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Account Operations Associate Jobs in California (NOW HIRING)

Verkada

People Operations Associate

San Mateo, CA · On-site

As a People Operations Associate, you won't just be maintaining HR processes; you will be an engine ... Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA ...

Saks

Specialized Operations Associate

San Francisco, CA · On-site

$17.05 - $21.32/hr

... Operations Associate is responsible for the daily operations of the General Office and operational ... Account Payable, Inventory Control and vendors as needed Common Internal Audit readiness and ...

Saks

Specialized Operations Associate

San Francisco, CA

$19.61 - $24.51/hr

... Operations Associate is responsible for the daily operations of the General Office and operational ... Account Payable, Inventory Control and vendors as needed Common Internal Audit readiness and ...

Saks

Merchandise Operations Associate

San Francisco, CA · On-site

$19/hr

... Operations Associate is responsible for the daily operations of the General Office and operational ... Account Payable, Inventory Control and vendors as needed Common Internal Audit readiness and ...

Saks

Specialized Operations Associate

San Francisco, CA · On-site

$19.61 - $24.51/hr

... Operations Associate is responsible for the daily operations of the General Office and operational ... Account Payable, Inventory Control and vendors as needed Common Internal Audit readiness and ...

Treeline

Admin Operations Associate

San Francisco, CA · On-site +1

$55K - $70K/yr

... Admin Operations Associate to serve as the operational backbone connecting customer orders ... Billing and accounts receivable Own invoicing in ConnectWise across projects, product sales ...

Treeline

Admin Operations Associate

San Francisco, CA · On-site +1

$55K - $70K/yr

... Admin Operations Associate to serve as the operational backbone connecting customer orders ... Billing and accounts receivable Own invoicing in ConnectWise across projects, product sales ...

EOS

Sales Operations Associate

Hayward, CA · On-site

As a Sales Operations Associate , you will play a key role in organizing and coordinating cutting ... Process final project invoicing, working closely with Account Management teams * Attend client ...

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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.

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 outlook depends on the industry and company, but it generally offers a solid foundation in business operations.

Is an account operations associate an entry level job?

An account operations associate position is often considered entry-level, suitable for candidates with basic organizational and communication skills. It typically requires minimal prior experience and may involve training on specific tools like CRM software; however, some roles may prefer candidates with related internships or coursework.

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.

What are the most commonly searched types of Account Operations jobs in California?

The most popular types of Account Operations jobs in California are:

Account Operations Associate jobs near you
Infographic showing various Account Operations Associate job openings in California as of August 2026, with employment types broken down into 50% Full Time, and 50% Contract. Highlights an 100% In-person job distribution.

Investment Operations Associate

San Francisco, CA • On-site

Regal Executive Search
Recruiting and Staffing Services • 1 - 10 employees
Learn more about Regal Executive Searchexternal

Full-time

Re-posted 4 days ago

Key responsibilities

  • Perform daily investment operations functions including transmitting trade data instructions, resolving settlement issues, reviewing corporate actions, and monitoring trades through settlement.

  • Produce portfolio and trade reconciliations, prepare performance and risk reports, and assist with data analysis.

  • Support communication with service providers, participate in fund onboarding, and assist with audits and regulatory filings.

Job description


Investment Operations Associate
Position Summary:
The Investment Operations Associate plays an integral role in the daily operations supporting the company portfolio strategies. Core responsibilities span the investment operations function, including trade and settlement support, portfolio reconciliation, performance reporting, and participation in fund operations projects.
The Associate serves as a key point of coordination across the investment operations team, working closely with traders, custodian banks, sub-administrators, and colleagues across departments to ensure data accuracy, timely issue resolution, and the successful completion of recurring deliverables.
Responsibilities vary across the operational calendar, ranging from portfolio reconciliation and corporate action review to involvement in new account launches, shareholder reporting cycles, and annual audits.
The role offers meaningful ownership and the opportunity to develop deep operational expertise, making it well suited to a detail-oriented professional who is motivated by problem-solving and the tangible impact of high-quality work.
Essential Duties and Responsibilities:
To perform this job successfully, a person must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions.
  • Performing daily Investment Operations functions including accurately transmitting trade data instructions to custodian banks and sub administrators, working in collaboration with brokers and custodian banks to help resolve settlement issues, reviewing corporate actions for mutual fund and separately managed account portfolios, setting up new securities and monitoring trades through settlement.
  • Producing both routine and ad hoc portfolio and trade reconciliations and reporting for internal and external consumption and assisting with the review of strategy data prepared by other teams.
  • Compiling and preparing performance, attribution, risk statistics and portfolio characteristics data, contributing to analysis.
  • Supporting day to day communication with service providers and sub administrators. Participating in recurring calls and system upgrade testing.
  • Collaborate with Manager to prepare fund regulatory filings and related projects.
  • Working with a multi-department team to support the onboarding of new separate accounts and launch products. Attending meetings, preparing paperwork, providing necessary data, and helping confirm functionality with external parties.
  • Supporting internal and external audits as well as other ad hoc tasks and special projects.

Qualifications:
The requirements listed below are representative of the knowledge, skill, and/or ability required to competently perform the job duties.
Experience, Skills, and Knowledge:
  • 2+ years of experience in middle office, investment operations, fund accounting, or fund administration preferred. Exceptional recent graduates with relevant internship experience in investment operations or financial services and a strong academic background in finance, accounting, or economics will also be considered.
  • Knowledge of equity, international and fixed income assets, trade settlements, portfolio analytics, financial reporting and performance and attribution calculations.
  • Strong analytical, organizational, written and communication skills.
  • Familiarity with AI-assisted tools and a willingness to apply emerging technologies to automate or improve operational workflows
  • Able to prioritize tasks and work under pressure when meeting daily deadlines.
  • Highly organized, detail-oriented, flexible, reliable and proactive.
  • Effective at working both as an individual and in a team oriented environment.
  • Proficiency in Microsoft Office Suite, particularly Excel; comfort learning and working across multiple financial systems and data platforms.
  • Aptitude and enthusiasm for learning new third-party software; prior exposure to systems such as Charles River, FactSet, or Bloomberg is welcome but not required.

Education: Bachelor's Degree in business, accounting or finance.
Certificates and Licenses: None
Supervisory Responsibilities: None
Physical Demands/Work Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phone, photocopiers, and filing cabinets.
While performing the duties of this job, the employee is regularly required to sit, talk, or hear, and to use hands to finger, handle, or feel. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand, walk, and move about the facility and occasionally required to stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.
Travel for this position is limited to potential annual conference attendance for service provider or accounting program software.
The above job description is not intended to be an all-inclusive list of duties and responsibilities of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
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