Financial Operations Associate: Growth & Client Experience

West Texas Investments; Lubbock (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Flexible time-off

Regular schedule: Mon–Thu 9:00–4:00, F

Continuing education opportunities

All market holidays off

Close-knit, supportive team

Job summary

West Texas Investments is seeking a detail‑oriented associate to support financial advisors and clients in daily operations. You will help with paperwork, client communications, and event planning while maintaining CRM data accuracy and client profiles.

This role requires independent work, reliability, and a willingness to pursue securities licenses if needed. A team‑oriented, client‑focus culture supports growth and professional development.

Qualifications

• Bachelor’s degree in a related field or equivalent professional experience.
• 2+ years of experience in financial services, wealth management, brokerage operations, or related field.
• Willingness to obtain required securities licenses (Series 6, 7, 63, 65) if not licensed.

Responsibilities

• Prepare, process, and track client paperwork
• Process trades (if licensed)
• Process money movement and check requests
• Contact clients for appointments and follow-up items
• Manage and maintain CRM (Wealthbox)
• Maintain client profiles in account system (Clientworks)
• Plan and carry out client engagements and events
• Act as a liaison between firm and home office compliance
• Answer phones, take messages, and direct calls as necessary
• Welcome and assist clients in the office
• Provide ongoing support for advisors and clients as needed
• Research and stay current on regulatory changes and requirements

Skills

CRM systems

Client communication

Attention to detail

Team collaboration

Time management

Education

Bachelor’s degree or equivalent experience

Tools

Wealthbox

ClientWorks

Microsoft Office

Job description

West Texas Investments is seeking a detail‑oriented associate to support financial advisors and clients in daily operations. You will help with paperwork, client communications, and event planning while maintaining CRM data accuracy and client profiles.

This role requires independent work, reliability, and a willingness to pursue securities licenses if needed. A team‑oriented, client‑focus culture supports growth and professional development.