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Financial Services

Client Operations Specialist — Wealth Management

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Capital Creek Partners
Full Time position
Listed on 2026-02-05
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A growing investment advisory firm in Texas is seeking a Client Operations Associate to join their team. The successful candidate will provide service-oriented support to clients and advisors, review portfolios, manage client accounts, and assist in onboarding new clients. A Bachelor's degree and 3-5 years of experience in a financial institution are required.

This role offers a competitive salary, discretionary bonuses, and comprehensive benefits including healthcare and 401(k) matching.
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