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Financial Client Services Associate Jobs in Spring, TX

BDO USA

Tax Manager, Private Client Services

Houston, TX · On-site

... 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 ...

BDO

Tax Manager, Private Client Services

Houston, TX · On-site

... 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 ...

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 ...

New

GardaWorld

Client Services Manager - Security

Houston, TX · On-site

$65K - $72K/yr

As a Security Client Services Manager, you'll be the trusted link between our clients and our ... financial reports, build credibility quickly, and consistently demonstrate honesty, reliability ...

GardaWorld

Client Services Manager - Security

Houston, TX · On-site

$65K - $72K/yr

As a Security Client Services Manager, you'll be the trusted link between our clients and our ... financial reports, build credibility quickly, and consistently demonstrate honesty, reliability ...

Cetera

Client Services Representative

Houston, TX · On-site

$15.25 - $20.75/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

Cetera

Client Services Representative

Houston, TX

$15.25 - $20.75/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

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

Financial Client Services Associate information

See Spring, TX salary details

$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?

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 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:
Financial Client Services Associate jobs near you
Healthcare Financial Advisory Services Associate

Healthcare Financial Advisory Services Associate

Huron Consulting Group

Houston, TX • On-site

$120K - $165K/yr

Full-time

Medical, Dental, Vision

Re-posted 6 days ago

Huron Consulting Group rating

7.2

Company rating: 7.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

43rd of 58 rated business consultants

Job description

Huron helps its clients drive growth, enhance performance and sustain leadership in the markets they serve. We help healthcare organizations build innovation capabilities and accelerate key growth initiatives, enabling organizations to own the future, instead of being disrupted by it. Together, we empower clients to create sustainable growth, optimize internal processes and deliver better consumer outcomes.
Health systems, hospitals and medical clinics are under immense pressure to improve clinical outcomes and reduce the cost of providing patient care. Investing in new partnerships, clinical services and technology is not enough to create meaningful and substantive change. To succeed long-term, healthcare organizations must empower leaders, clinicians, employees, affiliates and communities to build cultures that foster innovation to achieve the best outcomes for patients.
Joining the Huron team means you'll help our clients evolve and adapt to the rapidly changing healthcare environment and optimize existing business operations, improve clinical outcomes, create a more consumer-centric healthcare experience, and drive physician, patient and employee engagement across the enterprise.
Join our team as the expert you are now and create your future.

When healthcare organizations are managing escalating financial stress, Huron recognizes the response must be urgent and direct. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations. Huron assists clients through improved planning, operations and managing through crises. Solutions tailored to a variety of situations:
Business and financial planning, projections and scenario analyses
Decision support and cost accounting
Interim management/strategy execution
Business assessments & due diligence
Restructuring & turnaround
Executive/Board advisory
CFO support solutions
Liquidity forecasting and management
Working capital management
Valuations
FP&A assistance for profit improvement

Healthcare Financial Advisory Associates play a critical role in delivering high-impact financial insights for healthcare provider clients. Associates take ownership of discrete workstreams, translate complex analyses into clear recommendations, and collaborate closely with team members and clients to drive results.

Responsibilities

  • Own project workstreams by structuring problems, prioritizing analyses, and delivering high-quality outputs under tight timelines

  • Gather, analyze, and synthesize primary and secondary data to develop actionable client insights

  • Build and communicate clear, client-ready materials, including presentations and written deliverables

  • Collaborate with project teams to diagnose client challenges and develop practical, data-driven recommendations

  • Support firm growth through proposal development, business development efforts, and mentoring junior team members

Qualifications

  • Minimum of 2 years of consulting experience in healthcare financial advisory supporting provider clients such as health systems, hospitals, and other acute care organizations, or comparable experience within a health system or provider organization in a strategic financial leadership capacity.

  • Strong understanding of healthcare finance, including capital planning, liquidity management, and financial performance drivers

  • Experience in restructuring, turnaround, performance improvement, or similarly rigorous financial advisory environments

  • Proven ability to lead complex analytical workstreams with strong project management, client communication, and strategic problem-solving skills

  • Advanced financial analysis and modeling capabilities, including evaluation of financial statements, valuation, pro forma modeling, and discounted cash flow analysis

  • Ability to translate complex financial and corporate finance concepts into clear, executive-level insights and recommendations

  • Proficiency in healthcare accounting and financial reporting, including monthly operating reports, statements, schedules, and overhead or operational improvement analysis

  • Bachelor's degree in Accounting, Finance, Economics, or a related field preferred

Travel & Location

  • Travel requirements vary by project; candidates must be willing to travel as needed, potentially up to 80%

  • Candidates may reside anywhere in the contiguous United States near a major airport

The estimated base salary range for this job is $120,000 - $165,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $134,400 - $194,700. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future.

#LI-JD1 #LI-Remote

Position LevelAssociateCountryUnited States of America

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About Huron Consulting Group

Sourced by ZipRecruiter

Huron Consulting Group, based in Chicago, IL, US, is a leading global management consulting firm specialized in providing performance improvement and reformation skills to different types of organizations. The company operates in the management consulting industry, which includes strategy, operations, technology, and analytics. Founded in 2002, Huron Consulting Group aids entities to tackle complex business challenges, enhance their ability to drive change, encourage their efficiency, and stimulate innovation. The company's overriding mission is to assist clients in becoming more successful.

Industry

Business management consulting

Company size

1,001 - 5,000 Employees

Headquarters location

Chicago, IL, US

Year founded

2002

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