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Client Operations Associate Jobs (NOW HIRING)

Cotality

Sr Associate, Client Operations

Dallas, TX · On-site

About the role The Sr Associate, Client Operations position within the Credit Operations team specializes in conducting detailed analysis, research, and data analysis to support lenders and consumers ...

Stylitics

Associate Client Operations Manager

$60K - $65K/yr

Develop and deploy initiatives to continuously improve the Client Operations process, workflow, and communication * Oversee all styling programs for clients and help to improve and expand their ...

Acosta

Senior Client Operations Manager

Rogers, AR · Remote

The Senior Client Operations Manager plays a critical leadership role in driving the successful ... With a team of over 20,000 associates, we're a community of forward-thinking, value-driven ...

RIA Recruiting

Client Service Operations Associate

$80K - $100K/yr

Client Service Operations Associate Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego. We are seeking a permanently remote Client Service Operations Associate ...

Cotality

Sr Associate, Client Operations

San Diego, CA · Hybrid

About the role The Sr Associate, Client Operations position within the Credit Operations team specializes in conductingdetailed analysis, research, and data analysis to support lenders and consumers ...

RIA Recruiting

Client Service Operations Associate

$65K - $80K/yr

Client Service Operations Associate Bergland Wealth Management is an independent financial advisory firm in Ridgeland, MS. We are seeking a permanently remote Client Service Operations Associate to ...

Acosta

Senior Client Operations Manager

Rogers, AR · On-site

$61K - $75K/yr

The Senior Client Operations Manager plays a critical leadership role in driving the successful ... Prior experience supervising or providing direction to associates strongly preferred. Specific ...

Cotality

Sr Associate, Client Operations

About the role The Sr Associate, Client Operations position within the Credit Operations team specializes in conducting detailed analysis, research, and data analysis to support lenders and consumers ...

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Client Operations Associate information

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How much do client operations associate jobs pay per hour?

As of Aug 12, 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 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?

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 cities are hiring for Client Operations Associate jobs? Cities with the most Client Operations Associate job openings:
What are the most commonly searched types of Client Operations jobs? The most popular types of Client Operations jobs are:
Who are the top companies hiring for Client Operations Associate jobs? The top employers for Client Operations Associate jobs are:
What states have the most Client Operations Associate jobs? States with the most job openings for Client Operations Associate jobs include:
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 86% Full Time, 11% Part Time, 1% Temporary, and 2% 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.

Asset Management - Private Equity Client Operations Associate - Associate

JP Morgan Chase

Manhattan, NY • On-site

Full-time

Medical, Retirement

Re-posted 13 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 493 frontline employees who took The Breakroom Quiz

72nd of 171 rated banks

Job description

The JPMorgan Private Equity Group (PEG) is looking for an associate to join its Information Management Group due to business growth. This role involves managing client portfolios allocated to private equity funds and supporting portfolio managers. Responsibilities include evaluating investment information, coordinating activities, performing reconciliations, and preparing financial reports. The associate will also develop workflows to ensure accurate and timely transaction reporting, enhancing data integrity and resource allocation.

 The position will include responsibility and coordination across a group of clients or portfolios.  The client and portfolio holdings consist of assets allocated to private equity funds.   The associate will be responsible to service the client needs and support the portfolio managers responsible for investing the clients' assets. The position will require the candidate to evaluate information contained in correspondence from underlying investments, review and approve transactions for the proper accounting/tax treatment, co-ordinate activity, perform reconciliations and oversee the clients/portfolios service providers (for example, the custodian), and prepare communications, including financial reports, for the clients' use.  The associate will assist in the co-ordination of all activities with the client on behalf of the PEG, and this may include transaction reporting, fee billing and performance reporting, as examples.  It is expected the associate will develop appropriate work flows to create a controlled environment to ensure all transaction activity and reporting is captured in a complete, accurate and timely manner, which will contribute to the reduction of work flow redundancy, the attribution of greater data integrity and consistency, and the enhancement of personnel resource allocation.

Job Responsibilities:

         Analyze transaction activity to ensure proper action in accordance with its instructions

         Communicate with private equity partnership any inconsistencies in correspondence and follow-up on missing or incomplete information

         Approve transactions captured in the front end system, Pegasus, and ensure transactions properly processed into proprietary private equity database, Private i 

         Prepare separate transaction notification packet for clients' custodian 

         Disseminate the complete packet to custodian and internal users

         Reconcile transaction activity between custodian and Private i reports

         Identify, investigate and resolve discrepancies

         Respond to client and portfolio manager information requests

         Prepare monthly/quarterly reports as required in agreement with clients

         Disseminate reports to appropriate parties 

         Liaise with custodian to ensure reconciliation of monthly/quarterly activity

         Evaluate investment performance and identify efficiencies in business processes to support growing business

         Assist CFO in management and reporting

Required Qualifications, Skills, and Capabilities:

  • 3+ years of accounting and operational experience, with specific private equity exposure. 
  • Bachelor's degree in accounting or equivalent and knowledge of private equity transactions, management fee calculations.
  • Strong communication, spreadsheet, and analytical skills
  • Team-oriented with the ability to work independently. 
 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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