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Client Associate Jobs in Houston, TX (NOW HIRING)

Mariner

Client Service Associate

Houston, TX · On-site

$65K - $80K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Alphabe Insight

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 ...

Ameriprise Financial

Client Service Associate

Houston, TX

$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 ...

Claire Myers Consulting

Client Service Associate

Katy, TX · On-site

$65K - $80K/yr

Our client is a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. This role is integral to the day ...

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All JobsClient Associate JobsClient Associate Jobs in Houston, TX

Client Associate information

See Houston, TX salary details

$17.7K

$48.7K

$72.1K

How much do client associate jobs pay per year?

As of Jun 27, 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.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

What are Client Associates?

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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?

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 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:
Client Associate jobs near you
Client Retention Associate

Client Retention Associate

alliantgroup, LP

Houston, TX • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 19 days ago

Job description

As a Client Retention Associate, you will gain a strong foundation in specific industries and tax, in addition to developing your critical thinking skills. You will also develop a strong understanding about our firm's mission and purpose, the professional services industry, our unique client-centric culture, and how we serve and engage our CPA partners, clients, and industry partners. You will participate in client engagement discussions and learn about a wide variety of industries, our various service lines, and business methodologies with the goal of managing current clients and re-engaging with inactive clients. You will develop service line-specific and industry-specific skills and work directly with C-level executives and CPA firms in various markets as part of a high-performance team.
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 and this role manages and re-engages with clients for all service lines.
Responsibilities:
  • Account management of existing clients
  • Proactively reach out to inactive clients to rekindle relationships and encourage their return
  • Communicate our services and educate business owners and executives on the value we can bring to their organization in the form of credits and incentives as well as other services we provide
  • Schedule client meetings, conference calls and follow-up appointments with great attention to detail
  • Track outstanding proposals and follow-up with clients until proposal is signed
  • Maintain client relationship management (CRM) database

Qualifications:
  • Bachelor's degree required
  • Preferred 1+ year of experience in a fast-paced, consultative sales role
  • Results-oriented, competitive, and driven to achieve activity and revenue goals
  • Dynamic verbal communication, robust active listening, and excellent presentation and writing skills
  • High sense of urgency with the ability to meet deadlines and changing priorities
  • Collaborative and team focused
  • Receptiveness to performance feedback within a team environment is essential
  • Proficiency with Microsoft Office Suite and other relevant software applications
  • 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, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group fitness classes, paid covered parking, daily allowance for onsite café and Starbucks, and more!
Do Work That Matters. Alliant

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