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Operations associate Jobs in Houston, TX

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Operations associate • houston tx

Last updated: 1 day ago

Client Operations Associate

Murray ResourcesHouston, TX, US
Permanent
Quick Apply

A fast-growing, entrepreneurial wealth management firm is seeking a.Senior Client Operations Associate.This is an opportunity to serve as a senior team lead within the Client Operations group in a ... Show more

Investment Operations Associate

Willis Johnson WealthHouston, TX, US
Full-time
Quick Apply

Who We Are Willis Johnson Wealth is a fast-growing wealth management firm where operational excellence plays a critical role in delivering a consistent and high-quality client experience.Our client... Show more

Training Event Operations Associate

SP GlobalHouston, TX, United States
$53,084.00 yearly
Full-time

Operations Specialist/h2pAs the Operations Specialist, you will lead the logistics and operational execution of our renowned training courses, ensuring seamless delivery at SP Global offices and cl... Show more

Associate Vice President, Marketing Operations

Avenue5 Residential, LLCHouston, TX, US
Full-time

Avenue5 is growing, and we are in search of a associate vice president of marketing operations to join our dynamic team of Fivers!.We are a vibrant third-party multifamily property management firm ... Show more

Asset Management - Private Equity Client Operations Associate - Associate

ChaseHouston, TX, United States
Full-time

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institut... Show more

Associate, People Operations

Good Reason HoustonHouston, TX, US
$55,000.00 yearly
Full-time
Quick Apply

Associate, People Operations   About Good Reason Houston Good Reason Houston exists to ensure that every child, in every neighborhood of Houston, has access to a world-class public education a... Show more

Asset Management - Private Equity Client Operations Associate - Associate

JPMorgan ChaseHouston, TX, United States
Full-time

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institut... Show more

Investment Operations Associate

Fund Services GroupHouston, TX, US
$45,000.00 yearly
Full-time
Quick Apply

FSG is the solution for operational excellence being sought by private fund managers who wish to focus solely on raising capital and identifying investment opportunities.We support the entire life-... Show more

Senior Associate, Legal & Government Operations

SolugenHouston, Texas, United States
$100,000.00 yearly
Full-time

Senior Associate, Legal & Government Operations.Solugen is a groundbreaking technology company on a bold mission to decarbonize the physical world.At the heart of our innovation is the world's ... Show more

Senior Associate, Fund Operations (Alternative Investments)

Westwood Holdings Group, Inc.Houston, TX, United States
Full-time

Senior Associate, Fund Operations (Alternative Investments).NYSE: WHG) is a boutique asset management firm that offers a diverse array of actively-managed and outcome-oriented investment strategies... Show more

Senior Associate, Fund Operations (Alternative Investments)

Westwood Holdings GroupHouston, TX 77024, USA
Full-time

NYSE: WHG) is a boutique asset management firm that offers a diverse array of actively-managed and outcome-oriented investment strategies, along with white-glove trust and wealth services, to insti... Show more

Auction Lot Operations Associate - AutoNation Houston Auction

Prime Auto Resources, Inc.AutoNation Auto Auction Houston
Full-time

The Auction Lot Operations Associate works closely with the auction team to coordinate vehicles for sale, review work performed, ensure efficient sale line-up and operational flow.What are the day-... Show more

Operations Associate, Houston, #123

GopuffHouston, TX, United States
Full-time

Gopuff is looking for Operations Associates (OAs) to join the operations team.Directly reporting to a Site Leader, OAs play an essential role at Gopuff that requires drive, perseverance, positivity... Show more

Operations Associate

Crane Worldwide LogisticsHouston, TX, US
Full-time

Monitors the status of shipments from pickup through delivery.Enters shipment location, date and time into TMS.Contacts carriers and drivers via phone, email or internet to determine driver locatio... Show more

Operations Associate 26-27 SY

Etoile Academy Charter SchoolHouston, Texas, United States
Full-time

Étoile Academy Charter School, an independent K-8th grade charter school in Houston, seeks an ambitious, smart, and high-capacity individual to join our team.Étoile Academy is founded on the belief... Show more

