Top 570 Operations associate Jobs in Allen, Tx

Client Service Associate - Wealth Management
TalentLink Solutions —Frisco, TX
- $70,000 - $80,000 a year
- Full-time
- Writing skills
- Office
- 3 years
- Health insurance
- 401(k)
Quick Apply
2d
Payment Operations Associate
Tapcheck —Plano, TX
- $24 - $28 an hour
- Full-time
- Hybrid work
- Office
- Finance
- Bachelor's degree
- Health savings account
- AD&D insurance
Counter Solutions Associate
Standard Supply & Distr —Allen, TX
- Full-time
- Clean driving record
- Warehouse
- Entry level
- Health insurance
- 401(k)
Quick Apply
Shipping/Receiving Associate, Mon-Fri, 10am-6pm, $21.50 per hour
Manner Polymers —McKinney, TX
- $21.50 an hour
- Overtime
- Background check
- Forklift
- High school diploma or GED
- Health savings account
- Disability insurance
Quick Apply
2d
Network Operations Associate
Fisher Investments —Plano, TX
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance
Operations Associate - Part Time
Sephora —Allen, TX
- $19.80 - $22.90 an hour
- Part-time
- Sales
- Merchandising
- Ability to lift 50 pounds
- Health insurance
2d
Retail Associate - Legacy West
Aritzia —Plano, TX
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Business Office Associate
CarMax Auto Superstores, Inc. —McKinney, TX
- $15.50 - $23.30 an hour
- 8 hour shift
- Dealership
- Mentoring
- Organizational skills
- Paid jury duty
- Paid holidays
1d
Operations Associate — Wholesale Distribution
Texas Tea and Treats —Plano, TX
- $48,000 - $55,000 a year
- Full-time
- Google Workspace
- Customer service
- Word processing
- Mileage reimbursement
- Paid time off
Quick Apply
11d
Warehouse Associate (First Shift)
Semper Foods —Dallas, TX
- $22 - $25 an hour
- Full-time
- Forklift
- Ability to lift 50 pounds
- Warehouse
- Paid time off
- Opportunities for advancement
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2d
Revenue Operations Associate
NCD —Dallas, TX
- Full-time
- Remote
- Mid-level
- 3 years
- Administrative experience
- Disability insurance
- Health insurance
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3d
Billing Operations Associate
NCD —Dallas, TX
- Full-time
- Remote
- Mid-level
- 1 year
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Operations Associate
Gartner —Irving, TX
- $45,000 - $60,000 a year
- Email
- Hybrid work
- Microsoft Outlook
- Residential
- Analysis skills
- Paid time off
- 401(k) matching
3d
Product Delivery Associate (R5078)
SHIELD AI —Dallas, TX
- $68,000 - $100,000 a year
- Full-time
- Oracle
- Military
- Computer literacy
Skilled Trades Associate
Sirius Plumbing & Air Conditioning —Plano, TX
- Up to $52,000 a year
- Full-time
- No experience needed
- Office
- Residential
- Health insurance
Quick Apply
Store Operations Associate
Cubesmart —Frisco, TX
- Day shift
- Computer literacy
- Driver's License
- US work authorization
- Health savings account
- Health insurance
Part-Time Service and Operations Associate
Fisher Investments —Plano, TX
- Part-time
- 18 years or older
- Office
- 21 years or older
- 401(k) matching
Lead Business Operations Associate in Training
CarMax Auto Superstores, Inc. —McKinney, TX
- $19.20 - $30.70 an hour
- 8 hour shift
- Dealership
- Ability to walk for extended periods
- Mid-level
- Paid jury duty
- Paid holidays
1d
Document Services Associate II - National General
National General —Irving, TX
- $17.98 - $21.30 an hour
- Online Application
- High school diploma or GED
- US work authorization
- Fair chance
5d
Retail Lead Associate (Reduced-Time), Customer Experience Operations
Amazon.com Services LLC - A57 —McKinney, TX
- From $18.05 an hour
- Part-time
- 18 years or older
- Mid-level
- Ability to climb stairs
- Employee assistance program
- 401(k) matching

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operations associate jobs near allen, tx

Client Service Associate - Wealth Management

TalentLink Solutions
Frisco, TX

Quick Apply

Job Details

Full-time
$70,000 - $80,000 a year
2 days ago

Benefits

Health insurance
401(k)

Qualifications

Teamwork
Financial software
Client database systems
Attention to detail
Client services
CRM system proficiency
Account management
Time management

Full Job Description

We are a fast-growing financial planning firm located in Frisco, Texas, focused on providing comprehensive, thoughtful financial guidance to the individuals and families we serve. We work closely with clients who are approaching retirement or already enjoying life after work, helping them bring the different pieces of their financial lives together and make confident decisions about their future. Our comprehensive approach brings together retirement income, investments, tax efficiency, healthcare considerations, and legacy planning, with the goal of reducing confusion and increasing confidence. We simplify complex financial strategies, communicate transparently, and provide clear guidance clients can believe in.

