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

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

They are polished, proactive, intellectually curious, and relentless about solving problems while remaining positive and professional with clients, colleagues, and custodians. Client Service ...

Client Service Advisor About: We are seeking a highly organized and client-focused Client Service ... This role is ideal for a detail-oriented professional with experience supporting high-net-worth ...

Bachelor's degree with 5+ years client service and/or claims management experience -OR- * High ... Keen understanding of professional and industry standards/practices. * The ability to coach others ...

Strong client service and communication skills, with the ability to interact professionally with clients, Financial Advisors, and internal partners. * Excellent organizational skills and the ability ...

Strong client service and communication skills, with the ability to interact professionally with clients, Financial Advisors, and internal partners. * Excellent organizational skills and the ability ...

Strong client service and communication skills, with the ability to interact professionally with clients, Financial Advisors, and internal partners. * Excellent organizational skills and the ability ...

Client Service Associate

Houston, TX · On-site

$39K - $41K/yr

NextShinning is seeking a motivated and personable Client Service Associate to join our team in ... Serve as a professional point of contact for clients and customers. * Respond to questions and ...

NextShinning is seeking a motivated and personable Client Service Associate to join our team in ... Serve as a professional point of contact for clients and customers. * Respond to questions and ...

New

Client Service Representative

Spring, TX · On-site

$14.25 - $19.25/hr

We're looking for a personable yet highly professional "service extraordinaire" to join us in delivering our mission to our clients and their pets. Why We Need You As the face of VCA, the Client ...

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 ... Uphold company standards and ensure a professional client experience at all times Qualifications ...

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 ... Uphold company standards by delivering consistent, professional communication. * Identify ...

Client Service Representative

Spring, TX · On-site

$14.25 - $19.25/hr

We're looking for a personable yet highly professional "service extraordinaire" to join us in delivering our mission to our clients and their pets. Why We Need You As the face of VCA, the Client ...

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Client Service Professional information

See Spring, TX salary details

$8

$15

$23

How much do client service professional jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for client service professional in Spring, TX is $15.12, according to ZipRecruiter salary data. Most workers in this role earn between $12.84 and $16.25 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client service professional?

To thrive as a Client Service Professional, you need strong communication, problem-solving, and organizational skills, often supported by a background in customer service or business administration. Familiarity with customer relationship management (CRM) software, call center systems, and basic office applications is typically required. Empathy, patience, and the ability to remain composed under pressure are standout soft skills in this role. These skills ensure that client needs are addressed efficiently, fostering positive relationships and contributing to client satisfaction and retention.

What are some common challenges faced by client service professionals and how can they be managed effectively?

Client Service Professionals often encounter challenges such as managing high client expectations, handling multiple inquiries simultaneously, and resolving difficult situations in a timely manner. Effective communication, strong organizational skills, and the ability to remain calm under pressure are essential for overcoming these challenges. Many teams provide ongoing training and mentorship to help new hires develop these skills, and collaboration with colleagues is encouraged to share best practices and support each other in delivering excellent service.

Is client service professional a good career?

A client service professional role involves assisting customers, resolving issues, and maintaining positive relationships, which can lead to stable employment and opportunities for advancement. The career often requires strong communication skills, problem-solving abilities, and familiarity with customer management tools. It can be a good choice for individuals interested in customer interaction and service-oriented work.

What does a client service professional do?

A client service professional is responsible for assisting clients by addressing inquiries, 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 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 Professional jobs?

Cities near Spring, TX with the most Client Service Professional job openings:

Infographic showing various Client Service Professional job openings in Spring, TX as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $31,441 per year, or $15.1 per hour.

