Operations Associate

About You

• Detail-Oriented: You take pride in producing accurate, high-quality work and catching even the smallest discrepancies
• Collaborative: You thrive in team environments and enjoy partnering across departments to achieve shared goals
• Innovative: You are energized by improving processes and leveraging technology to drive efficiency

About the Role

We’re looking for a results-driven professional to join our Operations team. In this role, you’ll support high-impact operational initiatives, enhance client service delivery, and drive process and technology improvements across the firm. The ideal candidate thrives in a fast-paced, collaborative environment and is known for attention to detail and problem-solving abilities.

Responsibilities

• Collaborate with Advisors and Client Service Associates to deliver high-quality operational and client service support
• Prepare and review client meeting materials to ensure accuracy and timely delivery
• Facilitate digital account openings and support new client onboarding initiatives
• Maintain and update client portfolio data, including integrating external account information
• Ensure timely processing and delivery of client statements, reports, and deliverables
• Manage user accounts, workflows, dashboards, and administrative functions across core technology platforms
• Partner with internal teams and vendors to implement technology solutions that improve efficiency
• Identify innovation opportunities, industry trends, and best practices to enhance operations
• Support and co-lead internal training sessions focused on technology adoption and process improvement
• Troubleshoot operational and technical issues, providing scalable solutions

Requirements

• Bachelor’s degree in Finance, Economics, Business, or related field (or equivalent experience)
• Experience in operations within a Registered Investment Advisory (RIA) firm preferred
• Strong technical proficiency in Microsoft Office Suite and CRM systems (e.g., Salesforce)
• Excellent project management, communication, and organizational skills
• Proven ability to improve processes and contribute to team growth
• Must be authorized to work in the United States
• Successful completion of a credit and criminal background check is required

Pay

The estimated hourly rate for this role is $24.22 – $33.31 per hour. Compensation is based on job-related knowledge, skills, experience, and geographical work location. Many roles are also eligible for variable pay such as bonuses, commissions, and/or long-term incentives.

Benefits

• Company-funded ESOP
• Strong retirement plans
• Tuition reimbursement
• Comprehensive healthcare, dental, and vision coverage
• Generous PTO

About NorthRock Partners

At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office® model integrates financial and lifestyle guidance tailored to each client’s unique goals.