Senior Associate, Client Services Operations

We are seeking a dedicated Senior Associate for our Client Services Operations team specializing in CLO (Collateralized Loan Obligations) and Structured Debt. In this strategic role, you will collaborate extensively with clients to deliver exceptional service and optimize operational efficiencies. You will be responsible for overseeing client interactions, e…

Join Vtekis Consulting LLP as a Senior Vice President, Client Service Manager, specializing in CLO and Structured Debt. In this pivotal role, you will lead strategic initiatives to enhance client relationships, driving service excellence and fostering innovation within our financial services team.Your expertise will be crucial in understanding client needs and delivering tailored solutions that align with their financial goals. You will collaborate closely with cross-functional teams to ensure seamless execution of strategies and provide guidance on complex financial structures.

Location: HoustonRole Type: Full TimeJoin a leading Tier 1 Investment Bank in the dynamic world of Collateralized Loan Obligations (CLO). We are seeking a motivated CLO Operations Specialist with at least 2 years of relevant financial experience. This is a unique opportunity to work closely with industry leaders and hone your skills in a fast-paced environment.Key Responsibilities:Analyze and interpret CDO indenture documents to ensure compliance with regulatory requirements.Oversee the lifecycle of CLO transactions, focusing on asset reconciliation, reporting, and cash flow management.Facilitate bond and bank loan trade settlements, and manage excess cash investments as directed by the Portfolio Manager.Ensure all transaction documents meet legal and operational compliance standards.Prepare detailed investor reports, payment calculations, and waterfall distributions with precision and timeliness.Work in collaboration with trustees, custodians, rating agencies, and portfolio managers to resolve transaction-related queries.Maintain comprehensive records of asset-level activities, collateral performance, and deal-specific details.Monitor key asset attributes including accruals, ratings, and industry classifications.Conduct regular reconciliations of accounts to guarantee data integrity.Assist in the onboarding of new transactions to ensure seamless transitions for all parties involved.Identify and rectify discrepancies or inaccuracies in data and calculations.Stay abreast of market trends, regulatory updates, and best practices to drive operational efficiency.

As a Client Service Associate, you will play a critical role in ensuring our clients receive exceptional service and support. You will be responsible for managing client inquiries, providing timely responses, and assisting in the resolution of issues. Your ability to communicate effectively and build strong relationships with clients will be key to your success in this position.Join our dynamic team in Houston where you can make a significant impact while growing your career in a supportive environment.

Join Alpha Insight Inc. as a Client Service Associate, where you'll play a pivotal role in delivering exceptional service to our clients. Your responsibilities will include responding to client inquiries, providing product information, and ensuring client satisfaction through effective communication and problem-solving skills.

A. O. Garcia Agency is seeking a Remote Client Services Associate to join the team in Houston, Texas. This role allows for working from home while serving as the first point of contact for clients. Key Responsibilities Answer client questions and offer prompt support Maintain and update client account information Promote a positive experience for each client What We Value Genuine interest in assisting others Dedication to providing high-quality service Ability to approach challenges with a problem-solving mindset

The A.O. Garcia Agency is looking for a Remote Client Services Associate to help support clients and foster lasting relationships. This fully remote role is based out of Houston, Texas, and centers on direct client interaction and service. Key responsibilities Act as the primary contact for clients, addressing questions and handling requests as they arise Communicate with clients clearly and promptly to meet their needs Develop and maintain strong relationships, encouraging client satisfaction and loyalty What we look for Excellent communication skills Ability to build trust and connect with clients Dedication to providing reliable, high-quality support

Siepe, a rapidly expanding technology firm based in Dallas, TX, is dedicated to transforming complexity into clarity for investment managers. We develop innovative software and data solutions that provide hedge funds and financial services firms with the visibility, speed, and confidence necessary to make informed decisions swiftly. Our platform offers a unified source of truth that equips our clients with real-time, actionable insights. We don’t just support the industry; we actively contribute to its modernization! Siepe is a profitable, privately held company experiencing rapid growth. We provide more than competitive compensation and excellent benefits—we offer an opportunity to make a significant impact while working alongside intelligent, motivated colleagues within a culture that values curiosity, initiative, and perseverance. Regardless of your background in finance, technology, or if you are embarking on a new career path, you will encounter meaningful challenges, real ownership, and the momentum to advance your career purposefully.As the Director of CLO Compliance Analysis, you will lead global teams in delivering exceptional compliance, analytics, and client service solutions in the structured finance sector. This role combines technical acumen, operational leadership, and talent development to achieve outstanding client outcomes and sustainable team performance.

