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Account Operations Associate Jobs in New York (NOW HIRING)

Operations Associate

Great Neck, NY · On-site

$70K - $120K/yr

The Operations Associate role will join a lean team and focus on ensuring accurate and timely ... Client & Account Support Open and maintain institutional client accounts. Process account ...

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Full Time Operations Associate needed for a Commercial Vehicle Rental & Leasing company in Elmwood ... Billing & Accounts Receivable * Vehicle Contracts & Titles * Vehicle Permits & Taxes - HUT, IFTA

Health Care & Dependent Care Flexible Spending Accounts: Up to $5,000 in HRA funds * Employer-Paid ... The Operations Associate ensures that essential systems run smoothly so teachers can teach and ...

Health Care & Dependent Care Flexible Spending Accounts: Up to $5,000 in HRA funds * Employer-Paid ... The Operations Associate ensures that essential systems run smoothly so teachers can teach and ...

Health Care & Dependent Care Flexible Spending Accounts: Up to $5,000 in HRA funds * Employer-Paid ... The Operations Associate ensures that essential systems run smoothly so teachers can teach and ...

Onboarding new hires - creating offer letters, setting up their accounts in co-ordinance with our H ... Preferred Qualifications: * 1-3 Years Experience in an Operations style position. * Associate ...

Stash's Operations team is seeking an Associate to join our Fraud & Disputes team and play a ... Investigate and analyze suspicious account activity, high risk transactional patterns and customer ...

Stash's Operations team is seeking an Associate to join our Fraud & Disputes team and play a ... Investigate and analyze suspicious account activity, high risk transactional patterns and customer ...

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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 New York? The most popular types of Account Operations jobs in New York are:
What cities in New York are hiring for Account Operations Associate jobs? Cities in New York with the most Account Operations Associate job openings:
Infographic showing various Account Operations Associate job openings in New York as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Contractor

Re-posted 8 days ago


Job description


Biztek People is seeking an experienced bilingual (Japanese and English) Operations Associate for our client in New York City!
Job Title: Operations Associate (Treasury Administration & Operations)
Location: 1271 Office (Onsite; 1 day per week WFH possible)
Contract Duration: 6 months with potential for extension
Start Date: ASAP
About the Role
We are seeking a detail-oriented Associate to support the Treasury Administration team. The ideal candidate will have 3-5 years of experience in financial administration, compliance coordination, and operational support. This role is essential in ensuring efficient treasury processes, accurate reporting, and effective departmental coordination.
Key Responsibilities
  • Provide general administrative and operational support to the Treasury department.
  • Process invoice payments and monitor budgets using PeopleSoft.
  • Administer vendor contracts and ensure compliance with documentation standards.
  • Prepare and manage internal financial and compliance reports, including daily and periodic Treasury submissions.
  • Support Know Your Customer (KYC) reviews, account openings, and related documentation processes.
  • Assist with onboarding and logistics for new hires, expats, interns, and consultants.
  • Coordinate compliance-related activities, including Volcker Rule reporting, information control inspections, and behavioral monitoring.
  • Maintain the Important Assets Ledger and ensure adherence to mandatory leave policies.
  • Support business continuity and other special projects as assigned by management.

Qualifications
  • 3-5 years of relevant experience in Treasury, Finance, Accounting, or Compliance administration.
  • Bachelor's degree required.
  • Proficiency in PeopleSoft
  • Strong organizational and multitasking abilities with attention to accuracy and deadlines.
  • Business-level proficiency in Japanese (written and verbal).
  • Excellent communication skills and ability to collaborate across teams.

Work Environment
  • Onsite position
  • One day of remote work per week may be permitted, subject to approval.
  • Professional, team-oriented environment focused on operational excellence and compliance integrity.

Keywords: #reasury Operations, Financial Administration, Compliance Reporting, PeopleSoft, Vendor Management, KYC, Finance Support, Japanese Language, Budget Monitoring, Administrative Coordination