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Client Relationship Associate Jobs in Houston, TX

Raymondjames

Client Service Associate

The Woodlands, TX

$13 - $17.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Relationship Management (CRM) software * Microsoft Office * Effective communication (in ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

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Client Relationship Associate information

See Houston, TX salary details

$22.8K

$43K

$61.2K

How much do client relationship associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for client relationship associate in Houston, TX is $43,007.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,500.00 and $45,700.00 per year, depending on experience, location, and employer.

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.

What are the key skills and qualifications needed to thrive as a client relationship associate, and why are they important?

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

What are the most commonly searched types of Client Relationship jobs in Houston, TX?

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

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

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

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

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

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

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

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Houston, TX as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution, with an average salary of $43,007 per year, or $20.7 per hour.

Client Service Associate

Raymond James Financial, Inc.

The Woodlands, TX • On-site

$13 - $17.75/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Job description

Job Description Summary
McLinden Financial is a diverse team, united behind our clients' goals. We believe in hard work, integrity, and a collaborative approach to each day. We are seeking a Client Service Associate with shared values to join our team.
The ideal candidate is detail-oriented, professional, and can work independently as well as part of a team. They are a lifelong learner and share our client-centric vision. We offer a competitive benefits package and an environment for professional and personal development.
By joining us, you're joining a team who cares!
Job Description
Essential Duties and Responsibilities
  • Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
  • Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
  • Opens new client accounts, process money movement, and researches information as needed
  • Ensures client paperwork and documentation is accurate prior to submission and processing. Follows up to ensure accurate completion
  • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
  • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software
  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
  • Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities
Knowledge of
  • Company's working structure, policies, mission, and strategies
  • General office practices, procedures, and methods
  • Basic investment concepts, practices and procedures used in the securities industry
  • Financial markets, products and industry regulations

Skill in
  • Client Relationship Management (CRM) software
  • Microsoft Office
  • Effective communication (in-person, virtual, phone and mail)

Ability to
  • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
  • Handle stressful situations and provide a high level of customer service in a calm and professional manner
  • Analyze problems and establish solutions in a fast-paced environment
  • Use mathematics sufficient to process account and transaction information
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a team
  • Provide a high level of customer service

Experience Requirements
  • 3+ years of industry experience

Licenses/Certifications
  • Series 7 preferred

Education Requirements
  • Bachelor's degree preferred

Workstyle: Onsite
Travel: Less than 10% - which may include continuing education and conferences
Benefits: Medical Insurance, Retirement, PTO
McLinden Financial and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Work Experience
Certifications
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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