Join Venus Aerospace as a Senior Structures Engineer, where you will play a pivotal role in shaping the future of aerospace technology. In this dynamic position, you will be responsible for the design, analysis, and validation of structural components for cutting-edge aerospace systems. Collaborate with cross-functional teams to ensure that projects meet both technical and regulatory standards.

Join the dynamic team at Mariner Wealth Advisors as a Client Service Associate, where you will play a pivotal role in providing exceptional service to our valued clients. As one of the first points of contact, you will help ensure that each client interaction is not just satisfactory but truly outstanding. If you are passionate about relationship building, adept at multitasking, possess keen attention to detail, and aspire to be an integral member of a growing team, we invite you to apply for this exciting opportunity. The ideal candidate will exemplify professionalism, empathy, and a commitment to delivering top-tier client service. Key ResponsibilitiesCultivate and sustain client relationships to enhance retention; oversee the onboarding process for new clients, coordinating activities with internal team members as needed.Ensure timely maintenance of client paper and electronic files; prepare quarterly asset valuations for billing, journal entries, transfers, invoicing, annuity fees, commissions, and consulting fees.Manage daily administrative tasks, including appointment scheduling, marketing initiatives, accounts payable and receivable, while providing support to the receptionist as required.Gain a comprehensive understanding of clients' business needs to identify additional services that Mariner Wealth Advisors can offer.Review job-related activities to implement controls that mitigate risks of errors, fraud, and misstatements in financial reporting.Actively participate in training and development opportunities through client service associate meetings and compliance resources.Perform additional tasks as assigned.QualificationsHigh school diploma required; Bachelor’s degree preferred.Experience in financial services or relevant internship experience.Prior experience in wealth management is a plus.Skills and KnowledgeProficient in Microsoft Office Suite and CRM software (e.g., Salesforce, Redtail).Familiarity with eMoney is advantageous.Positive demeanor and a proactive approach to client relations to ensure exceptional service.Ability to manage multiple tasks efficiently and effectively.

We are seeking a highly motivated and experienced Senior Client Manager to join our dynamic team at Trucordia. In this role, you will be responsible for developing and maintaining strong relationships with our clients, ensuring their needs are met while driving business growth and success.The ideal candidate will possess excellent communication skills, a strong background in client management, and a proven track record of achieving targets. If you have a passion for delivering exceptional service and thrive in a fast-paced environment, we want to hear from you!

At SAGO, we are a pioneering force in the market research and data solutions landscape, dedicated to bridging human insights with business inquiries.As the world evolves, SAGO is committed to elevating our services beyond our clients' highest expectations, making it smarter, quicker, and more straightforward to uncover meaningful insights.Our team comprises innovative thinkers, strategists, and problem-solvers who are driven and inspired. We celebrate our achievements and empower our colleagues while reshaping the market research industry. We are curious learners consistently seeking innovative ways to adapt, and we value bold ideas and authentic team members who show up as their true selves, unafraid to express new thoughts and opinions.We are currently looking for a Client Service Representative to help us cultivate a vibrant, dynamic, and inclusive workplace. This role is centered around maintaining a Fast, Fun, Friendly, and Professional environment, with an emphasis on outstanding verbal and written communication skills. While flexibility in scheduling is appreciated, weekend work is generally not required. This position necessitates in-person engagement and prioritizes delivering exceptional hospitality experiences to clients and participants.Key Responsibilities:Provide top-notch hospitality to clients on-site, ensuring a warm and welcoming atmosphere.Welcome participants and clients, building friendly yet professional relationships.Review project materials for accuracy and thoroughness.Engage in audio and video recording activities as necessary.Carry out additional administrative, reception, and hospitality-related tasks as required.

Join the vibrant team at gopuff as an Operations Associate, where your contributions are vital to our mission of delivering everyday essentials to customers—day and night, rain or shine. Reporting directly to a Site Leader, you'll engage in a variety of operational tasks that require dedication, a positive attitude, and an eagerness to tackle challenges. Your responsibilities will include picking and packing orders, receiving products, managing inventory, and collaborating with partner drivers.At gopuff, we are on a quest to redefine the retail landscape, and we want innovative thinkers and passionate dreamers to help us achieve that goal. If you enjoy snacks and are ready to be part of a transformative journey, we want to hear from you!

Join KIPP Texas Public Schools as a School Operations Associate for the 2026-2027 academic year! In this role, you will play a vital part in ensuring our school's success by supporting the operational functions necessary for a thriving academic environment. Your dedication and organizational skills will help us provide an exceptional educational experience for our students.

