... services industry, including retail securities brokerage, institutional sales and trading ... The firm is seeking a Registered Client Service Associate to join our Branch office team in The ...
... services industry, including retail securities brokerage, institutional sales and trading ... The firm is seeking a Registered Client Service Associate to join our Branch office team in The ...
... services industry, including retail securities brokerage, institutional sales and trading ... The firm is seeking a Registered Client Service Associate to join our Branch office team in The ...
... services industry, including retail securities brokerage, institutional sales and trading ... The firm is seeking a Registered Client Service Associate to join our Branch office team in The ...
Financial Services Associate Remote / Hybrid Options Available Part-Time or Full-Time We are ... Building and maintaining client relationships * Participating in ongoing training and professional ...
Financial Services Associate Remote / Hybrid Options Available Part-Time or Full-Time We are ... Building and maintaining client relationships * Participating in ongoing training and professional ...
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
Financial Services Associate Hybrid / Remote Options Available Part-Time or Full-Time (Great for ... Building and maintaining client relationships * Participating in ongoing training and professional ...
Financial Services Associate Hybrid / Remote Options Available Part-Time or Full-Time (Great for ... Building and maintaining client relationships * Participating in ongoing training and professional ...
Client Experience Associate
The Woodlands, TX · On-site
$11.50 - $16/hr
As a Client Experience Associate within PNC's Retail organization, you will be based in The ... process including, service to sales, teller interactions, and effective lobby engagement ...
Client Experience Associate
The Woodlands, TX · On-site
$11.50 - $16/hr
As a Client Experience Associate within PNC's Retail organization, you will be based in The ... process including, service to sales, teller interactions, and effective lobby engagement ...
Client Experience Associate
Magnolia, TX · On-site
$12.50 - $17/hr
As a Client Experience Associate within PNC's retail organization, you will be based in Magnolia ... process including, service to sales, teller interactions, and effective lobby engagement ...
Client Experience Associate
Magnolia, TX · On-site
$12.50 - $17/hr
As a Client Experience Associate within PNC's retail organization, you will be based in Magnolia ... process including, service to sales, teller interactions, and effective lobby engagement ...
Client Service Representative
Spring, TX · On-site
$14.25 - $19.25/hr
... services, including prescriptions. • Answering questions regarding products and services ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Spring, TX · On-site
$14.25 - $19.25/hr
... services, including prescriptions. • Answering questions regarding products and services ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Spring, TX · On-site
$14.25 - $19.25/hr
Recommending, selecting, and obtaining products and services, including prescriptions. Answering ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Spring, TX · On-site
$14.25 - $19.25/hr
Recommending, selecting, and obtaining products and services, including prescriptions. Answering ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Coordinator
Shenandoah, TX · On-site
$15.39 - $19.67/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...
Client Service Coordinator
Shenandoah, TX · On-site
$15.39 - $19.67/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...
Client Experience Associate
Spring, TX · On-site
$13.25 - $18.25/hr
As a(n) Client Experience Associate within PNC's Grogans Park Branch, you will be based in The ... process including, service to sales, teller interactions, and effective lobby engagement ...
Client Experience Associate
Spring, TX · On-site
$13.25 - $18.25/hr
As a(n) Client Experience Associate within PNC's Grogans Park Branch, you will be based in The ... process including, service to sales, teller interactions, and effective lobby engagement ...
Client Experience Associate
Spring, TX · On-site
$11.50 - $16/hr
As a Client Experience Associate within PNC's Retail organization, you will be based in The ... process including, service to sales, teller interactions, and effective lobby engagement ...
Client Experience Associate
Spring, TX · On-site
$11.50 - $16/hr
As a Client Experience Associate within PNC's Retail organization, you will be based in The ... process including, service to sales, teller interactions, and effective lobby engagement ...
Client Experience Associate
Magnolia, TX · On-site
$12.50 - $17/hr
As a Client Experience Associate within PNC's retail organization, you will be based in Magnolia ... process including, service to sales, teller interactions, and effective lobby engagement ...
Client Experience Associate
Magnolia, TX · On-site
$12.50 - $17/hr
As a Client Experience Associate within PNC's retail organization, you will be based in Magnolia ... process including, service to sales, teller interactions, and effective lobby engagement ...
