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Client Operations Associate Jobs in Vermont (NOW HIRING)

Manchester Capital Management

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Operations Associate (Client Service Associate)

Manchester, VT · On-site

$45K - $55K/yr

Operations Associate Location: Manchester, VT Reports to: Director of Operations Company ... Previous RIA/client service experience * Working knowledge of investment operations (2+ years of ...

Union Bank

Wealth Management Associate

Morrisville, VT · On-site

$22 - $26/hr

Summary The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service.

Union Bank

Wealth Management Associate

Morrisville, VT · On-site

$22 - $26/hr

Summary The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service.

Viatris

Associate Operator - 2nd Shift

Saint Albans, VT · On-site

$30K - $49K/yr

Leadership - Advancing sustainable operations and innovative solutions to improve patient health ... Every day, we rise to the challenge to make a difference and here's how the Associate Operator role ...

Viatris

Associate Operator - 2nd Shift

Saint Albans, VT

$30K - $49K/yr

Leadership - Advancing sustainable operations and innovative solutions to improve patient health ... Every day, we rise to the challenge to make a difference and here's how the Associate Operator role ...

Pwc

Senior Associate - Oracle SCM

Montpelier, VT

$77K - $202K/yr

As a Senior Associate, you will focus on building meaningful client connections and learning how to ... Responsibilities - Analyzing client needs to implement Oracle supply chain and operations software ...

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All JobsClient Operations Associate JobsClient Operations Associate Jobs in Vermont

Client Operations Associate information

See Vermont salary details

$12

$27

$56

How much do client operations associate jobs pay per hour?

As of Jul 31, 2026, the average hourly pay for client operations associate in Vermont is $27.90, according to ZipRecruiter salary data. Most workers in this role earn between $18.89 and $32.21 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.

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

What does a customer operations associate do?

A client operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to maintain client satisfaction and operational efficiency.

Is a CSA job stressful?

A Client Operations Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Success in the position often depends on strong communication skills, organization, and the ability to work under pressure.

What jobs pay 4000 a week without a degree?

A Client Operations Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain tech sales positions, which can reach or exceed that amount with experience and commissions. These roles often require strong communication skills, industry knowledge, and sometimes certifications, but not necessarily a college degree.
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Vermont as of July 2026, with employment types broken down into 94% Full Time, and 6% Nights. Highlights an 83% In-person, 6% Hybrid, and 11% Remote job distribution, with an average salary of $58,041 per year, or $27.9 per hour.

Operations Associate (Client Service Associate)

Manchester Capital Management

Manchester, VT • On-site

$45K - $55K/yr

Full-time

Medical, Dental, Vision, Life

Posted 16 days ago

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Job description

Title: Operations Associate

Location: Manchester, VT

Reports to: Director of Operations

Company Description:

Manchester Capital Management LLC (MCM) is, and has been since its inception, a family office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. MCM began as a private family office that combined the resources of several related families who sought investment expertise and objectivity that conventional brokerage firms, banks, and investment houses were not structured to provide. Over the ensuing years, Manchester added a number of non-family clients, leading to its registration as an Investment Adviser with the SEC in 1993.


Today, MCM primarily serves wealthy families and related foundations, trusts, and entities. MCM's core competency is investment management, complemented by two additional service lines: Family Office CFO Services, which includes bookkeeping, philanthropic guidance, tax and estate planning coordination, and family governance and education; and Private Real Estate Services, which provide coordination and oversight for directly owned commercial real estate. The firm's clients are located across the country.
MCM is independent, with no corporate parent, and is majority-owned by its founder and other MCM partners. The firm serves as its clients' advocate and integrator of financial affairs, and strives to be their trusted advisor. As an independent firm, MCM is not owned by or affiliated with a broker-dealer, bank, or insurance company, which allows us to focus on our clients' interests without the structural conflicts that can arise from those affiliations. MCM's fee structure is based on the value of assets under management and is disclosed in detail in our Form ADV. MCM does not receive commissions or brokers' fees based on transactions and does not have soft-dollar arrangements with money managers.

Role Overview:


The /Operations Associate will work closely with the Director of Operations, Wealth Managers, Operations Associates, Investment Associates, technology service providers, and custodians, to provide support to Wealth Managers, clients, and COIs, and assist in the overall efforts to ensure efficient operational procedures and exceptional support for Wealth Managers and clients.

Primary Responsibilities:


Provide high level of support to Wealth Managers, ensuring clients receive superior service and timely/accurate information, which may include (but is not limited to) the following activities:

  • Prepare client account paperwork
  • Coordinate alternative investment subscription/redemption requests
  • Process money movements (checks, journals, wires, account transfers, etc.)
  • Process quarterly estimated tax payments, annual RMDs and gifting securities
  • Prepare materials for client review meetings
  • Prepare tax packets for CPAs
  • Administer client files
  • Support quarterly performance reporting process
  • Support daily trade blotter process
  • Monitor incoming communications for necessary actions (capital calls, custodian alerts, etc.)
  • Deposit client funds and maintain checks and securities receipt log
  • Provide back up support in absence of other associates
  • Support various audits and projects as necessary

Qualifications:

  • Undergraduate college degree
  • Previous RIA/client service experience
  • Working knowledge of investment operations (2+ years of experience)
  • Familiarity with portfolio accounting, performance reporting, trading, and CRM systems
  • Advanced Microsoft Excel skills
  • Basic accounting skills
  • Understanding of cost basis/tax lot accounting
  • Understanding of various investment vehicles (stock, bond, mutual fund, alternative investments, etc.)
  • A strong analytical mind, attention to detail, and a desire to learn and grow
  • Positive attitude and willingness to accept change
  • Strong written, verbal, and interpersonal communication skills

Compensation compatible with experience

Company Description

Manchester Capital Management LLC (MCM) is, and has been since its inception, a family office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. MCM began as a private family office that combined the resources of several related families who sought investment expertise and objectivity that conventional brokerage firms, banks, and investment houses were not structured to provide.Over the ensuing years, Manchester added a number of non-family clients, leading to its registration as an Investment Adviser with the SEC in 1993.
Today, MCM primarily serves wealthy families and related foundations, trusts, and entities. MCM's core competency is investment management, complemented by two additional service lines: Family Office CFO Services, which includes bookkeeping, philanthropic guidance, tax and estate planning coordination, and family governance and education; and Private Real Estate Services, which provide coordination and oversight for directly owned commercial real estate. The firm's clients are located across the country.
MCM is independent, with no corporate parent, and is majority-owned by its founder and other MCM partners. The firm serves as its clients' advocate and integrator of financial affairs, and strives to be their trusted advisor. As an independent firm, MCM is not owned by or affiliated with a broker-dealer, bank, or insurance company, which allows us to focus on our clients' interests without the structural conflicts that can arise from those affiliations. MCM's fee structure is based on the value of assets under management and is disclosed in detail in our Form ADV. MCM does not receive commissions or brokers' fees based on transactions and does not have soft-dollar arrangements with money managers.