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Banking Operations Associate Jobs in Houston, TX

Stifel

Registered Client Service Associate

Houston, TX · On-site

... bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment ...

Stifel

Financial Advisor Associate

Houston, TX · On-site

... bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment ...

Stifel

Financial Advisor Associate

Houston, TX · On-site

... bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment ...

Stifel

Financial Advisor Associate

Houston, TX · On-site

... bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment ...

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All JobsBanking Operations Associate JobsBanking Operations Associate Jobs in Houston, TX

Banking Operations Associate information

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How much do banking operations associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for banking operations associate in Houston, TX is $22.74, according to ZipRecruiter salary data. Most workers in this role earn between $15.43 and $26.25 per hour, depending on experience, location, and employer.

What is a banking operations associate?

Banking Operations Associates are professionals who support the daily functions of a bank by processing transactions, ensuring regulatory compliance, and maintaining accurate records. They handle tasks such as account management, reconciliations, data entry, and assisting with audits. Their role is crucial in ensuring efficient and secure banking operations, as they work closely with other departments to resolve issues and improve processes. Banking Operations Associates play a key part in maintaining the integrity and reliability of financial services.

What are the key skills and qualifications needed to thrive as a banking operations associate?

A Banking Operations Associate needs strong analytical abilities, attention to detail, and a solid understanding of banking procedures, often supported by a degree in finance, business, or a related field. Familiarity with banking software, transaction processing systems, and compliance tools is typically required, along with knowledge of industry regulations. Excellent organizational skills, problem-solving abilities, and effective communication set top performers apart in this role. These competencies ensure accurate transaction management, regulatory compliance, and efficient support of daily banking operations.

What are some common challenges faced by banking operations associates, and how can they be effectively managed?

Banking Operations Associates often encounter challenges such as managing high transaction volumes, adhering to strict regulatory requirements, and coordinating across multiple departments to resolve discrepancies. Effective time management, attention to detail, and strong communication skills are essential to navigate these challenges. Additionally, staying updated on compliance policies and leveraging internal resources for support can help associates maintain accuracy and efficiency in a fast-paced environment.

What does a banking operations associate do at a bank?

A banking operations associate is responsible for processing transactions, maintaining account records, and ensuring compliance with banking policies. They often use banking software and may handle tasks such as verifying deposits, resolving account issues, and supporting daily banking functions to ensure smooth operations.

What are the most commonly searched types of Banking Operations jobs in Houston, TX?

The most popular types of Banking Operations jobs in Houston, TX are:

What are popular job titles related to Banking Operations Associate jobs in Houston, TX?

For Banking Operations Associate jobs in Houston, TX, the most frequently searched job titles are:

What job categories do people searching Banking Operations Associate jobs in Houston, TX look for?

The top searched job categories for Banking Operations Associate jobs in Houston, TX are:

What cities near Houston, TX are hiring for Banking Operations Associate jobs?

Cities near Houston, TX with the most Banking Operations Associate job openings:

Banking Operations Associate jobs near you
Infographic showing various Banking Operations Associate job openings in Houston, TX as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $47,298 per year, or $22.7 per hour.

Registered Client Service Associate

Stifel

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.


As a Client Services Associate (Registered), you will work closely with one or more Financial Advisors to deliver a high level of service to clients and support the day-to-day operations of the branch. This role combines client service, account administration, transaction support, and operational responsibilities in a collaborative, fast-paced financial services environment.


  • Serve as a primary point of contact for client service requests and account-related questions.
  • Open and maintain client accounts, including gathering required documentation and updating account information and coding.
  • Assist clients with operational requests such as check distributions, wire transfers, address changes, dividend instructions, and other account maintenance needs.
  • Provide clients and Financial Advisors with account information, quotes, reports, and administrative support.
  • Maintain complete and accurate client, account, and trade-related records.
  • Enter trade orders received from a Financial Advisor, when permitted, and communicate trade-related information in accordance with applicable procedures.
  • Prepare approved client communications and advertisements under the direction of the Financial Advisor.
  • Coordinate with internal departments to help resolve client service issues efficiently.
  • Identify and escalate potential client, account, or employee concerns in accordance with firm procedures.
  • Provide additional administrative support, including correspondence, document preparation, filing, copying, and phone coverage.

  • Strong client service and communication skills, with the ability to interact professionally with clients, Financial Advisors, and internal partners.
  • Excellent organizational skills and the ability to prioritize multiple responsibilities and deadlines.
  • Strong attention to detail and a commitment to maintaining accurate records.
  • Ability to follow established procedures, use sound judgment, and identify when an issue should be escalated.
  • Proficiency with Microsoft Office and the ability to learn financial services systems and terminology.
  • General knowledge of investment products and financial services regulations, or the ability and willingness to develop that knowledge.
  • A collaborative and dependable approach, with the ability to work both independently and as part of a team.

  • Minimum Required: High School Diploma or equivalent.
  • Minimum Required: 2+years investment industry experience. 

  • Minimum Required: Series 7 and 63 or 66. 

  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook.   #LI-AS1

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

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