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Customer Service Operations Associate Jobs in Converse, TX

Sephora

Operations Associate - Part Time

San Marcos, TX · On-site

$19.80 - $22.90/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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Customer Service Operations Associate information

See Converse, TX salary details

$8

$23

$45

How much do customer service operations associate jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for customer service operations associate in Converse, TX is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $15.29 and $24.90 per hour, depending on experience, location, and employer.

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

To thrive as a Customer Service Operations Associate, you need strong problem-solving abilities, attention to detail, and experience in customer support, often supported by a relevant degree or prior customer service experience. Familiarity with CRM software, ticketing systems, and communication platforms is typically required. Excellent interpersonal skills, patience, and adaptability enable you to handle diverse customer interactions and work effectively in a team environment. These skills ensure efficient resolution of customer issues, high satisfaction rates, and smooth operational workflows.

What are some common challenges faced by customer service operations associates, and how can they be effectively addressed?

Customer Service Operations Associates often encounter challenges such as managing a high volume of inquiries, handling difficult customer interactions, and adapting to evolving company policies or technology. To address these, it's important to develop strong communication and time management skills, seek support from team leads or mentors, and stay updated on product knowledge and best practices. Many organizations offer ongoing training and encourage collaboration within the team, which helps associates continuously improve their problem-solving abilities and overall performance.

What does a customer service operations associate do?

A Customer Service Operations Associate supports the daily functions of a customer service team by handling customer inquiries, resolving issues, and ensuring efficient workflow. They often process orders, manage customer accounts, and collaborate with other departments to address customer needs. Their role is crucial in maintaining customer satisfaction and improving service processes. These associates also help implement policies and use software tools to track and report on service metrics.
What are the most commonly searched types of Customer Service Operations jobs in Converse, TX? The most popular types of Customer Service Operations jobs in Converse, TX are:
What are popular job titles related to Customer Service Operations Associate jobs in Converse, TX? For Customer Service Operations Associate jobs in Converse, TX, the most frequently searched job titles are:
What job categories do people searching Customer Service Operations Associate jobs in Converse, TX look for? The top searched job categories for Customer Service Operations Associate jobs in Converse, TX are:
What cities near Converse, TX are hiring for Customer Service Operations Associate jobs? Cities near Converse, TX with the most Customer Service Operations Associate job openings:
Customer Service Operations Associate jobs near you
Infographic showing various Customer Service Operations Associate job openings in Converse, TX as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $48,560 per year, or $23.3 per hour.

Client Service & Operations Associate

WWS FINANCIAL LLC

San Antonio, TX • Hybrid

$45K - $65K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 10 days ago

Job description

Client Services & Operations Associate

Boutique Wealth Management Firm  |  Austin, TX  |  Hybrid  |  $45,000 - $65,000

ABOUT THE FIRM

We are a boutique, fiduciary wealth management firm serving successful families, business owners, and professionals through multi-generational financial planning strategies integrating investments, insurance, tax planning, and estate planning. Our team is small by design, and every person we hire directly impacts the quality of service our clients receive.

THE OPPORTUNITY

This is a planning operations role, not a call center or sales position. You will work alongside our CFP founder supporting life-changing financial decisions for real clients, part client service, part financial analysis, part operational leadership. We are looking for a self-directed mid-level professional who absorbs new processes quickly, takes full ownership of their responsibilities, and holds themselves to a high standard of accuracy and professional follow-through.

WHAT YOU'LL DO

Client Services

  • Serve as primary point of contact for client inquiries and appointment coordination.
  • Prepare client files, meeting materials, and review packets for all advisor appointments.
  • Manage proactive client outreach including annual review scheduling and follow-up correspondence.

Financial Planning Operations

  • Support the financial planning process using eMoney, Salesforce, and Microsoft Excel.
  • Process and track applications for investment accounts, life insurance, long-term care, and related products through completion.
  • Maintain accurate CRM records, activity logs, and client data; coordinate with carriers and underwriting on open cases.

Operations & Practice Growth

  • Build and refine workflows, checklists, and SOPs that create a consistent, compliant client experience.
  • Ensure all client communications meet compliance standards and are reviewed appropriately prior to distribution.
  • Assist with marketing campaigns, client events, and onboarding of future team members.

WHAT WE'RE LOOKING FOR

  • Bachelor's degree preferred (Finance, Accounting, Economics, or Business); Associate's degree or equivalent experience considered.
  • 2-3 years of experience in financial services, wealth management, insurance, operations or professional services preferred; may substitute for degree.
  • Proficiency in Microsoft Excel / Office Suite, Slack, Zoom; familiarity with Salesforce, eMoney, Envestnet, or Morningstar preferred.
  • Exceptional attention to detail, high personal accountability, and proactive communication by phone, email, and written correspondence.
  • Analytical mindset with the initiative to solve problems independently and the discretion to handle sensitive client information.
  • Life & Health Insurance License (Texas) preferred; not required at hire.

COMPENSATION & BENEFITS

  • Base salary: $45,000 - $65,000 annually, commensurate with experience.
  • Performance-based increases and discretionary annual bonus potential.
  • Paid Time Off
  • Company Holidays
  • Retirement match (after 90 days)
  • Monthly Health Savings Stipend
  • Full-time, hybrid schedule (Austin, TX) or possible Remote.

This firm is an equal opportunity employer. All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, or any other characteristic protected by applicable law. This position is with an independent financial planning firm.

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