The Registered Client Service Associate utilizes the client relationship model and turnkey tools to ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
The Registered Client Service Associate utilizes the client relationship model and turnkey tools to ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
The Registered Client Service Associate utilizes the client relationship model and turnkey tools to ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
The Registered Client Service Associate utilizes the client relationship model and turnkey tools to ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
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 ...
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 ...
Client Service Associate
The Woodlands, TX · On-site
$13 - $17.75/hr
Services daily client inquiries over the phone and in-person, including scheduling meetings and ... advisors and branch office * Opens new client accounts, process money movement, and researches ...
Client Service Associate
The Woodlands, TX · On-site
$13 - $17.75/hr
Services daily client inquiries over the phone and in-person, including scheduling meetings and ... advisors and branch office * Opens new client accounts, process money movement, and researches ...
Client Service Associate
$13 - $17.75/hr
Services daily client inquiries over the phone and in-person, including scheduling meetings and ... advisors and branch office * Opens new client accounts, process money movement, and researches ...
Client Service Associate
$13 - $17.75/hr
Services daily client inquiries over the phone and in-person, including scheduling meetings and ... advisors and branch office * Opens new client accounts, process money movement, and researches ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate WWS
Houston, TX · On-site
... advisors and their clients. Established procedures and prescribed guidelines are provided to ... client service. Extensive contact with internal and external clients/customers to identify ...
Client Service Associate WWS
Houston, TX · On-site
... advisors and their clients. Established procedures and prescribed guidelines are provided to ... client service. Extensive contact with internal and external clients/customers to identify ...
Reg Client Service Associate
Houston, TX · On-site
$65 - $95/hr
Responsibilities * Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. * Prepare and summarize client ...
Reg Client Service Associate
Houston, TX · On-site
$65 - $95/hr
Responsibilities * Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. * Prepare and summarize client ...
Client Service Associate WWS
Houston, TX · On-site
... advisors and their clients. Established procedures and prescribed guidelines are provided to ... client service. Extensive contact with internal and external clients/customers to identify ...
Client Service Associate WWS
Houston, TX · On-site
... advisors and their clients. Established procedures and prescribed guidelines are provided to ... client service. Extensive contact with internal and external clients/customers to identify ...
As a Service Advisor, you will deliver Everyday Luxury experiences by being present and engaging in ... Along with your team, you will process transactions, manage client services, and uphold exceptional ...
As a Service Advisor, you will deliver Everyday Luxury experiences by being present and engaging in ... Along with your team, you will process transactions, manage client services, and uphold exceptional ...
As a Service Advisor, you will deliver Everyday Luxury experiences by being present and engaging in ... Along with your team, you will process transactions, manage client services, and uphold exceptional ...
As a Service Advisor, you will deliver Everyday Luxury experiences by being present and engaging in ... Along with your team, you will process transactions, manage client services, and uphold exceptional ...
Service Advisor
Houston, TX · On-site
$45K - $80K/yr
Unlimited bonus based on performance Job Summary We are looking for a Service Advisor to join our ... Convert every Digital Vehicle Inspection (DVI) into a clear, prioritized estimate for the client
Service Advisor
Houston, TX · On-site
$45K - $80K/yr
Unlimited bonus based on performance Job Summary We are looking for a Service Advisor to join our ... Convert every Digital Vehicle Inspection (DVI) into a clear, prioritized estimate for the client
Build and maintain relationships with every client you assist. * Greet customers promptly * Obtain ... Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a plus
Build and maintain relationships with every client you assist. * Greet customers promptly * Obtain ... Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a plus
Service Advisor
Tomball, TX · On-site
Build and maintain relationships with every client you assist. * Greet customers promptly * Obtain ... Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a plus
Service Advisor
Tomball, TX · On-site
Build and maintain relationships with every client you assist. * Greet customers promptly * Obtain ... Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a plus
Build and maintain relationships with every client you assist. * Greet customers promptly * Obtain ... Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a plus
Build and maintain relationships with every client you assist. * Greet customers promptly * Obtain ... Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a plus
Build and maintain relationships with every client you assist. * Greet customers promptly * Obtain ... Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a plus
Build and maintain relationships with every client you assist. * Greet customers promptly * Obtain ... Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a plus
Build and maintain relationships with every client you assist. * Greet customers promptly * Obtain ... Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a plus
Build and maintain relationships with every client you assist. * Greet customers promptly * Obtain ... Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a plus
Hospitality and client relationship roles * High-volume dealership environments Our Commitment to You Krause Auto Group is proud to be an equal opportunity employer. We are committed to creating a ...
