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Account Operations Associate Jobs in New York (NOW HIRING)

Dawn Taylor Associates

Be Seen First

Trade Operations Associate - NYC/Hybrid

New York, NY · On-site

$105K/yr

Responsibilities: - Ensure timely trade allocations and bookings of client accounts through CTM ... Operations Associate for their NYC office. This is a growing team in expansion.

New

Dawn Taylor Associates

Be Seen First

Trade Operations Associate - NYC/Hybrid

New York, NY · On-site

$105K/yr

Responsibilities: - Ensure timely trade allocations and bookings of client accounts through CTM ... Operations Associate for their NYC office. This is a growing team in expansion.

New

NBT Bank

Operations Associate

New York, NY · On-site

$18.50 - $22.58/hr

Pay Range: $18.50 - $22.58 NBT Operations Associates are an integral part of providing excellent ... Activities directly impact customer accounts, bank reporting, and real time information. May ...

NBT Bank

Operations Associate

New York, NY · On-site

$18.50 - $22.58/hr

Pay Range: $18.50 - $22.58 NBT Operations Associates are an integral part of providing excellent ... Activities directly impact customer accounts, bank reporting, and real time information. May ...

Hebrew Public

Operations Associate

Brooklyn, NY · On-site

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 ...

Hebrew Public

Operations Associate

New York, NY · On-site

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 ...

Hebrew Public

Operations Associate

Brooklyn, NY

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 ...

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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.

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 outlook depends on the industry and company, but it generally offers a solid foundation in business operations.

Is an account operations associate an entry level job?

An account operations associate position is often considered entry-level, suitable for candidates with basic organizational and communication skills. It typically requires minimal prior experience and may involve training on specific tools like CRM software; however, some roles may prefer candidates with related internships or coursework.

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.

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:

Account Operations Associate jobs near you
Infographic showing various Account Operations Associate job openings in New York as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Trade Operations Associate - NYC/Hybrid

Dawn Taylor Associates

New York, NY • On-site

$105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Trade Operations Associate – NYC/Hybrid


Our client, an international Financial Services firm, is seeking a Trade Operations Associate for their NYC office. This dynamic role supports trade processing for domestic and international markets and offers the opportunity to make a positive impact on the firm’s success.


Responsibilities:
- Ensure timely trade allocations and bookings of client accounts through CTM / FIX Allocation or manual processes for both domestic and international trades
- Process timely and accurate client trade confirmations ensuring proper delivery and settlement
- Manage the life cycle of trades from booking and matching to settlement, utilizing clearing network
- Maintain client static data, including settlement instructions and commission schedules
- Perform daily reconciliation of all recorded trades
- Ensure regulatory compliance by accurately recording fixed income trades (TRACE)
- Open new client accounts, including sub-accounts and managed funds
- Assist in onboarding new client accounts
- Create JIRA tickets for issue tracking and facilitate User Acceptance Testing (UAT) and regression testing through final delivery
Requirements:
- Bachelor’s Degree in Finance, Business or related major
3-5+ years of related Operations, Middle Office, Settlements or Trade Support experience
- Strong verbal and written communication skills
- Outstanding attention to detail and proven ability to collaborate in a team environment and work independently

*Series 7or SIE and Series 99 licenses preferred or must obtain within 3 months of employment*


Salary $92k-112k + discretionary bonus + excellent benefits

Company Description

Our client, an international Financial Services firm, is seeking a Trade Operations Associate for their NYC office. This is a growing team in expansion.