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

Ameriprise Financial

Reg Client Service Assoc

Houston, TX · On-site

$13.75 - $19/hr

As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to ...

Ameriprise Financial

Reg Client Service Assoc

Houston, TX · On-site

$13.75 - $19/hr

As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to ...

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

Client Service Associate information

See Houston, TX salary details

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How much do client service associate jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for client service associate in Houston, TX is $16.37, according to ZipRecruiter salary data. Most workers in this role earn between $13.32 and $18.37 per hour, depending on experience, location, and employer.

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

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

How does a client service associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What is a client service associate?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What are the most commonly searched types of Client Service jobs in Houston, TX? The most popular types of Client Service jobs in Houston, TX are:
What cities near Houston, TX are hiring for Client Service Associate jobs? Cities near Houston, TX with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Houston, TX as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $34,042 per year, or $16.4 per hour.

Wealth Management Client Service Associate

Claire Myers Consulting

Katy, TX • On-site

$65K - $80K/yr

Full-time

Re-posted 7 days ago

Job description

COMPENSATION: $65,000 – $80,000 base salary + benefits (dependent on experience)


Overview:


Our client is a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. This role is integral to the day-to-day operations of the firm, serving as a key link between advisors, clients, and custodians. As a small, collaborative team, this individual will wear multiple hats, ensuring client needs are met with accuracy, responsiveness, and professionalism. This is an excellent opportunity for someone who is detail-oriented, service-driven, and looking to grow within a team-focused wealth management environment.


Key Responsibilities:


• Respond to and execute client requests in a timely and professional manner

• Handle client paperwork and coordinate processing with custodians

• Maintain and organize the firm’s document management system

• Provide administrative and operational support to Lead Advisors

• Prepare for client meetings, including gathering and organizing client information

• Coordinate scheduling for client meetings (in-person and virtual)

• Track, follow up on, and document tasks within the CRM system

• Assist with Required Minimum Distributions (RMDs)

• Participate in team meetings and contribute to overall team success



Qualifications:


• 2+ years of operations/administrative experience in financial services

• Proficiency in Microsoft Word, Excel, and Outlook

• Tech-savvy with the ability to learn multiple systems and platforms

• Strong attention to detail and organizational skills

• Positive, professional, and client service-oriented demeanor

• Ability to follow processes and manage tasks through completion independently