While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear ...
While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear ...
Operations Associate - Part Time
Bend, OR · 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 ...
Operations Associate - Part Time
Bend, OR · 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 ...
While not client-facing, the Service Operations Associate I plays a vital role in maintaining ... operational excellence, regulatory compliance, and service consistency. This position offers a ...
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While not client-facing, the Service Operations Associate I plays a vital role in maintaining ... operational excellence, regulatory compliance, and service consistency. This position offers a ...
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 ...
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 ...
Operations Associate - Part Time
Bend, OR · On-site
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 ...
Operations Associate - Part Time
Bend, OR · On-site
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 ...
Client Associate (Wealth Management)
Beaverton, OR · On-site
$65K - $82K/yr
Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office ... This position plays a key role in supporting daily office operations, retirement plan ...
Client Associate (Wealth Management)
Beaverton, OR · On-site
$65K - $82K/yr
Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office ... This position plays a key role in supporting daily office operations, retirement plan ...
Client Associate (Wealth Management)
$65K - $82K/yr
Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office ... This position plays a key role in supporting daily office operations, retirement plan ...
Client Associate (Wealth Management)
$65K - $82K/yr
Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office ... This position plays a key role in supporting daily office operations, retirement plan ...
Role Summary The Operations Associate plays a critical role within the Operations Department ... Identify and pull inventory items for client fulfillments and auction sales. * Maintain accurate ...
Role Summary The Operations Associate plays a critical role within the Operations Department ... Identify and pull inventory items for client fulfillments and auction sales. * Maintain accurate ...
Part-Time Store Cleaning & Operations Associate
Albany, OR · On-site
$16.45/hr
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $16.45
Part-Time Store Cleaning & Operations Associate
Albany, OR · On-site
$16.45/hr
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $16.45
Part-Time Store Cleaning & Operations Associate
Bend, OR · On-site
$17.45/hr
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $17.45
Part-Time Store Cleaning & Operations Associate
Bend, OR · On-site
$17.45/hr
You will perform daily store cleaning tasks effectively and efficiently and complete operational ... Client facing retail or service industry experience Pay Starts At: $17.45
Role Summary The Operations Associate plays a critical role within the Operations Department ... Identify and pull inventory items for client fulfillments and auction sales. * Maintain accurate ...
Role Summary The Operations Associate plays a critical role within the Operations Department ... Identify and pull inventory items for client fulfillments and auction sales. * Maintain accurate ...
$12.50/hr
You will efficiently process freight, replenishment, and omni channel operations. What You'll Do ... Client facing retail or service industry experience Essential Functions The requirements listed ...
$12.50/hr
You will efficiently process freight, replenishment, and omni channel operations. What You'll Do ... Client facing retail or service industry experience Essential Functions The requirements listed ...
With 150,000 associates across the globe, we're the team behind the best experiences for +750 of ... Our innovative CX solutions, technology and expertise are designed to support operational needs for ...
With 150,000 associates across the globe, we're the team behind the best experiences for +750 of ... Our innovative CX solutions, technology and expertise are designed to support operational needs for ...
Perform operational or administrative functions for client related requests (i.e., check requests ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...
Perform operational or administrative functions for client related requests (i.e., check requests ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...
Perform operational or administrative functions for client related requests (i.e., check requests ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...
Perform operational or administrative functions for client related requests (i.e., check requests ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...
As a Senior Associate, you will focus on building meaningful client connections and learning how to ... optimize operational efficiency for clients - Providing training and support for seamless ...
As a Senior Associate, you will focus on building meaningful client connections and learning how to ... optimize operational efficiency for clients - Providing training and support for seamless ...
Associate's degree or equivalent combination of education and experience 2+ years of progressive experience in: * PBM operations * Claims processing * Eligibility / accumulator processing * Client ...
Associate's degree or equivalent combination of education and experience 2+ years of progressive experience in: * PBM operations * Claims processing * Eligibility / accumulator processing * Client ...
