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Investment Operations Associate Jobs in Virginia

W3Global Inc.

Client Service Associate

Roanoke, VA

$80K - $110K/yr

Client Service Associate About the Opportunity Our client is an established, independent wealth ... Strong understanding of investment operations, financial planning processes, and compliance ...

Apply Early

LHH US

Client Investment Associate

Richmond, VA

$60K - $80K/yr

LHH Recruitment Solutions is searching for an Investment Associate, for a permanent position, on ... Support advisors with administrative tasks and operational follow-through * Collaborate with ...

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LHH US

Client Investment Associate

Richmond, VA

$60K - $80K/yr

LHH Recruitment Solutions is searching for an Investment Associate, for a permanent position, on ... Support advisors with administrative tasks and operational follow-through * Collaborate with ...

Apply Early

Lowe's

Operations Supervisor Day - Bench

Richmond, VA

Your Impact at Lowe's As the Operations Supervisor, you will use your leadership skills to maintain ... associates genuinely appreciate each other. Financial Future: We invest in you - own part of the ...

Markel International

Associate Claims Examiner

Richmond, VA · Hybrid

$17.50 - $23.75/hr

As an Associate Claims Examiner, you'll begin your career learning how to investigate, evaluate ... investment operations around the world. We're all about people | We win together | We strive for ...

Primo Brands

Operations Team Leader

Roanoke, VA · On-site

$73K/yr

Operations Team Lead At Primo Brands, we believe in creating healthier lives, healthier communities ... We believe investing in our associates is vital--we are empowering our teams to embrace diversity ...

Primo Brands

Operations Team Leader

Roanoke, VA

$73K/yr

We believe investing in our associates is vital--we are empowering our teams to embrace diversity ... As an Operations Team Lead, you'll be a Primo Brands Ambassador in the marketplace in order to ...

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Showing results 1-20

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Virginia

Investment Operations Associate information

See Virginia salary details

$21.8K

$96.2K

$211.7K

How much do investment operations associate jobs pay per year?

As of Jul 5, 2026, the average yearly pay for investment operations associate in Virginia is $96,240.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,400.00 and $116,500.00 per year, depending on experience, location, and employer.

What is an Investment Operations Associate job?

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 Virginia? The most popular types of Investment Operations jobs in Virginia are:
What are popular job titles related to Investment Operations Associate jobs in Virginia? For Investment Operations Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Virginia look for? The top searched job categories for Investment Operations Associate jobs in Virginia are:
What cities in Virginia are hiring for Investment Operations Associate jobs? Cities in Virginia with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Client Service Associate

Client Service Associate

W3Global Inc.

Roanoke, VA

$80K - $110K/yr

Full-time, Temporary

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Be an early applicant

Job description

Client Service Associate

About the Opportunity

Our client is an established, independent wealth management firm committed to delivering a personalized, client-first experience. The firm provides comprehensive wealth management solutions by integrating financial planning, investment management, tax strategies, estate planning, and risk management. Serving high-net-worth individuals, business owners, and families, they are dedicated to building long-term relationships through exceptional service and trusted financial guidance.

They are seeking a highly motivated Client Service Associate to join their growing team. This position plays a critical role in supporting financial advisors, ensuring an outstanding client experience, and maintaining efficient day-to-day operations. The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional client service in a professional wealth management environment.

Key Responsibilities

Manage the client onboarding process from start to finish while providing ongoing client support.

Serve as a primary point of contact for clients by responding to inquiries, resolving service requests, and fostering strong relationships.

Maintain accurate CRM records, activity logs, and client documentation.

Support compliance initiatives and ensure proper recordkeeping.

Coordinate with custodians, investment companies, and third-party service providers to facilitate client requests.

Prepare documentation and materials for client meetings, reviews, and reporting.

Identify opportunities to improve internal processes and enhance the overall client experience.

Provide administrative and operational support to financial advisors as needed.

Required Qualifications

Minimum of 5 years of experience as a Client Service Associate or in a similar role within wealth management, financial planning, or a broker-dealer environment.

Active Series 7 and Series 66 licenses (or Series 7 with Series 63 and 65), in good standing and eligible for transfer.

Strong understanding of investment operations, financial planning processes, and compliance requirements.

Proficiency with Microsoft Office and industry software, including CRM platforms, portfolio management systems, and custodial platforms.

Excellent verbal and written communication skills.

Strong organizational and time management abilities with the capacity to manage multiple priorities in a fast-paced environment.

Ability to work independently while collaborating effectively within a team.

Preferred Qualifications

Bachelor's degree in Finance, Business, or a related field.

Experience working with industry-leading wealth management platforms and managed account programs.

Previous experience supporting investment programs for financial institutions is a plus.

Benefits

The firm offers a comprehensive benefits package, which includes:

Health, Dental, Vision, Life, Critical Illness, and Disability Insurance

401(k) with employer matching

Generous Paid Time Off and paid holidays

A collaborative, team-oriented work environment

Professional development and long-term career growth opportunities

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.
We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.
Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.
We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.
We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.
Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.
As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

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