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Associate Client Service Representative Jobs in Houston, TX

Sago

Client Service Representative

Houston, TX

$15.25 - $20.75/hr

SAGO is a global leader in market research and data solutions, committed to connecting human answers to business questions. The world is transforming, and SAGO is continuously reaching new heights ...

Sago

Client Service Representative

Houston, TX · On-site

$15.25 - $20.75/hr

SAGO is a global leader in market research and data solutions, committed to connecting human answers to business questions. The world is transforming, and SAGO is continuously reaching new heights ...

Sago

Client Service Representative

Houston, TX

$15.25 - $20.75/hr

SAGO is a global leader in market research and data solutions, committed to connecting human answers to business questions. The world is transforming, and SAGO is continuously reaching new heights ...

empyrean

Annual Enrollment Client Service Rep I

Houston, TX

$15.25 - $20.75/hr

The Annual Enrollment Customer Service Representative provides high quality client and member focused service using knowledge of plans, products, systems, and procedures to meet or exceed client and ...

Empyrean

Annual Enrollment Client Service Rep I

Houston, TX · On-site

$15.25 - $20.75/hr

The Annual Enrollment Customer Service Representative provides high quality client and member focused service using knowledge of plans, products, systems, and procedures to meet or exceed client and ...

Boutique Recruiting

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

Client Service Associate Salary Range: $70,000-$90,000 / DOE, plus an estimated 5%-15% discretionary annual bonus based on individual and firm performance A growing boutique wealth management firm is ...

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All JobsAssociate Client Service Representative JobsAssociate Client Service Representative Jobs in Houston, TX

Associate Client Service Representative information

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How much do associate client service representative jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for associate client service representative in Houston, TX is $21.39, according to ZipRecruiter salary data. Most workers in this role earn between $16.30 and $23.89 per hour, depending on experience, location, and employer.

What do you do as a client service associate?

An Associate Client Service Representative is responsible for assisting clients with their inquiries, resolving issues, and providing information about products or services. They often communicate via phone, email, or chat, and use customer relationship management (CRM) tools to track interactions and ensure customer satisfaction.

What jobs pay 4000 a week without a degree?

An Associate Client Service Representative typically does not earn $4,000 weekly without specialized experience or advanced skills. High-paying roles that can reach this level without a degree often include sales positions, real estate brokers, or certain entrepreneurial ventures, but they usually require strong communication skills, industry knowledge, or licensing. Most jobs paying this amount consistently without a degree are rare and often involve commission-based pay or self-employment.

What does an associate customer service representative do?

An associate customer service representative assists clients by answering questions, resolving issues, and providing information about products or services. They often use communication tools like phone, email, or chat and require good interpersonal and problem-solving skills to ensure customer satisfaction.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting performance metrics. The level of stress varies depending on the work environment, workload, and individual skills in communication and problem-solving.
What are the most commonly searched types of Client Service Representative jobs in Houston, TX? The most popular types of Client Service Representative jobs in Houston, TX are:
What cities near Houston, TX are hiring for Associate Client Service Representative jobs? Cities near Houston, TX with the most Associate Client Service Representative job openings:
Associate Client Service Representative jobs near you

Associate, Client Service

NewEdge Capital Group LLC

Houston, TX

$13.75 - $19/hr

Full-time

Posted 2 hours ago

Job description

Job Summary:

The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Houston, Texas. In this role, you will work directly with clients to facilitate, monitor, and report on investments and services. Additionally, you will prepare asset allocation reviews, investment proposals, and customized marketing materials to support the advisor, prospective, and existing client relationships.

Duties/Responsibilities:

Relationship Management

  • Provide clients and their accountants with account statements, tax documents, and portfolio information while delivering exceptional service and responsiveness.
  • Collect and review documentation required for client and investment onboarding.
  • Monitor capital calls, subscription activity, and redemption schedules for alternative investments.
  • Support account maintenance, cash management, and other client service requests in collaboration with the broader service team.

Investment Solutions

  • Generate portfolio reports and analyses, including performance, holdings, transaction activity, tax summaries, income, and fee reports.
  • Partner to develop customized marketing and review books for client meetings and business development efforts.
  • Prepare asset allocation reviews and investment proposal materials to support portfolio recommendations.
  • Document client review meetings, update CRM records, and coordinate follow-up actions to ensure timely execution of client needs.

Practice Management

  • Maintain accurate and up-to-date client records within CRM and contact management systems.
  • Manage team calendars and coordinate daily, weekly, and monthly activities to support operational efficiency.
  • Apply knowledge of risk management, compliance, and regulatory requirements in support of client service activities.

Talent Management

  • Pursue ongoing professional development to enhance industry knowledge, technical skills, and professional credentials.
  • Communicate training and development needs to support continuous growth and performance.
  • Assist with onboarding and training new team members to facilitate successful integration into the firm.

Required Skills/Abilities:

  • 2–5 years of client service experience, preferably within wealth management or financial services.
  • Series 7 and/or 65 licenses or willingness to obtain licensing while employed.
  • Advanced Microsoft Office Suite skills, including Excel, PowerPoint, and Word.
  • Strong written and verbal communication skills with exceptional attention to detail.
  • Highly organized and effectively manage multiple priorities in a fast-paced environment.
  • Exhibit professionalism, strong interpersonal skills, and a client-focused approach.
  • Strong time management, multitasking, and problem-solving abilities to meet team and client objectives.

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