Operations Associate
Fort Wayne, IN ยท Hybrid
Operations Associate Full-Time | On-Site Phillips Financial is seeking a highly detail-oriented and ... is not a front-facing client relationship role. The ideal candidate thrives in structured ...
Fort Wayne, IN ยท Hybrid
Operations Associate Full-Time | On-Site Phillips Financial is seeking a highly detail-oriented and ... is not a front-facing client relationship role. The ideal candidate thrives in structured ...
Fort Wayne, IN ยท Hybrid
Operations Associate Full-Time | On-Site Phillips Financial is seeking a highly detail-oriented and ... is not a front-facing client relationship role. The ideal candidate thrives in structured ...
The Temporary FC Operations Associate is responsible for the accurate set-up, picking, packing, and manifesting of materials according to the client's specifications. The ideal candidate has ...
The Temporary FC Operations Associate is responsible for the accurate set-up, picking, packing, and manifesting of materials according to the client's specifications. The ideal candidate has ...
The Temporary FC Operations Associate is responsible for the accurate set-up, picking, packing, and manifesting of materials according to the client's specifications. The ideal candidate has ...
The Temporary FC Operations Associate is responsible for the accurate set-up, picking, packing, and manifesting of materials according to the client's specifications. The ideal candidate has ...
South Bend, IN ยท On-site
$15/hr
The Temporary FC Operations Associate is responsible for the accurate set-up, picking, packing, and manifesting of materials according to the client's specifications. The ideal candidate has ...
South Bend, IN ยท On-site
$15/hr
The Temporary FC Operations Associate is responsible for the accurate set-up, picking, packing, and manifesting of materials according to the client's specifications. The ideal candidate has ...
South Bend, IN ยท On-site
$15/hr
The Temporary FC Operations Associate is responsible for the accurate set-up, picking, packing, and manifesting of materials according to the client's specifications. The ideal candidate has ...
South Bend, IN ยท On-site
$15/hr
The Temporary FC Operations Associate is responsible for the accurate set-up, picking, packing, and manifesting of materials according to the client's specifications. The ideal candidate has ...
Greenwood, IN ยท On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Greenwood, IN ยท On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Greenwood, IN ยท On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Greenwood, IN ยท On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Fort Wayne, IN ยท On-site
... Senior Manual Operations Associate (MOA) or Manager. * Coordinate with Senior MOA to audit and ... integrity, obsessive client focus, great teamwork, and a long-term mindset - makes MedPro a ...
Fort Wayne, IN ยท On-site
... Senior Manual Operations Associate (MOA) or Manager. * Coordinate with Senior MOA to audit and ... integrity, obsessive client focus, great teamwork, and a long-term mindset - makes MedPro a ...
The position plays an essential role in maintaining accurate records, fostering positive client ... Provide operational and administrative support for the launch and ongoing activities of a new ...
The position plays an essential role in maintaining accurate records, fostering positive client ... Provide operational and administrative support for the launch and ongoing activities of a new ...
The position plays an essential role in maintaining accurate records, fostering positive client ... Provide operational and administrative support for the launch and ongoing activities of a new ...
The position plays an essential role in maintaining accurate records, fostering positive client ... Provide operational and administrative support for the launch and ongoing activities of a new ...
Evansville, IN ยท On-site
$14.10/hr
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $14.10
Evansville, IN ยท On-site
$14.10/hr
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $14.10
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $14.10
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $14.10
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $14.10
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $14.10
Fort Wayne, IN ยท On-site
$14.10/hr
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $14.10
Fort Wayne, IN ยท On-site
$14.10/hr
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $14.10
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $14.10
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $14.10
Vincennes, IN ยท On-site
$14.10/hr
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $14.10
Vincennes, IN ยท On-site
$14.10/hr
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $14.10
Indianapolis, IN ยท On-site
$25 - $28/hr
Seeking a Laboratory Operations Project Management Associate to support our client's operations team with relevant industry experience and proficiency in Microsoft Office applications. Compensation ...
Indianapolis, IN ยท On-site
$25 - $28/hr
Seeking a Laboratory Operations Project Management Associate to support our client's operations team with relevant industry experience and proficiency in Microsoft Office applications. Compensation ...
Seeking a Laboratory Operations Project Management Associate to support our client's operations team with relevant industry experience and proficiency in Microsoft Office applications. Compensation ...
Seeking a Laboratory Operations Project Management Associate to support our client's operations team with relevant industry experience and proficiency in Microsoft Office applications. Compensation ...
Indianapolis, IN ยท On-site
$25 - $28/hr
Seeking a Laboratory Operations Project Management Associate to support our client's operations team with relevant industry experience and proficiency in Microsoft Office applications. Compensation ...
Indianapolis, IN ยท On-site
$25 - $28/hr
Seeking a Laboratory Operations Project Management Associate to support our client's operations team with relevant industry experience and proficiency in Microsoft Office applications. Compensation ...
