Operations Associate

About the role

A respected financial services firm is seeking an Operations Associate to join its team. This is an excellent opportunity for a recent graduate or someone with banking, customer service, business, or accounting experience who wants to build a long-term career in financial services. This role is ideal for someone who enjoys working with numbers, thrives in a collaborative environment, and is looking for a company that will invest in their long-term development.

Responsibilities

• Support client accounts and operational processes
• Prepare and process account paperwork, transfers, wires, and transactions
• Assist with client meetings, reporting, and tax documentation
• Coordinate with clients, advisors, custodians, and internal teams
• Help maintain accurate records and provide exceptional client service

Requirements

• Associate's or Bachelor's degree preferred
• Strong customer service or client-facing experience
• Professional, detail-oriented, and highly organized
• Strong communication skills and willingness to learn
• Banking, accounting, finance, or investment operations experience is a plus

Skills

• Excel and CRM experience preferred

Benefits

• Extensive training and mentorship provided
• Clear career growth opportunities
• Competitive benefits, 401(k), and PTO
• Team-oriented culture with company events and outings
• Hybrid flexibility available after onboarding