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Client Associate Jobs in Houston, TX (NOW HIRING)

alliantgroup, LP

Client Retention Associate

Houston, TX · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Client Retention Associate 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 ...

alliantgroup, LP

Client Retention Associate

Houston, TX · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

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 ...

alliantgroup, LP

Client Retention Associate

Houston, TX · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

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 ...

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 ...

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Showing results 41-60

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 Aug 17, 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?

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
Infographic showing various Client Associate job openings in Houston, TX as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $48,670 per year, or $23.4 per hour.

Client Services Associate

Hello Sunshine Travels

Houston, TX • On-site

Other

Re-posted 18 hours ago

Job description

About the job Client Services Associate
Client Services Associate (Remote)
About Hello Sunshine Travels
Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service. We specialize in vacation packages, cruises, all-inclusive resorts, group travel, and customized itineraries.
Our team is committed to delivering outstanding customer experiences while providing a supportive, collaborative, and flexible remote work environment. As we continue to expand, we are seeking motivated individuals who are passionate about customer service, travel, and helping others.
Position Overview
We are currently seeking a Client Services Associate to join our remote team. In this role, you will serve as a primary point of contact for clients, providing support throughout the travel planning process while ensuring a smooth and enjoyable customer experience.
In addition to supporting existing clients, the Client Services Associate will play an active role in developing new client relationships and contributing to the continued growth of the business through professional networking, referrals, social media engagement, and exceptional customer service.
Key Responsibilities

  • Respond to client inquiries via phone, email, and messaging platforms
  • Provide exceptional customer support throughout the booking process
  • Assist clients with travel reservations, itinerary planning, and trip coordination
  • Resolve customer concerns in a professional and timely manner
  • Maintain accurate client records and booking information
  • Process payments and assist with invoice management
  • Collaborate with team members to ensure seamless client experiences
  • Follow up with clients before, during, and after travel as needed
  • Stay informed about travel products, destinations, and supplier offerings
Additional Responsibilities
  • Develop and maintain strong relationships with prospective and existing clients
  • Assist with client outreach and follow-up communications
  • Identify client travel needs and recommend appropriate travel solutions
  • Generate new business through referrals, networking, social media engagement, and relationship-building efforts
  • Maintain ongoing communication with clients to encourage repeat business and referrals
  • Provide personalized travel recommendations and exceptional service to foster long-term client relationships
  • Support business growth initiatives while maintaining high levels of customer satisfaction
Qualifications
  • Strong customer service and client relations skills
  • Excellent verbal and written communication abilities
  • Ability to multitask and manage multiple client requests simultaneously
  • Strong organizational and problem-solving skills
  • Detail-oriented with excellent time management abilities
  • Comfortable working independently in a remote environment
  • Basic financial and payment processing knowledge preferred
  • Experience in travel, hospitality, tourism, customer service, sales, or client relations is a plus
  • Proficiency with computers, email platforms, social media, and online booking systems
What We Offer
  • Fully remote work environment
  • Flexible scheduling opportunities
  • Comprehensive training and ongoing support
  • Professional development and growth opportunities
  • Collaborative and supportive team culture
  • Opportunity to work within the exciting travel industry

If you are passionate about helping others, enjoy building relationships, and are excited about the travel industry, we encourage you to apply.

Apply