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Investment Operations Associate Jobs in Rhode Island

CertaPro Painters

Production Associate

Warwick, RI · On-site

$75K - $85K/yr

... production operation. Production Associate Overview * Provide an exceptional experience for ... Ongoing training and development - we invest in your success and leadership skills * Supportive ...

T-Mobile

Mobile Associate, Retail Sales

Cranston, RI · On-site

$20/hr

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Job Overview This role supports retail operations by engaging customers and facilitating their ...

cumberlandfarmsinc

Retail Sales Associate

Coventry, RI

$14.50 - $16.75/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... We're proud to offer a variety of financial and non-financial benefits that invest in your overall ...

cumberlandfarmsinc

Retail Sales Associate

West Warwick, RI · On-site

$14.50 - $16.50/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... We're proud to offer a variety of financial and non-financial benefits that invest in your overall ...

cumberlandfarmsinc

Retail Sales Associate

Providence, RI · On-site

$15.25 - $17.50/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... We're proud to offer a variety of financial and non-financial benefits that invest in your overall ...

Cumberland Farms

Retail Sales Associate

Warwick, RI · On-site

$16 - $18/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... We're proud to offer a variety of financial and non-financial benefits that invest in your overall ...

cumberlandfarmsinc

Retail Sales Associate

Newport, RI

$15 - $17.25/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... We're proud to offer a variety of financial and non-financial benefits that invest in your overall ...

cumberlandfarmsinc

Retail Sales Associate

Middletown, RI

$15 - $17.25/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... We're proud to offer a variety of financial and non-financial benefits that invest in your overall ...

cumberlandfarmsinc

Retail Sales Associate

West Warwick, RI

$14.50 - $16.50/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... We're proud to offer a variety of financial and non-financial benefits that invest in your overall ...

Cumberland Farms

Retail Sales Associate

Providence, RI · On-site

$16 - $18/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... We're proud to offer a variety of financial and non-financial benefits that invest in your overall ...

Cumberland Farms

Retail Sales Associate

Smithfield, RI · On-site

$16 - $18/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... We're proud to offer a variety of financial and non-financial benefits that invest in your overall ...

cumberlandfarmsinc

Retail Sales Associate

Portsmouth, RI · On-site

$15 - $17.25/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... We're proud to offer a variety of financial and non-financial benefits that invest in your overall ...

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Showing results 21-40

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Rhode Island

Investment Operations Associate information

See Rhode Island salary details

$21.5K

$95.1K

$209.1K

How much do investment operations associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for investment operations associate in Rhode Island is $95,065.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,700.00 and $115,100.00 per year, depending on experience, location, and employer.

What is an investment operations associate?

An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.

What are the key skills and qualifications needed to thrive in the investment operations associate position, and why are they important?

To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.

What are the typical daily responsibilities of an investment operations associate?

As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.

What are the most commonly searched types of Investment Operations jobs in Rhode Island? The most popular types of Investment Operations jobs in Rhode Island are:
What are popular job titles related to Investment Operations Associate jobs in Rhode Island? For Investment Operations Associate jobs in Rhode Island, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Rhode Island look for? The top searched job categories for Investment Operations Associate jobs in Rhode Island are:
What cities in Rhode Island are hiring for Investment Operations Associate jobs? Cities in Rhode Island with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Rhode Island as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $95,065 per year, or $45.7 per hour.

Registered Wealth Management Client Associate

Bank of America

Providence, RI • On-site

$26.50 - $42/hr

Full-time

PTO

Re-posted 7 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 527 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
  • Displays advanced industry knowledge and understanding of investment products

Desired Qualifications:
  • Energetic individual that is self-motivated, coachable and flexible in thought
  • Enjoys a fast-paced environment with changing and evolving responsibilities
  • Detail oriented
  • Invested in personal development
  • Consistently pursues client experience excellence
  • Works quickly to fulfill client needs, delivering complex solutions
  • Frequent communication and an abundance of discretion with sensitive information
  • Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
  • Professional verbal and written c

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - RI - Providence - 1 Financial Plaza (RI1537)
Pay and benefits information
Pay range
$26.50 - $42.00 hourly pay, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

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Benefits

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

Social media

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