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Financial Client Services Associate Jobs in Manvel, TX

Stifel

Client Service Associate

Houston, TX

$13.50 - $18.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

Stifel

Client Service Associate

Houston, TX · On-site

$13.50 - $18.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...

Stifel

Client Service Associate

Houston, TX · On-site

$13.50 - $18.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

alliantgroup, LP

Client Retention Associate

Houston, TX · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

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

Boutique Recruiting

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

alliantgroup, LP

Client Retention Associate

Houston, TX

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

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 ...

alliantgroup, LP

Client Retention Associate

Houston, TX · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

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 ...

Medical Metrics

Client Services Manager

Houston, TX · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The Client Services Manager (CSM) is MMI's primary point of contact for client relationship ... The CSM will collaborate with staff from Operations, Technology Enablement, Finance & Accounting ...

Medical Metrics Inc

Client Services Manager

Houston, TX · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The Client Services Manager (CSM) is MMI's primary point of contact for client relationship ... The CSM will collaborate with staff from Operations, Technology Enablement, Finance & Accounting ...

Medical Metrics Inc

Client Services Manager

Houston, TX · Hybrid

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The Client Services Manager (CSM) is MMI's primary point of contact for client relationship ... The CSM will collaborate with staff from Operations, Technology Enablement, Finance & Accounting ...

BDO USA

Tax Manager, Private Client Services

Houston, TX · On-site

  • Retirement

... and financial structures. The Private Client Services Practice is experienced in all aspects of ... Supervises associates and senior associates on all projects * Reviews work prepared by associates ...

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Manvel, TX

Financial Client Services Associate information

See Manvel, TX salary details

$13

$30

$63

How much do financial client services associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for financial client services associate in Manvel, TX is $30.07, according to ZipRecruiter salary data. Most workers in this role earn between $19.47 and $32.36 per hour, depending on experience, location, and employer.

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial client services associate?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.

What job categories do people searching Financial Client Services Associate jobs in Manvel, TX look for?

The top searched job categories for Financial Client Services Associate jobs in Manvel, TX are:

What cities near Manvel, TX are hiring for Financial Client Services Associate jobs?

Cities near Manvel, TX with the most Financial Client Services Associate job openings:

Financial Client Services Associate jobs near you

Latin America Private Bank- Client Service Associate (Spanish Speaking)

JP Morgan Chase

Houston, TX

Full-time

Medical, Retirement

Re-posted 14 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 494 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

Description

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 Spanish
  • 2+ 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
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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