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

alliantgroup, LP

Client Retention Associate

Houston, TX · On-site

As a Client Retention Associate , you will gain a strong foundation in specific industries and tax ... You will develop service line-specific and industry-specific skills and work directly with C-level ...

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$9

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How much do client services associate jobs pay per hour?

As of May 30, 2026, the average hourly pay for client services associate in Spring, TX is $20.51, according to ZipRecruiter salary data. Most workers in this role earn between $15.62 and $22.88 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 are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

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 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 is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting 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
What are the most commonly searched types of Client Services jobs in Spring, TX? The most popular types of Client Services jobs in Spring, TX are:
What are popular job titles related to Client Services Associate jobs in Spring, TX? For Client Services Associate jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Spring, TX look for? The top searched job categories for Client Services Associate jobs in Spring, TX are:
What cities near Spring, TX are hiring for Client Services Associate jobs? Cities near Spring, TX with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Spring, TX as of May 2026, with employment types broken down into 3% As Needed, 59% Full Time, 28% Part Time, 1% Temporary, 8% Contract, and 1% Nights. Highlights an 95% Physical, 3% Hybrid, and 2% Remote job distribution, with an average salary of $42,665 per year, or $20.5 per hour.
Latin America Private Bank- Senior Client Service Associate (Portuguese speaking)

Latin America Private Bank- Senior Client Service Associate (Portuguese speaking)

Chase

Houston, TX

Other

Posted 16 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 467 frontline employees who took The Breakroom Quiz

45th of 141 rated banks

Job description

Senior Client Service Associate

As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.

Job responsibilities

  • Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
  • Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
  • Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
  • Review and identify potential business opportunities for clients to engage in additional products, services, and digital platform.

Required qualifications, capabilities, and skills

  • FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position
  • Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
  • Ability to fluently communicate (written and verbal) in Portuguese
  • 3+ years of experience in the investment management industry

Preferred qualifications, capabilities, and skills

  • College degree or equivalent client service experience preferred
  • Experience with a wide array of financial products preferred

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