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Account Operations Associate Jobs in New York (NOW HIRING)

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 ...

Your Wireless Inc

Operations Associate

Garden City, NY · On-site

$18 - $20/hr

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 ...

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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 September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Associate, Account Operations Manager

Manhattan, NY • On-site

ADP, Inc.
Recruiting and Staffing Services • 10K+ employees
Learn more about ADP, Inc.external

$75K - $85K/yr

Other

Posted 8 days ago

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Associate, Account Operations Manager

Full Time Settlement Services New York, NY, US

2 days ago Requisition ID: 1113

Salary Range: $75,000.00 To $85,000.00 Annually

JOB SUMMARY: CFSB is an OCC-regulated federal savings bank at the forefront of fintech and payments. We are looking for an Account Manager who is eager to build their career in the exciting intersection between finance and technology and contribute to the bank’s growth.

The Account Operations Manager provides a wide range of support to the Operations Team and the bank’s customers. This position is responsible for monitoring and processing all customers’ requests related to account opening, business online banking, Positive Pay and Check 21. This position is also responsible for monitoring and addressing all non-post, stop pays, and ACH returns daily in addition to processing debit and credit transactions to customers’ accounts and balancing these accounts daily.


Responsibilities:

  • Develop and maintain strong relationships with customers.
  • Act as the primary point of contact for customers, addressing their needs and concerns in a timely and professional manner.
  • Work collaboratively with internal teams to ensure client satisfaction and successful project completion.
  • Resolve unposted items, process RDC fed file, and positive pay transactions.
  • Assist various teams with customers’ requests for online banking enrollment.
  • Process all audit requests received from customers through the Audit Confirmation system.
  • Send invoices to clients and follow up on unpaid invoices.
  • Provide new clients with account information and ensure they receive the necessary help for account setup, API, SFTP and Online banking enrollment.

Qualifications & Core Skills:

  • Minimum of 3 years’ relevant work experience.
  • Excellent verbal and written communication skills.
  • Knowledge of policies, procedures and updated regulatory requirements.
  • Self-motivated with the ability to work independently as well as in a team environment.
  • Ability to handle multiple tasks simultaneously and meet deadlines, while maintaining focus in an environment with conflicting demands and priorities.
  • excellent PC skills including Outlook, Word, Excel, and Office 365.
  • Strong experience in Bank Operations.
  • Strong knowledge of Banking Regulations.
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About ADP

Sourced by ZipRecruiter

We're designing a better way to work, so you can achieve what you're working for. Consistently named one of the 'Most Admired Companies' by FORTUNE® Magazine, and recognized by DiversityInc® as one of the 'Top 50 Companies for Diversity,' ADP works with more than 740,000 organizations across the globe to help their people work smarter, embrace new challenges, and unleash their talent. "Always Designing for People" means we're creating platforms that will transform how great work gets done, so together we can unlock a world of opportunity.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

Roseland, NJ, US

Year founded

1949

Social media

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