Client Services Associate – Financial Services (Training Provided)
We are expanding our Houston-based financial services team and are looking for motivated, people-oriented individuals who are interested in building a rewarding long-term career. Whether you’re starting a new career or looking for professional growth, this opportunity offers hands-on training, mentorship, and a clear path for advancement.
In this role, you’ll work directly with individuals and families to help them understand financial fundamentals, identify their goals, and develop strategies to help them move toward financial security. No prior financial services experience is required—we provide comprehensive training and support for the right candidates.
Responsibilities
Meet with clients to discuss their financial goals and priorities
Educate clients on fundamental financial concepts and available solutions
Build and maintain strong, professional client relationships
Provide ongoing support as clients’ financial needs evolve
Participate in company training, licensing preparation (if applicable), and professional development
Contribute to a positive, team-oriented work environment
Training & Career Development
Comprehensive onboarding and paid training
Assistance with life insurance and investment licensing (where applicable)
One-on-one mentorship from experienced professionals
Ongoing coaching and leadership development
Advancement opportunities based on performance and personal growth
Qualifications
Professional, dependable, and coachable
Strong communication and interpersonal skills
Self-motivated with a positive attitude
Passion for helping others and continuous learning
Experience in customer service, sales, education, leadership, business, or related fields is a plus, but not required
Job Types: Full-time, Part-time
Location: Hybrid remote in Houston, TX 77082
Benefits
Flexible schedule
Paid training
Work-from-home flexibility
Retirement plan
Life insurance
Performance-based advancement opportunities
If you’re looking for an opportunity to develop valuable professional skills, work with a supportive team, and build a career with room for growth, we’d love to hear from you.
Pay: $4,500.00 - $6,000.00 per month
Benefits:
- Flexible schedule
- Life insurance
- Paid training
- Retirement plan
- Work from home
Work Location: Hybrid remote in Houston, TX 77082
