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Financial Service Associate Jobs in Texas (NOW HIRING)

Spectrum Financial Group

As a Financial Services Associate, you'll help individuals and families improve their financial ... Customer service or people‑facing experience Career Path This role is designed as a launchpad ...

Boutique Recruiting

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

Ability to pass a financial services background check * Commitment to working onsite five days per week Benefits: * Annual discretionary bonus estimated at 5%-15% of base salary, based on individual ...

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Financial Service Associate information

See Texas salary details

$12

$29

$63

How much do financial service associate jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for financial service associate in Texas is $29.78, according to ZipRecruiter salary data. Most workers in this role earn between $19.28 and $32.02 per hour, depending on experience, location, and employer.

What is the difference between Financial Service Associate vs Financial Advisor?

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What do you do as a financial service associate?

A financial service associate assists clients with banking and financial products, such as loans, accounts, and investments. They provide customer service, process transactions, and may help with financial planning or advising, often using banking software and adhering to regulatory standards.

What is the role of a financial service associate?

A financial service associate assists clients with banking, investment, and financial products, providing advice and support to meet their financial goals. They often handle account management, process transactions, and may use financial software or tools, requiring strong communication and customer service skills.

What are the most commonly searched types of Financial Service jobs in Texas?

The most popular types of Financial Service jobs in Texas are:

What cities in Texas are hiring for Financial Service Associate jobs?

Cities in Texas with the most Financial Service Associate job openings:

Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $61,938 per year, or $29.8 per hour.

Client Service Associate

Houston, TX • On-site

BCI - Brokerage Consultants Inc
Finance and Insurance • 11 - 50 employees
Learn more about BCI - Brokerage Consultants Incexternal

$13.75 - $19/hr

Other

Re-posted 13 days ago

Job description

Client Service Associate | Houston, TX
Houston investment advisor seeks motivated Client Service Associate to enhance the client experience by servicing clients and providing operational/administrative support to Financial Advisors.
Responsibilities:
Prepare/submit onboarding and investment paperwork to clients by request of advisor
Ensure investment data is posted, transferred or input into CRM
Submit paperwork to the custodian; follow up with custodian to ensure accounts have been put into place
Maintain prospectuses hard copy and digital versions for variable products including, annuities, REITS, alternative investments
Answer any client questions/requests pertaining to their investments
Assist in maintaining the following client files in support of industry compliance requirements and audits: statements for 6 years, new applications for 6 years after the account is closed, confirms for 3 years, advertising and correspondence specific to client for 3 years
Ensure that all clients who should be taking RMD's including beneficiary IRA's are completed in a timely manner no later than December 1st of each year
Check that advisors are appropriately registered for states outside of Texas when needed
Develop BD training and education materials for financial professionals
Monitor websites to ensure advisor registrations are up to date
Liaison between broker-dealer compliance and company office
Review relevant BD regulations & keep abreast of regulatory changes & updates
Submit recommendations to BD
Prepare for branch audits
Vet all vendor requests and new product information for company use
Monitor/track compensation splits to ensure commissions are accurate
Review items needed for client annual review meeting
Requirements:
Bachelor's degree preferred; FINRA Series 6 or 7, 63, 65 or 66 required upon hire if not currently held
5+ years of financial service experience a plus
Knowledge of data bases and CRM systems; industry knowledge a plus
Client-focused and thorough with high attention to detail; ability to find solutions; strong level of confidentiality; self-starter and motivator; efficient, quick learner and tech savvy

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