Client Service Associate

Boutique Recruiting

Houston, TX • On-site

$13.75 - $19/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago


Job description

Position Title: Client Service Associate
Salary Range: $70,000-$90,000 / DOE, plus an estimated 5%-15% discretionary annual bonus based on individual and firm performance
A growing boutique wealth management firm is seeking an experienced Client Service Associate to deliver high-touch service to high-net-worth families while managing critical account operations from start to finish. This role will oversee account openings and transfers, support client relationships, maintain CRM records, schedule meetings, coordinate with custodians, and ensure every request is completed accurately and promptly. As part of a close-knit eight-person firm, the Client Service Associate will also provide front-office and administrative support, including answering phones, preparing conference rooms, coordinating lunches, and maintaining office supplies. The ideal candidate has 5-10 years of client service experience within an RIA, deep operational knowledge of Schwab, and an exceptional command of detail. They are polished, proactive, intellectually curious, and relentless about solving problems while remaining positive and professional with clients, colleagues, and custodians.
Client Service Associate Responsibilities:
  • Provide responsive, high-touch service and relationship support to high-net-worth individuals and families
  • Support approximately half of the firm's primary client families in partnership with the advisors and senior Client Service Associate
  • Build genuine relationships with clients and provide thoughtful support during major life events, including births, deaths, and family transitions
  • Open new accounts and manage account transfers through Schwab, LPL, and other applicable custodians
  • Follow up persistently with custodians to resolve paperwork, account transfer, and money-movement issues
  • Track every request, document, and outstanding item through completion
  • Prepare and review account paperwork with exceptional attention to accuracy
  • Maintain complete, current, and accurate client information within the firm's CRM
  • Schedule client meetings and coordinate calendars
  • Prepare conference rooms for client meetings, including confirming that technology is functioning and presentations are ready for display
  • Serve as the first point of contact for incoming phone calls, averaging approximately 10-15 calls per day
  • Welcome clients and visitors with warmth, professionalism, and discretion
  • Order team lunches, office supplies, and other necessary materials
  • Receive packages and help maintain organized, client-ready conference rooms and common areas
  • Support the broader team wherever needed in a small, collaborative firm where every employee contributes
  • Remain flexible when early meetings or time-sensitive client needs require additional preparation or follow-through

Client Service Associate Requirements:
  • 5-10 years of client service experience within wealth management or financial services
  • Direct experience performing Client Service Associate responsibilities within a registered investment advisory firm
  • Deep operational knowledge of Schwab and hands-on experience using Schwab as a custodian
  • Experience with account openings, transfers, money movement, and custodian follow-up
  • Strong proficiency with Microsoft Office, including the ability to use formulas in Excel
  • High level of technical aptitude and the ability to learn new platforms quickly
  • Exceptional attention to detail, particularly when preparing and reviewing financial account paperwork
  • Strong follow-through and the tenacity to resolve complicated or delayed requests
  • Polished written and verbal communication skills
  • Professional judgment, discretion, and emotional intelligence when supporting high-net-worth clients
  • Proactive approach with the ability to identify what needs to be done without waiting for direction
  • Intellectual curiosity and a genuine desire to research unique client situations and solve complex problems
  • Positive, friendly, and service-oriented personality
  • Willingness to handle administrative and front-office responsibilities without viewing any task as beneath the role
  • Ability to see both the larger client objective and the details required to execute it correctly
  • Bachelor's degree preferred
  • Ability to pass a financial services background check
  • Commitment to working onsite five days per week

Benefits:
  • Annual discretionary bonus estimated at 5%-15% of base salary, based on individual and firm performance
  • Medical coverage through a Blue Cross Blue Shield PPO, with the firm contributing $600 per month toward the premium beginning the first day of the month after 60 days
  • Employee-paid dental and vision coverage
  • SIMPLE IRA with a 100% employer match on contributions up to 3% after 30 days
  • Unlimited paid time off, provided responsibilities are fully managed
  • Paid market holidays
  • Optional employee-paid life and disability insurance
  • Annual performance reviews and salary increases

If you are an experienced RIA Client Service Associate who knows Schwab, takes ownership of every detail, and genuinely cares about the families you serve, apply today to join a firm where exceptional work is recognized and rewarded!
#LI-SB1 #LI-LO1

Boutique Recruiting logo

About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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