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Client Operations Associate Jobs in Greenwich, CT

RIA Recruiting

Operations Associate

Scarsdale, NY · On-site +1

$70K - $90K/yr

... Associate who takes ownership, drives execution, and ensures that both tasks-and people-move ... While there is some client interaction, the core focus is operations, process, and getting things ...

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Operations Associate

New York, NY · Hybrid

$62K/yr

... client set. To do so, we've taken an inputs based-approach to the space, and re-engineered the ... The Role We're looking for an enthusiastic and detail-oriented Operations Associate to join our ...

ALO

Operations Associate (Part-Time) - Soho

New York, NY · On-site

$17 - $23/hr

Resolve client needs quickly & effectively ensuring customer satisfaction * Identify product ... Operations Associate Qualifications * 1+ years prior work experience in a client-centric, sales ...

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Operations Associate

New York, NY · On-site

$62K/yr

... client set. To do so, we've taken an inputs based-approach to the space, and re-engineered the ... The Role We're looking for an enthusiastic and detail-oriented Operations Associate to join our ...

Share Local Media

Operations Associate

New York, NY · On-site

$62K/yr

... client set. To do so, we've taken an inputs based-approach to the space, and re-engineered the ... The Role We're looking for an enthusiastic and detail-oriented Operations Associate to join our ...

ALO

Operations Associate (Part-Time) - Soho

New York, NY · On-site

$17 - $23/hr

Resolve client needs quickly & effectively ensuring customer satisfaction * Identify product ... Operations Associate Qualifications * 1+ years prior work experience in a client-centric, sales ...

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Showing results 21-40

All JobsClient Operations Associate JobsClient Operations Associate Jobs in Greenwich, CT

Client Operations Associate information

See Greenwich, CT salary details

$12

$29

$59

How much do client operations associate jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for client operations associate in Greenwich, CT is $29.47, according to ZipRecruiter salary data. Most workers in this role earn between $20.00 and $34.04 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.

What cities near Greenwich, CT are hiring for Client Operations Associate jobs?

Cities near Greenwich, CT with the most Client Operations Associate job openings:

Client Operations Associate jobs near you

Operations Associate

RIA Recruiting

Scarsdale, NY • On-site, Remote

$70K - $90K/yr

Full-time

Medical

Posted 17 days ago

Job description

Nardis Advisors is a growing, independent financial advisory firm based in NY seeking a Permanently Remote Operations Associate who takes ownership, drives execution, and ensures that both tasks-and people-move forward.

This is a hands-on role at the center of the firm. You'll work directly with leadership to translate priorities into action, build structure, and make sure nothing falls through the cracks. While there is some client interaction, the core focus is operations, process, and getting things done. If you're someone who brings structure, drives execution, and wants to grow with a firm where your impact is visible quickly, we'd love to hear from you!

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is open to candidates in Eastern and Central time zones.

Salary & Benefits:

  • The starting salary range for this position will be $70K-$90K with opportunity for growth
  • Health insurance stipend
  • Permanently remote
  • Equipment provided

Responsibilities:

  • Own day-to-day operational workflows and execution
  • Oversee client onboarding and key service processes
  • Manage CRM systems, tasks, and follow-through across all touchpoints
  • Lead workflow management, tracking priorities and accountability
  • Facilitate weekly team meetings with clear next steps
  • Improve processes and systems for efficiency and scale
  • Manage projects end-to-end with a focus on completion
  • Proactively solve problems and remove bottlenecks
  • Support leadership in executing firm-wide initiatives
  • NO business development / sales

Requirements:

  • 2 years financial services experience
  • A doer who drives outcomes and follows through relentlessly
  • Organized, detail-oriented, and highly accountable
  • Intermediate knowledge of CRM, workflow design, doc management, video conferencing, MS products
  • Comfortable managing priorities, projects, and people
  • Clear, direct communicator who closes loops
  • Proactive, practical problem-solver
  • Motivated to grow into a broader operations leadership role

Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

Employment Type: FULL_TIME

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