Client Service Associate Jobs in Texas
Client Service Associate jobs in Texas are concentrated in financial services, wealth management, and banking, with strong demand across brokerage firms, insurance companies, and regional banks at every level from entry-level to senior associate. Houston, Dallas, and San Antonio are the largest hiring centers, home to established employers such as Charles Schwab, JPMorgan Chase, and USAA that maintain large client-facing teams throughout the state. The most in-demand specialties are investment account servicing, retirement plan administration, and insurance client support. Scan the live roles below and apply to whichever ones fit.
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Overview
As a Small Business Client Service Manager II, you’ll own complex client portfolios and act as a strategic advisor, not just maintaining business, but actively expanding it. By leveraging advanced tools and insights, you’ll act as a trusted advisor, uncovering growth opportunities, strengthening retention, and delivering tailored solutions aligned with client needs. Your ability to thrive in a high-volume environment will set the tone for operational excellence, balancing efficiency with an unwavering commitment to the client experience. You’ll elevate performance across the team, share best practices, and champion innovation through technology and data-driven strategies.
How you'll make an impact
- Manage and grow a Small Business portfolio, delivering high-quality service at scale
- Lead complex renewals independently, ensuring competitive and accurate solutions aligned to client needs
- Identify and pursue growth opportunities, supporting cross-sell initiatives and strengthening client relationships
- Provide consultative guidance, helping clients understand risks and make informed decisions
- Resolve complex service issues quickly, using sound judgment and accountability
- Maintain operational excellence through compliance, accuracy, and continuous process improvement
- Thrive in a high-volume environment while delivering a strong client experience
- Support the team as an informal leader, sharing best practices and elevating performance
- Leverage technology and data to improve efficiency and client outcomes
- Drive retention, efficiency, and revenue through proactive service delivery
About You
- 2–3 years of experience in commercial insurance client service or account management, with a track record of independently managing moderately complex Small Business accounts
- An active P&C license and a strong understanding of insurance products, coverage options, underwriting principles, and service processes
- The ability to assess complex client needs and deliver tailored, value-driven solutions with confidence and precision
- A consultative approach to engaging clients, building trust, and influencing decisions aligned with their goals
- A proactive mindset for identifying opportunities to expand accounts, cross-sell, and strengthen relationships
- Strong decision-making skills to resolve challenges effectively, always keeping client outcomes in focus
- Exceptional organizational skills to manage multiple priorities while ensuring accuracy, compliance, and operational excellence
- A natural ability to lead through influence, collaborate effectively, and share knowledge to elevate team performance
- A forward-thinking mindset to continuously improve processes, leverage technology, and drive results in a fast-paced, evolving environment
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
Overview
As a Small Business Client Service Manager II, you’ll own complex client portfolios and act as a strategic advisor, not just maintaining business, but actively expanding it. By leveraging advanced tools and insights, you’ll act as a trusted advisor, uncovering growth opportunities, strengthening retention, and delivering tailored solutions aligned with client needs. Your ability to thrive in a high-volume environment will set the tone for operational excellence, balancing efficiency with an unwavering commitment to the client experience. You’ll elevate performance across the team, share best practices, and champion innovation through technology and data-driven strategies.