PayPal Risk Operations Associate

TradeJobsWorkforce77006 Houston, TX, US
Full-time

Bring your energy to the role of PayPal Risk Operations Associate to perform responsibilities as a Risk Operations Associate.Deliver outstanding service to customers and colleagues.Deliver outstand... Show more

 • Promoted

Strategy and Operations Associate

Giga EnergyHouston, TX, United States
Full-time

Safety and Operations Associate.The Pace: We're building at a speed most companies talk about but never actually operate at.If you've been bored somewhere else, you won't be here.The Impact: Every ... Show more

Clinical Operations Associate

Baylor College of MedicineHouston, TX, US
Full-time

The Section of General Internal Medicine and Geriatrics is seeking an experienced Clinical Operations Associate to lead the daily operations of our Internal Medicine Outpatient Clinic at the Baylor... Show more

School Operations Associate (26-27)

KIPP DCHouston, TX, US
Full-time

About KIPP Texas Public Schools.KIPP Texas Public Schools is a free, public charter school network with more than 45 Pre-K - 12 schools across Austin, Dallas-Fort Worth, Houston, and San Antonio.Wi... Show more

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Client Operations Associate

Client Operations Associate

Murray ResourcesHouston, TX, US
10 days ago
Job type
  • Permanent
  • Quick Apply
Job description
A fast-growing, entrepreneurial wealth management firm is seeking a Senior Client Operations Associate to join the team. This is an opportunity to serve as a senior team lead within the Client Operations group in a collaborative, growth-oriented environment. Reporting to the Client Operations Manager, the Senior Client Operations Associate is responsible for owning key client service workflows, supporting operational execution, and providing day-to-day guidance to junior team members and interns.

Salary + Additional Benefits:
  • $75,000–$105,000 + Bonus
  • Employer-paid Medical, Dental, and Vision insurance premiums for individuals and families
  • Employer HSA contributions
  • Employer-paid Life and Long-Term Disability
  • 401(k) with opportunity to earn up to 7% match the first year and 10% with tenure
  • 11 paid holidays and 15 PTO days

Location: Hybrid – Houston, TX
Type of Position: Direct Hire

Responsibilities:
Client Service
  • Serve as an escalation point for complex client operations issues, ensuring timely resolution and high service standards.
  • Direct daily client operations activities including service requests, account maintenance, transfers, and onboarding workflows.
  • Ensure all paperwork is accurate, complete, and in good order prior to custodian submission.
  • Perform status checks throughout service and transfer processes, communicating proactively with advisors and internal teams.
  • Serve as liaison between custodians, advisors, trading, and the investment team.
  • Record all service tasks and workflow steps in the CRM to ensure accountability and timely follow-through.
  • Maintain compliance awareness within service workflows and documentation standards.
Workflow & Process Improvement
  • Support the design, implementation, and refinement of operational workflows related to onboarding, service paperwork, and client experience.
  • Establish consistent structures, checks-and-balances, and follow-up systems to reduce errors and improve execution.
  • Participate in regular review and continuous improvement of team processes and service standards.
Team Support & Development
  • Provide training, coaching, and day-to-day support to Client Operations Specialists and Associates.
  • Assist with onboarding and support of interns, ensuring consistent execution of core client service processes.
  • Serve as a resource to the team by reinforcing best practices and operational consistency.
  • Contribute to a culture of accountability, professionalism, and strong client service execution.
Hiring & Recruiting Support
  • Assist with initial resume review and first-round candidate screening for Client Operations and Residency-related hiring needs.
  • Support recruiting coordination efforts as needed, including internship pipeline and outreach support.

Requirements:
  • Bachelor's degree required
  • Three or more years of experience in the financial services industry required
  • Client service, administrative, or operations experience at an RIA is preferred
  • Demonstrates excellent organizational, problem-solving, and communication skills in a highly collaborative team environment
  • Detail-oriented with strong prioritization and project management skills; ability to handle multiple projects and tasks simultaneously while maintaining quality work
  • Strong technology skills, including MS Office (Excel), CRM, and internal portal technology
  • Highly adaptive and responsive to changing needs and deadlines
  • Ability to establish structures, checks-and-balances, and maintain follow-up systems

Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application.

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