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Customer Operations Associate Jobs in New Jersey

Operations Associate

Morristown, NJ · On-site

$55K - $60K/yr

Private Advisor Group Operations Associate What we are looking for: This position works closely ... LPL Financial, Fidelity, Schwab) * CRM and portfolio management system experience (e.g. Salesforce)

Drawn together by a shared passion for our customers and a spirit of fun, we deliver high-quality ... As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and ...

Drawn together by a shared passion for our customers and a spirit of fun, we deliver high-quality ... As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and ...

A successful operations associate should be highly organized and have a versatile skill set to ... customer inquiries. • Assist in monitoring production quality to ensure it meets company ...

The company is reimagining traditional off-price with a digitally-native model focused on customer ... We are seeking a motivated and creative Operations Associate to oversee merchandise displays and ...

The company is reimagining traditional off-price with a digitally-native model focused on customer ... We are seeking a motivated and creative Operations Associate to oversee merchandise displays and ...

The company is reimagining traditional off-price with a digitally-native model focused on customer ... All associates are expected to create an inclusive environment free from harassment, discrimination ...

The company is reimagining traditional off-price with a digitally-native model focused on customer ... All associates are expected to create an inclusive environment free from harassment, discrimination ...

The company is reimagining traditional off-price with a digitally-native model focused on customer ... All associates are expected to create an inclusive environment free from harassment, discrimination ...

The company is reimagining traditional off-price with a digitally-native model focused on customer ... All associates are expected to create an inclusive environment free from harassment, discrimination ...

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Customer Operations Associate information

See New Jersey salary details

$9

$26

$51

How much do customer operations associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for customer operations associate in New Jersey is $26.10, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $27.84 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a customer operations associate?

To thrive as a Customer Operations Associate, you need strong problem-solving abilities, attention to detail, and familiarity with customer service processes, often supported by a bachelor’s degree or relevant experience. Proficiency with customer relationship management (CRM) software, ticketing systems, and basic office tools like spreadsheets is typically required. Excellent communication, patience, and a proactive attitude are essential soft skills for effectively addressing customer needs and collaborating with internal teams. These skills and qualities are crucial for ensuring customer satisfaction, efficient operations, and high-quality service delivery.

What are some common challenges faced by customer operations associates, and how can they be managed?

Customer Operations Associates often encounter challenges such as managing high volumes of customer inquiries, addressing complex or sensitive issues, and adapting to frequently changing procedures or technologies. Staying organized, maintaining clear communication, and proactively collaborating with team members can help manage these challenges effectively. Many organizations also provide ongoing training and support, enabling associates to continually develop their problem-solving and customer service skills.

What is the difference between Customer Operations Associate vs Customer Service Representative?

AspectCustomer Operations AssociateCustomer Service Representative
Primary FocusHandling operational processes, order management, and backend supportAssisting customers directly with inquiries, complaints, and product information
Required SkillsProcess management, technical proficiency, problem-solvingCommunication skills, empathy, product knowledge
Work EnvironmentBackend teams, cross-departmental collaborationFrontline customer interaction, call centers, retail
Common UsageIn logistics, e-commerce, SaaS companiesIn retail, telecom, service industries

The Customer Operations Associate primarily manages backend processes and operational tasks, while the Customer Service Representative focuses on direct customer interactions. Both roles are essential in customer support but differ in their scope and daily responsibilities.

What does a customer operations associate do?

A customer operations associate is responsible for managing customer accounts, resolving issues, and ensuring a positive experience. They often use customer relationship management (CRM) tools and communicate via phone, email, or chat to support clients and coordinate internal processes.

What is a customer operations associate?

A customer operations associate is responsible for managing customer accounts, resolving issues, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and problem-solving skills to support customer satisfaction and retention.

What is the role of a customer operations associate?

A customer operations associate is responsible for managing customer accounts, resolving issues, and ensuring a positive customer experience. They often use customer relationship management (CRM) tools and require strong communication and problem-solving skills to support business operations effectively.

What are the most commonly searched types of Customer Operations jobs in New Jersey?

The most popular types of Customer Operations jobs in New Jersey are:

What are popular job titles related to Customer Operations Associate jobs in New Jersey?

For Customer Operations Associate jobs in New Jersey, the most frequently searched job titles are:

What job categories do people searching Customer Operations Associate jobs in New Jersey look for?

The top searched job categories for Customer Operations Associate jobs in New Jersey are:

What cities in New Jersey are hiring for Customer Operations Associate jobs?

Cities in New Jersey with the most Customer Operations Associate job openings:

Infographic showing various Customer Operations Associate job openings in New Jersey as of August 2026, with employment types broken down into 78% Full Time, 17% Part Time, 2% Temporary, and 3% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution, with an average salary of $54,290 per year, or $26.1 per hour.

Operations Associate

Private Advisor Group

Morristown, NJ • On-site

$55K - $60K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago


Key responsibilities

  • Assist with maintenance of accurate client, advisor, and account data across internal systems.

  • Serve as an operational resource to advisors and client service teams, responding to operational inquiries and resolving issues.

  • Identify opportunities to streamline operational processes and assist with documenting and updating operational procedures.


Job description

Private Advisor Group


Operations Associate


What we are looking for: 

This position works closely with advisors, internal colleagues and custodial partners to deliver accurate, timely, and compliant operational support across account lifecycle management, data integrity, and process improvement. The Operations Associate plays a critical role in supporting the day-to-day operational execution of a Registered Investment Advisor (RIA) firm and ensuring a high-quality service experience. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, service-driven RIA environment. This position reports to the Director of Operations and is located in the Morristown, NJ area.


Essential Duties and Responsibilities:

Systems and Data Management

  • Assist with maintenance of accurate client, Advisor and account data across internal systems 
  • Assist with reconciliations and data validation efforts and investigate discrepancies
  • Support operational reporting and data audits
  • Support system enhancements, upgrades and workflow optimization efforts
  • Maintain records and documentation

Advisor and Client Service Support

  • Serve as an operational resource to advisors and client service teams
  • Respond to operational inquiries
  • Coordinate with advisors, colleagues and custodial partners to resolve operational issues efficiently and professionally
  • Escalate potential operational risks and service trends in a timely and appropriate manner

Process Improvement

  • Identify opportunities to streamline operational processes and recommend improvements
  • Assist with documenting and updating operational procedures and workflows
  • Contribute to operational best practices that support scalability and consistency
  • Collaborate cross-functionally to support firm initiatives, growth, and service model enhancements


Required Qualifications:

  • 1–3 years of financial services operations experience in a hybrid RIA or broker-dealer environment 
  • Familiarity with RIA or wealth management environments
  • Contribute to scalable operational best practices supporting firm growth
  • Ability to manage multiple priorities
  • Proficiency with Microsoft Office applications
  • Operational excellence and accountability 
  • Strong communication skills and follow-through
  • Adaptability in a complex, multi-platform environment
  • Strong work ethic and accountability
  • Process driven with continuous improvement focus
  • Service first mindset
  • Willingness to learn and accept feedback


Preferred Qualifications:

  • Experience with custodians (e.g. LPL Financial, Fidelity, Schwab)
  • CRM and portfolio management system experience (e.g. Salesforce)
  • Knowledge of SEC and FINRA requirements
  • Series 7, 63, and/or 65 (or 66) licenses or willingness to obtain


Performance Measures:

  • Timely and accurate transaction processing
  • Reduction in operational errors and NIGOs
  • Responsiveness to internal and advisor service requests
  • Contribution to improved workflows and scalable processes


Compensation: 

Annual salary $55,000-$60,000, with the potential to earn a bonus.


Work location and hours: 

This is a full-time onsite position.


Exempt / Non-Exempt:

Exempt 


Benefits:

  • Generous PTO policy
  • Medical
  • Vison 
  • Dental
  • 401k