Top 1261 Client associate Jobs in Houston Tx

Client Service Associate
Sanctuary Wealth Group LLC —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
2d
Client Relations Associate - Financial Services (Training Provided)
EverTrust Financial —Houston, TX
- $4,000 - $6,000 a month
- Part-time
- Hybrid work
- No experience needed
- Communication skills
- Entry level
- Paid training
- Opportunities for advancement
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Sales Associate (Part-Time) - Rice Village
ALO —Houston, TX
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Guest services
- Health insurance
- Dental insurance
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Alliance Sales Executive, Associate Director, Snowflake - Industrials & Energy
EY —Houston, TX
- $265,650 - $318,290 a year
- Up to 50% travel
- Bachelor's degree
- Travel
- Paid holidays
- Health insurance
Associate Attorney
j diamond and associates —Houston, TX
- $74,500 - $175,000 a year
- Part-time
- Background check
- 5 years
- Analysis skills
- Health insurance
- 401(k)
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2d
Senior Associate Attorney
Meneses Law PLLC —Houston, TX
- $175,000 - $200,000 a year
- Full-time
- Spanish
- English
- Research
- Paid holidays
- Health insurance
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Litigation Associate
Distinct Recruitment —Houston, TX
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- 1 year
- Commercial
- Health insurance
- 401(k)
Quick Apply
4d
Commercial Litigation Associate Attorney
Orion Placement —Houston, TX
- $130,000 - $200,000 a year
- Full-time
- Writing skills
- Mid-level
- 3 years
- Dental insurance
- Paid time off
Quick Apply
Associate Immigration Attorney
ALONSO-MONTERO, PLLC —Houston, TX
- $80,000 - $100,000 a year
- Email
- Microsoft Word
- Spanish
- Writing skills
- Health insurance
- 401(k)
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Associate Attorney
Mahdavi Law Firm —Houston, TX
- $100,000 - $200,000 a year
- Full-time
- Writing skills
- Mid-level
- US work authorization
- Health insurance
- Paid time off
Quick Apply
Vice President/Associate Director, Clearing & Execution Sales Originator
Macquarie Group Limited —Houston, TX
- Full-time
- 5 years
- Business development
- Presentation skills
- Paid parental leave
- Health savings account
Associate Counsel - Employment Law and Commercial Litigation
Buc-ee's —Pearland, TX
- Full-time
- Writing skills
- Mid-level
- In-person
- Health insurance
- Dental insurance
Associate Attorney
W3Global Inc —Houston, TX
- $110,000 - $160,000 a year
- Writing skills
- Mid-level
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
10d
Associate Veterinarian
Atlas Consultancy Group Ltd —Sugar Land, TX
- $130,000 - $160,000 a year
- Call employer
- Private practice
- Mid-level
- Surgery
- Continuing education credits
- Health insurance
Quick Apply
11d
Bilingual Retail Sales Associate
2020 Companies, Inc. —Houston, TX
- $1,000 - $1,350 a week
- Weekends as needed
- Spanish
- English
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
Portfolio Management, Associate - Houston, TX
Michael Page —Houston, TX
- $120,000 - $140,000 a year
- Mid-level
- Office
- Finance
10d
Outside Sales Associate - Houston TX
State Industrial Products —Houston, TX
- $45,000 - $65,000 a year
- Full-time
- Hybrid work
- Mid-level
- Driver's License
- Bachelor's degree
- Wellness program
- Disability insurance
Quick Apply
15h
Public Sector (Government / Not-for-Profit) Audit Senior Associate
Whitley Penn LLP —Houston, TX
- 8 hour shift
- Management
- CPA
- Mid-level
- Profit sharing
- Wellness program
Quick Apply
Bilingual Retail Sales Associate
2020 Companies, Inc. —Friendswood, TX
- $18 - $20 an hour
- Weekends as needed
- Spanish
- English
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
Senior Tax Associate
Distinct Recruitment —Houston, TX
- $85,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Profit sharing
- Health insurance
Quick Apply
4d

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Client Service Associate

Sanctuary Wealth Group LLC
Houston, TX

Quick Apply

Job Details

Full-time
2 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
On-the-job training
Vision insurance
401(k) matching

Qualifications

Confidential information handling
Microsoft Excel
Microsoft Outlook
Administrative experience
Managing clients in a customer support role
Investment account customer support
Microsoft Teams

Full Job Description

Description:
Client Service Associate

Location: Houston, TX (In-office, Mon-Fri)
Pay Range: Competitive base compensation based on experience, qualifications, and scope of responsibilities + Significant revenue share bonus potential available after completion of onboarding.

Type: Full-Time, In Person

Firm: Concenture Wealth Management

Years of Experience: 1-5+ years of experience in financial services, wealth management, investment management, or boutique RIA firm

Join Our Team at Concenture Wealth Management - Concenture Wealth Management is a Houston-based wealth management team focused on helping individuals, families, and professionals simplify financial decisions, clarify their goals, and move forward with confidence. The team takes a personalized, approachable, and planning-driven approach to client relationships, combining practical guidance, thoughtful service, and a commitment to making complex financial topics easier to navigate.

