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Brokerage Operations Associate Jobs in Ohio (NOW HIRING)

Marsh Berry

Operations Associate

Woodmere, OH · On-site

We are seeking an Operations Associate to join our team. We have a people-first, fast-paced ... With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution ...

Marsh Berry

Sales Operations Associate

Woodmere, OH · On-site

$100K - $120K/yr

We are seeking a Sales Operations Associate to join our team. We have a people-first, fast-paced ... With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution ...

QQR

Dispatch Night Operations Associate

Cincinnati, OH · On-site

$45K - $65K/yr

Job Overview The Dispatch Night Operations Associate is a full-time, on-site role with QQR ... brokers, and strategic partners Ensure service commitments are consistently met or exceeded Resolve ...

QQR

Dispatch Night Operations Associate

Cincinnati, OH · On-site

$45K - $65K/yr

Job Overview The Dispatch Night Operations Associate is a full-time, on-site role with QQR ... brokers, and strategic partners Ensure service commitments are consistently met or exceeded Resolve ...

Mohr Partners

Associate Broker

Cleveland, OH · On-site

Brokerage Location: Cleveland, OH Reports To: Cleveland Market Leader Classification: Commission ... Typically includes extended periods of sitting and/or operation of a computer for up to 8 hours a ...

Goodwin

Aviation Operations Coordinator

Columbus, OH · On-site

In this industry, brokers work directly with travelers to source trips and manage client ... The Aviation Operations Coordinator, (referred to the Sourcing Associate internally at Goodwin ...

Goodwin

Aviation Operations Coordinator

Columbus, OH · On-site

In this industry, brokers work directly with travelers to source trips and manage client ... The Aviation Operations Coordinator, (referred to the Sourcing Associate internally at Goodwin ...

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How much do brokerage operations associate jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for brokerage operations associate in Ohio is $24.95, according to ZipRecruiter salary data. Most workers in this role earn between $16.92 and $28.80 per hour, depending on experience, location, and employer.

What is a brokerage operations associate?

Brokerage Operations Associates are professionals who support the day-to-day activities of a brokerage firm. They are responsible for processing trades, maintaining client accounts, ensuring regulatory compliance, and resolving discrepancies or issues related to transactions. Their work ensures the smooth settlement of trades and accurate record-keeping, which is essential for client trust and the proper functioning of financial markets. They often collaborate with brokers, clients, and other departments to ensure all operations run efficiently.

What are the key skills and qualifications needed to thrive as a brokerage operations associate?

To thrive as a Brokerage Operations Associate, you need a solid understanding of financial markets, trade processing, securities settlement, and a bachelor’s degree in finance or a related field. Familiarity with trade management platforms (such as DTCC, Bloomberg, or SWIFT), and sometimes FINRA Series 7 or Series 63 certification, is typically required. Strong attention to detail, analytical thinking, and effective communication skills help ensure accuracy and efficiency when resolving issues and interacting with clients or internal teams. These skills are crucial for minimizing risk, maintaining compliance, and ensuring smooth and timely execution of brokerage operations.

What are some common challenges faced by brokerage operations associates, and how can they be addressed?

Brokerage Operations Associates often encounter challenges such as managing high transaction volumes, ensuring regulatory compliance, and resolving discrepancies between trades and settlements. Staying organized and detail-oriented is crucial, as even small errors can have significant impacts. Proactively communicating with internal teams and external partners, and leveraging technology tools, can help streamline processes and minimize errors. Continuous learning about industry regulations and best practices also helps Associates stay ahead of compliance requirements.

What are the most commonly searched types of Brokerage Operations jobs in Ohio?

The most popular types of Brokerage Operations jobs in Ohio are:

What are popular job titles related to Brokerage Operations Associate jobs in Ohio?

For Brokerage Operations Associate jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Brokerage Operations Associate jobs in Ohio look for?

The top searched job categories for Brokerage Operations Associate jobs in Ohio are:

What cities in Ohio are hiring for Brokerage Operations Associate jobs?

Cities in Ohio with the most Brokerage Operations Associate job openings:

Brokerage Operations Associate jobs near you
Infographic showing various Brokerage Operations Associate job openings in Ohio as of September 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $51,897 per year, or $25 per hour.

Operations Associate

Woodmere, OH • On-site

Marsh Berry
See more jobs at Marsh Berryexternal

Full-time

Re-posted 15 days ago

Job description

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking an Operations Associate to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.
Position Summary:
MarshBerry is currently seeking an Operations Associate based in our Beachwood, OH headquarters.
The Operations Associate supports the IBC team's operational, financial and strategic initiatives to help the IBC team achieve their goals. The Operations Associate will support the Director of Operations to drive continuous improvement and efficiency to all aspects of operations ensuring IBC services are delivered effectively and consistently. They will handle staffing and workload management to ensure projects are staffed effectively. They will work cross-functionally with the services teams including Finance, HR, Marketing, Compliance and IBC practice teams.
Responsibilities:
  • Assist in implementing operational processes, tools, and workflows to improve efficiency and consistency across IBC services.
  • Manage project staffing, including tracking team capacity, making project assignments and maintaining visibility into project pipeline and workload distribution.
  • Communicate with project leads to ensure alignment on deadlines, priorities, and resource needs.
  • Maintain and continuously improve standard operating procedures, templates, and documentation.
  • Develop, maintain, and distribute recurring operational and performance reports (KPIs, utilization, pipeline, project status, etc.)
  • Build dashboards and reports to track progress against strategic and business plan goals.
  • Assist with budgeting, forecasting, and tracking of team financial performance.
  • Collaborate with Finance to ensure accurate data inputs, reporting, and alignment.
  • Support the execution of strategic initiatives and annual business plan priorities.
  • Track progress on key initiatives and prepare updates for leadership.
  • Assist in coordinating strategic planning activities (materials, timelines, data gathering).
  • Conduct research and analysis to support new initiatives and business opportunities.
  • Collaborate with services teams including Finance, HR, Marketing, Compliance and IBC practice teams.
  • Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.

Selection Criteria
Education & Experience:
  • Bachelor's degree in Business, Finance, Economics, or related field.
  • Additional Professional Designations or Certifications desired.
  • 2-5 years of experience within operations, preferably within investment banking, consulting or financial services.
  • Advanced proficiency in Microsoft office, especially Excel.

Other:
  • Strong analytical and problem-solving skills.
  • Excellent organizational skills with strong attention to detail.
  • Excellent project management; with analytical, organizational and problem-solving abilities.
  • Strong communication skills: both written and verbal with demonstrated creativity with regard to work.
  • Demonstrated industry business acumen; ability to grasp new business concepts and issues.
  • Ability to travel up to 25% of the time; includes overnight and limited weekend travel.
  • Ability to work flexible and/or extended hours as needed.

Working at MarshBerry
Who We Are:
MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.
What We Do:
MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.
It's one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:
  • North Coast 99
  • Top Work Places - The Plain Dealer
  • Best Companies Group - Inclusive Workplace
  • Crain's Fast 50
  • Healthy Business Council of Ohio Healthy Worksite

To learn more about MarshBerry, visit www.marshberry.com.
We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.
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.

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