The Registered Client Service Associate utilizes the client relationship model and turnkey tools to ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
The Registered Client Service Associate utilizes the client relationship model and turnkey tools to ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
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 ...
New
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 ...
New
Remote Client Support Representative
Houston, TX · Remote
$15.75 - $20.75/hr
We are seeking a Remote Client Support Representative - Travel to assist clients throughout their travel journey. In this fully remote role, you will serve as a key point of contact for travelers ...
Remote Client Support Representative
Houston, TX · Remote
$15.75 - $20.75/hr
We are seeking a Remote Client Support Representative - Travel to assist clients throughout their travel journey. In this fully remote role, you will serve as a key point of contact for travelers ...
Client Relations Supervisor
Houston, TX · On-site
Direct visitors or clients to appropriate contact. Assist with urgent requests such as guest ... Client first mentality * Leads by example demonstrating self-confidence, energy, and enthusiasm
Client Relations Supervisor
Houston, TX · On-site
Direct visitors or clients to appropriate contact. Assist with urgent requests such as guest ... Client first mentality * Leads by example demonstrating self-confidence, energy, and enthusiasm
Direct visitors or clients to appropriate contact. Assist with urgent requests such as guest ... Client first mentality * Leads by example demonstrating self-confidence, energy, and enthusiasm
Direct visitors or clients to appropriate contact. Assist with urgent requests such as guest ... Client first mentality * Leads by example demonstrating self-confidence, energy, and enthusiasm
Prepare all documentation for presentation to appropriate Client. * Assist in carrying out the tasks associated with the Quality Program by forwarding pile-driving documentation to management for ...
Prepare all documentation for presentation to appropriate Client. * Assist in carrying out the tasks associated with the Quality Program by forwarding pile-driving documentation to management for ...
Partner with leadership on strategies to enhance client retention and satisfaction. * Assist with coordinating the annual Fix Felix event. * Perform any other duties as needed to support the mission ...
Quick apply
Partner with leadership on strategies to enhance client retention and satisfaction. * Assist with coordinating the annual Fix Felix event. * Perform any other duties as needed to support the mission ...
Client Care Coordinator / Early Stage Startup Role / Stafford TX
Stafford, TX · On-site
$15 - $20/hr
If you've worked as a caregiver, CNA, or scheduler and want to grow your career, this role is a strong next step. What You'll Do * Support scheduling and match caregivers to clients * Handle client ...
Client Care Coordinator / Early Stage Startup Role / Stafford TX
Stafford, TX · On-site
$15 - $20/hr
If you've worked as a caregiver, CNA, or scheduler and want to grow your career, this role is a strong next step. What You'll Do * Support scheduling and match caregivers to clients * Handle client ...
Client Care Coordinator / Early Stage Startup Role / Stafford TX
Stafford, TX · On-site
$15 - $20/hr
If you've worked as a caregiver, CNA, or scheduler and want to grow your career, this role is a strong next step. What You'll Do * Support scheduling and match caregivers to clients * Handle client ...
Client Care Coordinator / Early Stage Startup Role / Stafford TX
Stafford, TX · On-site
$15 - $20/hr
If you've worked as a caregiver, CNA, or scheduler and want to grow your career, this role is a strong next step. What You'll Do * Support scheduling and match caregivers to clients * Handle client ...
Client Support Representative
$15.75 - $20.75/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Assistant, Healthcare Call Center Representative, Patient Access Representative, Pharmacy ... Experience in customer care, client services, or client support roles. * Front desk or ...
New
Quick apply
Client Support Representative
$15.75 - $20.75/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Assistant, Healthcare Call Center Representative, Patient Access Representative, Pharmacy ... Experience in customer care, client services, or client support roles. * Front desk or ...
New
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 ...
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 ...
Prepare all documentation for presentation to appropriate Client. * Assist in carrying out the tasks associated with the Quality Program by forwarding pile-driving documentation to management for ...
Prepare all documentation for presentation to appropriate Client. * Assist in carrying out the tasks associated with the Quality Program by forwarding pile-driving documentation to management for ...
Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades ...
Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades ...
Brokerage Registered Client Service Associate - Houston, Texas
Houston, TX · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Specific activities may change from time to time. * Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and ...
Brokerage Registered Client Service Associate - Houston, Texas
Houston, TX · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Specific activities may change from time to time. * Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and ...
Brokerage Registered Client Service Associate - Houston, Texas
Houston, TX · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades ...
