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Client Service Associate Jobs in Sugar Land, TX (NOW HIRING)

Westwood

Senior Client Service Associate

Houston, TX · On-site

  • Retirement

  • PTO

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 ...

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 Sugar Land, TX

Client Service Associate information

See Sugar Land, TX salary details

$7

$15

$24

How much do client service associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for client service associate in Sugar Land, TX is $15.36, according to ZipRecruiter salary data. Most workers in this role earn between $12.50 and $17.26 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 Sugar Land, TX?

The most popular types of Client Service jobs in Sugar Land, TX are:

What cities near Sugar Land, TX are hiring for Client Service Associate jobs?

Cities near Sugar Land, TX with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Sugar Land, TX as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $31,959 per year, or $15.4 per hour.

Client Service Associate WWS

Woodforest National Bank

Houston, TX • On-site

Full-time

Posted 23 days ago

Woodforest National Bank rating

6.7

Company rating: 6.7 out of 10

Based on 44 frontline employees who took The Breakroom Quiz

136th of 171 rated banks

Job description

The Client Service Associate (CSA) Woodforest Wealth (WW) works under general supervision, using specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors and their clients. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. The CSA contributes to an increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. Extensive contact with internal and external clients/customers to identify, research, and resolve problems.
Key Responsibilities:
• Client Support
• Work with clients, RJ (Raymond James) and third-party custodians to ensure optimal client account maintenance and support.
• Manage the production and processing of all client account documentation.
• Manage a client review process to ensure ongoing client meetings and continued implementation of client investment strategies.
• Formalize and manage a client onboarding process.
• Monitor branch daily alerts and take action as needed.
• Prepare and present RJ Goal Planning and Monitoring system to clients and prospects as needed.
• Maintain client reporting system to produce pertinent financial reporting for client reviews.
Branch Operation
• Process, track, troubleshoot and archive client documentation.
• Assist with answering phones, screening calls and relaying messages appropriately.
• Assist with firm audits and with maintenance of compliance files.
• Assist with branch client documentation, utilizing RJFS CRM, branch network and ACT!.
• Track retail and commercial referral
Competencies Required:
• Proficiency with Microsoft Office products (i.e., Excel, Word, Outlook, PowerPoint or SharePoint).
• Excellent organizational and time management skills.
• Excellent customer service skills.
• Ability to interact and communicate effectively with internal and external parties.
• Ability to coordinate multiple tasks simultaneously and leverage internal resources.
• Excellent attention to detail.
• Strong client focus and ability to partner with various internal groups.
• Independence and self-motivation with an ability to adapt and be flexible in a team environment.
• Ability to navigate client relationships and product usage.
• Strong verbal and written communication skills.
• Strong analytical and problem-solving skills.
Qualifications:
Minimum Qualifications/Experience:
• • 3+ years of financial services industry service experience, or an equivalent amount of experience, education, or training required.
Formal Education & Certification:
• SIE / Series 7 and 66 preferred.
Work Status:
• Full-Time.
Supervisory Responsibility:
• None.
Travel:
• 0% - Negligible amount of travel expected.
Working Conditions:
• Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.

What Woodforest National Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Woodforest National Bank

Sourced by ZipRecruiter

Woodforest National Bank, based in The Woodlands, Texas, USA, is a full-service community bank that operates in the banking and financial services industry. Founded in 1980, it has evolved from a single bank in Houston, Texas, to a nationally recognized and reputed bank with branches in 17 states across the U.S. The bank provides a variety of financial services like personal banking, wealth management, insurance services, treasury management, and corporate and commercial banking. Woodforest is committed to "Earn your trust every day, in all we do" that shapes their numerous strategies and decisions.

Industry

Commercial banking

Company size

1,001 - 5,000 Employees

Headquarters location

The Woodlands, TX, US

Year founded

1980

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