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

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Client Account Associate information

See Spring, TX salary details

$26.3K

$50.6K

$69.4K

How much do client account associate jobs pay per year?

As of May 31, 2026, the average yearly pay for client account associate in Spring, TX is $50,558.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $57,400.00 per year, depending on experience, location, and employer.

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.

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 does a Client Account Associate do?

A Client Account Associate is responsible for supporting client relationships and managing various administrative and operational tasks. They assist with account setup, respond to client inquiries, prepare reports, and ensure that clients have a positive experience with the company’s products or services. This role often involves communicating with clients, coordinating with internal teams, and resolving any issues that may arise. Client Account Associates play a key role in maintaining client satisfaction and supporting the overall success of the business.

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 cities near Spring, TX are hiring for Client Account Associate jobs? Cities near Spring, TX with the most Client Account Associate job openings:
Account Associate- Employee Benefits

Account Associate- Employee Benefits

Insurance Office of America

The Woodlands, TX

$42.40K - $57.60K/yr

Full-time

Medical, Retirement

Posted 10 days ago


Insurance Office Of America rating

8.6

Company rating: 8.6 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

73rd of 259 rated insurance


Job description

Job Description:

Title:AccountAssociate-Employee Benefits

Work Mode:Remote/ Eastern and Central Time Zones Only| Location/Supporting:Longwood, FL| Experience:Level-Funded and Self-Funded Plans

Supporting:Shared Services - provides service support to other IOA account teams during their first 3-6 months with account management and service.
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.To view our branch locations, please visit: ioausa.com/locations


About the Role:This position handles Account Associate activities for the IOA Employee Benefits team under a Producer, AE, AM, or EB Operations Team Leader. Responsibilities include client service, directing Account Coordinators, team productivity, policy administration, renewals, new policy setup, audits, data management, communication, professional development,identifyingsales opportunities, and upholding IOA core values.


Key Responsibilities:

  • Client Management:Under the direction of a Producer, AE, AM, or EB Team Leader,assistin managing an assigned book of business, meeting all performance requirementsregardingproduction, quality, and service, and ensuring no liability associated with errors and omissionsoccurs.

  • Client Service:Deliver outstanding client service at all times, including proactivelyanticipatingclient needs,maintainingfrequent and professional client communication, and responding quickly to any service requests.

  • Team Leadership:Direct day-to-day activities and workflow of Account Coordinator(s), includingmaking workassignments, delegating tasks, communicating performance expectations, monitoring execution to ensure performance requirements are met, and recommending corrective actions when needed.

  • Business Growth:Activelyseekto grow IOA business, includingidentifyingand acting on sales opportunities.

  • Policy Management:Track policy expirations for existing clients and work proactively to ensureappropriate actionsare taken tofacilitaterenewals.

  • Professional Development: Support team training and development, promote a positive work environment, and seek continuous improvement.

  • Communication:Maintaintransparent communication with Producers and team members.

  • Compliance: Ensure adherence to company policies and industry standards.

  • Champion IOA core values anddemonstrateintegrity and leadership.


Ideal CandidateQualifications:

  • 2+ years ofEmployee Benefitsexperience

  • Active Life & Health License

  • Exceptional customer service and communication skills

  • Strong organizationaland multi-taskingskills

  • High accuracy in handling large work volumes

  • Proficiencyin MS Office (Outlook, Word, Excel)

  • High School Diploma (or equivalent)


What We Offer:

  • Competitive salaries and bonus potential

  • Company-paid health insurance

  • Paid holidays, vacations, and sick time

  • 401K with employer match

  • Professional growth and career progression opportunities

  • Respectful culture and work/family life balance

  • Community service commitment

  • Supportive teammates and a rewarding work environment


Whatto Expect(Application Process):

  • 30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

The expected pay range for this position is 45-70K annually, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.