Do you know how to take care of people? We're looking for a Client Associate to: Keep management systems up-to-date with client information Educate clients on account services and capabilities Help ...
Do you know how to take care of people? We're looking for a Client Associate to: Keep management systems up-to-date with client information Educate clients on account services and capabilities Help ...
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 meetings ...
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 meetings ...
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 ...
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 ...
TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many ...
TravisMathew Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunity--and we're inviting you to take yours. Back in 2007, we saw there weren't many ...
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 ...
We're looking for someone like that who can provide operational and administrative support to Financial Advisors. keep management systems up-to-date with client information educate clients on account ...
We're looking for someone like that who can provide operational and administrative support to Financial Advisors. keep management systems up-to-date with client information educate clients on account ...
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 ...
... 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 ...
... 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 ...
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 ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
... 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 Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
... 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 ...
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 ...
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 ...
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 ...
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 Associate information
See Houston, TX salary details
$17.7K - $22.6K
3% of jobs
$22.6K - $27.6K
1% of jobs
$27.6K - $32.5K
9% of jobs
$32.5K - $37.5K
6% of jobs
$39.2K is the 25th percentile. Wages below this are outliers.
$37.5K - $42.4K
16% of jobs
$42.4K - $47.4K
11% of jobs
The median wage is $49.1K / yr.
$47.4K - $52.3K
11% of jobs
$52.3K - $57.3K
14% of jobs
$58.6K is the 75th percentile. Wages above this are outliers.
$57.3K - $62.2K
15% of jobs
$62.2K - $67.2K
11% of jobs
$67.2K - $72.1K
3% of jobs
$17.7K
$48.7K
$72.1K
How much do client associate jobs pay per year?
As of Aug 16, 2026, the average yearly pay for client associate in Houston, TX is $48,670.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,200.00 and $59,200.00 per year, depending on experience, location, and employer.
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 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.
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 Houston, TX?
The most popular types of Client jobs in Houston, TX are:
What are popular job titles related to Client Associate jobs in Houston, TX?
For Client Associate jobs in Houston, TX, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Houston, TX look for?
The top searched job categories for Client Associate jobs in Houston, TX are:
What cities near Houston, TX are hiring for Client Associate jobs?
Cities near Houston, TX with the most Client Associate job openings:
Full-time
Re-posted 18 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
16th of 171 rated banks
Job description
Are you truly service oriented. Do you know how to take care of people?
We're looking for a Client Associate to:
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
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