1

Investor Services Associate Jobs in Spring, TX (NOW HIRING)

Patient Services Associate

Katy, TX

$15.50 - $19.75/hr

The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Patient Services Associate

Houston, TX

$16.25 - $20.50/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Patient Services Associate

Katy, TX

$15.50 - $19.75/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Patient Services Associate

Katy, TX · On-site

$15.50 - $19.75/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Patient Services Associate

Katy, TX

$15.50 - $19.75/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Patient Services Associate

Houston, TX

$16.25 - $20.50/hr

The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Patient Services Associate

Houston, TX · On-site

$16.25 - $20.50/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Patient Services Associate

Houston, TX

$16.25 - $20.50/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists ... General understanding of the investment brokerage industry and securities regulations with basic ...

next page

Showing results 1-20

Investor Services Associate information

See Spring, TX salary details

$27.6K

$90K

$170K

How much do investor services associate jobs pay per year?

As of Jul 15, 2026, the average yearly pay for investor services associate in Spring, TX is $89,967.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,200.00 and $119,700.00 per year, depending on experience, location, and employer.

What does an investor services associate do?

An investor services associate provides support to clients and internal teams by managing account information, processing transactions, and addressing inquiries related to investments. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to ensure accurate and timely service delivery.

What are some common challenges Investor Services Associates face when managing client inquiries and transactions?

Investor Services Associates often juggle a high volume of client inquiries, ranging from account updates to complex transaction requests. One challenge is ensuring accuracy and compliance while handling sensitive financial data under tight deadlines. The role also requires clear and professional communication with clients and coordination with internal teams such as fund managers and compliance officers to resolve issues efficiently. Staying organized and adaptable is key to maintaining client satisfaction and meeting service-level agreements.

What does an investment associate do?

An investment associate supports portfolio managers and analysts by conducting research, analyzing financial data, preparing reports, and assisting with investment transactions. They often use financial modeling tools and need strong analytical skills, typically working in a fast-paced office environment. The role may require relevant certifications such as the CFA and a background in finance or economics.

Is IR a good career?

An Investor Services Associate role involves client support, account management, and knowledge of financial products, making it a stable career path in the finance industry. It often requires strong communication skills, attention to detail, and familiarity with financial software. The career can offer growth opportunities and industry certifications such as the CFA or CFP can enhance prospects.

Is investor relations entry level?

Investor Services Associate roles are often entry-level positions that typically require strong communication skills, attention to detail, and basic financial knowledge. Some employers may prefer candidates with a bachelor's degree in finance, business, or related fields, but many roles provide on-the-job training for new hires.

What are Investor Services Associates?

Investor Services Associates are professionals who act as the primary point of contact between investment firms and their clients, such as individual investors or institutional clients. They handle account inquiries, process transactions, resolve issues, and provide information about investment products and services. Their role is crucial in ensuring a positive client experience, maintaining accurate records, and supporting the operational needs of the investment firm. Investor Services Associates often work in mutual fund companies, private equity firms, or other financial institutions.

What is the difference between Investor Services Associate vs Client Services Associate?

AspectInvestor Services AssociateClient Services Associate
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like FINRA Series 7 or 63 are commonSimilar educational background; may also hold certifications like Series 7 or 63 depending on industry
Work EnvironmentFinancial institutions, asset management firms, brokerage firmsBanking, financial services, investment firms
Employer & Industry UsageUsed in investment management, brokerage, and financial servicesCommon in banking, wealth management, and financial advisory firms

The main difference is that Investor Services Associates focus specifically on supporting investors with their accounts, transactions, and inquiries related to investments. Client Services Associates have a broader role in managing client relationships across various banking or financial products. Both roles require similar credentials and work in related environments, but their focus areas differ slightly based on client type and service scope.

What are the key skills and qualifications needed to thrive as an Investor Services Associate, and why are they important?

