Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Update MAPS portfolios and run reports in Morningstar. * Build trusted, collaborative relationships with our custodian's operations teams to execute cashiering, deposits, journaling, withdrawals, and ...
Update MAPS portfolios and run reports in Morningstar. * Build trusted, collaborative relationships with our custodian's operations teams to execute cashiering, deposits, journaling, withdrawals, and ...
Update MAPS portfolios and run reports in Morningstar. * Build trusted, collaborative relationships with our custodian's operations teams to execute cashiering, deposits, journaling, withdrawals, and ...
Update MAPS portfolios and run reports in Morningstar. * Build trusted, collaborative relationships with our custodian's operations teams to execute cashiering, deposits, journaling, withdrawals, and ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Working closely with Portfolio Operations, Lending, Credit, and external partners, this position ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Working closely with Portfolio Operations, Lending, Credit, and external partners, this position ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Working closely with Portfolio Operations, Lending, Credit, and external partners, this position ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Working closely with Portfolio Operations, Lending, Credit, and external partners, this position ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Working closely with Portfolio Operations, Lending, Credit, and external partners, this position ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Working closely with Portfolio Operations, Lending, Credit, and external partners, this position ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Director of Operations - Mandarin Fluency Required
California, MO · On-site
$120 - $160/hr
The Director will own portfolio company's P&L and have all employees reporting up through them ... Support management of the Annie Aesthetic Operations Associate assigned to each clinic. Coach and ...
Director of Operations - Mandarin Fluency Required
California, MO · On-site
$120 - $160/hr
The Director will own portfolio company's P&L and have all employees reporting up through them ... Support management of the Annie Aesthetic Operations Associate assigned to each clinic. Coach and ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
(USA) Manager, Project Management
Anderson, MO · On-site
$70K - $130K/yr
Drive portfolio operations, planning rhythms, and cross-functional coordination across key ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...
(USA) Manager, Project Management
Anderson, MO · On-site
$70K - $130K/yr
Drive portfolio operations, planning rhythms, and cross-functional coordination across key ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...
(USA) Manager, Project Management
Noel, MO · On-site
$70K - $130K/yr
Drive portfolio operations, planning rhythms, and cross-functional coordination across key ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...
(USA) Manager, Project Management
Noel, MO · On-site
$70K - $130K/yr
Drive portfolio operations, planning rhythms, and cross-functional coordination across key ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations Process Efficiency: * Adopt and apply new tools ...
(USA) Manager, Project Management
Cassville, MO · On-site
$70K - $130K/yr
Drive portfolio operations, planning rhythms, and cross-functional coordination across key ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...
(USA) Manager, Project Management
Cassville, MO · On-site
$70K - $130K/yr
Drive portfolio operations, planning rhythms, and cross-functional coordination across key ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...
Analyze, report and drive operational metrics and KPIs using Allied Universal's Business ... Associate's degree in Criminal Justice, Business or a related field with five (5) years of ...
Analyze, report and drive operational metrics and KPIs using Allied Universal's Business ... Associate's degree in Criminal Justice, Business or a related field with five (5) years of ...
Analyze, report and drive operational metrics and KPIs using Allied Universal's Business ... Associate's degree in Criminal Justice, Business or a related field with five (5) years of ...
Analyze, report and drive operational metrics and KPIs using Allied Universal's Business ... Associate's degree in Criminal Justice, Business or a related field with five (5) years of ...
Portfolio Operations Associate information
See Missouri salary details
$10.60 - $14.18
9% of jobs
$16.52 is the 25th percentile. Wages below this are outliers.
$14.18 - $17.77
24% of jobs
The median wage is $20.51 / hr.
$17.77 - $21.36
22% of jobs
$21.36 - $24.95
16% of jobs
$26.54 is the 75th percentile. Wages above this are outliers.