Perform operational or administrative functions for client related requests (i.e., check requests ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...
Perform operational or administrative functions for client related requests (i.e., check requests ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...
Sales Operations and Contracting Associate
OR · Remote
$59K - $99K/yr
The Sales Operations team enables revenue growth and customer retention by standardizing ... Support client repricing, billing initiatives, and termination processing for assigned accounts.
Sales Operations and Contracting Associate
OR · Remote
$59K - $99K/yr
The Sales Operations team enables revenue growth and customer retention by standardizing ... Support client repricing, billing initiatives, and termination processing for assigned accounts.
Copy Center/ Mailroom Associate
$16.75 - $19.75/hr
A high level of client satisfaction must be maintained by responding quickly and effectively to the client's needs. The Print/Mail Operations Associate continually seeks to improve the operations of ...
Copy Center/ Mailroom Associate
$16.75 - $19.75/hr
A high level of client satisfaction must be maintained by responding quickly and effectively to the client's needs. The Print/Mail Operations Associate continually seeks to improve the operations of ...
Client Operations Associate information
See Oregon salary details
$11.95 - $15.99
9% of jobs
$18.63 is the 25th percentile. Wages below this are outliers.
$15.99 - $20.03
24% of jobs
The median wage is $23.11 / hr.
$20.03 - $24.08
22% of jobs
$24.08 - $28.12
16% of jobs
$29.92 is the 75th percentile. Wages above this are outliers.
$28.12 - $32.16
9% of jobs
$32.16 - $36.21
7% of jobs
$36.21 - $40.25
4% of jobs
$40.25 - $44.29
4% of jobs
$44.29 - $48.34
3% of jobs
$48.34 - $52.38
1% of jobs
$52.38 - $56.42
0% of jobs
$11
$27
$56
How much do client operations associate jobs pay per hour?
What is the difference between Client Operations Associate vs Client Services Coordinator?
| 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.
What are the key skills and qualifications needed to thrive as a Client Operations Associate, and why are they important?
What does a Client Operations Associate do?
What jobs pay 2000 a day?
How does a Client Operations Associate typically collaborate with other departments within a company?
What is a client operations associate?
What job makes $10,000 a month without a degree?
Is a CSA job stressful?

Other
Posted 7 days ago
Key responsibilities
Process client paperwork, forms, and documentation with accuracy and efficiency.
Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies.
Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed.
Mercer Advisors rating
8.9
Based on 5 frontline employees who took The Breakroom Quiz
Job description
Job Summary:
The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions.
This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency.
This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function.
Essential Job Functions for this role include:
Operational Execution
- Process client paperwork, forms, and documentation with accuracy and efficiency.
- Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies.
- Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed.
- Maintain detailed records of all transactions and communications in the CRM and custodial platforms.
Custodial & Platform Coordination
- Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions.
- Stay current on custodial procedures, platform updates, and regulatory requirements.
- Ensure all operational activities meet compliance standards and internal controls.
Team Collaboration & Support
- Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution.
- Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency.
- Participate in team meetings and contribute to process improvement initiatives.
- Other duties as assigned.
Quality Assurance & Continuous Improvement
- Identify and report operational inefficiencies or recurring issues.
- Assist in documenting and refining standard operating procedures (SOPs).
- Support training and onboarding of new team members as needed.
Career Path & Growth:
- Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives.
- Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements.
Knowledge, Skills, & Abilities:
Education:
- High School diploma with a Bachelor's degree highly preferred
Experience:
- Two to Four years of job related experience
- Financial services industry required
- Prior experience working in an office environment with a customer service focus helpful
Certifications:
- Notary designation a plus
Job Skills:
- Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
- Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors
- Excellent verbal and written communications skills a must
- Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus
- Strong desire for continuous self-learning and professional growth
Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.
About Mercer Advisors
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Denver, CO, US
Year founded
1985