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

Munich RE

Advisor Senior, Offshore

Houston, TX · On-site

$130K - $130K/yr

HSB Solomon Associates LLC (Solomon), a subsidiary of Hartford Steam Boiler and MunichRe, is ... enables client success. Solomon's engagements cover a wide range of topics, from strategy to ...

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 ...

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

... 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 ...

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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 Sep 2, 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 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.

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.

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 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 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 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 77% Full Time, 19% Part Time, and 4% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $48,618 per year, or $23.4 per hour.

Sr. Private Client Advisor

Texascapitalbank

Houston, TX • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 14 days ago

Job description

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

Responsibilities
  • Leverages the specialists on their team including the investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor to provide interdisciplinary expertise and portfolio management.
  • Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging all available PWA resources to deliver a complete wealth management solution.
  • Remain the ongoing relationship manager for a specific portfolio of clients and ensure every client has an extraordinary experience
  • Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their subject matter expert teammates.
  • Develop perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.
  • Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities
  • Demonstrate continuous prospecting skills applied to COIs (centers of influence), associations, and community activities as well as internally with their commercial bank colleagues.
  • Operate effectively in a team based, collaborative environment and assist in the development and retention of junior team members and relationship and customer service associates

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

Qualifications
  • Minimum 10 years relevant banking experience required with at least seven years in private banking preferred
  • Required: Bachelor's degree in finance, economics, accounting or related field
  • Preferred: MBA, CFA or CFP
  • Prior experience providing complex investment solutions to affluent or high net worth individuals or families
  • Prior sales experience required
  • Ability to collaborate with and positively influence team members
  • Strong communications skills and experience creating and delivering presentations and written materials

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

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