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Financial Client Services Associate Jobs in Spring, TX

VillaSport

Member Services Associate

Cypress, TX

Member Services Associate Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our portfolio includes clubs across multiple ...

VillaSport

Member Services Associate

Houston, TX · On-site

Member Services Associate Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our portfolio includes clubs across multiple ...

Cetera

Financial Support Associate II

Houston, TX · Hybrid

$27.40 - $34.60/hr

Financial Support Associate II Description Avantax Planning Partners, a community within Cetera ... This role handles a broader range of client service responsibilities, supports process improvement ...

VillaSport

Member Services Associate

Shenandoah, TX · On-site

Member Services Associate Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our portfolio includes clubs across multiple ...

Cetera

Financial Support Associate II

Houston, TX · Hybrid

$27.40 - $34.60/hr

Financial Support Associate II Description Avantax Planning Partners, a community within Cetera ... This role handles a broader range of client service responsibilities, supports process improvement ...

Alphabe Insight

Client Service Associate

Houston, TX · On-site

$55K - $60K/yr

Client Service Associate Bela Brand Bat is a forward-thinking organization dedicated to elevating brand communication through strategic planning, refined messaging, and exceptional coordination. We ...

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 ...

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 ...

SYUFY GROUP

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 ...

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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 Jun 19, 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
Registered Client Service Associate (The Woodlands, TX)

Registered Client Service Associate (The Woodlands, TX)

Raymond James Financial Services

The Woodlands, TX • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

Job Description Summary
Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Job Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Responsibilities:
  • Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
  • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
  • Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
  • Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
  • Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
  • Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
  • Reviews, assesses and responds to all corporate action items and client account alerts.
  • Prepares financial reports, spreadsheets and other materials for client meetings.
  • Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
  • Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
  • Performs other duties and responsibilities as assigned.
Skills:
  • Company's working structure, policies, mission, and strategies.
  • Managed account platforms.
  • General office practices, procedures, and methods.
  • Investment concepts, practices and procedures used in the securities industry.
  • Financial markets, products and industry regulations.
  • Trading terminology.
  • Client Relationship Management (CRM) software, or similar contact management software.
  • Goal planning software.
  • Excel, including developing spreadsheets as needed and for ongoing reporting.
  • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Analyze and research account information.
  • Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
  • Identify time sensitive items and assess competing priorities.
  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
  • Handle stressful situations and provide a high level of customer service in a calm and professional manner.
  • Analyze problems and establish solutions in a fast paced environment.
  • Use mathematics sufficient to process account and transaction information.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
  • Work both independently and as part of a cohesive team.
  • Provide a high level of customer service.
Education/Previous Experience
  • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied.
  • Series 7 required.
  • Series 63, 65 and/or 66 as required by state.

Education
High School (HS) (Required)
Work Experience
General Experience - 7 to 12 months
Certifications
s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Raymond James Financial Services logo

About Raymond James Financial Services

Sourced by ZipRecruiter

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Industry

Accounting services

Company size

11 - 50 Employees

Headquarters location

Rockville, MD, US

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