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Investment Operations Associate Jobs in Reading, PA

Smoker & Company LLC

Client Service Associate

Ephrata, PA · On-site

$24 - $35/hr

... operational, and compliance support to Financial Advisors. This role helps ensure a seamless client ... Familiarity with investment terminology, CRM systems such as Redtail, document imaging, or ...

Smoker & Company LLC

Client Service Associate

Ephrata, PA · On-site

$24 - $35/hr

... operational, and compliance support to Financial Advisors. This role helps ensure a seamless client ... Familiarity with investment terminology, CRM systems such as Redtail, document imaging, or ...

Johnston & Murphy

Part-Time Stock Associate

Pottstown, PA

$14.50 - $18.50/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Take advantage of Employee Scholarship opportunities. * Grow Your Career:

Johnston & Murphy

Part-Time Stock Associate

Pottstown, PA

$14.50 - $18.50/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Take advantage of Employee Scholarship opportunities. * Grow Your Career:

Johnston & Murphy

Part-Time Stock Associate

Pottstown, PA · On-site

$14.50 - $18.50/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Take advantage of Employee Scholarship opportunities. * Grow Your Career:

Johnston & Murphy

Part-Time Stock Associate

Pottstown, PA · On-site

$14.50 - $18.50/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Take advantage of Employee Scholarship opportunities. * Grow Your Career:

Johnston & Murphy

Part-Time Stock Associate

Pottstown, PA · On-site

$14.50 - $18.50/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Take advantage of Employee Scholarship opportunities. * Grow Your Career:

RKL a dynamic

Client Service Associate

Reading, PA · On-site

$60K - $70K/yr

... and investment reporting Success FactorsResponsibilities * Works closely with Advisors to ... operations management within a financial or professional services environment * Knowledge of ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Reading, PA

Investment Operations Associate information

See Reading, PA salary details

$21.1K

$93.2K

$205K

How much do investment operations associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for investment operations associate in Reading, PA is $93,224.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,400.00 and $112,800.00 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 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 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 most commonly searched types of Investment Operations jobs in Reading, PA?

The most popular types of Investment Operations jobs in Reading, PA are:

What job categories do people searching Investment Operations Associate jobs in Reading, PA look for?

The top searched job categories for Investment Operations Associate jobs in Reading, PA are:

What cities near Reading, PA are hiring for Investment Operations Associate jobs?

Cities near Reading, PA with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Reading, PA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 12% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $93,224 per year, or $44.8 per hour.

Client Service Associate

Smoker & Company LLC

Ephrata, PA • On-site

$24 - $35/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 25 days ago

Job description

Smoker Wealth Management LLC
Smoker Wealth Management, LLC is a financial services firm providing personalized financial planning, investment management, and wealth advisory services throughout Central Pennsylvania. With offices in Leola and Ephrata, our team is committed to exceptional client service, lasting relationships, and helping clients pursue their financial goals.
Position Overview
Smoker Wealth Management, LLC is seeking a professional, detail-oriented Client Service Associate to serve as a key client contact while providing administrative, operational, and compliance support to Financial Advisors. This role helps ensure a seamless client experience through account administration, accurate records, client communications, and event support.
The ideal candidate is organized, service-minded, and comfortable managing multiple priorities in a fast-paced environment. Financial services experience is preferred, but we are willing to train a motivated professional eager to grow in wealth management.
Requirements
Qualifications
Required
  • Strong verbal and written communication skills, including professional business correspondence.
  • Excellent attention to detail, organization, and ability to manage multiple priorities.
  • Proficiency with Microsoft Office, including Word, Excel, Outlook, and Teams.
  • Ability to learn new technology, adapt to changing processes, and maintain confidentiality.
  • Ability to successfully pass criminal and financial background checks.

Preferred
  • Experience in financial services, wealth management, banking, insurance, accounting, or a related business environment.
  • Familiarity with investment terminology, CRM systems such as Redtail, document imaging, or electronic records management.
  • Industry registration or securities licenses are a plus, such as SIE, Series 7, Series 66, or equivalent.
  • Prior experience supporting advisors, financial professionals, or client service teams.

Desired Skills and Attributes
  • Exceptional client service, relationship-building, and communication skills.
  • Professional, positive, team-oriented, and self-motivated.
  • Strong problem-solving, critical-thinking, accuracy, and follow-through.
  • Adaptable, responsive, and able to prioritize competing responsibilities.
Key Responsibilities
Client Service and Relationship Management
  • Serve as a primary client contact, providing prompt, professional, and courteous service.
  • Build strong client relationships and respond to inquiries in person, by phone, and electronically.
  • Assist with account-related questions and escalate complex matters to Financial Advisors when appropriate.
  • Provide a welcoming, professional experience for clients and visitors.

Advisor Support and Account Administration
  • Support Financial Advisors with daily administrative, scheduling, and operational activities.
  • Prepare reports, forms, paperwork, and documentation for meetings, reviews, and account activity.
  • Process account openings, transfers, asset movements, deposits, and other transactions.
  • Manage workflows to ensure timely completion of client requests and service needs.

Compliance and Record Management
  • Maintain accurate client records in Redtail CRM, imaging systems, compliance logs, and related records.
  • Ensure documentation and transactions follow company policies and regulatory requirements.
  • Maintain strict confidentiality and security of client information.
  • Support compliance initiatives and administrative requirements as directed.

Marketing, Events, and Operational Support
  • Prepare client mailings, communications, and marketing materials in accordance with compliance guidelines.
  • Assist with client appreciation events, educational seminars, and marketing initiatives.
  • Support office operations, administrative functions, and process improvement efforts.
  • Collaborate with team members and perform other duties as assigned.

Benefits
Why Join Us
This is an excellent opportunity to join a respected, growing wealth management firm where client service is central to everything we do. The Client Service Associate supports advisors, strengthens client relationships, and helps ensure efficient day-to-day operations.
The position offers opportunities for professional growth, continued learning, and advancement based on performance.
Compensation and Benefits
Smoker Wealth Management LLC offers a competitive compensation and benefits package, including:
  • Competitive salary range of $24-$35 per hour (based on experience).
  • Medical, dental, and vision insurance.
  • 401(k) retirement plan.
  • Paid time off and paid holidays.
  • Professional development and career advancement opportunities.
  • Supportive and collaborative team environment.

Candidates are required to successfully pass a pre-employment background check. Smoker Wealth Management LLC is a business unit of the Smoker & Company Family of Companies. We are an equal employment opportunity employer and prohibit discrimination and harassment of any kind without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local law

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