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International Client Service Associate Jobs in Texas

Client Service Associate

Houston, TX ยท On-site

$13.75 - $19/hr

Client Service Associate Salary Range: $70,000-$90,000 / DOE, plus an estimated 5%-15% discretionary annual bonus based on individual and firm performance A growing boutique wealth management firm is ...

Client Service Associate

Houston, TX ยท On-site

$60K - $80K/yr

The Client Service Associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

New

Client Service Associate

Austin, TX ยท On-site

$39K - $43K/yr

Client Service Associate Swift7 Consultants is seeking a Client Service Associate to join our team in Austin, TX. In this role, you will serve as an important point of contact for clients, helping ...

Client Service Associate

Westlake, TX ยท On-site

$14 - $19.25/hr

Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a peoplefocused, detailoriented professional who enjoys ...

Client Service Associate

Houston, TX ยท 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 ...

Client Service Associate

Houston, TX ยท On-site

$47K - $78K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Client Service Associate

Houston, TX ยท On-site

$49K - $54K/yr

Client Service Associate Catch Vibe Voice is a forward-thinking communications and client-engagement firm dedicated to delivering exceptional business solutions. We focus on helping organizations ...

Client Service Associate

Austin, TX ยท On-site

$14.25 - $19.75/hr

How you'll make an impact The Branch Client Service Associate I is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch ...

Client Service Associate

Houston, TX ยท On-site

$39K - $41K/yr

Client Service Associate NextShining. is a leading recruitment and staffing agency dedicated to connecting top talent with the right opportunities. We specialize in providing customized workforce ...

The Client Service Associate plays a critical role in collaborating within a dedicated team and providing outstanding service to prospects, clients, and partners. The Client Service Associate will ...

The Client Service Associate plays a critical role in collaborating within a dedicated team and providing outstanding service to prospects, clients, and partners. The Client Service Associate will ...

The Client Service Associate plays a critical role in collaborating within a dedicated team and providing outstanding service to prospects, clients, and partners. The Client Service Associate will ...

The Client Service Associate plays a critical role in collaborating within a dedicated team and providing outstanding service to prospects, clients, and partners. The Client Service Associate will ...

The Client Service Associate plays a critical role in collaborating within a dedicated team and providing outstanding service to prospects, clients, and partners. The Client Service Associate will ...

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Showing results 1-20

International Client Service Associate information

What is the difference between International Client Service Associate vs Client Service Associate?

AspectInternational Client Service AssociateClient Service Associate
Required CredentialsTypically a bachelor's degree; knowledge of international finance and regulationsBachelor's degree often preferred; focus on domestic client regulations
Work EnvironmentGlobal financial institutions, multinational banksLocal banks, regional financial firms
Employer & Industry UsageUsed in international banking, asset managementCommon in retail banking, local investment firms
Comparison Search IntentHigh overlap in client communication, account managementSimilar roles but with a domestic focus

The International Client Service Associate and Client Service Associate roles share core responsibilities like client communication and account management. However, the international role requires knowledge of global regulations and often involves working with clients across multiple countries, whereas the client service associate typically focuses on domestic clients within a specific region or country.

What do you do as an international client service associate?

An international client service associate manages communication and support for clients across different countries, addressing their inquiries, resolving issues, and ensuring satisfaction. They often use customer relationship management (CRM) tools and need strong communication skills to handle diverse cultural and language differences effectively.

What cities in Texas are hiring for International Client Service Associate jobs?

Cities in Texas with the most International Client Service Associate job openings:

Infographic showing various International Client Service Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution.