Client Experience Associate
The Woodlands, TX · On-site
$13.25 - $18.25/hr
As a(n) Client Experience Associate within PNC's Grogans Park Branch, you will be based in The ... process including, service to sales, teller interactions, and effective lobby engagement ...
Client Experience Associate
The Woodlands, TX · On-site
$13.25 - $18.25/hr
As a(n) Client Experience Associate within PNC's Grogans Park Branch, you will be based in The ... process including, service to sales, teller interactions, and effective lobby engagement ...
Client Experience Associate
The Woodlands, TX · On-site
$11.50 - $16/hr
As a Client Experience Associate within PNC's Retail organization, you will be based in The ... process including, service to sales, teller interactions, and effective lobby engagement ...
Client Experience Associate
The Woodlands, TX · On-site
$11.50 - $16/hr
As a Client Experience Associate within PNC's Retail organization, you will be based in The ... process including, service to sales, teller interactions, and effective lobby engagement ...
Tax Associate
Huntsville, TX · On-site
$50K - $67K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Huntsville, TX · On-site
$50K - $67K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Tomball, TX · On-site
$51K - $68K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Tomball, TX · On-site
$51K - $68K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Shenandoah, TX · On-site
$50K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Shenandoah, TX · On-site
$50K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Cypress, TX · On-site
$51K - $68K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Cypress, TX · On-site
$51K - $68K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Spring, TX · On-site
$52K - $69K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Spring, TX · On-site
$52K - $69K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Client Services Associate information
See Montgomery, TX salary details
$9.19 - $11.73
3% of jobs
$11.73 - $14.28
12% of jobs
$15.37 is the 25th percentile. Wages below this are outliers.
$14.28 - $16.82
23% of jobs
The median wage is $18.04 / hr.
$16.82 - $19.37
24% of jobs
$21.46 is the 75th percentile. Wages above this are outliers.
$19.37 - $21.91
15% of jobs
$21.91 - $24.46
10% of jobs
$24.46 - $27
6% of jobs
$27 - $29.55
2% of jobs
$29.55 - $32.09
2% of jobs
$32.09 - $34.64
1% of jobs
$34.64 - $37.18
1% of jobs
$9
$20
$37
How much do client services associate jobs pay per hour?
As of Sep 6, 2026, the average hourly pay for client services associate in Montgomery, TX is $20.38, according to ZipRecruiter salary data. Most workers in this role earn between $15.53 and $22.74 per hour, depending on experience, location, and employer.
What is a client services associate?
A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.
What does a client services associate do?
A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
What are the key skills and qualifications needed to thrive as a client services associate?
To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.
What are some common challenges faced by client services associates, and how can they be overcome?
Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.
What is the difference between Client Services Associate vs Customer Support Specialist?
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting customers with issues or inquiries |
The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.
More about Client Services Associate jobs
- How to become a client services associate?
- How much is the salary of a client services associate in the US?
- What is the career progression of a client services associate?
- What is the difference between a client services associate and a financial advisor?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template
What are the most commonly searched types of Client Services jobs in Montgomery, TX?
The most popular types of Client Services jobs in Montgomery, TX are:
What are popular job titles related to Client Services Associate jobs in Montgomery, TX?
For Client Services Associate jobs in Montgomery, TX, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Montgomery, TX look for?
The top searched job categories for Client Services Associate jobs in Montgomery, TX are:
What cities near Montgomery, TX are hiring for Client Services Associate jobs?
Cities near Montgomery, TX with the most Client Services Associate job openings:
Other
Re-posted 2 days ago
Job description
Opportunity At Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job DescriptionThe firm is seeking a Registered Client Service Associate to join our Branch office team in The Woodlands, Texas. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.
Responsibilities- Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
- Calendar management and coordination of meetings, including all logistics
- Database management
- Client interaction and service
- Provide back-up to other teams and within the branch
- Perform ad hoc duties and work on special projects as necessary
- FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire)
- Bachelor's degree preferred
- 1-2 years financial services/fixed Income experience preferred
- Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
- Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
- Able to meet designated deadlines and work effectively in a pressurized environment
- Fluent in Spanish is a plus