paced work environment.Additional InformationCompetitive Salary: $39,000–$43,000 annually.Growth Opportunities: Opportunities for advancement as the company continues to expand.Professional development and continuous learning opportunities.Training designed to strengthen communication, client relations, organization, and problem-solving skills.Supportive and collaborative team environment.Opportunity to develop valuable business and client service skills.Clear pathways for increased responsibilities and leadership opportunities.Full-time position with opportunities for long-term career development.
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...Suggested
$60k - $80k
...collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks... ...you canLiaison between the advisor and Farther's centralized service team, tracking open items and keeping things movingHandle...Suggested- ...The Client Service Associate (CSA) plays a dual role supporting both exceptional client service and the financial planning process. This position partners closely with a planning-focused Lead Advisor to deliver a high-touch client experience. The ideal candidate is detail...SuggestedWork at officeMonday to Friday
$25 - $29 per hour
...RH Client Services AssociateRH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand... ...with what's right, rather than who's right.Client Services Associates play an integral role in providing luxury service and...SuggestedHourly payWork at officeLocal area$65k - $75k
...A boutique, relationship-driven wealth management practice in Austin is seeking a Registered Client Service Associate to support a successful lead advisor and a loyal base of high-net-worth client relationships. This is a hands-on role for someone who enjoys client service...SuggestedRemote work- A financial services firm in Austin, Texas, is seeking a Client Service Associate to support exceptional client service and the financial planning process. The role includes partnering with a Lead Advisor, maintaining client records, and ensuring accurate documentation....Work at office
- GemHarvest Executive Recruiting in Austin is seeking a Registered Client Service Associate to support high-net-worth clients and assist a lead advisor. This position emphasizes client service and financial operations, ideal for someone keen on supporting a growing advisory...
- ...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...Work experience placementWork at office
$45k - $50k
...best-in-class pediatric nursing, therapy and school-based services. We seamlessly integrate into children’s lives by bringing... ...balance. We are seeking a critical thinker and proactive Client Services Associate who can wear many hats, coordinate the staffing operations...Full timeWork at office- Oxbow Advisors in Austin, TX is seeking a client and administrative support professional to assist Portfolio Managers and onboarding... ...files, and handling daily requests to ensure accurate, timely servicing of accounts. The position is full-time, in-office, with a focus...Full timeWork at office
$50k - $70k
Overview Grace Lane Financial Partners empowers clients to live their best lives now and in the future by combining financial planning... ...-time (Monday - Friday 8:30 AM - 5:00 PM) JobType: Client Service Associate ExperienceRequirements: 2 - 5 years’ of operational...Full timeRemote workMonday to Friday- H&R Block, Inc. is seeking a seasonal Client Service Professional / Receptionist in Austin, TX. This in-person role greets clients, manages scheduling, and supports daily office operations with tax professionals. It offers exposure to tax work and potential growth into...Seasonal workWork at officeWeekend workAfternoon shift
$65k
...personal growth and promotes teamwork. Position Summary: Provides client and administrative support to Portfolio Managers. Takes... ...Managers and operations staff to ensure the timely and accurate servicing of clients’ accounts. Interacts with major custodians such as Schwab...Full timeMonday to FridayShift work- Raymond James, Inc. in Austin, TX is seeking a Registered Client Service Associate to support financial advisors and clients with high-touch administrative tasks. You will onboard clients, open accounts, research information, process transfers, and monitor cash and investments...
- Scherer Financial Advisory Services in the Dallas/Plano area seeks an Operations & Client Service Associate who embraces both client care and meticulous operational work. You will balance building relationships with handling the day-to-day tasks that keep a financial practice...
$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at office- Merrill Wealth Management at Bank of America seeks a client-focused professional to educate clients on banking services and maintain strong relationships. You will support FAs, ensure timely materials, and help manage risk through adherence to policies. Role requires adaptability...
- GLG in Austin, TX seeks an Associate to learn fast and grow in client service and project delivery. You will own projects end-to-end, build client relationships, recruit experts, and deliver high‑quality outcomes while collaborating across teams to drive revenue and retention...
- ...motivated and ambitious individuals to join our growing team as a Client Relations Associate. This role is ideal for candidates who enjoy working with... ...and providing personalized solutions Deliver exceptional service throughout the customer experience Support client...Full timeImmediate start
- ...ability to troubleshoot Prior customer service or sales experience is preferred, but not... ...enjoy building strong relationships with clients, then look no further and As our boots-... ...Join our team as a Seasonal Client Support Associate and be the friendly face for all those...Full timePart timeSeasonal workLocal areaFlexible hoursShift work
$15 per hour
We are seeking motivated associates to support retirement plan participants with their distribution... ...a background in finance or retirement services and enjoy delivering exceptional... ...accurate answers to basic inquiriesResolve client issues, concerns, and inquiries...Full timeWork at officeRemote workNight shift- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Seasonal workWork at officeWork from homeDay shift
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from home
- Dimensional Fund Advisors in Austin, Texas is looking for an Associate to support the Global Client Group. The role includes assisting Regional Directors,... ...a Bachelor's degree, a strong interest in Financial Services, and at least 2 years of relevant experience. An...
- AnywhereWorks Ltd. is seeking a Client Experience Associate to join our team. This role focuses on handling a variety of calls, including standard answering, outbound outreach, live chat, and intake calls, while maintaining a professional, upbeat tone. You'll need strong...Remote workFlexible hours
- ...organizations to transform how they deliver services — and Jira Service Management is at the... ...ll work alongside Agile consultants and client stakeholders to understand how work... ...(minimum 12 years) work experience. (If Associate’s Degree, must have minimum 6 years work...Work experience placementLive inWork at officeLocal area
- McKinsey & Company is seeking an Associate focused on Service Operations to join a client service team and own a workstream addressing challenging operating model opportunities. This role sits at the intersection of strategy, technology and transformation to deliver growth...
- ...Join Globe Life’s McQuade Organization as a Remote Client Services Representative and help individuals and families understand their available benefits. Enjoy a 100% remote opportunity with flexible scheduling, comprehensive training, and opportunities for professional...Remote jobFull timeFlexible hours
$20 - $23 per hour
...About Us: Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions... ...platforms, automation and advisory services that enable clients to modernize operating models, reduce cost and accelerate growth...Hourly payFull timeWork experience placementWork at officeMonday to FridayAll shiftsFlexible hoursShift work- ...Law Journal’s survey of the nation’s largest law firms.Our continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment where attorneys are empowered to grow their careers,...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
- client services associate Austin, TX
- client relationship associate Austin, TX
- client account associate Austin, TX
- services specialist Austin, TX
- member services specialist Austin, TX
- family services specialist Austin, TX
- flight service specialist Austin, TX
- toyota service advisor Austin, TX
- community services specialist Austin, TX
- environmental service worker Austin, TX



