Top 13 Registered client associate Jobs in Houston, 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
1d
Registered Client Service Associate
Morgan Stanley —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Registered Client Service Associate - Ameriprise Financial Advisors - Clear Lake, TX
Ameriprise Financial —Houston, TX
- Full-time
- Hybrid work
- Research
- Office
- 3 years
- Work from home
Client Service Associate
PNC Financial Services Group —Houston, TX
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Registered Private Wealth Client Associate
Bank of America —Houston, TX
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
Registered Client Service Associate
Ameriprise Financial —Kingwood, TX
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
Client Service Associate
Stifel —Houston, TX
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
14d
Client Service Associate
Edelman Financial Engines, LLC —Houston, TX
- $54,000 - $65,000 a year
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Financial Advisor
Edward Jones —Houston, TX
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
2d
Reg Client Service Assoc
Ameriprise Financial —Houston, TX
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Work from home
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Houston, TX
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Fast Track Insurance Partner
New York Life- Sugar Land —Houston, TX
- $65,000 - $106,000 a year
- Full-time
- Hybrid work
- Spanish
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply

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Client Service Associate

Boutique Recruiting -
Houston, TX

Quick Apply

Job Details

$70,000 - $90,000 a year
1 day 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

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Refine Your Search

registered client associate jobs in houston, tx

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Client Service Associate

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