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Client Service Advisor Jobs in Houston, TX (NOW HIRING)

Morgan Stanley

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...

Gay Buick GMC

Service Advisor

Dickinson, TX · On-site

The Service Advisor acts as liaison between the client and the service technician and works with the call center in scheduling service for clients. The service advisor also works with the technician ...

Gay Buick GMC

Service Advisor

Dickinson, TX · On-site

The Service Advisor acts as liaison between the client and the service technician and works with the call center in scheduling service for clients. The service advisor also works with the technician ...

Gay Buick GMC

Service Advisor

Dickinson, TX · On-site

The Service Advisor acts as liaison between the client and the service technician and works with the call center in scheduling service for clients. The service advisor also works with the technician ...

Gay Buick GMC

Service Advisor

Dickinson, TX

The Service Advisor acts as liaison between the client and the service technician and works with the call center in scheduling service for clients. The service advisor also works with the technician ...

Gallagher

Client Service Executive

Houston, TX · On-site

Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce ... Overview The Client Service Executive is accountable for expanding existing relationships and ...

Vodia Ventures

Client Service Associate

Houston, TX · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Work closely with financial advisors to support their clients * Manage cash balances and daily ...

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All JobsClient Service Advisor JobsClient Service Advisor Jobs in Houston, TX

Client Service Advisor information

See Houston, TX salary details

$11

$24

$43

How much do client service advisor jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for client service advisor in Houston, TX is $24.77, according to ZipRecruiter salary data. Most workers in this role earn between $17.69 and $28.46 per hour, depending on experience, location, and employer.

How does a client service advisor typically collaborate with other departments to resolve client issues?

Client Service Advisors frequently work alongside teams such as sales, technical support, and operations to address client needs or resolve concerns. This collaboration often involves coordinating responses, sharing relevant client information, and ensuring that solutions are implemented effectively and promptly. Strong communication and organizational skills are essential, as advisors act as the bridge between the client and internal teams to deliver a seamless service experience.

What is the difference between Client Service Advisor vs Customer Service Representative?

AspectClient Service AdvisorCustomer Service Representative
Required CredentialsHigh school diploma; sometimes certifications in finance or insuranceHigh school diploma or equivalent
Work EnvironmentFinancial institutions, insurance companies, or consulting firmsRetail stores, call centers, or service desks
Employer & Industry UsageFinancial and professional servicesRetail and consumer services
Common Search & Comparison IntentUnderstanding client-focused roles in finance or consultingCustomer support and service roles in retail or call centers

While both roles involve assisting clients or customers, a Client Service Advisor typically works in financial or professional services, providing tailored advice and managing client relationships. In contrast, a Customer Service Representative handles general customer inquiries, often in retail or call centers. The roles differ mainly in industry focus and scope of advisory responsibilities.

What is a client service advisor?

A Client Service Advisor is a professional who supports customers by addressing their inquiries, resolving issues, and ensuring a positive experience with a company's products or services. They act as a main point of contact for clients, handling requests, providing information, and facilitating communication between clients and internal teams. Their goal is to maintain strong client relationships and help meet the client's needs efficiently. Client Service Advisors are commonly found in industries like banking, finance, insurance, and professional services.

What are the key skills and qualifications needed to thrive as a client service advisor?

To thrive as a Client Service Advisor, you need strong customer service skills, problem-solving abilities, and a background in business or finance, often supported by a relevant degree or experience. Familiarity with CRM software, financial products, and communication platforms is typically required. Excellent interpersonal skills, active listening, and the ability to remain calm under pressure help build lasting client relationships. These skills are crucial for delivering high-quality service, resolving issues efficiently, and ensuring client satisfaction and retention.
What cities near Houston, TX are hiring for Client Service Advisor jobs? Cities near Houston, TX with the most Client Service Advisor job openings:
Client Service Advisor jobs near you
Infographic showing various Client Service Advisor job openings in Houston, TX as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $51,513 per year, or $24.8 per hour.

Client Service Advisor

Boutique Recruiting

Houston, TX • On-site

Full-time

Posted 12 days ago

Job description

Position Title: Client Service Advisor
About: We are seeking a highly organized and client-focused Client Service Advisor to join our collaborative team in Houston. This role is ideal for a detail-oriented professional with experience supporting high-net-worth clients in an RIA or wealth management environment who enjoys delivering exceptional service while managing complex client accounts and transactions. As a key member of our operations team, you will serve as a trusted resource for clients, coordinate account openings and maintenance, prepare for client meetings, process investment and insurance-related paperwork, and work closely with advisors, custodians, and insurance carriers to ensure an outstanding client experience. This position offers exceptional mentorship, exposure to sophisticated wealth management strategies, and significant opportunities for long-term career growth within a firm that is committed to promoting from within.
Client Service Advisor Responsibilities:
  • Serve as a primary point of contact for client service requests and account-related inquiries.
  • Schedule and prepare materials for client review meetings
  • Open, maintain, and service investment and advisory accounts across multiple registration types, including trusts and other complex ownership structures
  • Prepare and process paperwork for advisory accounts, financial plans, insurance policies, and annuities
  • Coordinate account transfers, rollovers, asset movements, wires, ACATs, EFTs, journals, charitable transfers, and other account transactions
  • Manage the underwriting process for new insurance policies by coordinating with carriers, BGAs/FMOs, and medical providers
  • Update client account information, beneficiaries, powers of attorney, account features, and related documentation
  • Monitor custodian alerts and proactively resolve account issues
  • Document all client interactions and activities within Salesforce CRM
  • Assist clients with online access and account login requests
  • Maintain organized electronic client files and ensure documentation remains current and compliant
  • Track outstanding tasks and follow through to ensure timely completion
  • Collaborate closely with advisors and internal team members to deliver an exceptional client experience
  • Support special projects and operational initiatives as needed

Client Service Advisor Requirements:
  • Bachelor's degree in Business, Finance, Economics, or a related field
  • 1-3 years of experience within an RIA, wealth management firm, or financial advisory practice
  • Experience supporting high-net-worth individuals and families
  • Knowledge of opening and funding accounts with multiple registration types, including trusts and complex ownership structures
  • Understanding of life insurance processes and terminology is highly preferred
  • Experience using CRM, portfolio management, and document management systems; Salesforce experience is strongly preferred
  • Experience working with Schwab custodial platform is a plus
  • Series 65, Series 7, or Series 66 license preferred
  • Excellent organizational skills with the ability to manage multiple priorities in a high-volume, high-touch environment
  • Strong attention to detail and commitment to accuracy
  • Excellent written and verbal communication skills
  • Collaborative mindset with a team-first approach
  • Professional presence, strong follow-through, and a desire to continuously learn and grow

If you're looking to grow your career with a respected, independent wealth management firm that values collaboration, professional development, and exceptional client service, we'd love to hear from you. Apply today and take the next step in your wealth management career!
#LI-KR1 #LI-MH1
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media

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