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Client Operations Associate Jobs in Alvin, TX (NOW HIRING)

BNY

Senior Specialist, Client Operations

Houston, TX

We're seeking a future team member for the role of Senior Associate, Client Processing - Loans Enablement to join our Loans Enablement Operations team. This role is located in Houston, TX. In this ...

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See Alvin, TX salary details

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$43

How much do client operations associate jobs pay per hour?

As of May 30, 2026, the average hourly pay for client operations associate in Alvin, TX is $21.37, according to ZipRecruiter salary data. Most workers in this role earn between $14.47 and $24.66 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Operations Associate, and why are they important?

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

How does a Client Operations Associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.

What does a Client Operations Associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

What job makes $10,000 a month without a degree?

A Client Operations Associate can potentially earn $10,000 a month through experience, performance bonuses, and skill development in areas like client management, communication, and software tools. High earnings in this role often depend on industry, company size, and individual performance, with some professionals reaching this level without a formal degree by building expertise and a strong professional network.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What cities near Alvin, TX are hiring for Client Operations Associate jobs? Cities near Alvin, TX with the most Client Operations Associate job openings:
Client Operations Associate jobs near you

Senior Client Operations Associate

Willis Johnson Wealth

Houston, TX

$75K - $105K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

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-to-day guidance to junior team members and interns.
This role is designed for a high-performing operations professional who demonstrates strong initiative, attention to detail, and the ability to drive consistent follow-through across client service processes. While this position is not currently a formal people manager role, it is expected to contribute to team leadership and may grow into expanded management responsibilities over time.
Why Willis Johnson Wealth?
Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in house CPA to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first—all the time, every time. No product sales. No commissions. Straight feeonly financial planning and asset management. 
The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News multiple years in a row.
  Essential 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 (Team Lead Focus)
  • 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
  Qualifications
  • Bachelor’s degree required.
  • Three or more years of experience in 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 to drive progress of firm projects; 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.
 Compensation & Benefits​​​​​​
  • Salary range: $75,000 - $105,000, plus discretionary performance bonus paid out bi-annually.
  • Total Compensation Range with Bonus = $86,000 - $132,000.
  • 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure.
  • Best and brightest leaders will have opportunities to buy into and become owners in the firm over time.
  • 11 paid holidays and 15 PTO days to use at your discretion.
  • Employer paid Health/Dental/Vision insurance premiums for individuals and families.
  • Employer HSA contributions
  • Employer paid Life and Long-Term Disability

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