Hospitality and client relationship roles * High-volume dealership environments Our Commitment to You Krause Auto Group is proud to be an equal opportunity employer. We are committed to creating a ...
Automotive Service Advisor
Houston, TX · On-site
Hospitality and client relationship roles * High-volume dealership environments Our Commitment to You Krause Auto Group is proud to be an equal opportunity employer. We are committed to creating a ...
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Automotive Service Advisor
Houston, TX · On-site
Hospitality and client relationship roles * High-volume dealership environments Our Commitment to You Krause Auto Group is proud to be an equal opportunity employer. We are committed to creating a ...
Hospitality and client relationship roles * High-volume dealership environments Our Commitment to You Krause Auto Group is proud to be an equal opportunity employer. We are committed to creating a ...
Hospitality and client relationship roles * High-volume dealership environments Our Commitment to You Krause Auto Group is proud to be an equal opportunity employer. We are committed to creating a ...
Client Service Advisor information
See Houston, TX salary details
$11.65 - $14.59
6% of jobs
$14.59 - $17.53
15% of jobs
$18.14 is the 25th percentile. Wages below this are outliers.
$17.53 - $20.47
19% of jobs
The median wage is $22.34 / hr.
$20.47 - $23.42
16% of jobs
$23.42 - $26.36
15% of jobs
$27.61 is the 75th percentile. Wages above this are outliers.
$26.36 - $29.30
11% of jobs
$29.30 - $32.25
7% of jobs
$32.25 - $35.19
5% of jobs
$35.19 - $38.13
2% of jobs
$38.13 - $41.08
2% of jobs
$41.08 - $44.02
2% of jobs
$11
$25
$44
How much do client service advisor jobs pay per hour?
As of Aug 23, 2026, the average hourly pay for client service advisor in Houston, TX is $25.13, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $28.89 per hour, depending on experience, location, and employer.
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.
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?
| Aspect | Client Service Advisor | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma; sometimes certifications in finance or insurance | High school diploma or equivalent |
| Work Environment | Financial institutions, insurance companies, or consulting firms | Retail stores, call centers, or service desks |
| Employer & Industry Usage | Financial and professional services | Retail and consumer services |
| Common Search & Comparison Intent | Understanding client-focused roles in finance or consulting | Customer 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 do you do as a client service advisor?
A client service advisor assists clients by addressing their questions, resolving issues, and providing information about products or services. They often communicate via phone, email, or in person, and require strong communication and problem-solving skills to ensure customer satisfaction.
What cities near Houston, TX are hiring for Client Service Advisor jobs?
Cities near Houston, TX with the most Client Service Advisor job openings:
Full-time
Re-posted 9 days ago
Ameriprise rating
7.7
Based on 130 frontline employees who took The Breakroom Quiz
108th of 151 rated financial services
Job description
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
The Registered Client Service Associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare financial plans, working with clients, and processing transactions, trades for clients, and other practice management tasks, as needed. Provide general administrative/reception/operations support, as needed, for the financial institution program.
Key Responsibilities:
Required Qualifications:
Preferred Qualifications:
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AFIG Ameriprise Financial Institutions Group
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
The Registered Client Service Associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare financial plans, working with clients, and processing transactions, trades for clients, and other practice management tasks, as needed. Provide general administrative/reception/operations support, as needed, for the financial institution program.
Key Responsibilities:
- Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research, and completing trades and transactions as described by the advisor.
- Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
- Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
- Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation, and managing event marketing reimbursement.
- Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Required Qualifications:
- Bachelor's degree or equivalent.
- 3 - 5 years relevant experience required.
- Series 7 or ability to obtain within 150 days.
- State securities agent registration (S63 or S66) or ability to obtain within 150 days.
- Experience working in a client service environment.
- Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
- Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
- Able to communicate with all levels within the organization. Process oriented and can work with a team.
- Strong computer and software skills.
Preferred Qualifications:
- State IAR registration (S65 or S66) or ability to obtain within 150 days.
- Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AFIG Ameriprise Financial Institutions Group
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
What Ameriprise employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Ameriprise
Sourced by ZipRecruiter
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Industry
Funds, trusts and financial programs
Company size
5,001 - 10,000 Employees
Headquarters location
Minneapolis, MN, US
Year founded
1894