ZipRecruiter

Log In

1

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

Stifel

Financial Advisor Associate

Houston, TX

The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new ...

Stifel

Financial Advisor Associate

Houston, TX · On-site

What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will ...

Boutique Recruiting

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

... services * Direct experience performing Client Service Associate responsibilities within a registered investment advisory firm * Deep operational knowledge of Schwab and hands-on experience using ...

Santander

Investment Banking Associate

Houston, TX

$175K - $225K/yr

Investment Banking Associate Country: United States of America It Starts Here ... Santander is a global leader and innovator in the financial services industry and is evolving from ...

Hilltop Holdings

Investment Banker Associate

Houston, TX · On-site

$110 - $170/hr

HilltopSecurities is looking to hire an Investment Banker Associate. The Associate will work ... Demonstrated professionalism, sound judgment, and a commitment to integrity and client service. The ...

Stifel

Financial Advisor Associate

Houston, TX

What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will ...

Alvarez & Marsal

Associate, Working Capital

Houston, TX · On-site

$90K - $130K/yr

Description Alvarez & Marsal Private Equity Performance Improvement Associate: CFO Services Alvarez ... Investment Banking, Private Equity, Corporate Strategy or related field (e.g., Treasury, Sourcing ...

Alvarez and Marsal

Associate, Working Capital

Houston, TX · On-site

$90K - $130K/yr

Description Alvarez & Marsal Private Equity Performance Improvement Associate: CFO Services Alvarez ... Investment Banking, Private Equity, Corporate Strategy or related field (e.g., Treasury, Sourcing ...

Westwood

Senior Client Service Associate

Houston, TX · On-site

The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset ... The Senior Client Service Associate provides a white-glove, concierge-level experience for clients ...

previous page

Showing results 41-60

All JobsInvestor Services Associate JobsInvestor Services Associate Jobs in Spring, TX

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 Aug 9, 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 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 is an investor services associate?

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?

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:
Investor Services Associate jobs near you

Associate Vice President, Investor & Trading Operations

The HT Group

Houston, TX • On-site

$120 - $125/hr

Other

Posted yesterday

New

Job description

Associate Vice President, Investor & Trading Operations (BH-20466)

Location Houston, United States Sector Financial Services Salary 120,000.00 US to 125,000.00 US per annum

AVP, Investor & Trading Operations

Location: Houston, TX (Onsite)

Employment Type: Full-Time

About the Opportunity

The HT Group is partnering with a highly regarded independent wealth management firm to find an AVP of Investor & Trading Operations. This is a unique opportunity to step into a highly visible role supporting the firm's investment platform, trading operations, and data infrastructure.

This position is ideal for someone who is an active trader today and enjoys balancing hands-on trading responsibilities with broader operational ownership. You'll serve as the firm's primary trading operations resource while helping oversee critical investment platforms, operational workflows, reporting, and data integrity across the organization.

If you enjoy improving processes, working across investment operations, and driving operational excellence in a collaborative environment, this role offers significant opportunity for growth and long-term leadership.

What You'll Do

  • Lead daily trading operations and serve as the primary point of contact for trade execution activities.
  • Prepare, validate, and monitor trade requests while supporting trade reconciliation and issue resolution.
  • Review cash positions, account restrictions, model allocations, and portfolio readiness.
  • Help maintain operational controls and support pre- and post-trade validation processes.
  • Support alternative investment operations including capital calls, distributions, valuations, and subscription workflows.
  • Assist with billing readiness, reconciliation, and account configuration.
  • Maintain data integrity across CRM, portfolio management, and reporting platforms.
  • Support client reporting, performance validation, and investment reporting workflows.
  • Identify opportunities to automate processes and improve operational efficiency.
  • Collaborate with advisors, custodians, technology partners, and cross-functional teams to enhance platform operations.

Qualifications Required

  • 5+ years of experience in investment operations, trading operations, product operations, or platform operations.
  • Current hands-on experience supporting or executing trades within a live trading environment.
  • Experience with portfolio models and investment operations workflows.
  • Strong analytical skills with exceptional attention to detail.
  • Advanced Microsoft Excel skills.

Preferred

  • Experience with institutional trading or portfolio management platforms such as:
    • RedBlack
    • Black Diamond
    • Charles River
    • Eze
    • Orion
    • Moxy
    • Envestnet
  • Alternative investment operations experience.
  • Experience with CRM platforms (Salesforce preferred).
  • Familiarity with portfolio reporting platforms (Addepar preferred).
  • Exposure to SQL, Python, Power BI, Tableau, or workflow automation tools.
  • Experience supporting billing, performance reporting, or investment data management.

What We're Looking For

We're seeking someone who thrives in a fast-paced investment environment and enjoys solving complex operational challenges. The ideal candidate is proactive, collaborative, detail-oriented, and passionate about building scalable processes that support both investment teams and clients.

This is an excellent opportunity to join a growing organization where you'll have meaningful ownership, direct exposure to firm leadership, and the ability to influence the evolution of trading and platform operations.

#MPIND

#J-18808-Ljbffr

Apply