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Customer Operations Associate Jobs in Texas (NOW HIRING)

We have created a differentiated service our customers love and a profitable business model. Rinse ... ABOUT THE ROLE As a core member of our Local Operations team, you will be responsible for executing ...

Operations Associate

Richardson, TX · On-site

$40K - $65K/yr

Maintain and update client records across Client Relationship Management (CRM) and business ... Address operational inquiries in a timely and professional manner * Resolve issues and concerns and ...

The company is reimagining traditional off-price with a digitally-native model focused on customer ... We are seeking a motivated and creative Operations Associate to oversee merchandise displays and ...

The company is reimagining traditional off-price with a digitally-native model focused on customer ... We are seeking a motivated and creative Operations Associate to oversee merchandise displays and ...

We are seeking a motivated and creative Operations Associate to oversee merchandise displays and ... Who Are You: * Diligent individual who loves to enhance the customer experience by executing ...

Your customers aren't just the individuals using your product. They are the driving factor in your ... Enablement Operations Associate About You You're an operations-minded professional who finds ...

Your customers aren't just the individuals using your product. They are the driving factor in your ... Enablement Operations Associate About You You're an operations-minded professional who finds ...

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Showing results 1-20

Customer Operations Associate information

See Texas salary details

$8

$23

$47

How much do customer operations associate jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for customer operations associate in Texas is $23.95, according to ZipRecruiter salary data. Most workers in this role earn between $15.67 and $25.53 per hour, depending on experience, location, and employer.

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

AspectCustomer Operations AssociateCustomer Service Representative
Primary FocusHandling operational processes, order management, and backend supportAssisting customers directly with inquiries, complaints, and product information
Required SkillsProcess management, technical proficiency, problem-solvingCommunication skills, empathy, product knowledge
Work EnvironmentBackend teams, cross-departmental collaborationFrontline customer interaction, call centers, retail
Common UsageIn logistics, e-commerce, SaaS companiesIn retail, telecom, service industries

The Customer Operations Associate primarily manages backend processes and operational tasks, while the Customer Service Representative focuses on direct customer interactions. Both roles are essential in customer support but differ in their scope and daily responsibilities.

What jobs pay 4000 a week without a degree?

A Customer Operations Associate typically does not earn $4,000 weekly without a degree, as this pay level is uncommon for entry-level customer service roles. High-paying jobs that can reach this level without a degree often include specialized sales, real estate, or certain skilled trades, but they usually require experience, certifications, or licenses. Most roles paying this amount without a degree involve commission, performance bonuses, or entrepreneurial efforts.

What does a customer operations associate do?

A customer operations associate is responsible for managing customer accounts, resolving service issues, and ensuring customer satisfaction. They often use customer relationship management (CRM) tools and communicate with clients via phone, email, or chat to address inquiries and support business processes.

What is a customer service operations associate?

A customer service operations associate is responsible for supporting customer service teams by managing processes, data, and systems to ensure efficient service delivery. They often handle tasks such as order processing, troubleshooting, and using tools like CRM software to improve customer experience. Strong communication skills and attention to detail are essential for this role.

What are some common challenges faced by Customer Operations Associates, and how can they be managed?

Customer Operations Associates often encounter challenges such as managing high volumes of customer inquiries, addressing complex or sensitive issues, and adapting to frequently changing procedures or technologies. Staying organized, maintaining clear communication, and proactively collaborating with team members can help manage these challenges effectively. Many organizations also provide ongoing training and support, enabling associates to continually develop their problem-solving and customer service skills.

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

To thrive as a Customer Operations Associate, you need strong problem-solving abilities, attention to detail, and familiarity with customer service processes, often supported by a bachelor’s degree or relevant experience. Proficiency with customer relationship management (CRM) software, ticketing systems, and basic office tools like spreadsheets is typically required. Excellent communication, patience, and a proactive attitude are essential soft skills for effectively addressing customer needs and collaborating with internal teams. These skills and qualities are crucial for ensuring customer satisfaction, efficient operations, and high-quality service delivery.

Is a Customer Operations Associate job stressful?

A Customer Operations Associate role can be stressful due to high call volumes, customer complaints, and the need for quick problem-solving. Success in the position often requires strong communication skills, patience, and the ability to manage multiple tasks efficiently.
What are the most commonly searched types of Customer Operations jobs in Texas? The most popular types of Customer Operations jobs in Texas are:
What are popular job titles related to Customer Operations Associate jobs in Texas? For Customer Operations Associate jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Customer Operations Associate jobs in Texas look for? The top searched job categories for Customer Operations Associate jobs in Texas are:
What cities in Texas are hiring for Customer Operations Associate jobs? Cities in Texas with the most Customer Operations Associate job openings:
Infographic showing various Customer Operations Associate job openings in Texas as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $49,820 per year, or $24 per hour.
Service Operations Associate I (Dallas / Plano, TX)

Service Operations Associate I (Dallas / Plano, TX)

Mercer Advisors

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago


Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz


Job description

Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests - always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent - wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions.
This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency.
This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function.
Essential Job Functions for this role include:
Operational Execution
  • Process client paperwork, forms, and documentation with accuracy and efficiency.
  • Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies.
  • Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed.
  • Maintain detailed records of all transactions and communications in the CRM and custodial platforms.

Custodial & Platform Coordination
  • Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions.
  • Stay current on custodial procedures, platform updates, and regulatory requirements.
  • Ensure all operational activities meet compliance standards and internal controls.

Team Collaboration & Support
  • Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution.
  • Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency.
  • Participate in team meetings and contribute to process improvement initiatives.
  • Other duties as assigned.

Quality Assurance & Continuous Improvement
  • Identify and report operational inefficiencies or recurring issues.
  • Assist in documenting and refining standard operating procedures (SOPs).
  • Support training and onboarding of new team members as needed.

Career Path & Growth:
  • Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives.
  • Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements.

Knowledge, Skills, & Abilities:
Education:
  • High School diploma with a Bachelor's degree highly preferred

Experience:
  • Two to Four years of job related experience
  • Financial services industry required
  • Prior experience working in an office environment with a customer service focus helpful

Certifications:
  • Notary designation a plus

Job Skills:
  • Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
  • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors
  • Excellent verbal and written communications skills a must
  • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus
  • Strong desire for continuous self-learning and professional growth

Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.
#LI-Hybrid
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
Base Pay Range
$26-$30 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

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