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Account Operations Associate Jobs in Indiana (NOW HIRING)

Ivy Tech

Student Accounts Specialist

Valparaiso, IN

$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 ...

NC SECU

... branch operations. Associate MSOs perform routine branch duties and follow standard branch ... Ensure all member information remains confidential and members' accounts are accessed for business ...

NC SECU

... branch operations. Associate MSRs perform routine branch duties and follow standard branch ... Ensure all member information remains confidential, and members' accounts are accessed for business ...

NC SECU

... branch operations. Associate MSRs perform routine branch duties and follow standard branch ... Ensure all member information remains confidential, and members' accounts are accessed for business ...

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All JobsAccount Operations Associate JobsAccount Operations Associate Jobs in Indiana

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 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
Branch Operations Manager

Branch Operations Manager

Raymond James Financial, Inc.

Greenwood, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

Job Description Summary
Under branch manager direction manage the overall operational efficiency of the branch office. Directs day to day operational functions, ensuring compliance with firm and regulatory policies and procedures. Uses extensive knowledge and skills obtained through education and experience to identify, research, analyze and resolve complex issues.
Job Description
Responsibilities
  • Performs back-up for all operational functions as required by workloads and absences.
  • Works directly with home office personnel to coordinate branch-home office workflow.
  • Completes self-audit of branch procedures.
  • Assists Branch Manager with confidential matters and compliance visits and replies.
  • Assists Branch Manager with controlling expenses and operating at peak efficiencies.
  • Oversees ordering of supplies, purchase orders and postage usage.
  • Maintains accounting of branch petty cash.
  • May review branch invoices and operating statements.
  • Researches and resolves complex problems relating to client accounts and inquiries.
  • Assists Branch Manager in disseminating information at regular branch meetings.
  • Coordinate rent, facility, office maintenance and cleaning/security issues.
  • Recruits, selects, orients, trains and supervises branch operations associates.
  • In conjunction with the Branch Manager conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files.
  • Reviews daily work of operations associates.
  • Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
  • Ensures daily staffing levels and cross-training is adequate.
  • Coordinates registrations, continuing education, licensing, etc. of branch personnel.
  • Performs other duties and responsibilities as assigned. May perform some Branch Manager duties

Education/Experience Requirements
  • Bachelor's degree and three years' experience in the financial services industry, preferably including related operational management and supervisory experience

~or~
  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses Required
  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7, 9 & 10
  • Series 63, 65 and/or 66 as required by state
  • Ability to obtain additional securities and advisory state registrations if required by state

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)
Work Experience
General Experience - 3 to 6 years, Manager Experience - 13 months to 3 years
Certifications
s10 - General Securities Sales Supervisor - General Module Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), s9 - General Securities Sales Supervisor - Options Module Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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