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Operations Associate I Jobs in Texas (NOW HIRING)

Xpel

Warehouse Associate I

San Antonio, TX · On-site

$14.50 - $17.25/hr

The Operations Associate I reports to the Receiving/Inventory Manager and is responsible for managing incoming shipments to include unloading and verifying for accuracy. Core Duties * Ability to ...

XPEL, Inc.

Warehouse Associate I

San Antonio, TX · On-site

$14.50 - $17.25/hr

The Operations Associate I reports to the Receiving/Inventory Manager and is responsible for managing incoming shipments to include unloading and verifying for accuracy. Core Duties * Ability to ...

Kelly Services

Operations Associate

Irving, TX

$19.50/hr

Operation Services Associate Location: Irving, TX Shift: 8:00 AM - 5:00 PM, Monday to Friday Pay ... Kelly participates in E-Verify and will provide the federal government with your Form I-9 ...

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All JobsOperations Associate I JobsOperations Associate I Jobs in Texas

Operations Associate I information

What is the difference between Operations Associate I vs Operations Coordinator?

AspectOperations Associate IOperations Coordinator
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; often similar educational requirements
Work EnvironmentOffice setting, supporting daily operational tasksOffice environment, coordinating between teams and departments
Employer & Industry UsageCommon in logistics, retail, and corporate sectorsUsed in similar industries, focusing on process coordination
Search & Comparison IntentOften compared for entry-level operational rolesCompared for roles involving process management and team support

The Operations Associate I and Operations Coordinator roles share similar educational backgrounds and work environments, often found in logistics, retail, and corporate sectors. While both roles support operational functions, the Associate I typically handles basic tasks, whereas the Coordinator focuses more on process coordination and team communication. Understanding these differences helps job seekers identify the right position for their skills and career goals.

What are some common challenges faced by an Operations Associate I, and how can they be managed effectively?

As an Operations Associate I, you may frequently encounter challenges like managing multiple tasks with tight deadlines, ensuring accuracy in data entry, and adapting to shifting priorities within the team. Effective time management and strong organizational skills are vital to handle these demands. Building good communication with colleagues and proactively seeking clarification on processes can also help you navigate challenges and contribute positively to team goals.

What does an Operations Associate I do?

An Operations Associate I is typically responsible for supporting daily business operations within an organization. Their tasks may include data entry, processing transactions, managing records, assisting with reporting, and coordinating between different departments to ensure smooth workflow. This entry-level position often requires attention to detail, strong organizational skills, and effective communication. Operations Associate Is play a key role in maintaining efficient processes and supporting the overall productivity of their team.

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

To thrive as an Operations Associate I, you need strong organizational skills, attention to detail, and a foundational understanding of business processes, typically supported by a bachelor's degree or relevant experience. Familiarity with office productivity software (such as Microsoft Office), basic data management systems, and sometimes ERP platforms is often required. Effective communication, problem-solving ability, and a proactive attitude set standout candidates apart in this role. These skills and qualities are crucial for ensuring efficient daily operations, minimizing errors, and supporting team and organizational objectives.
What are the most commonly searched types of Operations I jobs in Texas? The most popular types of Operations I jobs in Texas are:
What cities in Texas are hiring for Operations Associate I jobs? Cities in Texas with the most Operations Associate I job openings:
Operations Associate I jobs near you
Infographic showing various Operations Associate I job openings in Texas as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.
Service Operations Associate I (Dallas / Plano, TX)

Service Operations Associate I (Dallas / Plano, TX)

Mercer Advisors

Plano, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

New

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 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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