$24.95 - $28.53
9% of jobs
$28.53 - $32.12
7% of jobs
$32.12 - $35.71
4% of jobs
$35.71 - $39.30
4% of jobs
$39.30 - $42.88
3% of jobs
$42.88 - $46.47
1% of jobs
$46.47 - $50.06
0% of jobs
$10
$24
$50
How much do portfolio operations associate jobs pay per hour?
How does a portfolio operations associate typically collaborate with portfolio managers and other teams within an investment firm?
What does a portfolio operations associate do?
What is the difference between Portfolio Operations Associate vs Investment Analyst?
| Aspect | Portfolio Operations Associate | Investment Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, relevant certifications (e.g., CFA Level I) | Bachelor's degree, often pursuing CFA or related certifications |
| Work Environment | Supportive operations teams within asset management firms | Research-focused, analyzing investment opportunities |
| Employer & Industry Usage | Asset management, private equity, hedge funds | Investment firms, asset management companies |
| Common Search & Comparison | Yes | Yes |
The main difference is that Portfolio Operations Associates focus on supporting the operational functions of investment portfolios, ensuring smooth transaction processing and compliance. Investment Analysts primarily analyze investment opportunities and market data to inform investment decisions. Both roles often require similar educational backgrounds and certifications, but their core responsibilities differ in focus and daily tasks.
What are the key skills and qualifications needed to thrive as a portfolio operations associate?
What are the most commonly searched types of Portfolio Operations jobs in Missouri?
The most popular types of Portfolio Operations jobs in Missouri are:
What are popular job titles related to Portfolio Operations Associate jobs in Missouri?
For Portfolio Operations Associate jobs in Missouri, the most frequently searched job titles are:
What job categories do people searching Portfolio Operations Associate jobs in Missouri look for?
The top searched job categories for Portfolio Operations Associate jobs in Missouri are:
What cities in Missouri are hiring for Portfolio Operations Associate jobs?
Cities in Missouri with the most Portfolio Operations Associate job openings:

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted yesterday
C.H. Robinson rating
7.7
Based on 119 frontline employees who took The Breakroom Quiz
107th of 362 rated logistics
Job description
As an Associate Portfolio Executive, you'll focus on re-engaging dormant accounts as well as cold calling new opportunities, without the need to prospect. This unique approach allows you to focus solely on relationship development and business expansion, setting us apart from competitors who spend more time finding leads than nurturing customer relationships.
What makes this role unique?
Our unparalleled support system allows you to effectively manage your portfolio with confidence. We provide robust technology that amplifies your capabilities and bandwidth, enabling management of large portfolios efficiently. Additionally, our emphasis on autonomy allows you the freedom to run your business with our extensive network and scalability.
We prioritize your growth.
Our strong onboarding program and commitment to personal development within the organization ensure you have the tools for success. The collaborative culture and managerial focus on your development propel your career forward.
Everyday life in this role is dynamic.
You have the opportunity to win daily with our established customer base. Moreover, we promote a supportive environment, ensuring a work-life balance where teams support each other, allowing everyone to enjoy PTO.
If you're driven, money-motivated, and passionate about relationship-building and problem-solving, apply now to be part of our team!
RESPONSIBILITIES:
Customer Experience:
- Drive the conversion of sales leads into active customers by establishing strong contacts, fostering relationships, and comprehensively understanding customer needs to achieve the highest possible conversation rate
- Proactively engage with customers, carrier, suppliers, and internal stakeholders, ensuring the attainment of customer needs and growth targets
- Respond promptly to customer inquiries and exceptions while managing conflict diplomatically
- Identify automation opportunities to streamline processes, enhance operational efficiency, and ensure high-quality execution by promptly identifying and resolving operational issues
- Reconnect with dormant customers, fostering relationships and stimulating demand
- Execute pricing strategy through applying effective negotiation skills, market acumen, and knowledge of customer buying habits
- Maintain a sense of urgency in addressing both your teammates' customers and your own developing portfolio of customers
Service Delivery & Business Development
- Generate additional business within teammates' portfolios, exceeding monthly volume and revenue targets while expanding portfolio size
- Drive demand by engaging customers, fostering relationships, and capitalizing on business prospects
- Identify growth potential within accounts, transitioning transactional engagements into committed partnerships
- Stay updated on customer, industry, and market changes to pinpoint growth opportunities
- Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations
Process Efficiency:
- Adopt and apply new tools, technology, and processes to improve overall workflow
- Utilize data and reporting to identify service improvement opportunities and expand wallet share
- Partner with internal resources to ensure account processes and SOPs are complete and adhered to
- Maintain a minimum portfolio size of existing customers by volume and revenue
- Participate in daily or weekly team stand-ups to foster communication and alignment
- Use technology to manage order statuses and initiates corrective measures during exceptions
- Leverage Navisphere 2.0, with demonstrated ability to create customer and supplier logins and support adoption
- Assist in the development of any SOPs required to manage customers' business effectively
Required Qualifications:
- High School Diploma or GED.
