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

BDO

Tax Manager, Private Client Services

Houston, TX · On-site

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch ... Supervises associates and senior associates on all projects * Reviews work prepared by associates ...

SYUFY GROUP

Member Services Associate

Katy, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

SYUFY GROUP

Member Services Associate

The Woodlands, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

SYUFY GROUP

Member Services Associate

Katy, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

Villa Sport

Member Services Associate

Houston, TX

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

Villa Sport

Member Services Associate

The Woodlands, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

SYUFY GROUP

Member Services Associate

Houston, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

Villa Sport

Member Services Associate

Houston, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

SYUFY GROUP

Member Services Associate

Houston, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

Villa Sport

Member Services Associate

Katy, TX

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

Villa Sport

Member Services Associate

Houston, TX

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

SYUFY GROUP

Member Services Associate

The Woodlands, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

SYUFY GROUP

Member Services Associate

The Woodlands, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

Villa Sport

Member Services Associate

The Woodlands, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

Villa Sport

Member Services Associate

Katy, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

SYUFY GROUP

Member Services Associate

The Woodlands, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Spring, TX

Client Services Associate information

See Spring, TX salary details

$8

$19

$34

How much do client services associate jobs pay per hour?

As of Jul 16, 2026, the average hourly pay for client services associate in Spring, TX is $19.11, according to ZipRecruiter salary data. Most workers in this role earn between $14.57 and $21.35 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

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 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 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.

What jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

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 customer service associate do?

A customer service associate, often called a client services associate, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

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.
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
Tax Manager, Private Client Services

Tax Manager, Private Client Services

BDO USA

Houston, TX • On-site

Full-time

Posted 19 days ago

Job description


Job Summary:
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
Job Duties:
  • Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities
  • Works directly with clients and their advisors to gather information needed to prepare tax returns
  • Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns
  • Directs communication with government agencies for matters of the highest complexity
  • Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
  • Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments
  • Prioritizes and completes tasks both individually and with a team
  • Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
  • Builds new relationships and maintains existing relationships with BDO professionals and external sources

Supervisory Responsibilities:
  • Supervises associates and senior associates on all projects
  • Reviews work prepared by associates and senior associates and provide review comments
  • Trains Associates and Seniors how to use all current software tools
  • Acts as a Career Advisor to associates and senior associates
  • Schedules and manages workload of associates and senior associates
  • Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities:
Education:
  • Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
  • Master's degree in Accountancy or Taxation, preferred

Experience:
  • Five (5) or more years prior experience in accounting, finance, or law, required
  • Experience working in public accounting, or the private client service area, preferred

License/Certifications:
  • Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
  • Possession of other professional degrees or certifications applicable to role, preferred

Software:
  • Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
  • Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
  • Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred

Languages:
  • N/A

Other Knowledge, Skills & Abilities:
  • Initiative
    • Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
    • Manages client engagements, supervises, and reviews work of team members
  • Communication
    • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
    • Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
    • Resolves client service issues in a timely and acceptable manner
  • Leadership
    • Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
    • Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters
  • Business Development
    • Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
    • Involves firm specialists and other business lines to increase cross service opportunities
  • People Development
    • Supervises, develops, and trains employees
    • Acts as a mentor to associates and senior associates
    • Provides verbal and written performance feedback to associates and senior associates

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $112,000 - $150,000
Colorado Range: $111,500 - $130,000
Illinois Range: $105,000 - $130,000
Maryland Range: $113,000 - $120,000
Massachusetts Range: $120,000 - $127,000
Minnesota Range: $90,000 - $120,000
New Jersey Range: $115,000 - $140,000
Ohio Range: $105,000 - $150,000
NYC/Long Island/Westchester Range: $125,000 - $150,000
Washington Range: $110,000 - $125,000
Washington DC Range: $120,000 - $140,000
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
  • Welcoming diverse perspectives and understanding the experience of our professionals and clients
  • Empowering team members to explore their full potential
  • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
  • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
  • Focus on resilience and sustainability to positively impact our people, clients, and communities
  • BDO Total Rewards that encompass so much more than traditional "benefits." Click here to find out more!

*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!

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