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Account Operations Associate Jobs (NOW HIRING)

EmploYou, LLC

Wealth Operations Associate

San Antonio, TX · On-site

$55K - $65K/yr

The Wealth Operations Associate supports the firm's day-to-day operational functions and serves as ... Processes new account openings, account transfers, money movement requests and account maintenance ...

Flagship Staffing Services

Be Seen First

Wealth Operations Associate

Warwick, RI · On-site

$70K - $80K/yr

They are currently looking for someone to join their firm as a Wealth Operations Associate ... Process new accounts * Process equity and mutual fund trades, block trades and trade ...

Mondo

Technology Operations Associate

Boston, MA · Remote

$45 - $55/hr

Technology Operations Associate, location is Remote. The start date is TBD for this contract ... Troubleshoot login, sign-up, account, checkout, and website/app issues. * Resolve issues within ...

Heckmann Financial

Operations Associate

Delafield, WI · On-site

The Operations Associate plays a key role in ensuring smooth day-to-day operations and delivering a ... advisory accounts · Handle client service requests (address updates, banking changes, loan ...

Eastern Bank

Operations Associate

Cranston, RI · On-site

$24.50/hr

The Operations Associate maintains primary responsibility for all operational elements of a small ... Routinely reviews new account opening documentation, to include some that is more complex (i.e ...

Eastern Bank

Operations Associate

Medford, MA · On-site

$24.50/hr

The Operations Associate maintains primary responsibility for all operational elements of a small ... Routinely reviews new account opening documentation, to include some that is more complex (i.e ...

Eastern Bank

Operations Associate

Medford, MA · On-site

$24.50/hr

The Operations Associate maintains primary responsibility for all operational elements of a small ... Routinely reviews new account opening documentation, to include some that is more complex (i.e ...

Eastern Bank

Operations Associate

Newburyport, MA · On-site

$24.50/hr

The Operations Associate maintains primary responsibility for all operational elements of a small ... Routinely reviews new account opening documentation, to include some that is more complex (i.e ...

Eastern Bank

Operations Associate

Newburyport, MA · On-site

$24.50/hr

The Operations Associate maintains primary responsibility for all operational elements of a small ... Routinely reviews new account opening documentation, to include some that is more complex (i.e ...

Eastern Bank

Operations Associate

Cranston, RI · On-site

$24.50/hr

The Operations Associate maintains primary responsibility for all operational elements of a small ... Routinely reviews new account opening documentation, to include some that is more complex (i.e ...

Eastern Bank

Operations Associate

North Andover, MA · On-site

$24.50/hr

The Operations Associate maintains primary responsibility for all operational elements of a small ... Routinely reviews new account opening documentation, to include some that is more complex (i.e ...

Eastern Bank

Operations Associate

North Andover, MA

$24.50/hr

The Operations Associate maintains primary responsibility for all operational elements of a small ... Routinely reviews new account opening documentation, to include some that is more complex (i.e ...

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Account Operations Associate information

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$29.5K

$56.8K

$78K

How much do account operations associate jobs pay per year?

As of Sep 15, 2026, the average yearly pay for account operations associate in the United States is $56,814.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $64,500.00 per year, depending on experience, location, and employer.

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 cities are hiring for Account Operations Associate jobs?

Cities with the most Account Operations Associate job openings:

What are the most commonly searched types of Account Operations jobs?

The most popular types of Account Operations jobs are:

What states have the most Account Operations Associate jobs?

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What are popular job titles related to Account Operations Associate jobs?

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Account Operations Associate jobs near you

Operations Associate

Lakewood, NJ • On-site

Holman Frenia Allison, P.C.
51 - 200 employees
Learn more about Holman Frenia Allison, P.C.external

$55K - $65K/yr

Full-time

Posted 18 days ago

Job description

Description:

Holman Frenia Allison, PC, Certified Public Accountants and Consultants (HFA), is headquartered in Central New Jersey. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax and business consulting services.

The Operations Associate provides key administrative and operational support to ensure smooth internal processes across the firm. This role supports the Operations department with proposal coordination, Audit report processing, accounts payable and accounts receivable functions, municipal engagement letters, and general administrative support. The ideal candidate is detail-oriented, highly organized, and comfortable working in a fast-paced professional environment.

Key Responsibilities:

Accounts Receivable (AR) & Collections Support

  • Generate and distribute client invoices as directed.
  • Monitor outstanding receivables and follow up on overdue balances.
  • Provide weekly aging updates to Operations leadership.
  • Coordinate with partners/managers on collection needs.

Accounts Payable (AP)

  • Process vendor invoices and employee reimbursements.
  • Maintain AP records and documentation.
  • Assist with month-end and year-end reconciliations.
  • Communicate with vendors as needed to resolve discrepancies.

Proposal Coordination & Engagement Letters

  • Prepare, edit, and format proposals for governmental and municipal clients.
  • Maintain proposal templates and ensure compliance with firm standards.
  • Track proposal deadlines, submissions, and award notifications.
  • Prepare and distribute municipal engagement letters, ensuring all required documents and signatures are completed and filed properly.

Audit Report Processing 

  • Format, assemble, and finalize Audit reports according to firm standards.
  • Coordinate partner and manager review cycles to ensure timely delivery.
  • Handle e-filing and report release processes.
  • Maintain accurate tracking logs for report status and deadlines.

General Operations & Administrative Support

  • Provide administrative support to the Operations team as needed.
  • Assist with maintaining firm-wide administrative workflows and documentation.
  • Support internal process improvements, tracking, and reporting.
  • Coordinate supplies, deliveries, and vendor relationships as needed.
  • Assist with onboarding and internal coordination tasks assigned by Operations leadership.
Requirements:
  • 2+ years of administrative, operations, or support experience (CPA firm or professional services preferred).
  • Associate’s degree required; Bachelor’s degree preferred.
  • Strong proficiency in Microsoft Word, Excel, and Outlook.
  • Excellent written and verbal communication skills.
  • Strong attention to detail and organization.
  • Ability to manage multiple deadlines in a fast-paced environment.
  • Professional, dependable, and comfortable working with partners and department leadership.