Just as important as the work we do is the team and culture behind it. We are a group of professionals who genuinely support, value, and respect one another and are committed to making each other better. We work hard and hold ourselves to a high standard, but we also believe in having fun, laughing together, and creating a culture we enjoy being part of every day.

You are an experienced Client Service Associate who is excited to join a close-knit, collaborative team and play an important role in delivering an exceptional client experience. You take pride in building and maintaining strong client relationships and understand that even the smallest details can make a meaningful difference. From handling service requests and opening accounts to coordinating client meetings and managing day-to-day communications, you approach your work with a service-first mindset and a high level of accuracy and efficiency. You are organized, detail-oriented, and comfortable navigating the systems, technology, and processes that keep the firm running smoothly. You enjoy learning new tools and finding better ways to get things done. You are proactive, naturally curious, and always looking for opportunities to improve, whether that means anticipating a client’s needs or taking something off the advisory team’s plate so they can remain focused on serving clients. Above all, you take ownership of your work and care deeply about creating a personalized experience that makes every client feel like they are your only client.

Main responsibilities for the position include:

· Communicate, process, and follow up with clients on various service needs, including general questions, applications, retirement distributions and withdrawal requests, beneficiary changes, and other requests, following all items through to completion

· Coordinate with the advisors and clients to complete and process new account paperwork, checks, transfers, contributions, and keep client accounts in good standing

· Conduct three-way 401(k) rollover calls with clients and custodians

· Support the advisory team with scheduling, client review meeting preparation, post-meeting action items, and ongoing communication to keep clients and advisors up to date

· Create and maintain accurate client records in the CRM system (Wealthbox), ensuring all confidential and required information is securely stored

· Monitor and streamline workflows for client service and business operations tasks

· Answer, screen, and route phone calls, assisting clients directly where possible or taking messages for other team members as appropriate

· Deliver superior client service; troubleshoot problems and serve as liaison between advisors and clients as needed

· Communicate with the custodian and other vendors as needed

· Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues

· Support client appreciation efforts, including assisting with client events and coordinating gifts, letters, and other client touchpoints

· Other special projects and additional responsibilities will occur from time to time

The ideal candidate:

· Bachelor’s degree highly preferred, or equivalent work experience

· 3-5 years of experience required; ideally in an RIA environment supporting one or more financial advisors

· Knowledge of industry-specific software and systems required; familiarity with Altruist (or similar custodian, such as Fidelity or Schwab), Wealthbox, and RightCapital highly preferred

· Tech-savvy and highly proficient in Microsoft Office suite; strong ability to learn and apply new software quickly

· A commitment to excellence; detail-oriented, client-focused, and highly organized

· Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful, and effective manner (both orally and in writing), and to handle difficult, sensitive issues

· Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadline efficiently despite frequent interruptions

· Proactive team player able to work in a fast-paced environment

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
Health insurance

Work Location: In person

Quick Apply

Refine Your Search

operations associate jobs in allen, tx

Client Service Associate - Wealth Management

Payment Operations Associate

Counter Solutions Associate

Shipping/Receiving Associate, Mon-Fri, 10am-6pm, $21.50 per hour

Network Operations Associate

Operations Associate - Part Time

Retail Associate - Legacy West

Business Office Associate

Operations Associate — Wholesale Distribution

Warehouse Associate (First Shift)

Revenue Operations Associate

Billing Operations Associate

Operations Associate

Product Delivery Associate (R5078)

Skilled Trades Associate

Store Operations Associate

Part-Time Service and Operations Associate

Lead Business Operations Associate in Training

Document Services Associate II - National General

Retail Lead Associate (Reduced-Time), Customer Experience Operations

I want to receive the latest job alert for operations associate in allen, tx

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