- Minimum 6 months Customer Engagement Experience internal or external
- Ability to travel up to 10%
Preferred Qualifications:
- Bachelor's Degree from an accredited college or university.
- Attention to detail, accuracy, and problem-solving.
- Demonstrated negotiation, collaboration, and influencing skills.
- Proficient in Microsoft Office Suite of Programs.
- Values a diverse and inclusive work environment.
At C.H. Robinson we're firm believers in the power of in-person collaboration to fuel innovation and propel success. In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. With the flexibility for remote work one day a week, this role strikes the perfect balance between teamwork and autonomy.
We value an environment where you can grow by challenging yourself and are supported with the potential for internal promotion - within Sales, Global Forwarding, Operations, Account Management or other areas - so you can discover new interests, develop your strengths, and reach your life goals. So what are you waiting for? Click that apply button.
We will review applications for this role on an ongoing basis and encourage all interested candidates to apply at their earliest convenience.
Compensation Range
$19.23 - $38.47
The base pay range displayed on the job posting reflects the minimum and maximum base pay for this specific location. Your individual base pay within this range is determined by job-related skills, experience, and relevant education or training. Compensation details listed in this posting reflect the base pay only and do not include additional variable compensation.
Questioning if you meet the mark? Studies have shown that some individuals may be less likely to apply unless they match the job description exactly. Here at C.H. Robinson, we're building an inclusive workplace where all employees feel they belong. If this position excites you, we welcome you to apply whether you check all the preferred qualifications or just a few. You may just be our next great fit!
Equal Opportunity
C.H. Robinson is proud to be an Equal Opportunity Employer. We are committed to a workplace and performance culture that reflects the strengths of our worldwide marketplace. We value unique experiences and diverse backgrounds of our people within our company, our business relationships, and our communities. We're committed to providing an inclusive environment, free from harassment and discrimination, where all employees feel welcomed, valued and respected.
EOE/Disabled/Veteran
Benefits
Your Health, Wealth and Self
Your total wellbeing is the foundation of our business, and our benefits support your financial, family and personal goals. We provide the top-tier benefits that matter to you most, including:
- Three medical plans which include
-
- Prescription drug coverage
- Enhanced Fertility benefits
- Flexible Spending Accounts
- Health Savings Account (including employer contribution)
- Dental and Vision
- Basic and Supplemental Life Insurance
- Short-Term and Long-Term Disability
- Paid observed holidays
- 2 paid floating holidays for U.S. hourly employees
- Flexible Time Off (FTO) offered to U.S. salaried employees - no accruals and no caps. Paid Time Off (PTO) offered to all other employees in the U.S. and Canada
- Paid parental leave
- Paid time off to volunteer in your community
- Charitable Giving Match Program
- 401(k) with 6% company matching
- Employee Stock Purchase Plan
- Plus a broad range of career development, networking, and team-building opportunities
Learn more about our benefit offerings on our BENEFITS & WELLBEING page
What C.H. Robinson employees say
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About C.H. Robinson
Sourced by ZipRecruiter
Industry
Transportation and warehousing
Company size
10,000+ Employees
Headquarters location
Eden Prairie, MN, US
Year founded
1905