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Client Success Associate Jobs in Katy, TX (NOW HIRING)

Stifel

Financial Advisor Associate

Houston, TX

... needs of each client. * Proven success in establishing rapport with clients; building and ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Financial Advisor Associate

Houston, TX · On-site

... client. What You'll Bring * Proven success in establishing rapport with clients; building and ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Truence Co

Be Seen First

Sales Associate

Katy, TX · On-site

$45K - $60K/yr

Sales Associate - Client Services Job Summary We're looking for a motivated and customer-focused ... business success. This full-time, paid position offers exciting opportunities for professional ...

Truence Co

Be Seen First

Sales Associate

Houston, TX · On-site

$45K - $60K/yr

Sales Associate - Client Services Job Summary We're looking for a motivated and customer-focused ... business success. This full-time, paid position offers exciting opportunities for professional ...

Truence Co

Be Seen First

Sales Associate

Houston, TX · On-site

$45K - $60K/yr

Sales Associate - Client Services Job Summary We're looking for a motivated and customer-focused ... business success. This full-time, paid position offers exciting opportunities for professional ...

Truence Co

Be Seen First

Sales Associate

Katy, TX · On-site

$45K - $60K/yr

Sales Associate - Client Services Job Summary We're looking for a motivated and customer-focused ... business success. This full-time, paid position offers exciting opportunities for professional ...

Stifel

Financial Advisor Associate

Houston, TX

... client. What You'll Bring * Proven success in establishing rapport with clients; building and ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Hansoninc

Deputy CAD Administrator

Houston, TX · On-site +1

$50/hr

The belief in sustainability within our company's practices creates a focus on client success and ... Associate degree or higher in CAD, Engineering Technology, Drafting, or related field (or ...

KnitWell Group

Sales Associate

Spring, TX · On-site

$12.50 - $17/hr

Embraces selling, incentive and product knowledge techniques for success * Represents Lane Bryant ... Supports client experience throughout all touch points * Supports and executes floor-sets ...

Stifel

IB Associate - Energy (Houston)

Houston, TX

Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines. We ... Stifel's success is rooted in the power of our people and platform. We provide our employees an ...

Fund Services Group

Transfers Associate

Houston, TX · Remote

$60K - $80K/yr

Support the change of ownership for investor interests in client managed funds * Track reassignment ... Base salary commensurate with experience and success: The annual base salary range for this ...

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Showing results 41-60

All JobsClient Success Associate JobsClient Success Associate Jobs in Katy, TX

Client Success Associate information

See Katy, TX salary details

$17K

$48.6K

$85.3K

How much do client success associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for client success associate in Katy, TX is $48,618.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,900.00 and $60,100.00 per year, depending on experience, location, and employer.

What is the difference between Client Success Associate vs Customer Support Specialist?

AspectClient Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften a high school diploma or associate degree; training provided
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageCommon in SaaS, tech, and service industriesWidespread across retail, telecom, and tech sectors

The main difference is that a Client Success Associate focuses on proactive relationship management and ensuring client satisfaction over time, while a Customer Support Specialist primarily handles reactive problem-solving and technical issues. Both roles require strong communication skills but serve different stages of the customer journey.

What does a Client Success Associate do?

A Client Success Associate is responsible for ensuring that clients have a positive experience with a company’s products or services. They act as a primary point of contact for clients, helping with onboarding, addressing concerns, and providing ongoing support. Their goal is to build strong relationships, increase customer satisfaction, and help clients achieve their desired outcomes. They may also collaborate with sales, product, and support teams to resolve issues and identify opportunities for improving the client experience.

How does a Client Success Associate typically collaborate with other departments to address client needs?

As a Client Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure client satisfaction and resolve issues efficiently. This often involves participating in cross-functional meetings, relaying client feedback to relevant departments, and coordinating solutions for complex client requests. Effective communication and teamwork are essential, as you'll act as a bridge between clients and internal teams to ensure expectations are met and ongoing improvements are made.

What are the key skills and qualifications needed to thrive as a Client Success Associate?

To thrive as a Client Success Associate, you need strong relationship-building abilities, problem-solving skills, and a background in business or communications, often supported by a bachelor's degree. Familiarity with customer relationship management (CRM) tools like Salesforce or HubSpot and proficiency with data tracking systems are typically required. Exceptional communication, active listening, and adaptability help professionals stand out in this client-facing role. These skills and qualities are vital for fostering client satisfaction, resolving issues efficiently, and supporting long-term business growth.
What are the most commonly searched types of Client Success jobs in Katy, TX? The most popular types of Client Success jobs in Katy, TX are:
What are popular job titles related to Client Success Associate jobs in Katy, TX? For Client Success Associate jobs in Katy, TX, the most frequently searched job titles are:
What job categories do people searching Client Success Associate jobs in Katy, TX look for? The top searched job categories for Client Success Associate jobs in Katy, TX are:
What cities near Katy, TX are hiring for Client Success Associate jobs? Cities near Katy, TX with the most Client Success Associate job openings:
Client Success Associate jobs near you
Infographic showing various Client Success Associate job openings in Katy, TX as of August 2026, with employment types broken down into 78% Full Time, 19% Part Time, and 3% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $48,618 per year, or $23.4 per hour.

Financial Advisor Associate

Stifel

Houston, TX

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.


The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends.


  • Engage with clients and prospects to identify their financial profile and provide clients with investment services that will align with their objectives and tolerance, and will help them achieve their financial goals.
  • Maintain a thorough and current understanding of client needs and goals to make suitable recommendations and implement investment strategies in the client's best interest.
  • Perform portfolio evaluations and monitor portfolio performance against client objectives.
  • Collaborate with the Financial Advisor in prospecting new clients to grow the business through networking, referrals, and participation in industry related seminars and events; domestic travel may be required.
  • Stay current with market trends as well as all industry rules and regulations, policies and procedures, and Firm training and continuing education.
  • Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
  • Solicit orders to clients at the direction of the Financial Advisor.
  • Identify matters that require escalation including suspicious activity, customer complaints, trading errors, and violation of industry regulation or Firm policy.
  • Use independent judgement and discretion to determine the unique needs of each client.

  • Proven success in establishing rapport with clients; building and maintaining a mutually beneficial, long-term relationships.
  • In-depth understanding of the Financial Services industry, domestic and international markets, and applicable regulatory environment.
  • Thorough understanding of investment portfolios, products, and services and how to utilize them with individual clients.
  • Integrity to perform job functions ethically within the boundaries of the regulatory environment.

  • Minimum Required: Bachelor's Degree or a combination of education and experience.
  • Minimum Required: 5+ years' Financial Services/Brokerage experience

  • Minimum Preferred: Series 7 and Series 63 or 66 or must obtain with 3 months from start date.
  • Note: If required by state for advisory business Series 63 and 65 or Series 66.

  • Proficient in Microsoft 365.

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

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