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Client Account Associate Jobs in Magnolia, TX (NOW HIRING)

Morgan Stanley

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Entering profile information or pre-filling account documentation on client accounts and/or ...

Vodia Ventures

Client Service Associate

Houston, TX · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Plan and manage new account onboarding process including SMA and alternative investments * Closely ...

Alphabe Insight

Client Service Associate

Houston, TX · On-site

$49K - $54K/yr

Client Service Associate Catch Vibe Voice is a forward-thinking communications and client ... Develop a strong understanding of client accounts and provide tailored assistance. * Uphold company ...

Alphabe Insight Inc

Client Service Associate

Houston, TX · On-site

$55K - $60K/yr

We are seeking a polished and dependable Client Service Associate to join our team in Houston. In ... Manage client accounts, documentation, and service records with high attention to detail * Assist ...

Morgan Stanley

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Enter profile information or pre-fill account documentation on client accounts and/or documents in ...

Alphabe Insight Inc

Client Service Associate

Houston, TX · On-site

$55K - $60K/yr

We are seeking a polished and dependable Client Service Associate to join our team in Houston. In ... Manage client accounts, documentation, and service records with high attention to detail * Assist ...

Morgan Stanley

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Enter profile information or pre-fill account documentation on client accounts and/or documents in ...

Alphabe Insight Inc

Client Service Associate

Houston, TX · On-site

$49K - $54K/yr

We are seeking a motivated and detail-oriented Client Service Associate to join our team in Houston ... Develop a strong understanding of client accounts and provide tailored assistance. * Uphold company ...

Raymondjames

Client Service Associate

The Woodlands, TX

$13 - $17.75/hr

Opens new client accounts, process money movement, and researches information as needed * Ensures ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

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Showing results 41-60

All JobsClient Account Associate JobsClient Account Associate Jobs in Magnolia, TX

Client Account Associate information

See Magnolia, TX salary details

$25.2K

$48.6K

$66.8K

How much do client account associate jobs pay per year?

As of Aug 14, 2026, the average yearly pay for client account associate in Magnolia, TX is $48,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,700.00 and $55,200.00 per year, depending on experience, location, and employer.

How does a client account associate typically collaborate with other departments to ensure client satisfaction?

Client Account Associates frequently work cross-functionally, coordinating with departments like sales, operations, and customer support to address client needs and resolve issues promptly. They act as a bridge between the client and internal teams, ensuring that client feedback is communicated clearly and projects stay on track. Regular meetings and updates with other departments are common to maintain transparency and deliver a seamless client experience. This collaborative approach not only helps solve problems efficiently but also fosters strong long-term client relationships.

What are the key skills and qualifications needed to thrive as a client account associate, and why are they important?

To thrive as a Client Account Associate, you need strong organizational skills, attention to detail, and a background in business, finance, or customer service, often supported by a bachelor’s degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial platforms like Salesforce or QuickBooks is typically required. Excellent communication, problem-solving, and relationship-building abilities help you exceed client expectations and resolve issues efficiently. These skills and qualities are crucial for delivering exceptional service, retaining clients, and supporting business growth.

What is the difference between Client Account Associate vs Customer Service Representative?

AspectClient Account AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer associate's degreeHigh school diploma or equivalent
Work EnvironmentFinancial institutions, corporate client accounts, B2B settingsRetail, call centers, service industries
Employer & Industry UsageBanking, investment firms, financial servicesRetail stores, telecom, hospitality
Common Search & ComparisonClient Account Associate vs Customer Service Representative

The main difference is that a Client Account Associate typically works in financial or corporate settings managing client accounts, requiring some industry-specific knowledge. In contrast, a Customer Service Representative generally handles customer inquiries across various industries, focusing on service and support. Both roles involve communication skills, but the Client Account Associate often deals with more complex account management tasks within financial services.

What does a client account associate do?

A client account associate manages client accounts by providing support, addressing inquiries, and ensuring customer satisfaction. They often handle account updates, process transactions, and use customer relationship management (CRM) tools to maintain accurate records and foster strong client relationships.

What are the most commonly searched types of Client Account jobs in Magnolia, TX?

The most popular types of Client Account jobs in Magnolia, TX are:

What cities near Magnolia, TX are hiring for Client Account Associate jobs?

Cities near Magnolia, TX with the most Client Account Associate job openings:

Client Account Associate jobs near you

Registered Client Relationship Analyst

Morgan Stanley

Houston, TX

Full-time

Posted 4 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

30th of 150 rated financial services

Job description

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.


DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA team including:

  • Supporting the FA team in cultivating and enhancing new and existing client relationships

  • Executing money movement transactions at the request of the client and/or FA team

  • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)

  • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA team

  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)

  • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA team

  • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)

  • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA team

  • Supporting the FAs teams' marketing strategy (e.g., website maintenance)

  • Assist FAs teams in delivering against their business plan and client service model

  • Remaining current on all policies, procedures, and new platforms

  • Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT

  • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs teams as needed)

  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)

  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process

  • Assisting with general in-office support functions such as copying, filing and scanning documentation

  • Preparing and submitting expense reports for processing at the direction of the FA


EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • High School Diploma/Equivalency

  • College degree preferred

  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

  • Two or more years of industry experience preferred

Knowledge/Skills

  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

  • Detail orientated with superior organizational skills and ability to prioritize

  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)

  • Exceptional writing, interpersonal and client service skills

  • Strong time management skills

  • Team player with the ability to collaborate with others

  • Ability to work in a fast-paced, evolving environment

  • Adaptable and ability to multitask

  • Goal oriented, self-motivated and results driven

Reports To:

  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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