The Role As an Operations Associate, Wealth Services , you will play a critical role in supporting advisors and wealth management teams by serving as a subject matter expert across key wealth ...
The Role As an Operations Associate, Wealth Services , you will play a critical role in supporting advisors and wealth management teams by serving as a subject matter expert across key wealth ...
The Role As an Operations Associate, Wealth Services , you will play a critical role in supporting advisors and wealth management teams by serving as a subject matter expert across key wealth ...
The Role As an Operations Associate, Wealth Services , you will play a critical role in supporting advisors and wealth management teams by serving as a subject matter expert across key wealth ...
The Operations Associate's role is to create an outstanding customer experience by performing operations functions within the store. The Operations Associate role is an early morning position and you ...
The Operations Associate's role is to create an outstanding customer experience by performing operations functions within the store. The Operations Associate role is an early morning position and you ...
The Operations Associate's role is to create an outstanding customer experience by performing operations functions within the store. The Operations Associate role is an early morning position and you ...
The Operations Associate's role is to create an outstanding customer experience by performing operations functions within the store. The Operations Associate role is an early morning position and you ...
Senior Investment Operations Associate McGill Junge Wealth Management, a rapidly growing comprehensive wealth management team located in Central Iowa, is looking to hire a Senior Investment ...
Quick apply
Senior Investment Operations Associate McGill Junge Wealth Management, a rapidly growing comprehensive wealth management team located in Central Iowa, is looking to hire a Senior Investment ...
Senior Investment Operations Associate McGill Junge Wealth Management, a rapidly growing comprehensive wealth management team located in Central Iowa, is looking to hire a Senior Investment ...
Quick apply
Senior Investment Operations Associate McGill Junge Wealth Management, a rapidly growing comprehensive wealth management team located in Central Iowa, is looking to hire a Senior Investment ...
Marketing Operations Associate
Des Moines, IA · Hybrid
$58K - $70K/yr
... Operations Associate, focusing on project management and traffic coordination for marketing campaigns. This is a highly collaborative and extremely detail-oriented role! Here is how you'll spend your ...
Marketing Operations Associate
Des Moines, IA · Hybrid
$58K - $70K/yr
... Operations Associate, focusing on project management and traffic coordination for marketing campaigns. This is a highly collaborative and extremely detail-oriented role! Here is how you'll spend your ...
Marketing Operations Associate
Des Moines, IA · On-site
$58K - $70K/yr
... Operations Associate, focusing on project management and traffic coordination for marketing campaigns. This is a highly collaborative and extremely detail-oriented role! Here is how you'll spend your ...
Marketing Operations Associate
Des Moines, IA · On-site
$58K - $70K/yr
... Operations Associate, focusing on project management and traffic coordination for marketing campaigns. This is a highly collaborative and extremely detail-oriented role! Here is how you'll spend your ...
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
Sr. Investment Operations Associate-IOWA
$78K - $85K/yr
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
Quick apply
Sr. Investment Operations Associate-IOWA
$78K - $85K/yr
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
Sr. Investment Operations Associate-IOWA
$78K - $85K/yr
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
Quick apply
Sr. Investment Operations Associate-IOWA
$78K - $85K/yr
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management ...
The Ticket Sales & Operations Associate position will receive training, development and be provided the opportunity for rapid career advancement to senior level sales roles, and leadership positions ...
Quick apply
The Ticket Sales & Operations Associate position will receive training, development and be provided the opportunity for rapid career advancement to senior level sales roles, and leadership positions ...
The Ticket Sales & Operations Associate position will receive training, development and be provided the opportunity for rapid career advancement to senior level sales roles, and leadership positions ...
The Ticket Sales & Operations Associate position will receive training, development and be provided the opportunity for rapid career advancement to senior level sales roles, and leadership positions ...
Operations Associate, Des Moines, #97
Des Moines, IA · On-site
$13.50/hr
Gopuff is looking for Operations Associates (OAs) to join the operations team. Directly reporting to a Site Leader, OAs play an essential role at Gopuff that requires drive, perseverance, positivity ...
Operations Associate, Des Moines, #97
Des Moines, IA · On-site
$13.50/hr
Gopuff is looking for Operations Associates (OAs) to join the operations team. Directly reporting to a Site Leader, OAs play an essential role at Gopuff that requires drive, perseverance, positivity ...
Operations Associate, Des Moines, #97
Des Moines, IA · On-site
$13.50/hr
Gopuff is looking for Operations Associates (OAs) to join the operations team. Directly reporting to a Site Leader, OAs play an essential role at Gopuff that requires drive, perseverance, positivity ...
Operations Associate, Des Moines, #97
Des Moines, IA · On-site
$13.50/hr
Gopuff is looking for Operations Associates (OAs) to join the operations team. Directly reporting to a Site Leader, OAs play an essential role at Gopuff that requires drive, perseverance, positivity ...
Operations Associate, Des Moines, #97
Des Moines, IA · On-site
$13.50/hr
Gopuff is looking for Operations Associates (OAs) to join the operations team. Directly reporting to a Site Leader, OAs play an essential role at Gopuff that requires drive, perseverance, positivity ...
Quick apply
Operations Associate, Des Moines, #97
Des Moines, IA · On-site
$13.50/hr
Gopuff is looking for Operations Associates (OAs) to join the operations team. Directly reporting to a Site Leader, OAs play an essential role at Gopuff that requires drive, perseverance, positivity ...
Claims Operations Associate I
Nevada, IA · Remote
$18.50 - $25.50/hr
Position Overview The Claims Operations Associate I is an entry-level support role responsible for assisting with the setup, processing, and administration of workers' compensation claims. This ...
