Client Service Associate
$49k - $54kAlphabe Insight
Client Service Associate
Catch Vibe Voice is a forward-thinking communications and client-engagement firm dedicated to delivering exceptional business solutions. We focus on helping organizations elevate their outreach, strengthen customer relationships, and expand their market influence through innovative strategies and personalized support. Our team is driven by excellence, collaboration, and a commitment to creating lasting value for our clients. As we continue to grow, we are seeking talented individuals who share our vision and ambition.
Job Description
We are seeking a motivated and detail-oriented Client Service Associate to join our team in Houston, TX. This role is essential to ensuring seamless communication, efficient problem resolution, and a positive experience for our clients. The ideal candidate excels in a structured environment, maintains strong organizational habits, and brings a solution-oriented approach to each task.
Responsibilities
- Serve as a primary point of contact for client inquiries and support requests.
- Maintain accurate documentation, records, and updates within internal systems.
- Coordinate with internal teams to ensure timely resolution of client needs.
- Develop a strong understanding of client accounts and provide tailored assistance.
- Uphold company standards by delivering consistent, professional communication.
- Identify opportunities to improve processes and enhance client satisfaction.
Qualifications
- Strong verbal and written communication skills.
- High level of professionalism and confidentiality.
- Ability to multitask, prioritize, and manage time effectively.
- Detail-oriented with strong organizational abilities.
- Problem-solving mindset with a commitment to high-quality service.
- Ability to work independently and collaboratively within a team.
Additional Information
- Competitive salary ($49,000 $54,000 per year).
- Professional growth and advancement opportunities.
- Supportive and structured work environment.
- Skill development and ongoing training.
- Stable full-time position with long-term potential.
- ...office position - Monday - Friday. Responsible for the general servicing and support of the Financial Advisors. This includes administrative... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.ESSENTIAL...SuggestedFull timePart timeWork at officeMonday to FridayShift workDay shift
- ...UBS is seeking a Client Associate in Houston, Texas. In this role, you'll support the team by maintaining client information and preparing... ...meetings. The ideal candidate should have 2-5 years in client service within finance, along with series 7 and 66 licenses. You will...Suggested
$75k - $105k
...Reporting to the Client Operations Manager, the Senior Client Operations Associate serves as a senior team lead within the Client Operations group. This individual is responsible for owning key client service workflows, supporting operational execution, and providing day...SuggestedInternship- ...Client Service Associate - Houston Area A boutique wealth management firm located in Houston is seeking a Client Service Associate to join their team. Candidates must have 5-10 years of experience in wealth management or financial services. This position is 20% administrative...Suggested
- ...Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service. We specialize in vacation packages, cruises, all-inclusive resorts...SuggestedRemote workFlexible hours
- ...Client Service Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture...Full timeTemporary workPart timeWork experience placementWork at office
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor...Work at officeImmediate start
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Work at officeLocal area
- DescriptionSummary: Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.Client ResponsibilitiesWorks with clients to open and/or service portfolio accounts...Full timeWork at officeRemote workWork from homeFlexible hours
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering...Work at office
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering...Work at office
$60k
Inscription Capital is looking for a dynamic Wealth Management Operations Associate/Client Service Associate in Houston, Texas. This role involves providing essential support to Financial Advisors and managing client relationships effectively. The ideal candidate should...$45k - $65k
...Job Description Job Description Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45,000 - $65,000 ABOUT THE FIRM We are a boutique, fiduciary wealth management firm serving successful families, business owners...Full timeWork at officeRemote work- ...Description Working with the Commercial Lines Account Manager in the management of assigned client accounts. This involves responsibility for every aspect of an account, from daily servicing, billing and invoicing, issuance of certificates and ID cards, assisting with claims,...
$18 - $28 per hour
About the Company Urban Park Services supports urban environments by providing efficient... ...excellent service and maintaining strong client relationships. Position Overview We are... ...customer-focused Entry Level Client Service Associate to support our Houston operations. This...Hourly payPermanent employmentFlexible hours- ...Job Description POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this...Full timeWork at officeLocal area
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
- ...for detail? Are you a skilled multitasker?We’re looking for a Service Associate to:• carry out cash management functions, process securities... ...Field Operations team aligned to the Market • greet and assist clients and visitors to the branch, providing exceptional service•...Work at officeFlexible hours
- ...is one of the nation’s premier financial services companies operating as a collection of... ...the opportunity.The Senior Wealth Service Associate serves as a highly skilled and... ...delivering an exceptional and consistent client experience across defined wealth segments...Work at officeLocal areaFlexible hours
- ...fully virtual team, supporting union members and credit union clients nationwide. These individuals have requested information about... ...suited for professionals with a background in benefits, financial services, client advising, or consultative roles who are looking for...Remote jobWeekly payFull timeFlexible hours
- Job Reference #340071BRCityHoustonJob TypeFull Time Your roleAre you truly service oriented? Do you know how to take care of people?We’re looking for a Client Associate to:• Keep management systems up-to-date with client information• Educate clients on account services...Flexible hours
$87.36k - $131.04k
...United StatesSalary: $87 360,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role... ...constant communication. Provides the highest level of customer service and teamwork.Ensure all documentation is current, accurate, and...Full time- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely...Local area
$86.7k - $170.9k
Position Summary Join Deloitte as a Consultant, Patient Services Salesforce Associate Architect to help clients redesign sales and service operations, improve customer experiences, and support business transformation initiatives. In this role, you will contribute...Local areaVisa sponsorship- ...Private Wealth Client Associate Houston, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$24 - $28 per hour
...independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer... ...of metrics – including size, growth, service quality, technology, succession planning... ...Job Summary: The Service Operations Associate I is a critical operational role within...Full timeTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$23 per hour
...technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. We are seeking a highly motivated Office Services/Hospitality Specialist who brings enthusiasm, professionalism, and a customer-first mindset...Hourly payFull timeTemporary workWork experience placementWork at officeLocal areaImmediate start- ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for someone like that who can provide... ...Advisors. You'll: * keep management systems up-to-date with client information * educate clients on account services and...Work at officeFlexible hours
$100k - $120k
...Client Success Associate Who we are looking for: 3-5 years of experience in a client success, account management, or other customer-facing role. Exceptional communication and interpersonal skills. Ability to manage multiple clients and projects with strong attention...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
- client engagement associate Houston, TX
- client account associate Houston, TX
- client solutions associate Houston, TX
- client services associate Houston, TX
- client relationship associate Houston, TX
- client success associate Houston, TX
- professional services specialist Houston, TX
- patient service specialist Houston, TX
- health services administrator Houston, TX
- human services specialist Houston, TX



