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Investment Operations Associate Jobs in Wisconsin

Client Service Associate - NR

La Crosse, WI

$14.25 - $19.75/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Client Service Associate - NR

Mequon, WI

$13 - $17.75/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Client Service Associate - NR

Eau Claire, WI · On-site

$14.25 - $19.75/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Client Service Associate - NR

Waukesha, WI

$14.50 - $20/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Client Service Associate - NR

La Crosse, WI · On-site

$14.25 - $19.75/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Client Service Associate - NR

Eau Claire, WI · On-site

$14.25 - $19.75/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Client Service Associate - NR

Waukesha, WI

$14.50 - $20/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Client Service Associate - NR

Eau Claire, WI

$14.25 - $19.75/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Client Service Associate - NR

Waukesha, WI · On-site

$14.50 - $20/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Client Service Associate - NR

La Crosse, WI · On-site

$14.25 - $19.75/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

This Associate will work collaboratively as part of a crossfunctional team responsible for internal reporting and operational support. They serve as a key liaison between Alternative Investments ...

This Associate will work collaboratively as part of a cross-functional team responsible for internal reporting and operational support. They serve as a key liaison between Alternative Investments ...

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Showing results 1-20

Investment Operations Associate information

See Wisconsin salary details

$22.2K

$98K

$215.5K

How much do investment operations associate jobs pay per year?

As of Jun 12, 2026, the average yearly pay for investment operations associate in Wisconsin is $97,981.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,600.00 and $118,600.00 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 Wisconsin? The most popular types of Investment Operations jobs in Wisconsin are:
What are popular job titles related to Investment Operations Associate jobs in Wisconsin? For Investment Operations Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Wisconsin look for? The top searched job categories for Investment Operations Associate jobs in Wisconsin are:
What cities in Wisconsin are hiring for Investment Operations Associate jobs? Cities in Wisconsin with the most Investment Operations Associate job openings:
Infographic showing various Investment Operations Associate job openings in Wisconsin as of June 2026, with employment types broken down into 67% Full Time, 31% Part Time, 1% Contract, and 1% Nights. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $97,981 per year, or $47.1 per hour.

Operations Manager - Sheboygan

Sonepar

Sheboygan, WI

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago


Job description

There's a Place for You at Viking Electric.

A career at Viking Electric is more than a job. You're investing in a brighter, more sustainable future together and joining a team that makes a real difference for our customers. Viking Electric https://www.vikingelectric.com/about offers electrical products and services to contractors. If it helps bring electricity to an office, home, factory or other building - you can find it here. We operate throughout the Midwest and are part of the Sonepar group, the world's #1 electrical distributor with over 45,000 associates around the globe.

Being "Powered by Difference" means we respect and value diverse perspectives. At Viking Electric, we offer a supportive culture and great benefits, and as part of the larger Sonepar group, we can offer exciting opportunities to grow your career.

Operations Manager

Location: Sheboygan, WI

Job type: Full Time

Schedule: Day shift, Monday - Friday

Salary: $77,000 - $104,000

**Compensation for this position includes salary, short-term incentive bonus, and full benefits package offerings. The exact amount of base salary may vary based on experience and skills brought to the role.

What You'll Do

Manage and supervise all location specific operations functions in support of Viking Electric standardized operations processes.   Managerial oversight includes safety, workforce, receiving, shipping, project material management, facility, delivery, counter sales, inventory, and asset management.  Responsible for providing positive customer experiences and accurate order fulfillment with the annual established budget constraints.  Responsible for maintaining operational key performance indicators (KPIs) within established metrics.    

You will...

Be responsible for warehouse workforce management including recruitment, development, retention, and performance of location specific operations associates. 

Daily management of location specific operations including productivity, workflow, and staffing, inventory, fleet and customer service levels.

Provide a safe working environment for all associates through compliance, education, and reinforcement of Viking Electric policies and procedures.

Collaborate with Sales, Human Resources and Corporate Supply Chain, to provide consistent, responsive, innovative and profitable customer service model in alignment with corporate operations standards.

Manage consistently improving quality standards in service, business process, inventory control and loss control.

Oversight and responsibility of building, grounds, Viking Electric assets, facility services, operational services, and fleet in collaboration with corporate resources.

Responsibility and monthly insight of departmental operating expense budget and operational KPIs. 

Follow all safety guidelines and regulations

What You Bring

Requirements:

4 years' experience in operations, logistics, or distribution environment.  Supervisory and sales/counter experience preferred.

Sales/counter experience and knowledge of VE's systems, processes, products and market knowledge preferred.

Knowledge of or ability to learn and enforce DOT rules and regulations.

Knowledge of progressive distribution and warehouse processes, methods and procedures and experience/knowledge or warehouse equipment and machines.

Bachelors degree preferred 

MS Office Suite experience

Must be authorized to work in the United States without VISA sponsorship now or in the future

What We Offer You

We offer great family-friendly benefits to full-time associates:

  • Healthcare plans
  • Dental & vision
  • Paid time off
  • Paid parental leave
  • 401(k) retirement savings with company match
  • Professional and personal development programs
  • Tuition Reimbursement
  • Opportunity to become a shareholder
  • Employer-paid short- and long-term disability
  • Employer-paid life insurance for spouse and dependents
  • Robust wellness program
  • Gym reimbursement
  • Employee Assistance Program (EAP)

We're proud to be a military-friendly company, and our many employee resource groups (ERGs) help you make connections and feel supported.

Learn More About Us 

Get to know us on YouTube, LinkedIn, Facebook and Instagram and learn how we're "Powering Progress for Future Generations."

Check out the Viking Electric company page on LinkedIn and follow us for updates.
Check out our YouTube Careers Playlist to see Viking Electric associates in action.
Learn more at https://www.vikingelectric.com/about.
Viking Electric is part of the Sonepar family of brands: https://www.soneparusa.com/us-en/about-us

Equal Employment Opportunity Statement 

Sonepar is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, or any other categories protected by federal, state or local law.

Sonepar and our family of brands are committed to the full inclusion of all qualified individuals. In keeping with our commitment, we will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if a reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please call 843-745-2420 or email recruiting@sonepar-us.com.

EEO is the Law 


Applicants and employees are protected under Federal law from discrimination. To learn more, Click here. 
Pay Transparency Non-Discrimination Provision 


Sonepar follows Executive Order 11246, including the Pay Transparency Nondiscrimination Provision. To learn more, Click here.