Are you a bilingual professional eager to advance your career from the comfort of your home? Join us at Global Elite Empire Consultants, where we prioritize your growth and success! We are on the lookout for driven, goal-oriented individuals with leadership potential to become a vital part of our rapidly expanding team.

Gopuff is on the lookout for dedicated Operations Associates (OAs) to become integral members of our operations team. Reporting directly to a Site Leader, OAs are vital to our mission, bringing drive, perseverance, positivity, and a zest for tackling challenges. Your role will encompass a range of operational tasks including picking, packing, receiving products both in our site and kitchen (if applicable), and collaborating with our partner drivers.At Gopuff, we are committed to delivering everyday essentials to our customers—day and night, regardless of the weather. We aim to build a team of innovative thinkers, dreamers, and risk-takers eager to revolutionize the retail landscape at an unprecedented pace. A love for snacks is definitely a plus!Responsibilities:- Efficiently pick and pack items for customer dispatch- Receive and unpack pallets from vendors, ensuring inventory counts match purchase orders/invoices, while resolving any discrepancies- Oversee inventory management and reshelving of canceled orders- Maintain a clean and organized sales floor and facility- Manage waste and spoilage by adhering to FIFO practices- Communicate with customers regarding substitutions or out-of-stock items- Safely handle, scan, and move products in an organized manner- Engage in physical activities such as standing, pushing, pulling, bending, and walking throughout your shift- Operate carts, pallet jacks, dollies, and other equipment to transport products- Handle products that may contain tobacco, nicotine, or alcohol- Work in freezer locations as needed during shifts- Climb multiple flights of stairs periodically throughout the day- Prepare quality beverages and food items for customers by adhering to recipes and presentation standards- Ensure the accuracy of all food and beverage items packaged for delivery- Follow health, safety, and sanitation guidelines for all products- Manage order/invoice receipts and resolve discrepancies regarding expiration dates- Maintain kitchen facility organization and standards to ensure easy access to resources while minimizing waste and spoilage through mindful preparation- Prepare, package, and stage orders for handoff

Who You AreYou are an experienced solutions architect excelling in intricate, multi-domain settings, dedicated to steering clients towards strategic outcomes that harmonize technology and business objectives. With a consultative approach, you engage clients by posing insightful questions and shaping decisions, rather than simply promoting products. You are adept at owning the solution strategy from inception to execution, collaborating closely with Account Executives and technical leaders to ensure successful deal conclusions. Additionally, you take pride in mentoring your peers, enhancing technical proficiency and consultative capabilities within the company.About The RoleThe Senior Client Solutions Architect is pivotal in formulating technical strategies for high-stakes, multi-practice projects at Myriad360. This position entails complete accountability for the solution architecture from the discovery phase through design validation and deal advancement. You will work hand-in-hand with Account Executives, Practice Directors, and Principal Architects to create unified, scalable solutions that meet client expectations and business needs. As a senior technical authority, you will act as a trusted advisor to clients and a mentor to Client Solutions Architects and engineers throughout the organization.Note: Candidates must be based in the United States and reside in Houston, TX, or nearby areas. Up to 40% travel may be necessary.

WithumSmithBrown is hiring a Senior Audit Associate for its Houston, Texas office. This position is part of the Audit and Attest Engagement team, which handles audit, review, and compilation services for clients in various industries and of different sizes. Senior Audit Associates play a key role in leading audit engagements, mentoring staff, and strengthening client relationships. Key Responsibilities Lead engagement teams through all phases of audits, reviews, and compilations, from planning to completion, to deliver quality service to clients. Manage daily audit operations, including staffing, planning, risk assessment, fieldwork, financial reporting, and drawing conclusions. Supervise and support engagement staff, ensuring effective communication with managers and partners. Collaborate with managers and partners to resolve client issues and provide recommendations that comply with legal requirements. Team and Culture WithumSmithBrown values individuality and professional growth. The firm encourages entrepreneurial thinking and teamwork, bringing together professionals from diverse backgrounds. The culture focuses on talent development, strong client service, and involvement in the community. More details about the Withum Way are available online, outlining how the company supports personal and professional growth for both team members and clients.

Join the vibrant team at Gopuff as an Operations Associate in North Houston! In this dynamic role, you will report directly to a Site Leader and become a vital part of our operations, contributing your energy, determination, and positive attitude to meet the challenges of our fast-paced environment. Your day-to-day responsibilities will include picking and packing orders, receiving products, managing inventory, and collaborating with our partner drivers.At Gopuff, we pride ourselves on providing customers with their everyday essentials—day and night, rain or shine. We’re seeking innovative minds and bold spirits eager to help us revolutionize the retail landscape. If you’re passionate about snacks and enjoy a lively workplace, we want to hear from you!