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Account Operations Associate Jobs in New York (NOW HIRING)

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Operations Associate

New York, NY · On-site

$62K/yr

The Role We're looking for an enthusiastic and detail-oriented Operations Associate to join our ... Accounts Receivable, Recruiting, HR, CRM Management, etc. Requirements: * Up to 1 year of ...

Quorum

Deposit Operations Associate

Purchase, NY · On-site

How You'll Make an Impact The Deposit Operations Associate supports day-to-day deposit and payment ... account maintenance activities. The role also supports procedure management, system testing ...

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Operations Associate

New York, NY · On-site

$62K/yr

The Role We're looking for an enthusiastic and detail-oriented Operations Associate to join our ... Accounts Receivable, Recruiting, HR, CRM Management, etc. Requirements: * Up to 1 year of ...

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Operations Associate

New York, NY · Hybrid

$62K/yr

The Role We're looking for an enthusiastic and detail-oriented Operations Associate to join our ... Accounts Receivable, Recruiting, HR, CRM Management, etc. Requirements: * Up to 1 year of ...

Engineers Gate

Trading Operations Associate

Manhattan, NY · On-site

$70K - $100K/yr

Trading Operations Associate New York Engineers Gate (EG) is a leading investment manager founded ... account, and economic terms. * Serve as the primary point of contact during your shift on execution ...

Outset

Customer Operations Associate

Manhattan, NY · On-site

Customer Operations Associate Outset invented a better way to do research: AI-powered user ... account management, etc.) * Excellent communication skills, with experience adapting communication ...

Brex

Fraud Operations Associate

New York, NY · Hybrid

$86K - $108K/yr

What you'll do As a Fraud Operations Associate, you will be working with some of the industry ... Make risk-based, subjective decisions on high-value/risk transactions & account offboardings

ACT Group

Operations Associate

New York, NY · On-site

$90K - $120K/yr

Partner with clients and vendors regarding their accounts to resolve any account/invoice ... Operations team * Work collaboratively across teams to address evolving needs * This position ...

ACT Group

Operations Associate

New York, NY · On-site

$90K - $120K/yr

Partner with clients and vendors regarding their accounts to resolve any account/invoice ... Operations team * Work collaboratively across teams to address evolving needs * This position ...

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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.

Private Capital Operations Associate

Manhattan, NY • On-site

Career Launch AI
See more jobs at Career Launch AIexternal

$140K - $185K/yr

Other

Posted 7 days ago

Job description

Private Capital Operations Associate

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Private Capital Operations Associate position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in private capital operations, fund administration, and portfolio management support.

Actual openings may vary depending on employer focus, including private equity, venture capital, private credit, real estate, and other alternative investments.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

Private Capital Operations Associates support investment and fund management teams by overseeing operational processes, monitoring portfolio activity, and ensuring accurate reporting. The role blends financial analysis, fund operations, and transaction support to maintain efficient and compliant investment operations.

Analysts collaborate closely with investment professionals, fund accountants, and legal teams to manage capital calls, distributions, reconciliations, and portfolio reporting.

Key Responsibilities

  • Assist with the administration of private capital funds, including capital calls, distributions, and subscription documents

  • Monitor and reconcile portfolio activity, NAV calculations, and investor accounts

  • Support transaction processing for fund investments, co-investments, and secondary market activity

  • Prepare investor reports, performance metrics, and operational dashboards

  • Coordinate with internal teams and external service providers (fund administrators, custodians, auditors)

  • Ensure compliance with fund agreements, regulatory requirements, and internal controls

  • Identify operational inefficiencies and support process improvement initiatives

  • Assist in ad-hoc analyses, data requests, and fund-level reporting

Preferred Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field

  • Knowledge of private capital funds, investment operations, and fund administration

  • Experience or coursework in private equity, private credit, venture capital, or fund operations

  • Strong analytical and problem-solving skills with high attention to detail

  • Proficiency in Excel and PowerPoint; familiarity with SQL, Python, or other analytical tools is a plus

  • Ability to manage multiple priorities in a fast-paced, deadline-driven environment

  • Clear written and verbal communication skills

  • Interest in operational excellence, fund administration, and private capital transactions

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

  • Skills-based role matching

  • Resume and profile optimization

  • Guidance on outreach to private capital teams and fund managers

  • Interview preparation for private capital operations, fund accounting, and portfolio management roles

To learn more or express interest in private capital operations roles, visit:
https://www.careerlaunch.ai/