South Houston • 50 milesRemote · Hybrid · Onsite · Field · All Environments
South Houston • 50 milesRemote · Hybrid · Onsite · Field · All Environments
South Houston • 50 milesRemote · Hybrid · Onsite · Field · All Environments
South Houston • 50 milesRemote · Hybrid · Onsite · Field · All Environments
233 client associate jobs at 105 companies in South Houston, TX
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Client Associate
Houston, Texas, United States
OnsiteFull Time
High school diploma, client service experience, strong communication and attention to detail, proficient with Microsoft Office.
Microsoft Office
5d
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Client Service Associate
Houston, Texas, United States
HybridFull Time
3+ YOEAssociate degree or equivalent and 3–5 years of relevant client service experience. Requires strong math, analytical, organizational, communication, computer, and multitasking skills.
1mo
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Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, ensure accuracy of client materials, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
Provide client service support to Financial Advisors; high school diploma required; SIE/Series licenses preferred; proficiency with Microsoft Office and Salesforce; strong communication and client-focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
0+ YOEProvides high-quality client service, manages client expectations, executes transactions (money movement, beneficiary administration, security transfers), uses digital tools, and collaborates with internal partners. Bachelor\u0002s degree typically required; <1 year professional experience.
1mo
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Client Service Associate
The Woodlands, Texas, United States
OnsiteFull Time
Bachelor's degree required; experience with CRM and Microsoft Office; strong communication, client service, and account analysis skills; Series 7 preferred or ability to obtain within 6 months.
Client Relationship Management (CRM) software, Microsoft Office
1mo
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Registered Client Associate
Houston, Texas, United States
OnsiteFull Time
2+ YOESeries 7 and 66 licenses, 2+ years client service experience in finance preferred, bachelor’s in Finance or Economics, bilingual Spanish, strong communication, analytical and detail-oriented skills.
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; detail-oriented, advanced Microsoft Office skills, willingness to obtain securities registrations (Series 7/63/65/66).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Provide exceptional client service supporting financial advisors, execute money movement transactions, manage calendars/travel/expense reports, use digital tools and Microsoft Office; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and 63/66 preferred or must obtain within 6–12 months, proficient in Microsoft Office, knowledge of brokerage operations and client service.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3w
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Client Service Associate WWS
Houston or The Woodlands
OnsiteFull Time
5+ YOE5+ years financial services experience; proficiency with Raymond James systems and Microsoft Office; strong client service, organizational, analytical, and communication skills; SIE/Series 7/66 preferred.
Raymond James systems, RJFS CRM, RJ Systems, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Microsoft SharePoint
3d
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Client Support - IT Client Support Associate
League City, Texas, United States
OnsiteFull Time
1+ YOERequires at least one year of IT service management or desktop support experience, customer service skills, basic personal computer and peripheral knowledge, and strong communication. Associate degree preferred.
PCs, laptops, Macs
1w
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Part Time Client Associate - Woodlands, TX
The Woodlands or Plano
$14-$15/hr OnsitePart Time
1+ YOEAt least one year of client services experience; proficiency in Microsoft applications and point-of-sale systems; strong communication and independent decision-making skills.
Microsoft Applications, point-of-sale (POS) systems
2w
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Associate Client Advocate
Arlington or Atlanta or Miami or Mobile or Tampa or New York or Boston or Chicago or Houston or Philadelphia or Phoenix or Denver or Short Hills or Los Angeles or Detroit or Pittsburgh or Nashville or Overland Park or Milwaukee
$90k-$120k/yr HybridFull Time
5+ YOERequires 5+ years of client-facing commercial property and casualty insurance experience, P&C broker license, Microsoft Office proficiency, negotiation, relationship, presentation, project management, and analytical skills.
Microsoft Office
2w
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
3w
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Part Time Client Service Associate
Deer Park, Texas, United States
OnsitePart Time
0.5+ YOEMinimum 6 months banking/finance experience, college coursework preferred, strong written and oral communication, MS Office proficiency, CRM experience, scheduling and client-contact skills.
Microsoft Office, CRM
3d
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Associate Director, Client Partner
United States or Austin or Boston or Chicago or Dallas or Denver or Houston or Los Angeles or Minneapolis or New York or Phoenix or Portland or Salt Lake City or San Diego
$108k-$130k/yr RemoteFull Time
7+ YOE3+ Mgmt7+ years in client-facing digital media planning and activation, including 3+ years leading agency client relationships; requires leadership, persuasive communication, and cross-channel paid media expertise.
Google Search, Bing Search, Meta Ads, YouTube, Google Display Network, TikTok, Snapchat, Pinterest, LinkedIn
3mo
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Latin America Private Bank - Senior Client Service Associate
Houston or Jersey City
OnsiteFull Time
3+ YOESenior Client Service Associate in Latin America Private Bank; FINRA Series 7 and 63; SIE; fluent Spanish; 3+ years in investment management; college degree preferred.
FINRA Series 7, FINRA Series 63, SIE, Microsoft Office Suite
1mo
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Client Service & Operations Associate
Austin or Houston or San Antonio
$45k-$65k/yr HybridFull Time
2+ YOE2-3 years financial services or operations experience preferred; proficiency with eMoney, Salesforce, Microsoft Excel; strong attention to detail, client communication, and ability to handle sensitive information. Bachelor's degree preferred.
eMoney, Salesforce, Microsoft Excel, Microsoft Office, Slack, Zoom, Envestnet, Morningstar
3mo
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LW - Client Service Associate Manager
Houston, Texas, United States
OnsiteFull Time
10+ YOEOver 10 years in Client Service with leadership experience; proficient with Fidelity/Schwab; MS 365; CRM; Portfolio Accounting; strong organization and communication skills.
Microsoft 365, CRM, Portfolio Accounting System, Document Management Software, Fidelity custodial platforms, Schwab custodial platforms