Brokerage Registered Client Service Associate - Houston, Texas
Houston, TX · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades ...
Be Seen First
Client Services Coordinator - ABA Center 77095 - IMMEDIATE HIRE
Houston, TX · On-site
$18 - $21/hr
Client Services & Administrative Coordinator (ABA Therapy Clinic) Cypress / Houston, TX (In-Person ... Help identify and solve workflow inefficiencies Clinic Operations * Assist with inventory ...
Quick apply
Be Seen First
Client Services Coordinator - ABA Center 77095 - IMMEDIATE HIRE
Houston, TX · On-site
$18 - $21/hr
Client Services & Administrative Coordinator (ABA Therapy Clinic) Cypress / Houston, TX (In-Person ... Help identify and solve workflow inefficiencies Clinic Operations * Assist with inventory ...
The Client Service Specialist, Dental Assistant, supports patient care services provided by the Dental Clinic. The CSS Dental Assistant is responsible for performing clinical tasks in accordance with ...
The Client Service Specialist, Dental Assistant, supports patient care services provided by the Dental Clinic. The CSS Dental Assistant is responsible for performing clinical tasks in accordance with ...
The Client Service Specialist, Dental Assistant, supports patient care services provided by the Dental Clinic. The CSS Dental Assistant is responsible for performing clinical tasks in accordance with ...
The Client Service Specialist, Dental Assistant, supports patient care services provided by the Dental Clinic. The CSS Dental Assistant is responsible for performing clinical tasks in accordance with ...
Dental Assistant/Client Service Specialist (Riverside)
Houston, TX · On-site
$17.25 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
The Client Service Specialist, Dental Assistant, supports patient care services provided by the Dental Clinic. The CSS Dental Assistant is responsible for performing clinical tasks in accordance with ...
Dental Assistant/Client Service Specialist (Riverside)
Houston, TX · On-site
$17.25 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
The Client Service Specialist, Dental Assistant, supports patient care services provided by the Dental Clinic. The CSS Dental Assistant is responsible for performing clinical tasks in accordance with ...
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 ...
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 ...
Client Assistant information
See Houston, TX salary details
$17.9K - $20.4K
3% of jobs
$20.4K - $22.8K
3% of jobs
$22.8K - $25.2K
3% of jobs
$25.2K - $27.6K
0% of jobs
$27.6K - $30K
0% of jobs
$30K - $32.5K
5% of jobs
$33.4K is the 25th percentile. Wages below this are outliers.
$32.5K - $34.9K
27% of jobs
The median wage is $36.2K / yr.
$34.9K - $37.3K
15% of jobs
$37.3K - $39.7K
15% of jobs
$40.5K is the 75th percentile. Wages above this are outliers.
$39.7K - $42.2K
11% of jobs
$42.2K - $44.6K
18% of jobs
$17.9K
$36.7K
$44.6K
How much do client assistant jobs pay per year?
What does a client assistant do?
What are the key skills and qualifications needed to thrive as a client assistant?
How does a client assistant typically collaborate with other departments to ensure excellent client service?
What are the most commonly searched types of Client jobs in Houston, TX?
The most popular types of Client jobs in Houston, TX are:
What cities near Houston, TX are hiring for Client Assistant jobs?
Cities near Houston, TX with the most Client Assistant job openings:

Full-time
Re-posted 29 days ago
Ameriprise rating
7.7
Based on 130 frontline employees who took The Breakroom Quiz
106th of 150 rated financial services
Job description
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
The Registered Client Service Associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare financial plans, working with clients, and processing transactions, trades for clients, and other practice management tasks, as needed. Provide general administrative/reception/operations support, as needed, for the financial institution program.Key Responsibilities:
Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research, and completing trades and transactions as described by the advisor.
Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation, and managing event marketing reimbursement.
Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Required Qualifications:
Bachelor's degree or equivalent.
3 - 5 years relevant experience required.
Series 7 or ability to obtain within 150 days.
State securities agent registration (S63 or S66) or ability to obtain within 150 days.
Experience working in a client service environment.
Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
Able to communicate with all levels within the organization. Process oriented and can work with a team.
Strong computer and software skills.
Preferred Qualifications:
State IAR registration (S65 or S66) or ability to obtain within 150 days.
Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
What Ameriprise employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Ameriprise
Sourced by ZipRecruiter
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Industry
Funds, trusts and financial programs
Company size
5,001 - 10,000 Employees
Headquarters location
Minneapolis, MN, US
Year founded
1894