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Senior Client Advisor Jobs in Spring, TX (NOW HIRING)

Texascapitalbank

Sr Private Client Advisor

Houston, TX · On-site

... advisor to provide interdisciplinary expertise and portfolio management. * Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging ...

Texas Capital Bank

Sr Private Client Advisor

Houston, TX · On-site

... advisor to provide interdisciplinary expertise and portfolio management. * Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging ...

IQVIA

Senior Client Delivery Representative

Houston, TX · Remote

$18.50 - $25.25/hr

Serve as a trusted advisor to senior client stakeholders, aligning solutions to strategic business objectives. * Define project scope, delivery plans, and key milestones to drive successful execution.

IQVIA

Senior Client Delivery Representative

Houston, TX · Remote

$18.50 - $25.25/hr

Serve as a trusted advisor to senior client stakeholders, aligning solutions to strategic business objectives. * Define project scope, delivery plans, and key milestones to drive successful execution.

IQVIA, Inc.

Senior Client Delivery Representative

Houston, TX · On-site

$18.50 - $25.25/hr

Serve as a trusted advisor to senior client stakeholders, aligning solutions to strategic business objectives. * Define project scope, delivery plans, and key milestones to drive successful execution.

IQVIA

Senior Client Delivery Representative

Houston, TX · On-site

$18.50 - $25.25/hr

Serve as a trusted advisor to senior client stakeholders, aligning solutions to strategic business objectives. * Define project scope, delivery plans, and key milestones to drive successful execution.

TEPHRA

Utilities Client Partner

Houston, TX · On-site

Serve as the trusted advisor to senior client stakeholders including CIOs, COOs, and program heads. * Lead strategic account planning and executive-level governance. * Foster long-term partnerships ...

Tata Consultancy Services

Client Partner

Houston, TX · On-site

$175K - $237K/yr

Client Engagement & Relationship Management • Serve as the trusted advisor to senior client stakeholders including CIOs, COOs, and program heads. • Lead strategic account planning and executive ...

Tata Consultancy Service Limited

Client Partner

Houston, TX · On-site

$175K - $237K/yr

Client Engagement & Relationship Management • Serve as the trusted advisor to senior client stakeholders including CIOs, COOs, and program heads. • Lead strategic account planning and executive ...

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Senior Client Advisor information

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What job categories do people searching Senior Client Advisor jobs in Spring, TX look for?

The top searched job categories for Senior Client Advisor jobs in Spring, TX are:

What cities near Spring, TX are hiring for Senior Client Advisor jobs?

Cities near Spring, TX with the most Senior Client Advisor job openings:

Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Spring, TX as of July 2026, with employment types broken down into 76% Full Time, 19% Part Time, and 5% Contract. Highlights an 73% Physical, 3% Hybrid, and 24% Remote job distribution.

Client Advisor - Houston, TX

Texas Regional Bank

Houston, TX • On-site

Full-time

Re-posted 11 days ago

Job description

Position Summary
The Client Advisor will be an integral member of the TRB Trust & Wealth Management team. In this role, the Client Advisor will be a financial planner and holistic advisor that is passionate about helping individuals and families make good financial decisions through comprehensive analysis that leaves no stone unturned. The Client Advisor will work alongside TRB investment professionals and trust officers in delivering excellent client service. Areas of expertise would cover financial planning fintech, cash flow, asset location, spending priority, benefit elections, executive compensation, retirement, healthcare, monte carlo analysis, goals-based planning, etc. The associate will be expected to develop and implement a holistic financial planning process for high-net-worth TRB Trust & Wealth Management clients. Additionally, the associate will be expected to contribute to a wide variety of special projects with functional oversight by the Senior Client Advisor, the Chief Investment Officer, Chief Operating Officer and other senior members of the TRB Trust & Wealth Management team.
Principal Duties and Responsibilities
  • Expected to develop and implement a holistic financial planning process for high-net-worth TRB Trust & Wealth Management clients.
  • Gather information from many different places and organize it into digestible takeaways that help clients of many different backgrounds make informed decisions and help the overall TRB investment team make appropriate asset allocation recommendations.
  • Contribute to the decision-making process on complex fixed income portfolios, particularly for public entity clients.
  • Learn and stay updated on current developments within financial planning, including the income and transfer tax landscape, and how to best scale an advice-driven framework within our division.
  • Expected to support other members of the applicable service team in responding to client requests, preparing for meetings, and conducting research and analysis to ensure our advice across the spectrum is timely, accurate and customized when necessary. Occasionally, this may involve working with clients in TRB regions outside of Houston.
  • Comfortable with taking large amounts of data and synthesizing it into information that can drive decisions, give color to a client's goals and behavior, and integrate with applicable financial planning fintech (eMoney, Right Capital, etc.).
  • Expected to feel comfortable with prospective clients and help develop new business and build the brand for TRB Trust & Wealth Management and Texas Regional Bank generally.
  • Handle sensitive, confidential, proprietary information with discretion
  • Travel to various bank branches on a recurring basis to educate local branches about services available to clients
  • Travel to bank branches and/or client sites to serve existing clients as well as to develop new client relationships

Other Responsibilities
  • Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
  • Comply with federal and state regulations as well as all established Bank policies and procedures.
  • Other duties as assigned.

Qualifications, Education and Experience Requirements
  • Bachelor's degree in business, finance concentration preferred, economics or related field. Asset/wealth management experience preferred.
  • At least 2 years of professional experience in financial analysis, accounting, or other advisory tax or wealth management role.
  • Must have or be willing to work towards the Certified Financial Planner (CFP®) designation.
  • CPA preferred.
  • Experience with fixed income markets preferred.
  • Dedicated to continually learning and developing new skills and expertise.
  • Strong organization and time-management skills.
  • Team player with excellent communication skills both written and verbal.
  • Flexibility, professionalism, ability to work under pressure and perform a variety of tasks with numerous interruptions is necessary.
  • Positive attitude, self-motivator, goal-oriented with the ability to foster strong relationships.
  • Enjoys identifying efficiency through technology and innovation.
  • Must have excellent analysis, observation, and decision-making skills.
  • Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
  • Excellent interpersonal and communication skills are necessary for maintaining effective relationships with clients, board members, officers, employees, and members of the business and civic community.
  • Individual should be able to work and remain composed in stressful circumstances.
  • Provides strong, compassionate, and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects.
  • Strong interest and knowledge of investment and financial markets.
  • Knowledge of wealth management including investments, trusts and financial planning.
  • Ability to work in a team-based environment.
  • Microsoft Suite of applications proficiency.
  • Must be able to be physically present in the Bank to perform job duties.
  • Texas Regional Bank is an Equal Opportunity Employer.

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