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Client Relationship Associate Jobs in Houston, TX

Naviga

Relationship Manager

Houston, TX

The Opportunity Due to rapid practice growth, an established multi-family office firm is seeking an Associate Wealth Advisor / Client Relationship Associate to support a senior wealth practice.

Naviga

Relationship Manager

Houston, TX · On-site

The Opportunity Due to rapid practice growth, an established multi-family office firm is seeking an Associate Wealth Advisor / Client Relationship Associate to support a senior wealth practice.

Northern Trust

Associate Relationship Advisor

Houston, TX · On-site

$38K - $47K/yr

... relationship enhancement; works collaboratively with internal partners and external advisors in ... Focused client service with responsiveness, diplomacy and tact; proactive client contact through ...

Northern Trust

Associate Relationship Advisor

Houston, TX · On-site

$38K - $47K/yr

... relationship enhancement; works collaboratively with internal partners and external advisors in ... Focused client service with responsiveness, diplomacy and tact; proactive client contact through ...

Northern Trust

Associate Relationship Advisor

Houston, TX · On-site

$38K - $47K/yr

... relationship enhancement; works collaboratively with internal partners and external advisors in ... Focused client service with responsiveness, diplomacy and tact; proactive client contact through ...

Raymondjames

Client Service Associate

The Woodlands, TX · On-site

$13 - $17.75/hr

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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All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Houston, TX

Client Relationship Associate information

See Houston, TX salary details

$23.9K

$45K

$64K

How much do client relationship associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for client relationship associate in Houston, TX is $44,968.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,200.00 and $47,700.00 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 85% Full Time, 9% Part Time, 2% Temporary, and 4% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $44,968 per year, or $21.6 per hour.

Relationship Manager

Naviga

Houston, TX

Full-time

Posted 16 days ago

Job description

The OpportunityDue to rapid practice growth, an established multi-family office firm is seeking an Associate Wealth Advisor / Client Relationship Associate to support a senior wealth practice. Designed as an intentional apprenticeship into high-net-worth wealth advising, this role allows you to work directly alongside a seasoned senior advisor with decades of industry experience to manage complex family relationships and progressively transition into a lead advisor role over time.
 
About the Company
Operating as a holistic multi-family office, the firm delivers customized financial management solutions for high-net-worth and ultra-high-net-worth families. While investment management and financial planning form the foundation, the firm distinguishes itself through high-touch estate coordination, private bank/lending oversight, entity structuring, and aggregated performance reporting.
 
Location
Greater Houston Metropolitan Area, TX. This role features a collaborative in-person office environment with local client meetings and remote flexibility when appropriate.
 
What You Will Do
  • Serve as a primary daily point of contact for private wealth clients, delivering responsive, high-touch support.
  • Coordinate prep work and drive execution for client strategy meetings.
  • Collaborate with external client partners—including CPAs, trust officers, attorneys, and bankers—on comprehensive tax, estate, and business decisions.
  • Facilitate administrative onboarding, partnership documentation, and complex account maintenance across trusts and holding companies.
  • Assist with credit, cash flow execution, and treasury management across client balance sheets.
  • Help prepare customized client deliverables, consolidated net-worth statements, and performance summaries.
  • Oversee action-item tracking and operational compliance across the practice.
 
Who You Are
  • 2 to 5+ years of experience in private wealth management, RIA support, or financial planning.
  • Strong baseline knowledge of modern portfolio structures, market dynamics, and complex account setups.
  • Proficiency with CRM systems and financial reporting software.
  • Excellent organizational skills with a proven ability to manage complex tasks in a fast-paced setting.
  • Series 7 and/or Series 66 preferred (or willingness to obtain within a specified timeframe).
  • Highly detailed, analytical, and comfortable interacting with high-net-worth individuals.
  • Excellent written and verbal communication skills with high discretion handling sensitive financial information.
The ideal candidate is a detail-oriented, highly organized professional who possesses a strong professional presence and is comfortable engaging with high-net-worth individuals. You are financially savvy, highly analytical, and possess a client-first mindset with exceptional written and verbal communication skills. You demonstrate high integrity, discretion in handling sensitive data, and a desire to transition from behind-the-scenes support into client-facing advisory work.
Education & Qualifications
  • Bachelor’s degree in Finance, Business, Economics, or a related field required.
Flexibility & Work-Life Integration
  • Work Structure: Onsite office environment paired with regional client meetings and occasional remote options.
  • Schedule: Full-time schedule focused on client availability during market and business hours, paired with standard workplace flexibility.
  • Environment: Relationship-focused firm emphasizing long-term career growth, mentorship, and structured progression.
 
Why Join the Team?This position offers a clear path toward becoming a lead wealth advisor without the immediate pressure of cold prospecting or building a book of business from scratch. You will receive direct mentorship, gain deep exposure to multi-generational family office solutions, and have structured avenues to assume full ownership of client relationships over time. 
About Naviga Recruiting & Executive SearchNaviga Recruiting & Executive Search is a leading provider of Executive Search, Leadership, Individual Contributor, and Contingent Workforce Solutions, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.