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
130 client services associate jobs at 67 companies in South Houston, TX
3w
Save
Mark Applied
Hide
Sr. Associate, AfroTech Client Services
Houston, Texas, United States
RemoteContract
3+ YOE3+ years client services or events experience; BS/BA preferred; experience with sponsor/account coordination, Asana and exhibitor systems; strong communication and independent execution skills.
Microsoft Office, Google Suite, Asana, Map Your Show
3w
Save
Mark Applied
Hide
Client Services Rep, Lab Services
Galveston, Texas, United States
OnsiteFull Time
2+ YOEAssociate degree in clinical lab sciences or basic sciences, 2 years hospital lab experience, ASCP/AMT MLS/M/MLT or BS in CLS, qualified for high-complexity testing, telephone and client communication skills.
UCB telephone system
2w
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Client Services Rep, Lab Services
Galveston, Texas, United States
OnsiteFull Time
2+ YOEAssociate degree in Clinical Laboratory Sciences or basic sciences, 2 years hospital laboratory experience, MLS/MT/MLT certification (ASCP or AMT) or BS in Clinical Laboratory Sciences; qualifies as CLIA high-complexity testing personnel.
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
3h
Save
Mark Applied
Hide
Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Associate, Client Services
Houston, Texas, United States
HybridFull Time
Bachelor’s degree in finance, accounting, or business; U.S. work authorization; financial theory and accounting knowledge; analytical, communication, Word, and Excel skills.
Microsoft Word, Microsoft Excel
4d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Registered Client Service Associate
Kingwood, Texas, United States
HybridFull Time
3+ YOEBachelor's degree or equivalent,3-5 years relevant experience,Series 7 and state registration (S63/S66) or ability to obtain within 150 days,client service experience,and strong computer and analytical skills.
3mo
Save
Mark Applied
Hide
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
3mo
Save
Mark Applied
Hide
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
Explore Jobs