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Customer Service Operations Associate Jobs (NOW HIRING)

Strong customer service skills (conflict resolution experience preferred) * Knowledge of event best practices, safety regulations, and equipment use * Flexible schedule - ability to work evenings ...

Incumbents are outdated, slow, and burdened by high-cost services. That's our opportunity. Outset ... As a Customer Operations Associate, you'll work closely with our Customer Success Managers and ...

Customer service mindset: extremely thoughtful in interactions with stakeholders with a problem ... Operations Associate" This position is part of a collective bargaining unit. Jon Ossoff for Senate ...

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Customer Service Operations Associate information

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How much do customer service operations associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for customer service operations associate in the United States is $25.71, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $27.40 per hour, depending on experience, location, and employer.

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.
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Infographic showing various Customer Service Operations Associate job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $53,475 per year, or $25.7 per hour.

Client Service Operations Associate (Remote)

Ridgeland, MS • Remote

$65K - $80K/yr

Full-time

Medical, Retirement

Re-posted 7 hours ago


Job description

Bergland Wealth Management is an independent financial advisory firm in Ridgeland, MS. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. This position will assist in providing excellent service to our clients and executing back-office operations. Find out more about the firm at berglandwealth.com.

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.

Compensation & Benefits:

  • Salary range of $65K-80K, commensurate with relevant experience
  • Profit sharing program
  • Great Work/Life Balance with a Monday-Friday Schedule
  • BCBS Group Major Medical
  • 401(k) with employer match
  • This position will have a variety of tasks no two days will be exactly the same
  • Professional and Kind Atmosphere
  • While we want this position to grow with responsibilities, there is no expectation that this role will become an advisor
  • Permanently remote position

Responsibilities include:

  • Respond to client requests with timeliness and accuracy in mind
  • Assist Advisor with client meeting prep and follow-up tasks
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Monitor Custodian alerts and money movements
  • Calendar Management for Financial Advisor including client appointments
  • Review info and documents received from clients, save docs, and enter info into our client FP assumptions template
  • We are a small firm that is always striving to improve our processes and we want your input to help this position better and better over time!

Requirements:

  • 5 years of financial services experience and prior remote working experience
  • Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
  • Ability to work well with one advisor in a tight knit team

Skills:

  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to think critically and take initiative
  • Ability to work independently while prioritizing projects and managing your time we do not micromanage
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. 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, you will be invited for an interview with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.