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

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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
Senior Client Service Associate

Senior Client Service Associate

Westwood Holdings Group

Houston, TX

Other

Retirement, PTO

Posted 9 days ago

Job description

WHO WE ARE
Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. Westwood trades on the New York Stock Exchange under the symbol "WHG." Based in Dallas, Westwood also maintains offices in Chicago and Houston.
ABOUT THE ROLE
At Westwood Wealth, we are more than advisors-we are stewards of our clients' financial well-being, delivering personalized, high-touch service with discretion, precision, and care to UHNW individuals and families. Our clients trust us with what matters most, and we honor that trust by ensuring every interaction is seamless, proactive, and deeply personalized.
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 client relationships, maintaining accuracy in systems and executing operational tasks, the Senior Client Service Associate helps build peace of mind, efficiency, and consistency across the client journey.
A DAY IN THE LIFE
Client & Advisor Support (Trusted Service Lead)
  • Act as an internal client point person, assisting advisors in nurturing and maintaining strong relationships with clients, attorneys, CPAs, and other professionals to deliver outstanding service
  • Provide timely updates and confirmations to clients regarding account status and requests
  • Serves as trusted service lead for sophisticated families.
Client Onboarding & Information Management
  • Facilitate a seamless onboarding experience by collecting, organizing, and maintaining client information with accuracy and discretion.
Account Maintenance, Cash Movement & Distributions
  • Manage distribution requests from client accounts, calculating distribution amounts and scheduling distributions with accuracy and care.
  • Oversee day-to-day banking transactions, investment account activity, and domestic/international cash movement with accuracy and precision.
  • Manages distributions and sensitive transactions with independence.
Documentation, Records & Compliance (Confidential Handling)
  • Prepare, track, and process key documentation related to all client processes in your purview, managing sensitive data with the highest level of confidentiality.
  • Maintain meticulous, up-to-date, accessible, and compliant client files and records, including scanning mail and updating relevant tools, systems, and spreadsheets.
Specialized Transaction Processing
  • Manage specialized processes involving checks, receipts, and transfers (e.g., trust tax returns, property taxes, IRAs), ensuring all transactions are completed efficiently and securely.
  • Owns complex processes such as estate processing, tax planning coordination, valuations, and specialized transfers.
Estate / Tax / Valuation Coordination (Complex Ownership)
  • Provide expert technical support and coordination for client estate processing, tax planning, and valuations, helping clients navigate complex financial matters.
  • Owns complex processes such as estate processing, tax planning coordination, valuations, and specialized transfers.
Cross-Team Coordination & Continuous Improvement
  • Actively participate in various internal and external meetings, contributing to the continuous improvement of client service.
Leadership, Mentorship & Standards
  • Mentors and trains junior associates; sets quality and accuracy standards.
WHAT YOU'LL NEED
Minimum Education Required
  • Bachelor's degree
• Licenses/Certifications Required
  • None
• Minimum Specific Experience Required
  • 7+ years of experience in a client service organization
  • Experience with High Net-Worth and/or Ultra High Net-Worth families and experience with trust administration strongly preferred.
  • Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States
  • Must have unrestricted authorization to work in the USA. No visa sponsorship is available.
WHO YOU ARE
  • You are a mature, polished professional with a positive attitude and a friendly demeanor.
  • You are highly motivated, proactive, a team player, and willing to assist in all tasks.
  • You have the ability to maintain confidentiality and work collaboratively in a small team environment.
  • You think ahead, solve problems, and manage complex financial interactions with confidence.
  • You demonstrate an innate ability to build trust and rapport with sophisticated clientele.
  • You commit to delivering an exceptional, high-touch experience in every client interaction.
WHY WESTWOOD WEALTH?
At Westwood Wealth, we are driven by a shared purpose: to provide world-class financial guidance with unwavering integrity and excellence. We believe in empowering our people to deliver meaningful impact, embrace innovation, and build long-term relationships with our clients.
If you are a detail-oriented, client-focused professional who thrives in a fast-paced, high-touch environment, we invite you to apply and be part of something truly exceptional.
WHAT YOU'LL GET
Competitive salary, benefits and 401K company match that vests immediately upon participation.
  • Parental leave & PTO policy.
  • Collaborative, dynamic work environment with a fast-paced, mission driven company.

Physical Demands
The physical demands required to perform the essential duties successfully are consistent with a professional office environment.
Travel
This position may require travel up to 10% of the time, including outside of regular business hours.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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