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Investor Services Associate Jobs in Florida (NOW HIRING)

SS&C

Associate Manager

Jacksonville, FL · Hybrid

Associate Manager, Investor Services Locations: New York, NY| Union, NJ | Windsor, CT | Braintree, MA | Jacksonville, FL- Hybrid About the Role As the backbone of the investment world, SS&C is ...

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through ... Plays a key role in the investment onboarding process. RESPONSIBILITIES & DUTIES • Manage the ...

Equity Trust

Client Services Associate

Fort Myers, FL · Hybrid

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge ...

Life Surge

Investor Relations Associate

Palmetto, FL · On-site

Investor Relations Associate Employment Type: Full-Time, 40 hours/week Reports to: Vice President ... This is an investor service and relationship-support role. We are looking for quality, accuracy ...

Pediatrix

Patient Services Associate

Jacksonville, FL · On-site

$15.75 - $20/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Pediatrix

Patient Services Associate

Jacksonville, FL · On-site

$15.75 - $20/hr

The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Pediatrix

Patient Services Associate

Jacksonville, FL · On-site

$15.75 - $20/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Pediatrix

Patient Services Associate

Jacksonville, FL · On-site

$15.75 - $20/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

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Investor Services Associate information

What is an investor services associate?

Investor Services Associates are professionals who act as the primary point of contact between investment firms and their clients, such as individual investors or institutional clients. They handle account inquiries, process transactions, resolve issues, and provide information about investment products and services. Their role is crucial in ensuring a positive client experience, maintaining accurate records, and supporting the operational needs of the investment firm. Investor Services Associates often work in mutual fund companies, private equity firms, or other financial institutions.

What are the key skills and qualifications needed to thrive as an investor services associate?

To thrive as an Investor Services Associate, you need a solid understanding of financial markets, investment products, and client account management, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and industry regulations such as SEC or FINRA guidelines is typically required. Strong attention to detail, communication skills, and problem-solving abilities help build trust and efficiently resolve client inquiries. These skills ensure accurate processing, regulatory compliance, and exceptional service to clients, which are crucial in maintaining firm reputation and client relationships.

What are some common challenges investor services associates face when managing client inquiries and transactions?

Investor Services Associates often juggle a high volume of client inquiries, ranging from account updates to complex transaction requests. One challenge is ensuring accuracy and compliance while handling sensitive financial data under tight deadlines. The role also requires clear and professional communication with clients and coordination with internal teams such as fund managers and compliance officers to resolve issues efficiently. Staying organized and adaptable is key to maintaining client satisfaction and meeting service-level agreements.

What is the difference between Investor Services Associate vs Client Services Associate?

AspectInvestor Services AssociateClient Services Associate
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like FINRA Series 7 or 63 are commonSimilar educational background; may also hold certifications like Series 7 or 63 depending on industry
Work EnvironmentFinancial institutions, asset management firms, brokerage firmsBanking, financial services, investment firms
Employer & Industry UsageUsed in investment management, brokerage, and financial servicesCommon in banking, wealth management, and financial advisory firms

The main difference is that Investor Services Associates focus specifically on supporting investors with their accounts, transactions, and inquiries related to investments. Client Services Associates have a broader role in managing client relationships across various banking or financial products. Both roles require similar credentials and work in related environments, but their focus areas differ slightly based on client type and service scope.

What are the most commonly searched types of Investor Services jobs in Florida?

The most popular types of Investor Services jobs in Florida are:

What are popular job titles related to Investor Services Associate jobs in Florida?

For Investor Services Associate jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Investor Services Associate jobs in Florida look for?

The top searched job categories for Investor Services Associate jobs in Florida are:

What cities in Florida are hiring for Investor Services Associate jobs?

Cities in Florida with the most Investor Services Associate job openings:

Investor Services Associate jobs near you
Infographic showing various Investor Services Associate job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Associate, Investor Services Operations II

BNY Mellon

Lake Mary, FL • On-site

$52K - $88K/yr

Full-time

Posted 25 days ago

Key responsibilities

  • Contribute to the client operations team by fostering a culture of continuous improvement and excellence.

  • Develop and implement strategies to enhance client service delivery and collaborate with cross-functional teams to streamline processes.

  • Serve as the point of contact for key clients, addressing their needs and concerns with professionalism and expertise, and ensure compliance with regulatory requirements and internal policies.

BNY Mellon rating

7.3

Company rating: 7.3 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

123rd of 152 rated financial services

Job description


ASSOCIATE, INVESTOR SERVICES OPERATIONS II
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Investor Services Operations II to join our team. The position is located in Westboro/Boston, Massachusetts (4 days in office per week).
In this role, you'll make an impact in the following ways:
  • Contribute to the client operations team by fostering a culture of continuous improvement and excellence, ensuring alignment with BNY's principles.
  • Develop and implement strategies to enhance client service delivery, by leveraging industry best practices and innovative solutions.
  • Collaborate with cross-functional teams to streamline processes and improve operational efficiencies, ensuring timely and accurate client reporting.
  • Serve as the point of contact for key clients, addressing their needs and concerns with professionalism and expertise. Liaison between clients and product/engineering teams.
  • Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of operational integrity and risk management.

To be successful in this role, we're seeking the following:
  • Bachelor's degree in Business Administration, Finance, or a related field.
  • Advanced degree or relevant certifications are a plus.
  • Typically 3-5 years of experience. Experience in an operational area and/or client services is preferred.
  • Excellent analytical and problem-solving abilities.
  • Effective communication and interpersonal skills for client interaction and collaboration across teams.
  • Subaccounting and/or Brokerage experience a plus

At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Newsroom
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $52,000 and $88,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team.

What BNY Mellon employees say

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About BNY Mellon

Sourced by ZipRecruiter

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of Dec. 31, 2021, BNY Mellon had $46.7 trillion in assets under custody and/or administration, and $2.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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