Client Services Associate for Financial Advisors

customer service representatives

credit counselors

new accounts clerks

bbf wealth

office administrative services other financial investment activities

Houston, TX

March 20th, 2026

A leading financial services firm in Houston is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The ideal candidate must possess strong communication skills, remain organized under changing priorities, and efficiently manage overall client interactions. Responsibilities include processing transactions, preparing reports, and ensuring accurate documentation. This role offers growth opportunities within a supportive, client-focused culture. J-18808-Ljbffr

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