New
Claims Operations Associate I
Nevada, IA · Remote
$18.50 - $25.50/hr
Position Overview The Claims Operations Associate I is an entry-level support role responsible for assisting with the setup, processing, and administration of workers' compensation claims. This ...
New
Outside Golf Operations Associate
West Des Moines, IA · On-site
$10 - $12/hr
The Outside Golf Operations Team at Glen Oaks Country Club is responsible for creating an exceptional experience at Glen Oaks by: * Monitoring time par and enforcing pace of play policies.
Quick apply
Outside Golf Operations Associate
West Des Moines, IA · On-site
$10 - $12/hr
The Outside Golf Operations Team at Glen Oaks Country Club is responsible for creating an exceptional experience at Glen Oaks by: * Monitoring time par and enforcing pace of play policies.
Accounting Associate
Johnston, IA · On-site
$20 - $22/hr
Accounting Associate Client: Heavy Machine Manufacturing Company Location: Johnston, IA 50131 ... Payment Operations experience * Cash Management experience * Lease Payment Processing
Quick apply
Accounting Associate
Johnston, IA · On-site
$20 - $22/hr
Accounting Associate Client: Heavy Machine Manufacturing Company Location: Johnston, IA 50131 ... Payment Operations experience * Cash Management experience * Lease Payment Processing
Operations Associate information
See Altoona, IA salary details
$10.90 - $14.58
9% of jobs
$16.99 is the 25th percentile. Wages below this are outliers.
$14.58 - $18.27
24% of jobs
The median wage is $21.08 / hr.
$18.27 - $21.96
22% of jobs
$21.96 - $25.65
16% of jobs
$27.29 is the 75th percentile. Wages above this are outliers.
$25.65 - $29.33
9% of jobs
$29.33 - $33.02
7% of jobs
$33.02 - $36.71
4% of jobs
$36.71 - $40.40
4% of jobs
$40.40 - $44.09
3% of jobs
$44.09 - $47.77
1% of jobs
$47.77 - $51.46
0% of jobs
$10
$25
$51
How much do operations associate jobs pay per hour?
Is operations associate a high paying job?
How much do operations associates make?
What does an operations associate do?
Is operations a high paying job?
What are some common challenges faced by operations associates, and how can they effectively manage them?
What is an operations associate?
An operations associate provides support to the operations manager, either individually or as part of a team. As an operations associate, you assist with a variety of duties necessary to the basic operations of your employer, so your responsibilities depend to some degree on the industry in which you work—retail, healthcare, travel, manufacturing, or corporate offices. You handle clerical and administrative tasks, like employee scheduling, product management, and ordering supplies. You also monitor and assist with customer service, sales, and marketing initiatives.
Is an operations associate a good job?

Full-time
Posted 18 days ago
Integrity Marketing Group rating
7.7
Based on 34 frontline employees who took The Breakroom Quiz
15th of 50 rated marketing agency
Job description
As an Operations Associate, Wealth Services, you will play a critical role in supporting advisors and wealth management teams by serving as a subject matter expert across key wealth technology platforms, including Black Diamond, Salentica, CRM Wealth Platform, and RCI.
In this highly collaborative role, you will be a trusted resource for advisors, helping them navigate systems, resolve complex issues, and optimize platform functionality. You will work closely with internal teams and external partners to support onboarding, training, data integrity, and operational excellence across the wealth services organization.
This position is ideal for a detail-oriented professional who enjoys problem solving, building relationships, and leveraging technology to create a seamless advisor experience.
Essential Job Functions, other duties assigned
Advisor Support & Relationship Management
- Serve as a primary point of contact for advisors regarding platform functionality, navigation questions, account reviews, and transaction-related inquiries.
- Resolve complex service requests and escalated issues while ensuring a high-quality advisor experience.
- Act as a liaison between advisors, internal teams, and business partners to facilitate timely issue resolution.
- Deliver virtual and in-person training sessions, webinars, and development programs for advisors, Registered Representatives, and Investment Advisor Representatives.
- Provide one-on-one coaching and support to users as needed.
- Assist with onboarding new users by setting up system access and ensuring a smooth transition onto wealth platforms.
- Maintain user accounts, permissions, security rights, and group assignments across supported systems.
- Manage the flow of data between Black Diamond and related platforms, ensuring information is accurate, complete, and up to date.
- Monitor and maintain data integrity through regular audits, updates, and validation activities.
- Review and triage advisor service tickets, routing requests to the appropriate teams and stakeholders.
- Coordinate account assignments, household setup, and workload distribution across teams.
- Track, monitor, and report on project status, training effectiveness, webinar feedback, and operational initiatives.
- Prepare reporting and documentation related to customer satisfaction, platform usage, and team performance metrics.
Knowledge, Skills, and Abilities
- Commitment to demonstrating company core values.
- Exceptional written and verbal communication skills.
- Strong active listening skills with the ability to understand advisor needs and deliver effective solutions.
- Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Strong analytical and problem-solving abilities.
- Ability to collaborate across departments and coordinate efforts among multiple stakeholders.
- High level of attention to detail and commitment to accuracy.
- Experience reviewing, validating, and managing large data sets.
- Understanding of broker-dealer and RIA business processes and operational workflows.
Experience and Education
Experience:
- 3-5 years of experience in Financial Services, Wealth Management, or a related industry.
- Experience working with wealth reporting, CRM, or advisor technology platforms.
- Experience supporting platforms such as Pershing, Schwab, Fidelity, or similar custodial and wealth management systems.
- Hands-on experience with Black Diamond or a comparable portfolio reporting platform is required.
Education:
Four-year college or university program certificate in Business, Finance or related field; or equivalent combination of education and experience.
Licensing:
None
Physical Requirements
Office Position
Travel
10%
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
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