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Client Operations Associate Jobs (NOW HIRING)

Copper.co

Client Operations Associate

New York, NY · On-site

Role Purpose: As a Client Operations Associate in our Operations Team, you will play a crucial role in ensuring the success and satisfaction of our valued institutional clients and internal ...

Copper.co

Client Operations Associate

New York, NY · On-site

Role Purpose: As a Client Operations Associate in our Operations Team, you will play a crucial role in ensuring the success and satisfaction of our valued institutional clients and internal ...

EBizCharge

Client Operations Associate

Irvine, CA · On-site

This commitment applies to all persons involved in Company operations. The Company prohibits unlawful discrimination against any job applicant, employee, or unpaid intern by any employee of the ...

Aksia

Client Operations Associate, Private Markets

Position Overview Aksia is seeking an associate level professional to join our Private Markets Client Operations team. Our client operations team is responsible for providing comprehensive accounting ...

SCS Financial

Associate, Client Operations

Portsmouth, NH · On-site

$60K - $70K/yr

Position Summary SCS Financial is seeking a highly motivated Associate, Client Operations to join our growing team. Within the Operations & Analytics ("O&A") department, the Client Operations team is ...

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Client Operations Associate information

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How much do client operations associate jobs pay per hour?

As of Jun 19, 2026, the average hourly pay for client operations associate in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What are the key skills and qualifications needed to thrive as a Client Operations Associate, and why are they important?

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

What does a Client Operations Associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

What jobs pay 2000 a day?

High-paying jobs that can reach $2,000 a day typically include roles such as specialized consultants, senior executives, certain medical professionals, and skilled trades like pilots or lawyers. These positions often require advanced skills, extensive experience, or professional certifications, and may involve high-pressure environments or freelance work with premium rates.

How does a Client Operations Associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.

What is a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth service delivery, and supporting client needs. They often handle communication, data management, and coordinate with internal teams to maintain client satisfaction and operational efficiency.

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

A Client Operations Associate can potentially earn $10,000 a month through experience, performance bonuses, and skill development in areas like client management, communication, and software tools. High earnings often depend on industry, company size, and individual performance, with some roles in sales, consulting, or specialized client services reaching this level without requiring a degree.

Is a CSA job stressful?

A Client Operations Associate (CSA) role can be stressful due to the need to manage client inquiries, meet deadlines, and handle multiple tasks simultaneously. Strong communication skills and organization are important to effectively perform in this position, which often involves working in a fast-paced environment.
What cities are hiring for Client Operations Associate jobs? Cities with the most Client Operations Associate job openings:
What are the most commonly searched types of Client Operations jobs? The most popular types of Client Operations jobs are:
What states have the most Client Operations Associate jobs? States with the most job openings for Client Operations Associate jobs include:
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.
Client Operations Associate

Client Operations Associate

JMG Financial Group

Downers Grove, IL • Hybrid

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 11 days ago

Job description

JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Chicago area. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025.
We are seeking a detail‑oriented Client Operations Associate to support the accurate, timely, and compliant processing of client money and asset movements. This role plays a critical part in safeguarding client assets by ensuring all cash and asset transfers are properly authorized, documented, and executed in accordance with firm policies, custodian guidelines, and regulatory requirements. This position reports to the Operation Director and works closely with the Advisor Teams.
The duties of this role would include, but are not limited to, the following:
  • Process incoming and outgoing client money and asset movements, including:
- Domestic and international wire transfers
- ACH, EFT, and internal account transfers
- Cash journals and money market transactions
- Asset transfers between custodians
- Capital calls and MoneyLinks
- Check requests, deposits, and disbursements
  • Verify and confirm transfer instructions supplied by advisor teams
  • Ensure all transactions are fully authorized, documented, and compliant before execution
  • Track transfers through completion and confirm successful settlement
  • Monitor custodian alerts and address pending or rejected transactions
  • Research and resolve transaction issues, delays, or errors in collaboration with custodians and internal teams
  • Provide clear and timely status updates regarding transfer activity and cash availability
  • Maintain accurate records and documentation within internal systems
  • Serve as a subject‑matter resource on cash movement procedures and requirements
  • Assist with audits, compliance testing, and internal reviews related to asset movement
  • Partner with Compliance and Management to escalate discrepancies, suspicious activity, or incomplete requests
  • Prepare and process electronic and digital authorizations
  • Support additional operational and administrative projects as needed

Any experience and basic knowledge with wire processing or cash operations in financial services, banking, or brokerage required. A successful Client Operations Associate will need the skills to work effectively in teams as well as independently.

This is a great opportunity for someone looking to join a reputable wealth management firm on a long-term basis. The Client Operations Associate is a non-exempt - non‑client‑facing, position and may be eligible for a hybrid schedule after the initial training period.

Education: Minimum of High School diploma required

Compensation: Non-Exempt position, eligible for overtime, bonuses and full benefits including health, dental, vision, life, long-term disability and 401(k).

Your resume and cover letter referring to this posting are required to be considered.

JMG is an equal opportunity employer.

Apply