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Account Operations Associate Jobs in California (NOW HIRING)

Mozaic,

OPERATIONS ASSOCIATE

Beverly Hills, CA · On-site

$65K/yr

OPERATIONS ASSOCIATE Mozaic, LLC (www.mozaic-llc.com) is an independent, privately-owned investment ... account documents as well as subscription agreements for limited partnership investments · ...

The Bay Club Company

Operations Associate

Danville, CA · On-site

GENERAL SUMMARY The Operations Associate is responsible for contributing to the success of the ... Operate cash register, process payments through cash or credit card handling and/or member account ...

The Bay Club Company

Operations Associate

Daly City, CA · On-site

GENERAL SUMMARY The Operations Associate is responsible for contributing to the success of the ... Operate cash register, process payments through cash or credit card handling and/or member account ...

The Bay Club Company

Operations Associate

Los Gatos, CA · On-site

GENERAL SUMMARY The Operations Associate is responsible for contributing to the success of the ... Operate cash register, process payments through cash or credit card handling and/or member account ...

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Account Operations Associate information

What is the difference between Account Operations Associate vs Customer Service Representative?

AspectAccount Operations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; customer service certifications optional
Work EnvironmentOffice setting, often in finance or banking sectorsCall centers, retail, or online support platforms
Employer & Industry UsageFinancial institutions, banking, fintech companiesRetail, telecommunications, service industries
Common Search & ComparisonFocuses on operational tasks related to accounts, data managementFocuses on direct customer interaction and issue resolution

The Account Operations Associate typically handles account management, data processing, and operational tasks within financial or banking environments. In contrast, Customer Service Representatives primarily engage with customers directly to resolve issues and provide support. While both roles require strong communication skills, the Associate role emphasizes back-end processes, whereas the Representative role is front-facing and customer-focused.

What are the most commonly searched types of Account Operations jobs in California? The most popular types of Account Operations jobs in California are:
What cities in California are hiring for Account Operations Associate jobs? Cities in California with the most Account Operations Associate job openings:
Account Operations Associate jobs near you
Infographic showing various Account Operations Associate job openings in California as of July 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, 11% Hybrid, and 6% Remote job distribution.
OPERATIONS ASSOCIATE

OPERATIONS ASSOCIATE

Mozaic,

Beverly Hills, CA • On-site

$65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 2 days ago. Applications are no longer accepted.

Mozaic rating

6.3

Company rating: 6.3 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

473rd of 707 rated non-profit organizations

Job description

OPERATIONS ASSOCIATE

Mozaic, LLC (www.mozaic-llc.com) is an independent, privately-owned investment management firm with over $4 billion in assets. Our clients are high-net-worth individuals, foundations, and corporations.

THE POSITION

We are seeking a bright, driven, and energetic Operations Associate to join our team. This is an entry-level position in the firm, where a successful candidate can grow to become a key member of the operations team.

The Operations Associate will be responsible for a wide variety of projects, including, but not limited to:

· receiving and reviewing incoming client communications, executing all client transactions, verifying the accuracy of daily cash and position reconciliations

· preparing/editing/distributing specialized or complex documents

· completing and submitting account documents as well as subscription agreements for limited partnership investments

· communicating with business managers, accountants, custodians, and representatives of investment firms to ensure the timely receipt of statements, cash flows, tax documents, and other financial information related to clients

· assisting the firm's senior team members with client onboarding and maintenance

· providing excellent customer service to internal and external clients

· and other general company accounting, back office, administrative, and treasury operations

This position offers a competitive salary based on experience ranging from $65-$85K/year total compensation (base + bonus). This is a full-time, in-office position located in Beverly Hills.

CANDIDATE REQUIREMENTS

Must be a college graduate with a B.A. or B.S. degree from a reputable college or university. Operational/back office experience preferred, but not required. This position requires a great deal of creative and strategic thinking as we manage a wide variety of client projects. Must be driven, inordinately organized and mentally agile with an acute attention to detail; able to think strategically in complex and difficult situations; curious and eager to learn. The candidate must be able to manage stress well, prioritize tasks, and complete multiple project assignments from several people simultaneously in a rapidly changing environment.

Must possess an exceptional intellect, inquisitive mind, and robust written and oral communication skills with an enthusiastic “roll up your sleeves” mentality. Proficiency with Microsoft Office 365, including Microsoft Excel, PowerPoint, and Word.

And must love dogs!

We do all our screening personally. We do not use AI for this process.*

Start date T.B.D. If you are qualified for and interested in this position, please apply by submitting your résumé along with a cover letter to

R a y L a n c e @ m o z a i c - l l c . c o m

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