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Client Service Operations Associate Jobs in Nevada

Operations Associate - Part Time

Las Vegas, NV ยท On-site

$18 - $20.50/hr

VOTRE PROFIL Operations Associate - Part Time Publiรฉe le 20.08.2026 Sephora Retail Rรฉfรฉrence ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

Operations Associate - Part Time

Las Vegas, NV ยท On-site

$18 - $20.50/hr

VOTRE PROFIL Operations Associate - Part Time Publiรฉe le 19.08.2026 Sephora Retail Rรฉfรฉrence ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

Operations Associate - Part Time

Las Vegas, NV ยท On-site

$18 - $20.50/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

Operations Associate - Part Time

Reno, NV ยท On-site

$18 - $20.50/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

Operations Associate - Part Time

Reno, NV ยท On-site

$18 - $20.50/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

Operations Associate - Part Time

Las Vegas, NV ยท On-site

$18 - $20.50/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

Operations Associate - Full Time

Las Vegas, NV ยท On-site

$18 - $20.50/hr

As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

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Client Service Operations Associate information

What is the difference between Client Service Operations Associate vs Client Service Representative?

AspectClient Service Operations AssociateClient Service Representative
CredentialsTypically requires a bachelor's degree in business, finance, or related fieldOften requires a high school diploma or associate degree, with some roles preferring customer service certifications
Work EnvironmentUsually in back-office or operational teams, focusing on process management and supportFront-line customer interaction, handling inquiries and resolving issues
Employer & Industry UsageFinancial services, banking, investment firmsBanking, insurance, retail banking
Common Search & Comparison IntentUnderstanding operational roles and responsibilities in client supportCustomer interaction and service delivery

The main difference is that Client Service Operations Associates focus on supporting internal processes and operations behind the scenes, while Client Service Representatives handle direct customer interactions. Both roles are essential in client support but differ in responsibilities and work environment.

Is a client service operations associate a good job?

A client service operations associate is a role focused on managing client accounts, resolving issues, and supporting operational processes, often requiring strong communication and organizational skills. The job can offer stable employment, opportunities for skill development, and advancement within customer service or operations departments. Its suitability depends on individual career goals and interest in client interaction and problem-solving.

What does a client service operations associate do?

A client service operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to coordinate between clients and internal teams.

What is a client service operations associate?

A client service operations associate is responsible for supporting client accounts by managing communication, resolving issues, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to coordinate between clients and internal teams.

What is the role of a client service operations associate?

A client service operations associate is responsible for supporting client accounts, ensuring smooth communication between clients and the company, and managing operational tasks such as data entry, process coordination, and issue resolution. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to maintain client satisfaction and operational efficiency.

What cities in Nevada are hiring for Client Service Operations Associate jobs?

Cities in Nevada with the most Client Service Operations Associate job openings:

Customer Service Operations Specialist

Reno, NV โ€ข On-site

Sierra Executive Solutions Inc
Business Management Consultingย โ€ขย 1 - 10 employees

$90K/yr

Other

Medical, Dental, Vision, Retirement

This job post hasย expired today.ย Applications are no longer accepted.


Job description

Sierra Executive Solutions, Inc. (SES) is a 3rd party search recruiting agency sourcing talent for an Investment client's Client Service Operations Associate position. Client company will be hiring 2 professionals in this role to support the investments and administration of this ultra-high net worth family office managing over $9 billion in assets. This is an on-site role in Reno with flexibility but is not formally remote nor hybrid. Local Northern Nevada candidates will be given preference for interview.


Our employer client Investment Firm provides investment advice and family office services to a select group of ultra-wealthy clients. The organization was founded in 2011 in San Francisco by a group of senior Goldman Sachs executives.


Job Description:

Seeking 2 full-time Client Service professionals with strong operational background to join our client's firm. This role combines client service and operational responsibilities, including supporting portfolio activity, cash management, account onboarding and maintenance, custodian relationships, and various firmwide projects. The ideal candidate will bring exceptional attention to detail, energy, strong problem-solving and organizational skills, and the ability to thrive in a dynamic, fast-paced client advisory team environment.


Please note: The dress code is typically business suits for all employees; preferred attire but not required. This employer has an office atmosphere that is best described as a polished professional environment and more formal--- which is typical of financial services, legal offices, investment and trust companies.


Key Responsibilities:

  • Coordinate cash movements, trade settlements, and account reconciliations across client portfolios.
  • Manage account onboarding and offboarding documentation, ensuring accurate setup and custodian coordination.
  • Support daily portfolio activity reconciliation and trade settlement processes.
  • Collaborate with CPAs to facilitate tax document requests and assist with annual tax package preparation.
  • Serve as an internal resource for systems, workflows, and process efficiency.
  • Partner with various members of the firm on special client and internal projects.
  • Maintain custodian and service provider portals, including troubleshooting access and login issues.
  • Monitor and oversee daily work items and action requests from custodians.


Qualifications:

  • Bachelorโ€™s degree is required.
  • Minimum 2 years of experience in back-office administrative financial service operations.
  • Applicable industry experience preferred in banking, legal office; and ideally from an investment or wealth advisory firm or other financial institutions.
  • Demonstrated strong attention to detail, accuracy, and follow-through.
  • Professional presentation and communication skills required with a client-centric mindset.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Ability and interest in utilizing and leveraging AI systems (e.g., Claude, ChatGPT).
  • Technically adept with financial reporting systems and tools.
  • Experience with custodial platforms and investment operations strongly preferred.


Other:

  • This role is based on-site at the Reno office, a dynamic and professional environment.
  • Periodic travel to San Francisco office for firmwide and client meetings.


Competitive salary and a great benefit package are offered. Base compensation is budgeted up to $90K annual salary level but new hire salaries offered are dependent on experience and qualifications. Benefits include: generous time off; paid holidays; medical, dental, and vision insurance; and employer sponsored retirement benefits.