Client Service Associate

Houston, TX โ€ข On-site

Boutique Recruiting
Recruiting and Staffing Servicesย โ€ขย 51 - 200 employees

$13.75 - $19/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago


Job description

Position Title: Client Service Associate
Salary Range: $70,000-$90,000 / DOE, plus an estimated 5%-15% discretionary annual bonus based on individual and firm performance
A growing boutique wealth management firm is seeking an experienced Client Service Associate to deliver high-touch service to high-net-worth families while managing critical account operations from start to finish. This role will oversee account openings and transfers, support client relationships, maintain CRM records, schedule meetings, coordinate with custodians, and ensure every request is completed accurately and promptly. As part of a close-knit eight-person firm, the Client Service Associate will also provide front-office and administrative support, including answering phones, preparing conference rooms, coordinating lunches, and maintaining office supplies. The ideal candidate has 5-10 years of client service experience within an RIA, deep operational knowledge of Schwab, and an exceptional command of detail. They are polished, proactive, intellectually curious, and relentless about solving problems while remaining positive and professional with clients, colleagues, and custodians.
Client Service Associate Responsibilities:
  • Provide responsive, high-touch service and relationship support to high-net-worth individuals and families
  • Support approximately half of the firm's primary client families in partnership with the advisors and senior Client Service Associate
  • Build genuine relationships with clients and provide thoughtful support during major life events, including births, deaths, and family transitions
  • Open new accounts and manage account transfers through Schwab, LPL, and other applicable custodians
  • Follow up persistently with custodians to resolve paperwork, account transfer, and money-movement issues
  • Track every request, document, and outstanding item through completion
  • Prepare and review account paperwork with exceptional attention to accuracy
  • Maintain complete, current, and accurate client information within the firm's CRM
  • Schedule client meetings and coordinate calendars
  • Prepare conference rooms for client meetings, including confirming that technology is functioning and presentations are ready for display
  • Serve as the first point of contact for incoming phone calls, averaging approximately 10-15 calls per day
  • Welcome clients and visitors with warmth, professionalism, and discretion
  • Order team lunches, office supplies, and other necessary materials
  • Receive packages and help maintain organized, client-ready conference rooms and common areas
  • Support the broader team wherever needed in a small, collaborative firm where every employee contributes
  • Remain flexible when early meetings or time-sensitive client needs require additional preparation or follow-through

Client Service Associate Requirements:
  • 5-10 years of client service experience within wealth management or financial services
  • Direct experience performing Client Service Associate responsibilities within a registered investment advisory firm
  • Deep operational knowledge of Schwab and hands-on experience using Schwab as a custodian
  • Experience with account openings, transfers, money movement, and custodian follow-up
  • Strong proficiency with Microsoft Office, including the ability to use formulas in Excel
  • High level of technical aptitude and the ability to learn new platforms quickly
  • Exceptional attention to detail, particularly when preparing and reviewing financial account paperwork
  • Strong follow-through and the tenacity to resolve complicated or delayed requests
  • Polished written and verbal communication skills
  • Professional judgment, discretion, and emotional intelligence when supporting high-net-worth clients
  • Proactive approach with the ability to identify what needs to be done without waiting for direction
  • Intellectual curiosity and a genuine desire to research unique client situations and solve complex problems
  • Positive, friendly, and service-oriented personality
  • Willingness to handle administrative and front-office responsibilities without viewing any task as beneath the role
  • Ability to see both the larger client objective and the details required to execute it correctly
  • Bachelor's degree preferred
  • 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 and firm performance
  • Medical coverage through a Blue Cross Blue Shield PPO, with the firm contributing $600 per month toward the premium beginning the first day of the month after 60 days
  • Employee-paid dental and vision coverage
  • SIMPLE IRA with a 100% employer match on contributions up to 3% after 30 days
  • Unlimited paid time off, provided responsibilities are fully managed
  • Paid market holidays
  • Optional employee-paid life and disability insurance
  • Annual performance reviews and salary increases

If you are an experienced RIA Client Service Associate who knows Schwab, takes ownership of every detail, and genuinely cares about the families you serve, apply today to join a firm where exceptional work is recognized and rewarded!
#LI-SB1 #LI-LO1

Boutique Recruiting logo

About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm โ€” one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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