How you'll make an impact
- Manage and grow a Small Business portfolio, delivering high-quality service at scale
- Lead complex renewals independently, ensuring competitive and accurate solutions aligned to client needs
- Identify and pursue growth opportunities, supporting cross-sell initiatives and strengthening client relationships
- Provide consultative guidance, helping clients understand risks and make informed decisions
- Resolve complex service issues quickly, using sound judgment and accountability
- Maintain operational excellence through compliance, accuracy, and continuous process improvement
- Thrive in a high-volume environment while delivering a strong client experience
- Support the team as an informal leader, sharing best practices and elevating performance
- Leverage technology and data to improve efficiency and client outcomes
- Drive retention, efficiency, and revenue through proactive service delivery
About You
- 2–3 years of experience in commercial insurance client service or account management, with a track record of independently managing moderately complex Small Business accounts
- An active P&C license and a strong understanding of insurance products, coverage options, underwriting principles, and service processes
- The ability to assess complex client needs and deliver tailored, value-driven solutions with confidence and precision
- A consultative approach to engaging clients, building trust, and influencing decisions aligned with their goals
- A proactive mindset for identifying opportunities to expand accounts, cross-sell, and strengthen relationships
- Strong decision-making skills to resolve challenges effectively, always keeping client outcomes in focus
- Exceptional organizational skills to manage multiple priorities while ensuring accuracy, compliance, and operational excellence
- A natural ability to lead through influence, collaborate effectively, and share knowledge to elevate team performance
- A forward-thinking mindset to continuously improve processes, leverage technology, and drive results in a fast-paced, evolving environment
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
See All 126+ Client Service Associate Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Client Service Associate JobsClient Service Associate Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Client Service Associate Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
- Higginbotham11
- Banfield Pet Hospital11
- CityVet9
- ADP6
- JPMorganChase5
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Technology & Software
- Insurance
- Animal Care & Pet Services
What Texas Employers Look For
The qualifications that appear most often in client service associate jobs across Texas.
- Bachelor's degree in finance, business, or a related field preferred by most Texas employers
- One to three years of client-facing experience in financial services or banking
- Proficiency with CRM platforms such as Salesforce or Fidelity WealthCentral
- Strong written and verbal communication skills for handling complex client inquiries
- Ability to obtain FINRA Series 7 or Series 63 license within a specified timeframe
- Familiarity with brokerage operations, account documentation, and compliance requirements
Client Service Associate Jobs in Texas: Frequently Asked Questions
How do you become a client service associate in Texas?
Most Texas employers require a bachelor's degree in business, finance, or a related field, though some will consider candidates with equivalent work experience. Many client service associate roles in financial services require or expect candidates to obtain FINRA licensing, such as the Series 7 or Series 63, after hire. Texas does not have a state-specific license for the role itself, so the path typically runs through employer-sponsored licensing programs and on-the-job training.
Which companies hire client service associates in Texas?
Employers hiring client service associates in Texas right now include Higginbotham, Banfield Pet Hospital, and CityVet, based on current listings on Migrate Mate as of September 2026. Texas's large concentration of financial services headquarters, regional banks, and insurance carriers means steady, recurring demand for client-facing roles statewide.
Which Texas cities have the most client service associate jobs?
Houston, Dallas, and Austin have the most client service associate openings in Texas. Houston and Dallas drive the bulk of demand because they host major financial services headquarters, regional bank operations, and large insurance carriers, while San Antonio's concentration of military-affiliated financial institutions like USAA adds a consistent source of client service hiring across experience levels.
Are there remote client service associate jobs in Texas?
Yes, and they're more common than in many fields. About 72% of client service associate openings tied to Texas are remote or hybrid as of September 2026, reflecting how much of this work is phone- and platform-based. Account maintenance, inbound client support, and retirement plan servicing are the sub-areas most likely to offer remote arrangements.
How can I get hired as a client service associate in Texas with little or no experience?
The most realistic entry path is applying to associate or client support trainee programs at large Texas-based financial institutions such as USAA, Charles Schwab, or JPMorgan Chase, which run structured new-hire cohorts for candidates without prior industry experience. Lateral moves from bank teller, call center representative, or retail banking roles are common and widely recognized by Texas employers as relevant preparation. Completing a FINRA Series 63 exam before applying gives candidates a concrete edge over other entry-level applicants.
Where can I find and apply to client service associate jobs in Texas?
You can find and apply to client service associate jobs in Texas on Migrate Mate, which lists current Texas openings across financial services, banking, insurance, and wealth management. Search the listings to find roles that match your experience level and location, then apply directly to the ones that fit.
See All 126+ Client Service Associate Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Client Service Associate Jobs