Position Overview - Concenture Wealth Management in Houston, TX is seeking a Client Service Associate to provide client service, administrative, and operational support for a growing Houston-based wealth management team. This role is intentionally designed to be open to an early-career professional who is eager to learn wealth management client service to a more experienced client service professional who can independently manage account maintenance, onboarding, documentation, and recurring client service workflows.

The ideal candidate is organized, detail-oriented, service-minded, and comfortable supporting a high-touch client experience. Depending on background and experience, responsibilities may range from learning and supporting core administrative processes to independently managing more complex client service requests, custodial paperwork, onboarding coordination, CRM updates, meeting preparation, and operational follow-through. Candidates with prior wealth management, RIA, banking, investment, or financial services experience are encouraged to apply, and candidates with applicable industry licenses or advanced client service experience may be considered for expanded responsibilities.

Your Role & Responsibilities:

You will provide client service, advisor support, and operational coordination for a Houston-based wealth management practice, with responsibilities tailored to experience level and demonstrated capabilities, including but not limited to:

Client Service & Relationship Support

Serve as a professional and responsive point of contact for routine and recurring client inquiries
Assist clients with service needs, required forms, account-related updates, and follow-up items
Support client onboarding by coordinating documentation, preparing account materials, and tracking next steps
Monitor client service requests to help ensure timely, accurate, and professional follow-through
Communicate with clients, advisors, custodians, and internal team members with discretion and a client-first mindset
Resolve routine service items independently while escalating complex or sensitive matters to the appropriate team member

Account Maintenance & Operational Coordination

Coordinate account opening, account maintenance, transfers, deposits, distributions, beneficiary updates, address changes, and related service requests
Prepare, review, and submit client forms, custodial paperwork, and service-related documentation for completeness and accuracy
Track pending items, outstanding documents, custodial requests, and operational follow-up across client workflows
Maintain accurate client records, files, CRM notes, task updates, and documentation across firm systems
Follow firm policies, compliance expectations, and documentation standards when handling client information and account activity
Identify opportunities to improve accuracy, reduce errors, and keep service items moving forward efficiently

Advisor & Practice Support

Partner with advisors and client service team members to support client meetings, service requests, and day-to-day practice needs
Prepare client meeting materials, including agendas, reports, forms, account documents, and follow-up items
Update client information in CRM, custodial platforms, document management systems, and internal tracking tools
Assist with scheduling, inbox organization, task tracking, meeting follow-through, and document collection as needed
Coordinate communication across advisors, clients, custodians, and internal departments to support timely execution
Participate in special projects, team initiatives, process improvements, and practice-wide client service efforts as assigned

Requirements:

What We’re Looking For

Required Qualifications

1-5+ years of experience in financial services, wealth management, investment management, or boutique RIA firm
Experience supporting client-facing workflows, service requests, account maintenance, onboarding, documentation, scheduling, or operational follow-up
Strong written and verbal communication skills with a polished, professional, and client-service-oriented presence
High attention to detail when reviewing forms, updating records, tracking requests, preparing documents, and handling client information
Ability to manage multiple priorities, deadlines, service items, and follow-up tasks with accuracy, responsiveness, and accountability
Professional judgment and discretion when handling confidential client, financial, business, and firm information
Organized, collaborative, and comfortable working closely with advisors, client service team members, operations teams, custodians, and clients
Proficiency with Microsoft Office, including Outlook, Word, Excel, Teams, shared calendars, digital files, CRM updates, and general office technology

Preferred Qualifications

Bachelor’s degree, relevant coursework, or equivalent professional background in business, finance, communications, economics, public affairs, or a related field
Prior experience in wealth management, an RIA, banking, investment management, insurance, accounting, or another high-touch professional services environment
Familiarity with account opening, onboarding, account maintenance, document collection, scheduling, CRM updates, or service-request workflows
Exposure to CRM systems, custodial platforms, financial planning tools, portfolio reporting software, e-signature tools, or document management systems
Candidates with FINRA licenses, prior custodial platform experience, or advanced wealth management client service experience may be considered for broader responsibilities, though licensure is not required for all candidates

Why Join Concenture Wealth Management?

Competitive compensation aligned with experience, qualifications, and potential scope of responsibilities
% Employer Paid Health Benefits Package (Medical, dental, and vision insurance)
401(k) match
PTO Policy + Paid Holidays
On-the-job training and professional development
Opportunity to grow within a collaborative Houston-based wealth management team that values personalized planning, client care, and practical problem-solving

Quick Apply

Refine Your Search

client associate jobs in houston tx

Client Service Associate

Client Relations Associate - Financial Services (Training Provided)

Sales Associate (Part-Time) - Rice Village

Alliance Sales Executive, Associate Director, Snowflake - Industrials & Energy

Associate Attorney

Senior Associate Attorney

Litigation Associate

Commercial Litigation Associate Attorney

Associate Immigration Attorney

Associate Attorney

Vice President/Associate Director, Clearing & Execution Sales Originator

Associate Counsel - Employment Law and Commercial Litigation

Associate Attorney

Associate Veterinarian

Bilingual Retail Sales Associate

Portfolio Management, Associate - Houston, TX

Outside Sales Associate - Houston TX

Public Sector (Government / Not-for-Profit) Audit Senior Associate

Bilingual Retail Sales Associate

Senior Tax Associate

I want to receive the latest job alert for client associate in houston tx

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