Customer Service Associate, Financial Services

Job overview

The Customer Service Associate is an onsite role in San Antonio, TX, with a Monday–Friday, 8:00 AM–5:00 PM schedule. Pay is $65,000–$75,000 annually. The role supports client relationships and day-to-day account operations for a financial services organization partnered with Addison Group. The associate helps deliver a reliable client experience by coordinating account requests, maintaining accurate records, and working with internal teams to resolve needs. The position also supports onboarding, documentation, deadline tracking, and process improvements that streamline service.

What you'll do

• Respond to client inquiries and coordinate resolutions
• process account requests and update information
• maintain client records and documentation
• prepare reports, forms, and meeting materials
• coordinate with internal departments
• track deadlines and pending requests
• support onboarding and account setup
• handle sensitive information discreetly
• flag discrepancies and service concerns
• maintain electronic files and internal systems
• contribute to workflow improvements.

What we're looking for

Skills & competencies

customer service associate

client service

financial services

san antonio tx

addison group

$65k–$75k

monday–friday

8 am–5 pm

account support

client onboarding

documentation

microsoft office

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, and 401(k).

Why this role

Direct-hire opportunity with a stated Monday–Friday, 8:00 AM–5:00 PM onsite schedule.

About the employer

Addison Group is hiring for this role. Industry: Marketing Consulting Services. Sector: 54.