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108 client services associate jobs at 60 companies in Conroe, TX

1mo
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Client Associate
Houston, Texas, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
High school diploma, client service experience, excellent communication and attention to detail, proficiency in Microsoft Office Suite; may require assessments during hiring.
Microsoft Office Suite
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1w
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Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
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.
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3w
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Client Service Associate
Houston, Texas, United States
$54k-$65k/yr OnsiteFull Time
Edelman Financial Engines
Edelman Financial Engines: Provides personalized financial planning and investment advisory services.
2+ YOEFinancial services experience (RIA or Broker/Dealer preferred), 2 years relevant experience preferred, Bachelor's degree or equivalent experience preferred, strong client service, critical thinking, attention to detail, and confidentiality.
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3w
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
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2w
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Client Service Associate
The Woodlands, Texas, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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
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3w
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
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4w
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Client Account Associate
Houston, Texas, United States
OnsiteFull Time
alliantgroup
alliantgroup: Provides specialized tax credit and business consulting services.
Client outreach on receivables, reconcile outstanding balances, research and resolve billing issues, strong Excel and Microsoft Office skills, preferred bachelor's degree and 1-2 years client service experience.
Microsoft Office Suite, Microsoft Excel
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4w
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Registered Client Associate
Houston, Texas, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
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.
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3mo
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Senior Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Westwood Holdings Group
Westwood Holdings GroupNYSE: WHG: Offers investment management and private wealth advisory services.
7+ YOE7+ years in client service; experience with UHNW families; US work authorization; bachelor's degree.
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Senior Client Operations Associate
Houston, Texas, United States
$75k-$105k/yr OnsiteFull Time
Willis Johnson Wealth
Willis Johnson Wealth: Fee-only wealth management and comprehensive financial planning firm.
3+ YOEThree+ years in financial services;Bachelor's degree;strong client service and operations experience;excellent organization and communication.
MS Office, CRM, Internal portal
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2w
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Associate, Client Service (TX, Houston)
Houston, Texas, United States
OnsiteFull Time
NewEdge Capital Group
NewEdge Capital Group: Provides wealth management, investment advisory, and institutional brokerage services.
2+ YOE2–5 years client service experience (wealth management preferred). Series 7 and/or 65 or willingness to obtain. Advanced Microsoft Excel/PowerPoint/Word, strong communication, organization, and attention to detail.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
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3w
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Client Service & Operations Associate
Austin or Houston or San Antonio
$45k-$65k/yr HybridFull Time
WWS Financial
WWS Financial: Provides personalized wealth management and financial planning services.
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
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3mo
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Registered Client Service Associate
Houston, Texas, United States
HybridFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
3+ YOEBachelor's degree or equivalent; 3-5 years client service experience; Series 7 or ability to obtain within 150 days; state securities registrations or ability to obtain; strong math and analytical skills.
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2mo
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Latin America Private Bank - Senior Client Service Associate
Houston or Jersey City
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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
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3w
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Client Coordinator
Houston, Texas, United States
OnsiteFull Time
Elase
Elase: Provides medical aesthetic treatments and personalized wellness services.
2+ YOEHigh school diploma required, 2+ years customer service experience, Associate degree preferred. Proficiency with Microsoft Office, HubSpot, and scheduling/POS systems; excellent communication and client-service skills.
Microsoft Office, HubSpot, Zenoti
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2mo
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LW - Client Service Associate Manager
Houston, Texas, United States
OnsiteFull Time
Huntington
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
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
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1w
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Registered Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOE2+ years investment industry experience, knowledge of administrative procedures, securities regulations, strong communication, and customer service; Series 7 and 63 or 66 required; proficient with Microsoft Office and Excel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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1w
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Registered Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and 63 or 66 required, proficiency with Microsoft Excel/Word/PowerPoint/Outlook, strong customer service and communication skills.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook
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3w
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Client Service Coordinator
United States or Memphis or Austin or Parsippany-Troy Hills or Marietta or Houston or McKinney
$55k-$60k/yr OnsiteFull Time
Sage Fence
Sage Fence: Installs security fencing and perimeter protection for critical infrastructure.
High school diploma required (associate or bachelor preferred); prior client services or customer support experience preferred; proficiency with Microsoft Word/Excel/PowerPoint and CRM; strong organizational, communication, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
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