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Account Operations Associate Jobs (NOW HIRING)

Insigneo Securities LLC

Operations Associate

Miami, FL · On-site

Review account opening documentation to ensure it complies with regulatory guidelines and internal policies and procedures. * Assessment of plausibility and reasonability of SOW and financial ...

Northwestern Mutual

Operations Associate

Baxter, MN · On-site

The Operations Associate will work closely with the Director of Operations to ensure smooth ... Prepare and submit applications, paperwork, and account forms for insurance and investment products

Northwestern Mutual

Operations Associate

Baxter, MN · On-site

The Operations Associate will work closely with the Director of Operations to ensure smooth ... Prepare and submit applications, paperwork, and account forms for insurance and investment products

PYA P C

Trade Operations Associate

Knoxville, TN · On-site

The Trade Operations Associate is responsible for executing and managing trades across client ... Manage portfolio reporting software to include account reconciliation and client reporting

Northwestern Mutual

Operations Associate

Baxter, MN · On-site

The Operations Associate will work closely with the Director of Operations to ensure smooth ... Prepare and submit applications, paperwork, and account forms for insurance and investment products

La Casa Norte

Operations Associate

Chicago, IL

$18.55 - $19.06/hr

Operations Associate Reports to: Operations Supervisor Salary Range: $18.55 - $19.06 FLSA Status ... Flexible Spending Accounts (FSA): Options for pre-tax savings on eligible healthcare, transit, and ...

Core One

Operations Associate

Sterling, VA

Core One seeks a Operations Associate who will provide administrative, analytical, and operational ... Support Information Technology operations through asset tracking, account administration activities ...

Core One

Operations Associate

Sterling, VA · On-site

Core One seeks a Operations Associate who will provide administrative, analytical, and operational ... Support Information Technology operations through asset tracking, account administration activities ...

Swisher

Associate National Account Manager

Chicago, IL · On-site

$126K - $131K/yr

The Associate assists in customer engagement, internal alignment, and day-to-day account operations to help drive volume, revenue, and overall account performance. Key Responsibilities * Support the ...

Swisher

Associate National Account Manager

Charlotte, NC

$120K - $125K/yr

The Associate assists in customer engagement, internal alignment, and day-to-day account operations to help drive volume, revenue, and overall account performance. Key Responsibilities * Support the ...

Kelmar

Custody Operations Associate

Wakefield, MA · On-site

The Custody Operations Associate is an Entry Level position who will work closely with Kelmar ... Review and transfer accounts held at mutual fund companies, brokerage firms, and transfer agents to ...

Swisher

Associate National Account Manager

Dallas, TX

$121K - $126K/yr

The Associate assists in customer engagement, internal alignment, and day-to-day account operations to help drive volume, revenue, and overall account performance. Key Responsibilities * Support the ...

Cetera

Senior Operations Associate

Dallas, TX · Hybrid

$28.85 - $36.05/hr

We are looking for an Operations Associate to join our team and support our organization by ... Manage and maintain broker-dealer custodial account software, such as Schwab Advisor Center ...

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All JobsAccount Operations Associate Jobs

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 Jul 14, 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.

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? States with the most job openings for Account Operations Associate jobs include:
Account Operations Associate jobs near you

Central Operations Associate

Concurrent Investment Advisors

Dallas, TX

$60K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

Job description

Description
Position Overview
We are seeking a dedicated and detail-oriented Central Operations Associate to join our team. In this role, you will play a pivotal part in providing exceptional support to Financial Advisors and their clients. The Central Operations Associate will manage client onboardings, assist with account management, ensure regulatory compliance, and maintain precise client records. This role is based in our Tampa office and involves collaborating with a diverse group of advisors across the country. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to handle multiple priorities in a fast-paced environment.

Key Responsibilities
  • Client Support: Serve as the primary point of contact for client inquiries, providing accurate information about financial products and assisting with processes.
  • Account Management: Assist with account opening/closing, monitor accounts for compliance, and resolve account-related issues.
  • Financial Planning Assistance: Support Financial Advisors by maintaining financial plans and investment details.
  • Documentation & Record-Keeping: Process and maintain up-to-date client records, handle documentation, and archive within CRM.
  • Compliance: Ensure all client interactions and transactions comply with industry regulations.
  • Communication: Maintain clear communication with clients, advisor firms, and internal teams, providing updates on client requests and onboardings.
  • Problem Resolution: Address and escalate client issues, ensuring client satisfaction and retention.
  • Education & Training: Educate advisors on financial products, services, and systems.
  • Vendor Collaboration: Coordinate with custodians to process transactions and maintain account accuracy.
  • Reporting & Analysis: Generate reports on account activities, provide insights to improve client service and operations.


Qualifications
  • At least three years of experience in financial services, advisory office practices, and custodial operations.
  • Excellent organizational and time management skills to handle multiple tasks and meet deadlines.
  • Detail-oriented with the ability to maintain accuracy with financial documents.
  • Strong communication skills, both verbal and written, to interact effectively at all levels.
  • Ability to manage multiple priorities, resolve issues, and provide high-level customer service.
  • Proficiency in office software, reporting tools, and CRM systems.
  • Familiarity with investment concepts and industry compliance standards.


Benefits
  • 401(k) matching
  • Dental Insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance