Top 103 Client services associate Jobs in Bellaire, Tx

Client Service Associate
Boutique Recruiting —Houston, TX
- $70,000 - $90,000 a year
- Background check
- 5 years
- Research
- Paid holidays
- Disability insurance
Quick Apply
4d
Client Experience Specialist/Front Desk
JAMS, Inc. —Houston, TX
- $79,600 - $104,500 a year
- Full-time
- Background check
- Inventory management
- Computer literacy
- Paid training
- Health insurance
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Part-time Client Service Associate – Teller (20 hours) | Heights-Taylor – Houston, TX
Amegy Bank —Houston, TX
- Part-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
5d
Client Experience Associate
PNC Financial Services Group —Missouri City, TX
- Full-time
- Spanish
- Office
- No degree
- Wellness program
- Health savings account
5d
Client Services & Customer Service Representative
Francis & Associates —Houston, TX
- $1,300 - $4,000 a month
- Part-time
- Hybrid work
- Background check
- Google Workspace
- Administrative experience
- Paid training
- Work from home
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Insurance Agent- Sales, Customer Service
Freeway Insurance Services America, LLC —Houston, TX
- $12 - $18 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
6d
Client Services Associate – Financial Services (Training Provided)
Foreman & Associates —Houston, TX
- $4,500 - $6,000 a month
- Part-time
- Hybrid work
- Sales
- Financial services
- Leadership
- Paid training
- Work from home
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Client Service Associate Manager
Linscomb Wealth —Houston, TX
- From $95,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
PNC Financial Services Group —Houston, TX
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Associate, Client Processing I
The Bank of New York Mellon Corporation —Houston, TX
- Full-time
- Research
- Bachelor's degree
- Experience equivalent to degree accepted
4d
Financial Solutions Associate (Client Services) – Training Provided
Clearpath Financial Services —Houston, TX
- $3,500 - $5,000 a month
- Part-time
- Hybrid work
- Sales
- Financial services
- Communication skills
- Paid training
- Opportunities for advancement
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Client Service Associate
Stifel —Houston, TX
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Part-time Client Service Associate – Teller (20 hours) | Coles Crossing – Cypress, TX
Amegy Bank —Cypress, TX
- Part-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
5d
Client Services Associate – Financial Services (Training Provided)
Vision Financial —Houston, TX
- $3,500 - $5,000 a month
- Part-time
- Hybrid work
- Leadership
- Communication skills
- Entry level
- Paid training
- Opportunities for advancement
Quick Apply
Registered Client Service Associate
Morgan Stanley —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Part-time Client Service Associate – Teller (20 hours) | Bell Tower – Houston, TX
Amegy Bank —Houston, TX
- Part-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
5d
Entry Level Client Service Associate
Urban Park Services —Houston, TX
- $18 - $28 an hour
- Full-time
- High school diploma or GED
- Communication skills
- Entry level
- Paid training
Quick Apply
5d
Client Service Associate WWS
Woodforest National Bank —Houston, TX
- Full-time
- Microsoft Outlook
- Research
- Mid-level
4d
Client Service Coordinator
SAGE INTEGRATION HOLDING S LLC —Houston, TX
- $55,000 - $60,000 a year
- Weekends as needed
- Microsoft Excel
- Mid-level
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Client Account Associate
Alliant Group —Houston, TX
- Full-time
- Research
- Office
- Analysis skills
- Health insurance
- Dental insurance

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Client Service Associate

Boutique Recruiting -
Houston, TX

Quick Apply

Job Details

$70,000 - $90,000 a year
4 days ago

Benefits

Paid holidays
Disability insurance
Health insurance
Unlimited paid time off
Dental insurance
Vision insurance
Retirement plan

Qualifications

Account maintenance
Spreadsheets
Experience at asset management companies
Bank transfers
Money transfers
Managing clients in a customer support role
Managing financial planning clients
Investment account customer support
Document review
Financial services
Productivity software
Technical Proficiency
Account opening

Full Job Description

Position Title: Client Service Associate

Salary Range: $70,000-$90,000 / DOE, plus an estimated 5%-15% discretionary annual bonus based on individual and firm performance

A growing boutique wealth management firm is seeking an experienced Client Service Associate to deliver high-touch service to high-net-worth families while managing critical account operations from start to finish. This role will oversee account openings and transfers, support client relationships, maintain CRM records, schedule meetings, coordinate with custodians, and ensure every request is completed accurately and promptly. As part of a close-knit eight-person firm, the Client Service Associate will also provide front-office and administrative support, including answering phones, preparing conference rooms, coordinating lunches, and maintaining office supplies. The ideal candidate has 5-10 years of client service experience within an RIA, deep operational knowledge of Schwab, and an exceptional command of detail. They are polished, proactive, intellectually curious, and relentless about solving problems while remaining positive and professional with clients, colleagues, and custodians.

