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

Alphabe Insight Inc

Client Service Associate

Houston, TX · On-site

$55K - $60K/yr

We are seeking a polished and dependable Client Service Associate to join our team in Houston. In this role, you will be the primary point of contact for clients, ensuring a seamless and high-quality ...

Vodia Ventures

Client Service Associate

Houston, TX

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Alphabe Insight Inc

Client Service Associate

Houston, TX

$55K - $60K/yr

We are seeking a polished and dependable Client Service Associate to join our team in Houston. In this role, you will be the primary point of contact for clients, ensuring a seamless and high-quality ...

Alphabe Insight Inc

Client Service Associate

Houston, TX · On-site

$49K - $54K/yr

We are seeking a motivated and detail-oriented Client Service Associate to join our team in Houston, TX. This role is essential to ensuring seamless communication, efficient problem resolution, and a ...

Alphabe Insight Inc

Client Service Associate

Houston, TX

$49K - $54K/yr

We are seeking a motivated and detail-oriented Client Service Associate to join our team in Houston, TX. This role is essential to ensuring seamless communication, efficient problem resolution, and a ...

BOK Financial

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery ...

BOK Financial

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery ...

BOK Financial

Client Service Associate

Houston, TX

$13.75 - $19/hr

The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery ...

Westwood

Senior Client Service Associate

Houston, TX

The Senior Client Service Associate provides a white-glove, concierge-level experience for clients and advisors through providing essential operational and administrative support. By building trusted ...

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How much do client service associate jobs pay per hour?

As of May 31, 2026, the average hourly pay for client service associate in Spring, TX is $15.25, according to ZipRecruiter salary data. Most workers in this role earn between $12.40 and $17.12 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.

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 are Client Service Associates?

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 jobs make 3000 a month without a degree?

A Client Service Associate typically earns less than $3,000 monthly, but roles such as sales representatives, administrative assistants, or delivery drivers can reach or exceed this income level without a degree, especially with experience or commissions. These jobs often require strong communication skills, customer service abilities, and sometimes certifications or licenses depending on the industry.

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.

What are the most commonly searched types of Client Service jobs in Spring, TX? The most popular types of Client Service jobs in Spring, TX are:
What cities near Spring, TX are hiring for Client Service Associate jobs? Cities near Spring, TX with the most Client Service Associate job openings:
Client Service Associate jobs near you
Client Service Associate

Client Service Associate

BCI - Brokerage Consultants Inc

Houston, TX

$13.75 - $19/hr

Other

Posted 10 hours ago

Job description

Client Service Associate | Houston, TX
Houston investment advisor seeks motivated Client Service Associate to enhance the client experience by servicing clients and providing operational/administrative support to Financial Advisors.
Responsibilities:
Prepare/submit onboarding and investment paperwork to clients by request of advisor
Ensure investment data is posted, transferred or input into CRM
Submit paperwork to the custodian; follow up with custodian to ensure accounts have been put into place
Maintain prospectuses hard copy and digital versions for variable products including, annuities, REITS, alternative investments
Answer any client questions/requests pertaining to their investments
Assist in maintaining the following client files in support of industry compliance requirements and audits: statements for 6 years, new applications for 6 years after the account is closed, confirms for 3 years, advertising and correspondence specific to client for 3 years
Ensure that all clients who should be taking RMD's including beneficiary IRA's are completed in a timely manner no later than December 1st of each year
Check that advisors are appropriately registered for states outside of Texas when needed
Develop BD training and education materials for financial professionals
Monitor websites to ensure advisor registrations are up to date
Liaison between broker-dealer compliance and company office
Review relevant BD regulations & keep abreast of regulatory changes & updates
Submit recommendations to BD
Prepare for branch audits
Vet all vendor requests and new product information for company use
Monitor/track compensation splits to ensure commissions are accurate
Review items needed for client annual review meeting
Requirements:
Bachelor's degree preferred; FINRA Series 6 or 7, 63, 65 or 66 required upon hire if not currently held
5+ years of financial service experience a plus
Knowledge of data bases and CRM systems; industry knowledge a plus
Client-focused and thorough with high attention to detail; ability to find solutions; strong level of confidentiality; self-starter and motivator; efficient, quick learner and tech savvy

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