Service Operations Associate (Houston, TX)
$49,920–$58,240 year
On-site · Houston, Texas, United States
Job Summary
Service Operations Associate I executes administrative and transactional functions to support client service, including processing paperwork, money movement (wires, ACH, journal entries), account maintenance, and custodial interactions. The role supports Relationship Managers, ensures regulatory compliance and operational excellence, maintains detailed records in CRM/custodial platforms, coordinates with custodians and internal teams, and contributes to SOPs and continuous improvement. Requires strong communication, attention to detail, MS Word/Excel/Outlook, CRM familiarity (Salesforce) and a notary designation is a plus. Clear career path to Associate II/III.
Required Qualifications
- Two to Four years of job related experience
- Financial services industry required
- High School diploma or equivalent
- Bachelor’s degree highly preferred
Desired Qualifications
- Two to Four years of job related experience
- Financial services industry required
- Bachelor’s degree highly preferred
- Notary designation a plus
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