Client Service Associate Responsibilities:

Provide responsive, high-touch service and relationship support to high-net-worth individuals and families
Support approximately half of the firm’s primary client families in partnership with the advisors and senior Client Service Associate
Build genuine relationships with clients and provide thoughtful support during major life events, including births, deaths, and family transitions
Open new accounts and manage account transfers through Schwab, LPL, and other applicable custodians
Follow up persistently with custodians to resolve paperwork, account transfer, and money-movement issues
Track every request, document, and outstanding item through completion
Prepare and review account paperwork with exceptional attention to accuracy
Maintain complete, current, and accurate client information within the firm’s CRM
Schedule client meetings and coordinate calendars
Prepare conference rooms for client meetings, including confirming that technology is functioning and presentations are ready for display
Serve as the first point of contact for incoming phone calls, averaging approximately 10-15 calls per day
Welcome clients and visitors with warmth, professionalism, and discretion
Order team lunches, office supplies, and other necessary materials
Receive packages and help maintain organized, client-ready conference rooms and common areas
Support the broader team wherever needed in a small, collaborative firm where every employee contributes
Remain flexible when early meetings or time-sensitive client needs require additional preparation or follow-through

Client Service Associate Requirements:

5-10 years of client service experience within wealth management or financial services
Direct experience performing Client Service Associate responsibilities within a registered investment advisory firm
Deep operational knowledge of Schwab and hands-on experience using Schwab as a custodian
Experience with account openings, transfers, money movement, and custodian follow-up
Strong proficiency with Microsoft Office, including the ability to use formulas in Excel
High level of technical aptitude and the ability to learn new platforms quickly
Exceptional attention to detail, particularly when preparing and reviewing financial account paperwork
Strong follow-through and the tenacity to resolve complicated or delayed requests
Polished written and verbal communication skills
Professional judgment, discretion, and emotional intelligence when supporting high-net-worth clients
Proactive approach with the ability to identify what needs to be done without waiting for direction
Intellectual curiosity and a genuine desire to research unique client situations and solve complex problems
Positive, friendly, and service-oriented personality
Willingness to handle administrative and front-office responsibilities without viewing any task as beneath the role
Ability to see both the larger client objective and the details required to execute it correctly
Bachelor’s degree preferred
Ability to pass a financial services background check
Commitment to working onsite five days per week

Benefits:

Annual discretionary bonus estimated at 5%-15% of base salary, based on individual and firm performance
Medical coverage through a Blue Cross Blue Shield PPO, with the firm contributing $600 per month toward the premium beginning the first day of the month after 60 days
Employee-paid dental and vision coverage
SIMPLE IRA with a 100% employer match on contributions up to 3% after 30 days
Unlimited paid time off, provided responsibilities are fully managed
Paid market holidays
Optional employee-paid life and disability insurance
Annual performance reviews and salary increases

If you are an experienced RIA Client Service Associate who knows Schwab, takes ownership of every detail, and genuinely cares about the families you serve, apply today to join a firm where exceptional work is recognized and rewarded!

#LI-SB1 #LI-LO1

Quick Apply

Refine Your Search

client services associate jobs in bellaire, tx

Client Service Associate

Client Experience Specialist/Front Desk

Part-time Client Service Associate – Teller (20 hours) | Heights-Taylor – Houston, TX

Client Experience Associate

Client Services & Customer Service Representative

Insurance Agent- Sales, Customer Service

Client Services Associate – Financial Services (Training Provided)

Client Service Associate Manager

Client Service Associate

Associate, Client Processing I

Financial Solutions Associate (Client Services) – Training Provided

Client Service Associate

Part-time Client Service Associate – Teller (20 hours) | Coles Crossing – Cypress, TX

Client Services Associate – Financial Services (Training Provided)

Registered Client Service Associate

Part-time Client Service Associate – Teller (20 hours) | Bell Tower – Houston, TX

Entry Level Client Service Associate

Client Service Associate WWS

Client Service Coordinator

Client Account Associate

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