$21.75 - $44.50/hr
By leveraging business operations, technology platforms, and process optimization, the CES drives outcomes that improve client experience and operational integrity. This role demands a proactive ...
$21.75 - $44.50/hr
By leveraging business operations, technology platforms, and process optimization, the CES drives outcomes that improve client experience and operational integrity. This role demands a proactive ...
$10.75 - $14.39
9% of jobs
$16.76 is the 25th percentile. Wages below this are outliers.
$14.39 - $18.03
24% of jobs
The median wage is $20.80 / hr.
$18.03 - $21.67
22% of jobs
$21.67 - $25.31
16% of jobs
$26.92 is the 75th percentile. Wages above this are outliers.
$25.31 - $28.95
9% of jobs
$28.95 - $32.59
7% of jobs
$32.59 - $36.22
4% of jobs
$36.22 - $39.86
4% of jobs
$39.86 - $43.50
3% of jobs
$43.50 - $47.14
1% of jobs
$47.14 - $50.78
0% of jobs
$10
$24
$50
| Aspect | Client Operations Associate | Client Services Coordinator |
|---|---|---|
| Required Credentials | Typically a bachelor's degree, relevant certifications (e.g., CRM tools) | Similar educational background, often with customer service certifications |
| Work Environment | Corporate offices, financial firms, consulting companies | Financial institutions, marketing agencies, client-facing departments |
| Employer & Industry Usage | Used in finance, consulting, tech sectors | Common in finance, marketing, and service industries |
| Search & Comparison Intent | People comparing operational roles focused on client management and backend processes | Individuals 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.
Other
Medical, Life, Retirement, PTO
Posted 18 days ago
Operations Associate
Full-Time | On-Site
Phillips Financial is seeking a highly detail-oriented and tech-savvy Operations Associate to support our Operations and Portfolio Management teams. This is a hybrid role designed to strengthen our internal systems, streamline daily workflows, and provide operational continuity across the firm.
This position will work primarily alongside our Operations Manager (approximately 80% of responsibilities) and secondarily support our Investment Operations Lead (approximately 20%). The ideal candidate enjoys solving problems, working behind the scenes, improving systems, and taking ownership of structured, detail-driven work.
This role is ideal for someone early in their career who is analytical, dependable, and eager to grow in financial services operations and technology.
Position Overview
The Operations Associate will:
โข Provide internal technology and system support
โข Assist with Salesforce/Practifi data management and reporting
โข Support new account setup and portfolio operations functions
โข Serve as backup coverage for critical operational tasks
โข Help build and maintain internal processes and automation
โข Step in as flexible operational support during team absences
Core Responsibilities
Operations & Technology Support (Primary Focus โ ~80%)
โข Assist with Salesforce / Practifi data management
o Data cleanup and maintenance
o Building and updating reports
o Creating dashboards
o Performing data uploads
o Supporting basic process buildouts
โข Provide internal technology troubleshooting and support
โข Support workflow automation tools (Zapier, Jump, etc.)
โข Assist with document management systems (Box / NetDocs)
โข Serve as liaison support for IT-related items with our managed service provider
โข Assist with employee onboarding and offboarding tasks (technology setup, access provisioning, documentation updates)
โข Maintain data integrity and consistency across firm systems
โข Identify inefficiencies and proactively suggest process improvements
Portfolio Operations Support (Secondary Focus โ ~20%)
Our Portfolio Management team will provide training on:
โข New account setup
โข Monitoring portfolio management platformsย
โข Trade support
Flexible Support (As Capacity Allows)
If bandwidth permits, this role may:
โข Assist with process documentation
โข Help standardize operational workflows
โข Support internal reporting initiatives
Ideal Candidate Profile
This is not a front-facing client relationship role. The ideal candidate thrives in structured, analytical, behind-the-scenes work.
Key Characteristics for Success
โข Strong technical aptitude and comfort learning new systems
โข Naturally detail-oriented and process-driven
โข Strong problem-solving skills
โข Self-starter who proactively asks, โWhere can I help?โ
โข Comfortable operating independently once trained
โข Organized and methodical
โข Takes ownership of repetitive tasks and looks for ways to improve them
โข Calm and steady under pressure
โข High accountability and follow-through
Compensation
โข Compensation will be based on the experience level and skills of the candidate and includes salary and a bonus based on both individual and firm performance.ย ย
โข Generous benefit package that includes health, disability, and life insurance, 401(k) contribution, HSA contribution, 15 days of PTO, and 14 paid holidays.
Preferred Qualifications
โข Bachelorโs degree in Business, Finance, Information Systems, or related field
โข Experience with Salesforce (strongly preferred)
โข Interest in financial services operations
โข Entry-level candidates with strong technical aptitude are encouraged to apply