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Senior Client Operations Associate

Murray Resources

Houston, TX

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JOB DETAILS
SKILLS
Best Practices, Candidate Screening, Coaching, Communication Skills, Continuous Improvement, Customer Experience, Customer Relationship Management (CRM), Customer Support/Service, Dental Insurance, Detail Oriented, Documentation Standards, Entrepreneurship, Establish Priorities, Financial Services, Follow Through, Internet Technology, Maintain Compliance, Maintenance Services, Microsoft Excel, Microsoft Office, Multitasking, Onboarding, Operational Support, Operations, Operations Management, Organizational Skills, Problem Solving Skills, Process Improvement, Project/Program Management, Quality Management, Rich Internet Application (RIA), Team Lead/Manager, Team Player, Time Management, Training/Teaching, Vision Plan, Wealth Management
LOCATION
Houston, TX
POSTED
30+ days ago
A fast-growing, entrepreneurial wealth management firm is seeking a Senior Client Operations Associate to join the team. This is an opportunity to serve as a senior team lead within the Client Operations group in a collaborative, growth-oriented environment. Reporting to the Client Operations Manager, the Senior Client Operations Associate is responsible for owning key client service workflows, supporting operational execution, and providing day-to-day guidance to junior team members and interns.

Salary + Additional Benefits:
  • $75,000–$105,000 + Bonus
  • Employer-paid Medical, Dental, and Vision insurance premiums for individuals and families
  • Employer HSA contributions
  • Employer-paid Life and Long-Term Disability
  • 401(k) with opportunity to earn up to 7% match the first year and 10% with tenure
  • 11 paid holidays and 15 PTO days

Location: Hybrid – Houston, TX
Type of Position: Direct Hire

Responsibilities:
Client Service
  • Serve as an escalation point for complex client operations issues, ensuring timely resolution and high service standards.
  • Direct daily client operations activities including service requests, account maintenance, transfers, and onboarding workflows.
  • Ensure all paperwork is accurate, complete, and in good order prior to custodian submission.
  • Perform status checks throughout service and transfer processes, communicating proactively with advisors and internal teams.
  • Serve as liaison between custodians, advisors, trading, and the investment team.
  • Record all service tasks and workflow steps in the CRM to ensure accountability and timely follow-through.
  • Maintain compliance awareness within service workflows and documentation standards.
Workflow & Process Improvement
  • Support the design, implementation, and refinement of operational workflows related to onboarding, service paperwork, and client experience.
  • Establish consistent structures, checks-and-balances, and follow-up systems to reduce errors and improve execution.
  • Participate in regular review and continuous improvement of team processes and service standards.
Team Support & Development
  • Provide training, coaching, and day-to-day support to Client Operations Specialists and Associates.
  • Assist with onboarding and support of interns, ensuring consistent execution of core client service processes.
  • Serve as a resource to the team by reinforcing best practices and operational consistency.
  • Contribute to a culture of accountability, professionalism, and strong client service execution.
Hiring & Recruiting Support
  • Assist with initial resume review and first-round candidate screening for Client Operations and Residency-related hiring needs.
  • Support recruiting coordination efforts as needed, including internship pipeline and outreach support.

Requirements:
  • Bachelor's degree required
  • Three or more years of experience in the financial services industry required
  • Client service, administrative, or operations experience at an RIA is preferred
  • Demonstrates excellent organizational, problem-solving, and communication skills in a highly collaborative team environment
  • Detail-oriented with strong prioritization and project management skills; ability to handle multiple projects and tasks simultaneously while maintaining quality work
  • Strong technology skills, including MS Office (Excel), CRM, and internal portal technology
  • Highly adaptive and responsive to changing needs and deadlines
  • Ability to establish structures, checks-and-balances, and maintain follow-up systems

Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application.

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About the Company

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Murray Resources

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