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Client Operations Associate Jobs (NOW HIRING)

Great Waters Financial

Client Operations Associate

MN · On-site

$50K - $63K/yr

The Client Operations Associate at Great Waters Financial is responsible for executing essential account-related tasks with precision, ensuring smooth operations across a variety of financial ...

Potomac

Client Operations Associate

Bethesda, MD · On-site

$60K - $80K/yr

Summary We're looking for an Operations Associate to scale efficient processes for our fast-growing ... Ensure all client and account data in Orion, Zoho CRM, and custodial systems is accurate ...

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 ...

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How much do client operations associate jobs pay per hour?

As of Sep 10, 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 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 are the key skills and qualifications needed to thrive as a client operations associate?

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.

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 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 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 using tools like CRM software to maintain client satisfaction and operational efficiency.

What is the role of a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth communication, and supporting service delivery. They often handle onboarding, troubleshoot issues, and use tools like CRM systems to maintain accurate client data. Strong organizational and communication skills are essential for this role.

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Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.

Client Operations Associate

Bridgewater, NJ • On-site

Harding Loevner LP
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Harding Loevner LPexternal

$70K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Job description

Harding Loevner is seeking a Client Operations Associate to join its Client Operations team, which is responsible for the ongoing monitoring of client portfolios to ensure adherence to strategy models, investment guidelines, and risk controls.

The Associate will assist the firm’s portfolio managers and broader client service team primarily in the areas of trade implementation, ongoing monitoring and maintenance of client portfolios, and data integrity relating to client records in all systems. This role offers the opportunity to gain a deeper understanding of investment decision-making, create trades, and contribute to a variety of operational initiatives. The position provides exposure to a broad range of investment management functions, including portfolio administration, compliance and risk analysis, data analysis, and cross-functional project work. It is well suited for candidates who demonstrate strong analytical and technical abilities, thrive in highly detail-oriented work, and apply critical thinking to solve complex problems.

Responsibilities include:

  • Create trades for accounts/strategies as directed by Portfolio Managers or clients and become an expert user of the firm’s trading system and compliance module
  • Master risk control and ongoing portfolio monitoring of client portfolios
  • Communicate portfolio compliance to Portfolio Managers and Senior Management
  • Facilitate daily ETF Capital Markets operations through close coordination with Portfolio Managers, Trading, and Operations
  • Support new client onboarding and account setup activities

Requirements:

  • Bachelor’s degree with a strong interest in investment management
  • Up to three years of experience, preferably in portfolio administration
  • Excellent written and verbal communication skills
  • Demonstrated analytical and problem-solving skills
  • Strong Microsoft Office skills
  • Experience with coding a plus

The annual base salary range for this position is $70,000-$75,000. The firm’s total compensation program includes an annual base salary, an annual discretionary performance-based bonus, a remunerative long-term incentive plan, and a comprehensive benefits package that includes medical, dental, and vision insurance; a 401(k) retirement plan; paid time off; a flexible spending account (FSA) program; and access to various wellness and employee assistance programs.

The actual base salary will be determined based on a variety of factors, including, but not limited to, relevant experience, skills, education, and other job-related considerations.

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