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Client Associate Jobs in Conroe, TX (NOW HIRING)

alliantgroup, LP

Client Account Associate

Houston, TX · On-site

$45K - $61K/yr

As a Client Account Associate , you will ensure that all clients receive exceptional service throughout their engagement with our firm. You will be responsible for client outreach on receivables and ...

Alphabe Insight Inc

Client Service Associate

Houston, TX · On-site

$49K - $54K/yr

We are seeking a motivated and detail-oriented Client Service Associate to join our team in Houston, TX. This role is essential to ensuring seamless communication, efficient problem resolution, and a ...

Alphabe Insight Inc

Client Service Associate

Houston, TX · On-site

$39K - $41K/yr

NextShinning is seeking a motivated and personable Client Service Associate to join our team in Houston, TX. In this role, you will serve as an important point of contact for clients, helping address ...

NextShining

Client Service Associate

Houston, TX · On-site

NextShinning is seeking a motivated and personable Client Service Associate to join our team in Houston, TX. In this role, you will serve as an important point of contact for clients, helping address ...

New

Morgan Stanley

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

PNC Bank

Client Experience Associate

Magnolia, TX · On-site

$12.50 - $17/hr

As a Client Experience Associate within PNC's retail organization, you will be based in Magnolia, TX. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

PNC Bank

Client Experience Associate

Humble, TX · On-site

$12.50 - $17.25/hr

As a Client Experience Associate within PNC's retail organization, you will be based in Humble, TX. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

PNC Bank

Client Experience Associate

Spring, TX · On-site

$11.50 - $16/hr

As a Client Experience Associate within PNC's Retail organization, you will be based in The Woodlands, TX. Bilingual Spanish Preferred. PNC is an in-office company that fosters a supportive culture ...

PNC

Client Experience Associate

Magnolia, TX · On-site

$12.50 - $17/hr

As a Client Experience Associate within PNC's retail organization, you will be based in Magnolia, TX. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Conroe, TX

Client Associate information

See Conroe, TX salary details

$15.8K

$43.6K

$64.6K

How much do client associate jobs pay per year?

As of Sep 6, 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?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer 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:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Conroe, TX as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% Part Time, and 5% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $43,632 per year, or $21 per hour.

Client Account Associate

alliantgroup, LP

Houston, TX • On-site

$45K - $61K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 24 days ago

Key responsibilities

  • Collaborate with internal departments and foster teamwork.

  • Contact clients via telephone to reconcile outstanding receivables and document calls with next action items.

  • Create account reconciliations for services rendered and provide solutions for client billing issues.

Job description

As a Client Account Associate, you will ensure that all clients receive exceptional service throughout their engagement with our firm. You will be responsible for client outreach on receivables and help create solutions to resolve client questions. This role requires a tenacious individual with a growth mindset, capable of adapting to change and working through obstacles. You will be expected to meet/exceed individual and departmental goals and objectives set forth. High performance in this role will lead to further growth opportunities within alliant.

As a national premier consulting firm, alliant is focused on providing solutions to help businesses transform and thrive. alliant offers six different service lines to our clients. This role is within our Accounting department, which supports all service lines across the organization.

Responsibilities:

  • Collaborating with internal departments and fostering an environment of teamwork

  • Create organic Raving Fans by delivering an A+ client experience

  • Conduct research to provide solutions for issues concerning client billing

  • Provide feedback and share ideas/suggestions to raise the bar of excellence

  • Create solutions for client questions/issues

  • Use proven strategies to contact clients via telephone to reconcile outstanding receivables

  • Document client calls and suggest next action items to internal Business Development Team

  • Introduce clients to our various service lines and how they could benefit their business

  • Create account reconciliations for services rendered on projects

  • Identify when escalated measures and/or negotiations are necessary

  • Collect tax documents from clients to assist with Internal Revenue Service (IRS) inquiries

Qualifications:

  • Bachelor's degree (preferred in Business Management or Accounting)

  • Preferred 1-2 years of related client service experience

  • Proficiency in Microsoft Office Suite (especially strong Excel skills) and other relevant software applications

  • Strong analytical skills to help develop potential solutions for complex issues

  • Excellent verbal and written communication skills

  • Ability to diffuse escalated situations with clients, maintaining a professional and calm demeanor

  • Able to prioritize work and manage multiple tasks with a high client volume

  • Ability to work effectively both as a team and independently

  • Ability to analyze issues, think critically, find solutions, and use escalated tactics concerning late payments or disputes

  • Detail oriented with strong organizational skills

  • Internal passion and drive for self-investment

  • High sense of urgency with the ability to meet deadlines, achieve monthly/quarterly goals, and adapt to changing priorities

  • Receptiveness to performance feedback within a team environment is essential

  • Candidate must reside or relocate to Houston, TX

alliant offers a comprehensive compensation and benefits package including 100% employer paid medical/dental premiums for single coverage for some options, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group exercise classes, paid covered parking, and more!

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