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Account Operations Associate Jobs in Florida (NOW HIRING)

Swisher

Associate National Account Manager

Orlando, FL · On-site

$114K - $119K/yr

The Associate assists in customer engagement, internal alignment, and day-to-day account operations to help drive volume, revenue, and overall account performance. Key Responsibilities * Support the ...

Swisher

Associate National Account Manager

Orlando, FL · On-site

$114K - $119K/yr

The Associate assists in customer engagement, internal alignment, and day-to-day account operations to help drive volume, revenue, and overall account performance. Key Responsibilities * Support the ...

Stratos Jets

Flight Operations Associate

Orlando, FL · On-site

As a Flight Operations Associate, you'll dive into a dynamic blend of customer service & operations ... Management of operator accounts & their fleets * Handling insurance verifications, requests ...

Saks

Specialized Operations Associate

Naples, FL · 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

Boca Raton, FL · 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 ...

Cubesmart

Store Operations Associate

Palmetto, FL · On-site

... Savings Account up to $1,200 for a family. In your role at CubeSmart Self-Storage, you will be ... The Store Operations Associate is responsible for two key areas: Customer Service * Developing ...

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All JobsAccount Operations Associate JobsAccount Operations Associate Jobs in Florida

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 Florida? The most popular types of Account Operations jobs in Florida are:
What cities in Florida are hiring for Account Operations Associate jobs? Cities in Florida with the most Account Operations Associate job openings:
Account Operations Associate jobs near you

Operations Associate

Insigneo Securities LLC

Miami, FL • On-site

Full-time

Re-posted 25 days ago

Job description

The Operations Associate is primarily responsible for the review of new accounts, account maintenances and asset movement processes.


JOB RESPONSIBILITIES/MAIN FUNCTIONS

  • Review account opening documentation to ensure it complies with regulatory guidelines and internal policies and procedures.
  • Assessment of plausibility and reasonability of SOW and financial information.
  • Maintain, respond, and update custodian requirements for account opening process.
  • Inform clients on any documentation deficiencies.
  • Monitor any pending or missing information from customers and prepare the corresponding status reports.
  • Process client’s requests including changes in personal information, financial data, asset movement requests and others.
  • Process client’s requests for additional services provided by the custodian such as debit cards, checks and other financial services.
  • Support with general inquiries from clients.
  • Ongoing training and information sharing with clients.
  • Serve as liaison between the custodian and clients/advisors.


JOB REQUIREMENTS (EDUCATION AND EXPERIENCE)

  • Bachelor’s degree in Business Administration or related field preferred.
  • Requires a minimum of five (5) years of industry related experience.
  • FINRA Series 99 or 7 licenses desired.
  • Previous experience using NetX360 is a plus.


DESIRED SKILLS

  • Ability to work under pressure and time bound projects.
  • Ability to work with high volume of transactions in a fast-paced environment.
  • Strong problem-solving skills and analytical abilities.
  • Detail oriented and organized.
  • Self-motivated and strong written and verbal communication skills.