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Client Assistant Jobs in Houston, TX (NOW HIRING)

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 ...

Client Support Representative

Houston, TX

$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

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 ...

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 ...

Showing results 41-60

Client Assistant information

See Houston, TX salary details

$17.9K

$36.7K

$44.6K

How much do client assistant jobs pay per year?

As of Aug 14, 2026, the average yearly pay for client assistant in Houston, TX is $36,664.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,437.00 and $42,645.00 per year, depending on experience, location, and employer.

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 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:

Infographic showing various Client Assistant job openings in Houston, TX as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 10% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $36,664 per year, or $17.6 per hour.

Registered Client Service Associate

Ameriprise Financial

Houston, TX • Hybrid

Full-time

Re-posted 29 days ago


Ameriprise rating

7.7

Company rating: 7.7 out of 10

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

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

AFIG Ameriprise Financial Institutions Group

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


Ameriprise logo

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

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