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Account Operations Associate Jobs in California (NOW HIRING)

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

San Diego, 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

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

Novato, 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 an account operations associate position?

An account operations associate is responsible for managing and supporting client accounts, ensuring accurate processing of transactions, maintaining account data, and resolving issues. The role often involves using tools like CRM systems and requires strong organizational and communication skills.

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 does an account operations associate do?

An account operations associate manages and supports client accounts by processing transactions, ensuring data accuracy, and resolving account issues. They often use tools like CRM systems and require strong organizational and communication skills to maintain smooth account functioning.

Is an account operations associate a good career?

An account operations associate role involves managing client accounts, processing transactions, and ensuring operational efficiency, often requiring skills in data management and communication. It can be a stable entry-level position with opportunities for advancement into management or specialized finance roles, especially with relevant certifications or experience. The career's suitability depends on individual interests in finance, administration, and problem-solving.
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 83% Full Time, 6% Part Time, and 11% Contract. Highlights an 94% In-person, and 6% Hybrid job distribution.

Central Operations Associate

Concurrent Investment Advisors

San Diego, CA • On-site

$60K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description

Description
Position Overview
We are seeking a dedicated and detail-oriented Central Operations Associate to join our team. In this role, you will play a pivotal part in providing exceptional support to Financial Advisors and their clients. The Central Operations Associate will manage client onboardings, assist with account management, ensure regulatory compliance, and maintain precise client records. This role is based in our Tampa office and involves collaborating with a diverse group of advisors across the country. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to handle multiple priorities in a fast-paced environment.

Key Responsibilities
  • Client Support: Serve as the primary point of contact for client inquiries, providing accurate information about financial products and assisting with processes.
  • Account Management: Assist with account opening/closing, monitor accounts for compliance, and resolve account-related issues.
  • Financial Planning Assistance: Support Financial Advisors by maintaining financial plans and investment details.
  • Documentation & Record-Keeping: Process and maintain up-to-date client records, handle documentation, and archive within CRM.
  • Compliance: Ensure all client interactions and transactions comply with industry regulations.
  • Communication: Maintain clear communication with clients, advisor firms, and internal teams, providing updates on client requests and onboardings.
  • Problem Resolution: Address and escalate client issues, ensuring client satisfaction and retention.
  • Education & Training: Educate advisors on financial products, services, and systems.
  • Vendor Collaboration: Coordinate with custodians to process transactions and maintain account accuracy.
  • Reporting & Analysis: Generate reports on account activities, provide insights to improve client service and operations.

Qualifications
  • At least three years of experience in financial services, advisory office practices, and custodial operations.
  • Excellent organizational and time management skills to handle multiple tasks and meet deadlines.
  • Detail-oriented with the ability to maintain accuracy with financial documents.
  • Strong communication skills, both verbal and written, to interact effectively at all levels.
  • Ability to manage multiple priorities, resolve issues, and provide high-level customer service.
  • Proficiency in office software, reporting tools, and CRM systems.
  • Familiarity with investment concepts and industry compliance standards.

Benefits
  • 401(k) matching
  • Dental Insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance