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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 ...

Alegeus

Payment Operations Associate II

Maitland, FL · Hybrid

$18.32 - $31.15/hr

Payment Operations Associate II Join our team at Alegeus, where you'll experience unmatched ... Foreign Asset Control (OFAC), account reconciliations, transaction processing, and claim ...

Alegeus

Payment Operations Associate II

Maitland, FL · On-site

$18.32 - $31.15/hr

Payment Operations Associate II Join our team at Alegeus, where you'll experience unmatched ... Foreign Asset Control (OFAC), account reconciliations, transaction processing, and claim ...

Alegeus

Payment Operations Associate I

Maitland, FL

$15.96 - $27.21/hr

PAYMENT OPERATIONS ASSOCIATE I Join our team at Alegeus, where you'll experience unmatched ... Grow your expertise in consumer-directed healthcare and health savings accounts while contributing ...

Alegeus

Payment Operations Associate I

Maitland, FL · On-site

$15.96 - $27.21/hr

PAYMENT OPERATIONS ASSOCIATE I Join our team at Alegeus, where you'll experience unmatched ... Grow your expertise in consumer-directed healthcare and health savings accounts while contributing ...

Actalent

Business Operations Associate

Jacksonville, FL · Hybrid

$20.19/hr

Actalent has an immediate opening for a Business Operations Associate at our Corporate Office in ... The BOA is proficient in the management of customer accounts; this includes project reporting ...

Actalent

Business Operations Associate

Jacksonville, FL · Hybrid

$20.19/hr

Overview Actalent has an immediate opening for a Business Operations Associate at our Corporate ... The BOA is proficient in the management of customer accounts; this includes project reporting ...

Actalent

Business Operations Associate

Jacksonville, FL · Hybrid

$20.19/hr

Overview Actalent has an immediate opening for a Business Operations Associate at our Corporate ... The BOA is proficient in the management of customer accounts; this includes project reporting ...

Actalent

Business Operations Associate

Jacksonville, FL · On-site

$20.19/hr

Overview Actalent has an immediate opening for a Business Operations Associate at our Corporate ... The BOA is proficient in the management of customer accounts; this includes project reporting ...

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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 Florida? The most popular types of Account Operations jobs in Florida are:
Account Operations Associate jobs near you
Infographic showing various Account Operations Associate job openings in Florida as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Operations Associate

Insigneo Securities LLC

Miami, FL • On-site

Full-time

Re-posted 16 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.