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Client Assistant Jobs in Conroe, TX (NOW HIRING)

Texas Capital Bank

Sr Private Client Advisor

Houston, TX · On-site

  • Medical

  • Life

  • Retirement

  • PTO

Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Operate effectively in a team based, collaborative environment and assist in the development and ...

Hello Sunshine Travels

Client Specialist

Houston, TX · On-site

About the job Client Specialist Company: Camirand Travel / Hello Sunshine Travels About the ... As part of our team, you will assist clients with vacation planning, travel research, reservations ...

Barry's

Client Specialist

Houston, TX · On-site

Handle pre-orders and orders on the spot, custom to each client's needs * Assist clients with questions and product selection * Complete client's orders in a timely manner utilizing a POS transaction

Barry's

Client Specialist

Houston, TX · On-site

Handle pre-orders and orders on the spot, custom to each client's needs * Assist clients with questions and product selection * Complete client's orders in a timely manner utilizing a POS transaction

Secret Med Spa

Client Concierge

Houston, TX · On-site

$14.75 - $19/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Assistant providers and managers with client scheduling and maintaining the appointment books. * Comply with all company policies and procedures to ensure streamlined processes within the location

The Bowen Law Firm PLLC

Be Seen First

Receptionist/Client Intake

Houston, TX · On-site

$14 - $20/hr

  • Medical

  • Retirement

We are seeking a Legal Assistant/Receptionist to become a part of our team! You will provide ... Responsibilities: * Answer phones, schedule appointments, follow up on client leads * Conduct ...

The Bowen Law Firm PLLC

Be Seen First

Receptionist/Client Intake

Houston, TX · On-site

$14 - $20/hr

  • Medical

  • Retirement

We are seeking a Legal Assistant/Receptionist to become a part of our team! You will provide ... Responsibilities: * Answer phones, schedule appointments, follow up on client leads * Conduct ...

Empyrean

Client Interface Manager

Houston, TX · On-site

: Client Interface Manager CLASSIFICATION: Exempt JOB SUMMARY The Client Interface Manager provides ... Participate in customer tours and assist with internal audits and special projects, as requested

Biologique Recherche

Client Advisor

Houston, TX · On-site

$20/hr

Client Advisor Summary As the Client Advisor, you are both the face and the driving force on the ... You also assist skin experts by efficiently checking in clients, managing appointment changes, and ...

empyrean

Client Interface Manager

Houston, TX · On-site

: Client Interface Manager CLASSIFICATION: Exempt JOB SUMMARY The Client Interface Manager provides ... Participate in customer tours and assist with internal audits and special projects, as requested

Chewy

Client Concierge

Houston, TX · On-site

$14.75 - $19/hr

Responsible for handling all patient intakes and providing all front-end client-facing interactions ... Perform customer service skills to assist pet parents with providing medical care to their pet ...

Freese Nichols

Client Service Leader

Houston, TX · Hybrid

Coordinate, assist and attend client events, meetings, appointments and conferences * Oversee preparation of presentations for internal sales teams and external clients * Prepare, attend and ...

Alphabe Insight Inc

Client Service Associate

Houston, TX · On-site

$55K - $60K/yr

Manage client accounts, documentation, and service records with high attention to detail * Assist with onboarding new clients and guiding them through the service process * Identify opportunities to ...

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All JobsClient JobsClient Assistant JobsClient Assistant Jobs in Conroe, TX

Client Assistant information

What does a client assistant do?

A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.

What are the key skills and qualifications needed to thrive as a client assistant?

To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.

How does a client assistant typically collaborate with other departments to ensure excellent client service?

Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.

What cities near Conroe, TX are hiring for Client Assistant jobs?

Cities near Conroe, TX with the most Client Assistant job openings:

Client Assistant jobs near you
Infographic showing various Client Assistant job openings in Conroe, TX as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution.

Sr Private Client Advisor

Texas Capital Bank

Houston, TX • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 25 days ago

Job description

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.
Responsibilities
  • Leverages the specialists on their team including the investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor to provide interdisciplinary expertise and portfolio management.
  • Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging all available PWA resources to deliver a complete wealth management solution.
  • Remain the ongoing relationship manager for a specific portfolio of clients and ensure every client has an extraordinary experience
  • Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their subject matter expert teammates.
  • Develop perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.
  • Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities
  • Demonstrate continuous prospecting skills applied to COIs (centers of influence), associations, and community activities as well as internally with their commercial bank colleagues.
  • Operate effectively in a team based, collaborative environment and assist in the development and retention of junior team members and relationship and customer service associates

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.
Qualifications
  • Minimum 10 years relevant banking experience required with at least seven years in private banking preferred
  • Required: Bachelor's degree in finance, economics, accounting or related field
  • Preferred: MBA, CFA or CFP
  • Prior experience providing complex investment solutions to affluent or high net worth individuals or families
  • Prior sales experience required
  • Ability to collaborate with and positively influence team members
  • Strong communications skills and experience creating and delivering presentations and written materials

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
Texas Capital Bank logo

About Texas Capital Bank

Sourced by ZipRecruiter

Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people's success -- today and tomorrow.

Industry

Commercial banking

Company size

1,001 - 5,000 Employees

Headquarters location

Dallas, TX, US

Year founded

1998

Social media

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