Client Operations Associate

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:...