About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... The Registered Client Service Associate utilizes the client relationship model and turnkey tools to ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... The Registered Client Service Associate utilizes the client relationship model and turnkey tools to ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... The Registered Client Service Associate utilizes the client relationship model and turnkey tools to ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... The Registered Client Service Associate utilizes the client relationship model and turnkey tools to ...
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 ...
New
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 ...
New
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 ...
New
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 ...
New
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 ...
New
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 ...
New
... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ... Experience with a wide array of financial products preferred JPMorganChase, one of the oldest ...
... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ... Experience with a wide array of financial products preferred JPMorganChase, one of the oldest ...
... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ... Experience with a wide array of financial products preferred JPMorganChase, one of the oldest ...
... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ... Experience with a wide array of financial products preferred JPMorganChase, one of the oldest ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
... services, and digital platform. Required qualifications, capabilities, and skills * FINRA ... Experience with a wide array of financial products preferred JPMorganChase, one of the oldest ...
... services, and digital platform. Required qualifications, capabilities, and skills * FINRA ... Experience with a wide array of financial products preferred JPMorganChase, one of the oldest ...
... services, and digital platform. Required qualifications, capabilities, and skills * FINRA ... Experience with a wide array of financial products preferred JPMorganChase, one of the oldest ...
... services, and digital platform. Required qualifications, capabilities, and skills * FINRA ... Experience with a wide array of financial products preferred JPMorganChase, one of the oldest ...
Client Service & Operations Associate
Houston, TX · Hybrid
$45K - $65K/yr
Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45 ... financial services, wealth management, insurance, operations or professional services preferred ...
Client Service & Operations Associate
Houston, TX · Hybrid
$45K - $65K/yr
Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45 ... financial services, wealth management, insurance, operations or professional services preferred ...
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 ...
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 ...
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 ...
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 ...
Client Service Associate
$54K - $65K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Client Service Associate
$54K - $65K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Client Services Representative
Houston, TX · On-site
$21.15 - $25.95/hr
Client Services Representative - S1 This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level ...
New
Client Services Representative
Houston, TX · On-site
$21.15 - $25.95/hr
Client Services Representative - S1 This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level ...
New
Financial Client Services Associate information
See Spring, TX salary details
$12.41 - $16.76
13% of jobs
$18.55 is the 25th percentile. Wages below this are outliers.
$16.76 - $21.12
30% of jobs
The median wage is $22.45 / hr.
$21.12 - $25.48
24% of jobs
$27.99 is the 75th percentile. Wages above this are outliers.
$25.48 - $29.83
14% of jobs
$29.83 - $34.19
4% of jobs
$34.19 - $38.54
3% of jobs
$38.54 - $42.90
2% of jobs
$42.90 - $47.26
3% of jobs
$47.26 - $51.61
2% of jobs
$51.61 - $55.97
2% of jobs
$55.97 - $60.32
2% of jobs
$12
$28
$60
How much do financial client services associate jobs pay per hour?
As of Jul 15, 2026, the average hourly pay for financial client services associate in Spring, TX is $28.44, according to ZipRecruiter salary data. Most workers in this role earn between $18.41 and $30.58 per hour, depending on experience, location, and employer.
What are Financial Client Services Associates?
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, and why are they important?
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?
| Aspect | Financial Client Services Associate | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferred | Requires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher |
| Work Environment | Banking or financial services firms; client support and administrative roles | Independent or firm-based; client consultation and investment planning |
| Employer & Industry Usage | Common in banks, brokerages, and financial institutions | Used 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 are popular job titles related to Financial Client Services Associate jobs in Spring, TX? For Financial Client Services Associate jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Spring, TX look for? The top searched job categories for Financial Client Services Associate jobs in Spring, TX are:
What cities near Spring, TX are hiring for Financial Client Services Associate jobs? Cities near Spring, TX with the most Financial Client Services Associate job openings:
Full-time
Re-posted yesterday
Ameriprise rating
7.9
Based on 119 frontline employees who took The Breakroom Quiz
85th of 148 rated financial services
Job description
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
The Registered Client Service Associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare financial plans, working with clients, and processing transactions, trades for clients, and other practice management tasks, as needed. Provide general administrative/reception/operations support, as needed, for the financial institution program.
Key Responsibilities:
Required Qualifications:
Preferred Qualifications:
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AFIG Ameriprise Financial Institutions Group
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
The Registered Client Service Associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare financial plans, working with clients, and processing transactions, trades for clients, and other practice management tasks, as needed. Provide general administrative/reception/operations support, as needed, for the financial institution program.
Key Responsibilities:
- Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research, and completing trades and transactions as described by the advisor.
- Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
- Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
- Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation, and managing event marketing reimbursement.
- Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Required Qualifications:
- Bachelor's degree or equivalent.
- 3 - 5 years relevant experience required.
- Series 7 or ability to obtain within 150 days.
- State securities agent registration (S63 or S66) or ability to obtain within 150 days.
- Experience working in a client service environment.
- Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
- Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
- Able to communicate with all levels within the organization. Process oriented and can work with a team.
- Strong computer and software skills.
Preferred Qualifications:
- State IAR registration (S65 or S66) or ability to obtain within 150 days.
- Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AFIG Ameriprise Financial Institutions Group
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
What Ameriprise employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Ameriprise
Sourced by ZipRecruiter
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Industry
Funds, trusts and financial programs
Company size
5,001 - 10,000 Employees
Headquarters location
Minneapolis, MN, US
Year founded
1894