To thrive as an Investor Services Associate, you need a solid understanding of financial markets, investment products, and client account management, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and industry regulations such as SEC or FINRA guidelines is typically required. Strong attention to detail, communication skills, and problem-solving abilities help build trust and efficiently resolve client inquiries. These skills ensure accurate processing, regulatory compliance, and exceptional service to clients, which are crucial in maintaining firm reputation and client relationships.
What job categories do people searching Investor Services Associate jobs in Spring, TX look for? The top searched job categories for Investor Services Associate jobs in Spring, TX are:
What cities near Spring, TX are hiring for Investor Services Associate jobs? Cities near Spring, TX with the most Investor Services Associate job openings:
Patient Services Associate

Patient Services Associate

Pediatrix

Katy, TX

$15.50 - $19.75/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 29 days ago


Pediatrix rating

6.5

Company rating: 6.5 out of 10

Based on 45 frontline employees who took The Breakroom Quiz

603rd of 885 rated healthcare providers


Job description

The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for patients and maintaining efficient front-office workflows. The Patient Services Associate interacts with patients by greeting and providing check-in prior to an appointment, collecting payments, communicating about waiting times, and supporting check-out activities.  PSAs respond to patient calls and inquiries on a timely basis, schedule and coordinate patient appointments, complete insurance verification and update patient insurance information to support accurate billing and efficient payment for services.  The Patient Services Associate prepares the daily clinic schedule, completes the prep chart for upcoming appointments, and supports the practice care team and staff deliver high-quality care to every patient, every day.  


Patient Reception & Check-In/Check-Out

  • Welcome patients and visitors in a professional, friendly manner.
  • Register and check in patients; verify demographic and insurance information.
  • Collect copayments and outstanding balances.
  • Schedule follow-up appointments and provide visit summaries or referrals as needed

Scheduling & Communication

  • Schedule new and follow-up appointments, including diagnostic testing according to clinical protocol.
  • Confirm, reschedule, and communicate changes or delays promptly.
  • Manage high-volume incoming calls using proper telephone etiquette.
  • Record accurate messages and route inquiries to appropriate team members.
  • Coordinate communication between patients, providers, and staff.

Insurance & Billing Support

  • Review and update patient demographics and insurance information.
  • Verify insurance eligibility and benefits prior to appointments.
  • Obtain and document pre-authorizations and referrals as required.
  • Communicate coverage issues or policy changes to patients before visits.
  • Assist patients with insurance inquiries and time of service payment expectations.
  • Maintain knowledge of insurance requirements, including managed care and government programs.

Administrative Support

  • Prepare daily clinic schedules and complete chart prep for upcoming appointments.
  • Support office operations, including faxing, scanning and indexing documents into the patient’s medical record.

Customer Service & Compliance

  • Provide compassionate assistance and resolve patient concerns promptly.
  • Ensure patient confidentiality and compliance with HIPAA regulations.
  • Contribute to a clean, safe, and welcoming environment.

Education:

  • High school diploma or general education degree (GED): or equivalent combination of education and experience.

Experience Industry: Healthcare

Experience: 

  • 2-3 years recent experience in a related position in medical office setting preferred
  • Strong computer knowledge (Microsoft office) preferred
  • Experience in coding, office billing, insurance and government payer regulations, and other third-party billing requirements (pertaining to services offered by the practice) preferred

Skills/Abilities:

  • Knowledge of medical terminology
  • Superior customer service skills
  • Excellent verbal and written communication
  • Ability to work in a fast-paced environment
  • Ability to work on multiple projects at one time
  • Ability to work as a team player
  • Ability to prioritize responsibilities and meet deadlines
  • Ability to work in a high stress environment.

Take great care of the patient, every day and every way.TM At Pediatrix & Obstetrix, that’s not only our motto at work each day; it’s also how we view our employees and their families. We know that our greatest asset is YOU. 

We take pride in offering comprehensive benefits in a vast array of plans that fit your life and lifestyle, supporting your health and overall well-being. Benefits offered include, but are not limited to: Medical, Dental, Vision, Life, Disability, Healthcare FSA, Dependent Care FSA and HSAs, as well as a 401k plan and Employee Stock Purchase Program. Some benefits are provided at no cost, while others require a cost share between employees and the company. Employees may also select voluntary plans and pay for these benefits through convenient payroll deductions. Our benefit programs are just one of the many ways Pediatrix & Obstetrix helps our employees take care of themselves and their families. 



Pediatrix Medical Group is one of the nation’s leading providers of highly specialized health care for women, babies and children. Since 1979, Pediatrix has grown from a single neonatology practice to a national, multispecialty medical group. Pediatrix-affiliated clinicians are committed to providing coordinated, compassionate and clinically excellent services to women, babies and children across the continuum of care, both in hospital settings and office-based practices. The group’s high-quality, evidence-based care is bolstered by significant investments in research, education, quality-improvement and safety initiatives. 

Please Note: Fraudulent job postings/job scams are becoming increasingly common. All genuine Pediatrix job postings can be found through the Pediatrix Careers site: www.pediatrix.com/careers.


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.


What Pediatrix employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom