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Client Services Associate Jobs in Webster, 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 ...

AnywhereWorks

Client Experience Associate

Houston, TX · Remote

$16/hr

Whether working from home, an office, or Anywhere, we offer products and services designed to help ... We are looking for a Client Experience Associate to join our team! Please see below for more ...

Boutique Recruiting

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

Ability to pass a financial services background check * Commitment to working onsite five days per ... Client Service Associate who knows Schwab, takes ownership of every detail, and genuinely cares ...

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

Client Services Associate information

See Webster, TX salary details

$8

$19

$35

How much do client services associate jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for client services associate in Webster, TX is $19.65, according to ZipRecruiter salary data. Most workers in this role earn between $14.95 and $21.92 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 popular job titles related to Client Services Associate jobs in Webster, TX? For Client Services Associate jobs in Webster, TX, the most frequently searched job titles are:
What cities near Webster, TX are hiring for Client Services Associate jobs? Cities near Webster, TX with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Webster, TX as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $40,879 per year, or $19.7 per hour.
Client Service Associate WWS

Client Service Associate WWS

Woodforest Financial Group

Houston, TX

Full-time

Posted 2 days ago

Woodforest National Bank rating

6.9

Company rating: 6.9 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

131st of 170 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 Operations

         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 referrals
 

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.

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

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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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