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Assistant manager jobs in Texas

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  • Client Services Associate
    Client Services Associate
    hace 9 días
    $60000–$72000 anual
    Jornada completa
    Austin

    The Opportunity Our client, a growing independent Registered Investment Advisor (RIA) in Austin, seeks a Registered Client Service Associate to join the client services team. This role is ideal for a detail-oriented financial services professional who enjoys working closely with clients and advisers, handling account administration, and ensuring a high standard of service delivery. You'll support advisers, manage client relationships, and maintain operational accuracy across the client lifecycle. Key Responsibilities • Act as a primary point of contact for client service requests and account inquiries., • Process new account openings, transfers, rollovers, and account maintenance., • Prepare and review client paperwork to ensure accuracy and compliance., • Coordinate with custodians and third-party providers., • Support advisers with meeting preparation, follow-ups, and client communications., • Maintain accurate client records in CRM and portfolio management systems., • Assist with trade processing and operational tasks as required., • Monitor outstanding service items and ensure timely resolution., • Ensure all activities comply with firm policies and regulatory requirements. Required Qualifications • FINRA registrations: Series 7 and Series 66 (or Series 63 & 65)., • 2+ years of experience in a client service or operations role within an RIA, broker-dealer, or wealth management firm., • Strong understanding of investment accounts, transfers, and custodial processes., • Proficiency with CRM and financial planning or portfolio systems., • Excellent organisational and communication skills., • High attention to detail and ability to manage multiple priorities. Preferred Experience • Experience working within an independent RIA environment., • Familiarity with custodians such as Schwab, Fidelity, Pershing, or LPL., • Exposure to financial planning processes., • Bachelor’s degree in finance, business, or related field. Compensation & Benefits • Competitive base salary (commensurate with experience), • Performance-based bonus, • Health, dental, and vision insurance, • 401(k) with employer contribution, • Paid time off and holidays, • Professional development support

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  • Metal Warehouse Worker
    Metal Warehouse Worker
    hace 16 días
    $16 por hora
    Jornada completa
    Houston

    TITLE: Metal Warehouse Worker TYPE: Temp to Hire LOCATION: Houston, Tx 77015 SCHEDULE: Monday through Saturday (6 am - 4 pm) PAY: $16/hr. RESPONSIBILITIES: Set up various production equipment including press brake machines, drawbench machines, rounding machines, etc. Load and unload metal items from machines. Assist machine operators in the production process. Operate machines/equipment to form and cut metal pipe. Place products in equipment or on work surfaces for further processing, inspecting, or wrapping. Remove products, machine attachments, or waste material from machines. Utilize handheld tools like a grinder. Lift pieces of pipe using the overhead crane. Move products with the sit-down forklift. Band and strap finished piping material. Clean and lubricate equipment. Clean and organize work and storage areas. Mark defects and notifies plant manager, supervisor and/or lead person. Wear all required PPE, to include eyes, face, hand, and foot protection. Be able to read, comprehend and adhere to the company's Process Management System requirements, and provide improvement recommendation as needed. Immediately report quality, safety and/or environmental problems and follow-up on their resolution. Be able to lift 75 lbs., and work in various positions, such as standing, bending, kneeling etc. Perform other duties as assigned by manager, supervisor and/or lead person. QUALIFICATIONS: Must be able to present a resume with relevant experience. Bilingual in English and Spanish. Proficient with Microsoft Office. Previous experience in manufacturing, pipe bending, metalwork, etc. Able to operate the sit-down forklift. Familiarity with industrial metal manufacturing machines and equipment such as measuring tape, calipers, handheld grinders, torches, etc. Ability to pay attention to detail. Ability to work with minimal supervision. Must be able to pass a drug test and background check.

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