Client Associate
Houston, TX · On-site
As a Client Associate, you'll be an integral part of our team, participating fully in the decision-making process right from the start. You'll have the opportunity to ensure our clients the benefit ...
Client Associate
Houston, TX · On-site
As a Client Associate, you'll be an integral part of our team, participating fully in the decision-making process right from the start. You'll have the opportunity to ensure our clients the benefit ...
You'll: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings ...
You'll: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings ...
Client Associate
Houston, TX · On-site
keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect ...
Client Associate
Houston, TX · On-site
keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect ...
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com.
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com.
Client Associate
Houston, TX · On-site
You'll: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client ...
Client Associate
Houston, TX · On-site
You'll: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
J.P. Morgan Advisors - Senior Client Associate - Houston, TX
Houston, TX · On-site
$60 - $85/hr
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our ...
J.P. Morgan Advisors - Senior Client Associate - Houston, TX
Houston, TX · On-site
$60 - $85/hr
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
The firm is seeking a Registered Client Service Associate to join our Branch office team in The Woodlands, Texas. The primary responsibilities include servicing clients, marketing, scheduling ...
The firm is seeking a Registered Client Service Associate to join our Branch office team in The Woodlands, Texas. The primary responsibilities include servicing clients, marketing, scheduling ...
The firm is seeking a Registered Client Service Associate to join our Branch office team in The Woodlands, Texas. The primary responsibilities include servicing clients, marketing, scheduling ...
Quick apply
The firm is seeking a Registered Client Service Associate to join our Branch office team in The Woodlands, Texas. The primary responsibilities include servicing clients, marketing, scheduling ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
Registered Client Service Associate - Ameriprise Financial Advisors - Clear Lake, TX
Houston, TX · On-site
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to ...
Registered Client Service Associate - Ameriprise Financial Advisors - Clear Lake, TX
Houston, TX · On-site
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to ...
Client Associate information
See Conroe, TX salary details
$15.8K - $20.3K
3% of jobs
$20.3K - $24.7K
1% of jobs
$24.7K - $29.1K
9% of jobs
$29.1K - $33.6K
6% of jobs
$35.1K is the 25th percentile. Wages below this are outliers.
$33.6K - $38K
16% of jobs
$38K - $42.5K
11% of jobs
The median wage is $44K / yr.
$42.5K - $46.9K
11% of jobs
$46.9K - $51.3K
14% of jobs
$52.5K is the 75th percentile. Wages above this are outliers.
$51.3K - $55.8K
15% of jobs
$55.8K - $60.2K
11% of jobs
$60.2K - $64.6K
3% of jobs
$15.8K
$43.6K
$64.6K
How much do client associate jobs pay per year?
As of Sep 5, 2026, the average yearly pay for client associate in Conroe, TX is $43,632.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,200.00 and $53,100.00 per year, depending on experience, location, and employer.
What is a client associate?
Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.
What are the key skills and qualifications needed to thrive as a client associate?
To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.
How does a client associate typically collaborate with other teams within a financial services firm?
Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.
What are the most commonly searched types of Client jobs in Conroe, TX?
The most popular types of Client jobs in Conroe, TX are:
What job categories do people searching Client Associate jobs in Conroe, TX look for?
The top searched job categories for Client Associate jobs in Conroe, TX are:
What cities near Conroe, TX are hiring for Client Associate jobs?
Cities near Conroe, TX with the most Client Associate job openings:
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 175 rated banks
Job description
Key responsibilities
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
The team
You'll be working with an established team in the River Oaks office. As a Client Associate, you'll be an integral part of our team, participating fully in the decision-making process right from the start. You'll have the opportunity to ensure our clients the benefit from up-to-date insights. Our global outlook is woven into everything we do, helping clients understand how world events and trends are relevant to their personal financial landscape. If you thrive in a collaborative environment and are eager to contribute to both team and client success, this could be a great fit.
Your skills and experience
• series 7 and 66 licenses
• ideally 2-5 years of experience in client service, within the finance sector
• bachelor degree preferred
• communicates well and works within a team
• positive attitude
• attention to detail (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
The team
You'll be working with an established team in the River Oaks office. As a Client Associate, you'll be an integral part of our team, participating fully in the decision-making process right from the start. You'll have the opportunity to ensure our clients the benefit from up-to-date insights. Our global outlook is woven into everything we do, helping clients understand how world events and trends are relevant to their personal financial landscape. If you thrive in a collaborative environment and are eager to contribute to both team and client success, this could be a great fit.
Your skills and experience
• series 7 and 66 licenses
• ideally 2-5 years of experience in client service, within the finance sector
• bachelor degree preferred
• communicates well and works within a team
• positive attitude
• attention to detail (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH