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Customer Service Operations Associate Jobs in New Jersey

Private Advisor Group

Operations Associate

Morristown, NJ · On-site

$55K - $60K/yr

The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, service-driven RIA ... LPL Financial, Fidelity, Schwab) * CRM and portfolio management system experience (e.g. Salesforce)

BNL School Pictures

Operations Associate

Marlboro, NJ

Operations Associate ID: 1097 Location: Marlboro, NJ Company Name: BNL School Pictures More about ... Our team is dedicated to delivering exceptional service and high-quality products to ensure picture ...

Crateandbarrel

Operations Associate

Paramus, NJ

As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and ... Possess and demonstrate excellent service and company standards in selling, customer service ...

BNL School Pictures

Operations Associate

Marlboro, NJ · On-site

Our team is dedicated to delivering exceptional service and high-quality products to ensure picture ... We're looking for a detail-oriented Operations Associate to join our team and play a key role in ...

Saks OFF 5TH

Operations Associate

East Hanover, NJ · On-site

We are seeking a motivated and creative Operations Associate to oversee merchandise displays and ... Experience executing warehouse duties within a retail, customer service, or sales environment

Saks OFF 5TH

Operations Associate

East Hanover, NJ · On-site

We are seeking a motivated and creative Operations Associate to oversee merchandise displays and ... Experience executing warehouse duties within a retail, customer service, or sales environment

Naturalvert

Operations associate

Hawthorne, NJ · On-site

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 ...

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Customer Service Operations Associate information

What does a customer service operations associate do?

A Customer Service Operations Associate supports the daily functions of a customer service team by handling customer inquiries, resolving issues, and ensuring efficient workflow. They often process orders, manage customer accounts, and collaborate with other departments to address customer needs. Their role is crucial in maintaining customer satisfaction and improving service processes. These associates also help implement policies and use software tools to track and report on service metrics.

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

To thrive as a Customer Service Operations Associate, you need strong problem-solving abilities, attention to detail, and experience in customer support, often supported by a relevant degree or prior customer service experience. Familiarity with CRM software, ticketing systems, and communication platforms is typically required. Excellent interpersonal skills, patience, and adaptability enable you to handle diverse customer interactions and work effectively in a team environment. These skills ensure efficient resolution of customer issues, high satisfaction rates, and smooth operational workflows.

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

Customer Service Operations Associates often encounter challenges such as managing a high volume of inquiries, handling difficult customer interactions, and adapting to evolving company policies or technology. To address these, it's important to develop strong communication and time management skills, seek support from team leads or mentors, and stay updated on product knowledge and best practices. Many organizations offer ongoing training and encourage collaboration within the team, which helps associates continuously improve their problem-solving abilities and overall performance.

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

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

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

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

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

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

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

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

Customer Service Operations Associate jobs near you
Infographic showing various Customer Service Operations Associate job openings in New Jersey as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Operations Associate

Private Advisor Group

Morristown, NJ • On-site

$55K - $60K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 6 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

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