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Financial Client Services Associate Jobs in Spring, TX

Ameriprise Financial

Reg Client Service Assoc

Houston, TX · On-site

$13.75 - $19/hr

About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Registered Client Service Associate, you will provide dedicated support to a high producing ...

Ameriprise Financial

Reg Client Service Assoc

Houston, TX · On-site

$13.75 - $19/hr

About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Registered Client Service Associate, you will provide dedicated support to a high producing ...

DISRUPT

Director of Client Services (54254)

Houston, TX · On-site

Strong financial and market analysis skills, including comfort with underwriting multifamily assets ... client strategy and Emerge Living's service positioning. * Work closely with internal teams to ...

Texas First Bank

Client Services Professional

Baytown, TX · On-site

$13.75 - $18/hr

Job Summary This position is the Client Ambassador serves as the first point of contact for clients ... This role is responsible for delivering exceptional customer service, processing financial ...

Texas First Bank

Client Services Professional

Baytown, TX

$14 - $18.50/hr

Job Summary This position is the Client Ambassador serves as the first point of contact for clients ... This role is responsible for delivering exceptional customer service, processing financial ...

Texas First Bank

Client Services Professional

Baytown, TX

$14 - $18.50/hr

Job Summary This position is the Client Ambassador serves as the first point of contact for clients ... This role is responsible for delivering exceptional customer service, processing financial ...

SYUFY GROUP

Member Services Associate

Katy, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

SYUFY GROUP

Member Services Associate

The Woodlands, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

SYUFY GROUP

Member Services Associate

Katy, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

Villa Sport

Member Services Associate

Houston, TX

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

Villa Sport

Member Services Associate

The Woodlands, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

SYUFY GROUP

Member Services Associate

Houston, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

Villa Sport

Member Services Associate

Houston, TX · On-site

If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive ...

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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:
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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
Reg Client Service Assoc

Reg Client Service Assoc

Ameriprise Financial

Houston, TX • On-site

$13.75 - $19/hr

Full-time

This job post has expired today. Applications are no longer accepted.

Ameriprise rating

7.9

Company rating: 7.9 out of 10

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
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today!
Key Responsibilities
  • Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
  • Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
  • Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
  • Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
  • Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Required Qualifications
  • Bachelors 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
  • 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
  • Experience working in a client service environment.
  • Detail orientated, strong math, and analytical skills. Good organization and time management skills.
  • Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.
  • Able to communicate with all levels within the organization. Process oriented and can work with a team.
  • Strong computer and software skills.

Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AAG Ameriprise Advisor 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

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Benefits

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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

Social media

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