ZipRecruiter

Log In

1

Account Operations Associate Jobs in Washington (NOW HIRING)

B.F. Saul Company

Client Service Associate

Bethesda, MD

$15.50 - $21.50/hr

Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think ... account operations and administrative functions. The ideal candidate is organized, completes ...

B.F. Saul Company

Client Service Associate

Bethesda, MD

$15.50 - $21.50/hr

... account operations and administrative functions. The ideal candidate is organized, completes ... Essential Job Functions of a Client Service Associate: * Deliver exceptional service by ...

B.F. Saul Company

Client Service Associate

Bethesda, MD

$15.50 - $21.50/hr

... account operations and administrative functions. The ideal candidate is organized, completes ... Essential Job Functions of a Client Service Associate: * Deliver exceptional service by ...

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

... account operations and administrative functions. The ideal candidate is organized, completes ... Essential Job Functions of a Client Service Associate: * Deliver exceptional service by ...

next page

Showing results 1-20

All JobsAccount Operations Associate JobsAccount Operations Associate Jobs in Washington

Account Operations Associate information

What is a business operations associate's salary?

A business operations associate's salary typically ranges from $50,000 to $70,000 annually, depending on experience, location, and company size. Entry-level roles may start lower, while experienced associates or those in high-cost areas can earn more. Compensation often includes benefits such as health insurance and paid time off.

What is the role of an operations associate?

An operations associate is responsible for supporting daily business functions, such as processing transactions, managing data, and coordinating between departments. They often use tools like spreadsheets and enterprise software to ensure smooth operations and accurate record-keeping.

What jobs in the US pay 300,000 a year?

For an Account Operations Associate, earning $300,000 annually is uncommon, as this role typically offers lower compensation. High-paying jobs in the US that can reach or exceed this level include executive positions such as Chief Executive Officers, investment bankers, specialized physicians, and senior technology executives, often requiring extensive experience, advanced skills, and leadership responsibilities.

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 job makes $10,000 a month without a degree?

An Account Operations Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree often include sales, real estate, or certain entrepreneurial ventures, but they usually require strong skills, networking, and performance-based incentives. Most roles with such income levels generally demand relevant experience, certifications, or a combination of skills and performance.
What are the most commonly searched types of Account Operations jobs in Washington? The most popular types of Account Operations jobs in Washington are:
What cities in Washington are hiring for Account Operations Associate jobs? Cities in Washington with the most Account Operations Associate job openings:
Account Operations Associate jobs near you
Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))

Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))

Atlantic Union Bank

Mclean, VA • On-site

$72K - $120K/yr

Full-time

Posted yesterday

Atlantic Union Bank rating

7.2

Company rating: 7.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

96th of 141 rated banks

Job description

The Operations Associate/Trader will play a central role in the firm's day-to-day trading, portfolio operations, and technology workflows. This individual will serve as the primary equity trader and work closely with the Senior Fixed Income Manager on multi-asset execution. The role also partners with the Director of Operations & Technology on systems management, audits, process improvement, and firmwide operational initiatives.
Position Accountabilities
Trading & Portfolio Operations
  • Serve as the primary equity trader for the firm, executing trades accurately and efficiently across client accounts.
  • Coordinate with the Senior Fixed Income Manager on fixed income execution, allocations, and trade workflows.
  • Monitor trade settlements, corporate actions, and reconciliation issues.
  • Support portfolio rebalancing, cash management, and model maintenance.
  • Ensure all trading activity adheres to firm policies, client guidelines, and regulatory requirements.

Technology & Systems
  • Utilize Envestnet Tamarac (or similar portfolio management/trading systems) for trading, reporting, and workflow management.
  • Maintain and enhance CRM processes within Salesforce.
  • Assist with system integrations, data hygiene, and technology optimization across the firm.
  • Collaborate with the Director of Operations & Technology on system upgrades, vendor relationships, and process automation.

Process Improvement & Firmwide Support
  • Participate in ongoing operational projects to improve efficiency, accuracy, and scalability.
  • Assist with internal controls, workflow documentation, and operational risk management.
  • Support periodic audits, compliance reviews, and documentation requests.
  • Provide general support to the operations, portfolio management and client service teams as needed.

Organizational Relationship
This position reports to: The Director of Operations and Technology
Position Qualifications
Education & Experience
  • Bachelor's degree in finance, economics, business, or a related field.
  • 2+ years of experience in the RIA, wealth management, or asset management industry.
  • Hands-on experience with Envestnet Tamarac, Tamarac Trading, or a comparable portfolio management/trading platform.
  • Familiarity with Salesforce CRM
  • Experience working with Schwab and Fidelity custodial platforms.
  • Experience with process automation or operational technology improvements.

Knowledge & Skills
  • Understanding of trading workflows, settlements, and portfolio operations.
  • Advanced proficiency with Microsoft Office Suite, with a strong emphasis on Excel (complex formulas, pivot tables, data manipulation, and workflow optimization).
  • Series 65 license highly desired. A CFP®, CFA®, CPA or similar designation is strongly preferred, or working toward one.
  • Experience with process automation or operational technology improvements.
  • High attention to detail, strong organizational skills, and the ability to manage multiple priorities.
  • Excellent communication skills and a collaborative mindset.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $72,052--$120,179 This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Apply