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Account Operations Associate Jobs in Indiana (NOW HIRING)

Ivy Tech

Student Accounts Specialist

Valparaiso, IN · On-site

$19/hr

... account operations, including account analysis, billing, cashiering, and customer service. This ... Associate's degree in business, accounting, finance, or related field; or equivalent work ...

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Account Operations Associate information

What is a business operations associate's salary?

A business operations associate's salary typically ranges from $50,000 to $70,000 annually, depending on experience, location, and company size. Entry-level roles may start lower, while experienced associates or those in high-cost areas can earn more. Compensation often includes benefits such as health insurance and paid time off.

What is the role of an operations associate?

An operations associate is responsible for supporting daily business functions, such as processing transactions, managing data, and coordinating between departments. They often use tools like spreadsheets and enterprise software to ensure smooth operations and accurate record-keeping.

What jobs in the US pay 300,000 a year?

For an Account Operations Associate, earning $300,000 annually is uncommon, as this role typically offers lower compensation. High-paying jobs in the US that can reach or exceed this level include executive positions such as Chief Executive Officers, investment bankers, specialized physicians, and senior technology executives, often requiring extensive experience, advanced skills, and leadership responsibilities.

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 job makes $10,000 a month without a degree?

An Account Operations Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree often include sales, real estate, or certain entrepreneurial ventures, but they usually require strong skills, networking, and performance-based incentives. Most roles with such income levels generally demand relevant experience, certifications, or a combination of skills and performance.
What are the most commonly searched types of Account Operations jobs in Indiana? The most popular types of Account Operations jobs in Indiana are:
What cities in Indiana are hiring for Account Operations Associate jobs? Cities in Indiana with the most Account Operations Associate job openings:
Account Operations Associate jobs near you
Operations Associate

Operations Associate

Phillips Financial Management, LLC

Fort Wayne, IN • Hybrid

Other

Medical, Life, Retirement, PTO

Posted 22 days ago

Job description

Operations Associate

Full-Time | On-Site


Phillips Financial is seeking a highly detail-oriented and tech-savvy Operations Associate to support our Operations and Portfolio Management teams. This is a hybrid role designed to strengthen our internal systems, streamline daily workflows, and provide operational continuity across the firm.


This position will work primarily alongside our Operations Manager (approximately 80% of responsibilities) and secondarily support our Investment Operations Lead (approximately 20%). The ideal candidate enjoys solving problems, working behind the scenes, improving systems, and taking ownership of structured, detail-driven work.


This role is ideal for someone early in their career who is analytical, dependable, and eager to grow in financial services operations and technology.


Position Overview

The Operations Associate will:

• Provide internal technology and system support

• Assist with Salesforce/Practifi data management and reporting

• Support new account setup and portfolio operations functions

• Serve as backup coverage for critical operational tasks

• Help build and maintain internal processes and automation

• Step in as flexible operational support during team absences


Core Responsibilities


Operations & Technology Support (Primary Focus – ~80%)


• Assist with Salesforce / Practifi data management

o Data cleanup and maintenance

o Building and updating reports

o Creating dashboards

o Performing data uploads

o Supporting basic process buildouts

• Provide internal technology troubleshooting and support

• Support workflow automation tools (Zapier, Jump, etc.)

• Assist with document management systems (Box / NetDocs)

• Serve as liaison support for IT-related items with our managed service provider

• Assist with employee onboarding and offboarding tasks (technology setup, access provisioning, documentation updates)

• Maintain data integrity and consistency across firm systems

• Identify inefficiencies and proactively suggest process improvements


Portfolio Operations Support (Secondary Focus – ~20%)


Our Portfolio Management team will provide training on:

• New account setup

• Monitoring portfolio management platforms 

• Trade support


Flexible Support (As Capacity Allows)


If bandwidth permits, this role may:

• Assist with process documentation

• Help standardize operational workflows

• Support internal reporting initiatives


Ideal Candidate Profile

This is not a front-facing client relationship role. The ideal candidate thrives in structured, analytical, behind-the-scenes work.


Key Characteristics for Success

• Strong technical aptitude and comfort learning new systems

• Naturally detail-oriented and process-driven

• Strong problem-solving skills

• Self-starter who proactively asks, “Where can I help?”

• Comfortable operating independently once trained

• Organized and methodical

• Takes ownership of repetitive tasks and looks for ways to improve them

• Calm and steady under pressure

• High accountability and follow-through


Compensation

• Compensation will be based on the experience level and skills of the candidate and includes salary and a bonus based on both individual and firm performance.  

• Generous benefit package that includes health, disability, and life insurance, 401(k) contribution, HSA contribution, 15 days of PTO, and 14 paid holidays.


Preferred Qualifications

• Bachelor’s degree in Business, Finance, Information Systems, or related field

• Experience with Salesforce (strongly preferred)

• Interest in financial services operations

• Entry-level candidates with strong technical aptitude are encouraged to apply

Apply