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Account Operations Associate Jobs in Illinois (NOW HIRING)

Swisher

Associate National Account Manager

Chicago, IL · On-site

$126K - $131K/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 ...

La Casa Norte

Operations Associate

Chicago, IL

$18.55 - $19.06/hr

Operations Associate Reports to: Operations Supervisor Salary Range: $18.55 - $19.06 FLSA Status ... Flexible Spending Accounts (FSA): Options for pre-tax savings on eligible healthcare, transit, and ...

ULINE

Finance Operations Associate

Waukegan, IL

As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...

ULINE

Finance Operations Associate

Glenview, IL · On-site

As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...

Loop

Customer Operations Associate I

Chicago, IL · On-site

$60K - $65K/yr

The Customer Operations Associate is directly responsible for driving automation, optimizing ... Desire to learn new skills; previous experience in operations, customer service or account ...

M1 Finance

Broker Operations Associate

Chicago, IL

Perform daily, weekly, and monthly account and security master maintenance tasks.  * Manage operational compliance and risk monitoring process, such as margin risk monitoring, best execution ...

M1 Finance

Broker Operations Associate

Chicago, IL · On-site +1

$70K - $85K/yr

Perform daily, weekly, and monthly account and security master maintenance tasks. * Manage operational compliance and risk monitoring process, such as margin risk monitoring, best execution analysis ...

Core Spaces

Associate, Cash Operations

Chicago, IL · On-site

Company retirement options including 401(k) + matching & Roth account option Position Overview The Cash Operations Associate is a critical member of the Treasury team, responsible for driving the ...

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

Operations Associate

Northwestern Mutual - Greater Chicago

Vernon Hills, IL

Full-time

Re-posted 6 days ago

Job description

Job Title: Operations Associate – Wealth Management

Company: Integrative Wealth Advisors, Northwestern Mutual

Location: Vernon Hills, IL

Employment Type: Full Time

Position Overview: The Operations Associate plays a critical role in supporting the day-to-day administrative and operational functions of a fast-paced wealth management team. This individual ensures a seamless client experience by managing account paperwork, processing transactions, and maintaining accurate records. The ideal candidate is detail-oriented, organized, and thrives in a structured, process-driven environment.

Key Responsibilities:

  • Prepare, review, and submit new account paperwork, ensuring accuracy and completeness
  • Facilitate account openings across investment and insurance platforms  
  • Process client transactions including transfers, rollovers, distributions, and beneficiary updates  
  • Monitor and track the status of account applications and transfers, following up as needed  
  • Maintain organized and compliant client records and documentation  
  • Coordinate with custodians, internal departments, and external partners to resolve operational issues  
  • Ensure all activities comply with firm policies, regulatory requirements, and industry standards  
  • Assist advisors and team members with administrative and operational tasks  
  • Identify opportunities to improve processes and enhance efficiency

Qualifications:  

  • Bachelor’s degree preferred (Finance, Business, or related field a plus) 
  • 1–3 years of experience in financial services, operations, or administrative support preferred 
  • Strong attention to detail and accuracy  
  • Excellent organizational and time-management skills  
  • Ability to handle multiple tasks and prioritize effectively in a deadline-driven environment  
  • Strong communication and problem-solving skills  
  • Proficiency in Microsoft O