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Client Associate Jobs in Cypress, TX (NOW HIRING)

AnywhereWorks

Client Experience Associate

Houston, TX · Remote

$16/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking for a Client Experience Associate to join our team! Please see below for more information: Your Role * You will be taking customer calls, capturing incoming leads, taking orders, and ...

Boutique Recruiting

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Service Associate Salary Range: $70,000-$90,000 / DOE, plus an estimated 5%-15% discretionary annual bonus based on individual and firm performance A growing boutique wealth management firm is ...

Accenture

Client Relationship Marketing Associate Director

Houston, TX · On-site

$38K - $47K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Relationship Marketing Associate Director for a large, Communications, Media and Technology (CMT) account, is part of our cross-market CMT marketing team. The role is designed to lead ...

Bela Brand Bat

Client Service Associate

Houston, TX · On-site

$55K - $60K/yr

Client Service Associate Bela Brand Bat is a forward-thinking organization dedicated to elevating brand communication through strategic planning, refined messaging, and exceptional coordination. We ...

New

Catch Vibe Voice

Client Service Associate

Houston, TX · On-site

$49K - $54K/yr

Client Service Associate Catch Vibe Voice is a forward-thinking communications and client-engagement firm dedicated to delivering exceptional business solutions. We focus on helping organizations ...

New

Ameriprise Financial

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited ...

Jobtailor

Reg Client Service Associate

Houston, TX · On-site

$65 - $95/hr

Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escort clients to advisor and providing ...

New

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All JobsClient Associate JobsClient Associate Jobs in Cypress, TX

Client Associate information

See Cypress, TX salary details

$15.9K

$43.9K

$65K

How much do client associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for client associate in Cypress, TX is $43,899.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,500.00 and $53,400.00 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 Cypress, TX?

The most popular types of Client jobs in Cypress, TX are:

What job categories do people searching Client Associate jobs in Cypress, TX look for?

The top searched job categories for Client Associate jobs in Cypress, TX are:

What cities near Cypress, TX are hiring for Client Associate jobs?

Cities near Cypress, TX with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Cypress, TX as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 10% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $43,899 per year, or $21.1 per hour.

Client Service Associate WWS

Woodforest National Bank

Houston, TX • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Woodforest National Bank rating

6.7

Company rating: 6.7 out of 10

Based on 44 frontline employees who took The Breakroom Quiz

136th of 171 rated banks

Job description

The Client Service Associate (CSA) Woodforest Wealth (WW) works under general supervision, using specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors and their clients. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. The CSA contributes to an increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact with internal and external clients/customers to identify, research, and resolve problems.
Key Responsibilities:
• Client Support
• Work with clients, RJ (Raymond James) and third-party custodians to ensure optimal client account maintenance and support.
• Manage the production and processing of all client account documentation.
• Manage a client review process to ensure ongoing client meetings and continued implementation of client investment strategies.
• Formalize and manage a client onboarding process.
• Monitor branch daily alerts and take action as needed.
• Prepare and present RJ Goal Planning and Monitoring system to clients and prospects as needed.
• Maintain client reporting system to produce pertinent financial reporting for client reviews.
Branch Operation
• Process, track, troubleshoot and archive client documentation.
• Assist with answering phones, screening calls and relaying messages appropriately.
• Assist with firm audits and with maintenance of compliance files.
• Assist with branch client documentation, utilizing RJFS CRM, branch network and ACT!.
• Track retail and commercial referral
Competencies Required:
• Proficiency with Microsoft Office products (i.e., Excel, Word, Outlook, PowerPoint or SharePoint).
• Excellent organizational and time management skills.
• Excellent customer service skills.
• Ability to interact and communicate effectively with internal and external parties.
• Ability to coordinate multiple tasks simultaneously and leverage internal resources.
• Excellent attention to detail.
• Strong client focus and ability to partner with various internal groups.
• Independence and self-motivation with an ability to adapt and be flexible in a team environment.
• Ability to navigate client relationships and product usage.
• Strong verbal and written communication skills.
• Strong analytical and problem-solving skills.
Qualifications:
Minimum Qualifications/Experience:
• • 3+ years of financial services industry service experience, or an equivalent amount of experience, education, or training required.
Formal Education & Certification:
• SIE / Series 7 and 66 preferred.
Work Status:
• Full-Time.
Supervisory Responsibility:
• None.
Travel:
• 0% - Negligible amount of travel expected.
Working Conditions:
• Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.

What Woodforest National Bank employees say

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About Woodforest National Bank

Sourced by ZipRecruiter

Woodforest National Bank, based in The Woodlands, Texas, USA, is a full-service community bank that operates in the banking and financial services industry. Founded in 1980, it has evolved from a single bank in Houston, Texas, to a nationally recognized and reputed bank with branches in 17 states across the U.S. The bank provides a variety of financial services like personal banking, wealth management, insurance services, treasury management, and corporate and commercial banking. Woodforest is committed to "Earn your trust every day, in all we do" that shapes their numerous strategies and decisions.

Industry

Commercial banking

Company size

1,001 - 5,000 Employees

Headquarters location

The Woodlands, TX, US

Year founded

1980

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