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Client Associate Jobs in Tomball, TX (NOW HIRING)

Stifel

Registered Client Service Associate

Houston, TX · On-site

As a Client Services Associate (Registered), you will work closely with one or more Financial Advisors to deliver a high level of service to clients and support the day-to-day operations of the ...

Stifel

Registered Client Service Associate

Houston, TX · On-site

What You'll Be Doing As a Client Services Associate (Registered), you will work closely with one or more Financial Advisors to deliver a high level of service to clients and support the day-to-day ...

Stifel

Registered Client Service Associate

Houston, TX · On-site

What You'll Be Doing As a Client Services Associate (Registered), you will work closely with one or more Financial Advisors to deliver a high level of service to clients and support the day-to-day ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Tomball, TX

Client Associate information

See Tomball, TX salary details

$17.5K

$48.3K

$71.5K

How much do client associate jobs pay per year?

As of Sep 12, 2026, the average yearly pay for client associate in Tomball, TX is $48,250.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,900.00 and $58,700.00 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 Tomball, TX?

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

What are popular job titles related to Client Associate jobs in Tomball, TX?

For Client Associate jobs in Tomball, TX, the most frequently searched job titles are:

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Tomball, TX as of August 2026, with employment types broken down into 86% Full Time, 10% Part Time, and 4% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $48,250 per year, or $23.2 per hour.

Registered Client Service Associate (The Woodlands, TX)

The Woodlands, TX • On-site

Oppenheimer & Co. Inc.
See more jobs at Oppenheimer & Co. Inc.external

Full-time

Re-posted 15 days ago

Job description

Who We Are:
Oppenheimer & Co. Inc. (�Oppenheimer�) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
The firm is seeking a Registered Client Service Associate to join our Branch office team in The Woodlands, Texas. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.
Responsibilities
  • Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
  • Calendar management and coordination of meetings, including all logistics
  • Database management
  • Client interaction and service
  • Provide back-up to other teams and within the branch
  • Perform ad hoc duties and work on special projects as necessary

Skills/Requirements
  • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire)
  • Bachelor's degree preferred
  • 1-2 years financial services/fixed Income experience preferred
  • Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
  • Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
  • Able to meet designated deadlines and work effectively in a pressurized environment
  • Fluent in Spanish is a plus

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