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Process Associate Jobs in San Rafael, CA (NOW HIRING)

Bank of Marin

Loan Processing Associate

Novato, CA · On-site

$24.99 - $33.72/hr

Process approved loan applications. May prepare declination letters. * Review assigned loan ... Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent ...

Bank of Marin

Loan Processing Associate

Novato, CA

$24.99 - $33.72/hr

Process approved loan applications. May prepare declination letters. * Review assigned loan ... Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent ...

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How much do process associate jobs pay per hour?

As of Jun 3, 2026, the average hourly pay for process associate in San Rafael, CA is $32.53, according to ZipRecruiter salary data. Most workers in this role earn between $30.29 and $36.15 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Process Associate, and why are they important?

To excel as a Process Associate, you typically need strong analytical abilities, attention to detail, and at least a high school diploma or bachelor’s degree, depending on the industry. Familiarity with process management software (such as SAP or Oracle), MS Office Suite, and sometimes Six Sigma certification are often valuable. Effective communication, time management, and adaptability help individuals stand out in this role. These skills ensure accuracy, efficiency, and smooth workflow execution, which are critical for supporting business operations and meeting organizational goals.

What does a typical day look like for a Process Associate, and how do they interact with other team members?

A typical day for a Process Associate involves handling and processing transactions, managing data entry tasks, and ensuring that all assigned processes are completed within established timelines and quality standards. Process Associates frequently collaborate with team leads, quality analysts, and other associates to resolve issues or clarify process requirements. They may also participate in team meetings to discuss workflow improvements or share updates. This role requires strong attention to detail and effective communication with both colleagues and, occasionally, clients to ensure seamless operations.

What are Process Associates?

Process Associates are entry-level professionals who support the day-to-day operations of a business by handling administrative tasks, data processing, and workflow management. They often work in sectors like finance, healthcare, and business process outsourcing, ensuring processes run smoothly and efficiently. Their responsibilities include data entry, documentation, quality checks, and assisting with process improvements. Strong attention to detail, communication skills, and familiarity with relevant software are important for success in this role.

What are the skills for a process associate?

A process associate typically needs strong attention to detail, good communication skills, and proficiency in data entry and basic computer applications like MS Office. Analytical thinking, problem-solving abilities, and the ability to follow standard operating procedures are also important. Familiarity with industry-specific tools or software may enhance performance in this role.

What is the work of a process associate?

A process associate is responsible for executing and monitoring specific business processes to ensure efficiency and accuracy. They often handle data entry, process documentation, and quality checks, using tools like ERP or CRM systems, and may work in shifts depending on the organization’s needs.

What is the difference between Process Associate vs Customer Service Executive?

AspectProcess AssociateCustomer Service Executive
Primary RoleSupports business processes, data entry, and operationsHandles customer inquiries, complaints, and support
Work EnvironmentBack-office, process-drivenFront-office, client-facing
Required SkillsAttention to detail, process knowledge, basic IT skillsCommunication skills, problem-solving, patience
Industry UsageBPO, finance, healthcare, ITBPO, retail, telecom, banking

While both roles are common in BPO and related industries, a Process Associate primarily supports operational processes behind the scenes, whereas a Customer Service Executive directly interacts with clients to resolve issues. Understanding these differences helps job seekers identify roles aligned with their skills and career goals.

What job categories do people searching Process Associate jobs in San Rafael, CA look for? The top searched job categories for Process Associate jobs in San Rafael, CA are:
What cities near San Rafael, CA are hiring for Process Associate jobs? Cities near San Rafael, CA with the most Process Associate job openings:
Process Associate jobs near you
Associate, Investment Policy & Process Associate

Associate, Investment Policy & Process Associate

BlackRock

Sausalito, CA • On-site

Full-time

Medical, Retirement

This job post has expired today. Applications are no longer accepted.

BlackRock rating

7.8

Company rating: 7.8 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

Job description

About this role

Team Overview

BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.

About the role

We are seeking an enthusiastic team member to join our Investment Policy & Process team. This team plays a critical role in driving scale across the SMA Solutions investment ecosystem, continually enhancing investment processes. The ideal candidate will help expand the use of automated and quantitative techniques with a focus on Direct Indexing and TaxAware LongShort strategies. This role operates in a fastpaced environment and will make meaningful contributions toward improving the productivity, scalability, and solution set of the SMA Solutions business.

Key Responsibilities:

  • Serve as a key contributor in designing and implementing scalable processes for the current investment framework and emerging investment solutions.
  • Develop and enhance investment policies by conducting quantitative analyses, including backtesting and largescale sample testing.
  • Partner with portfolio managers to understand investment methodologies, workflows, and decision processes.
  • Identify opportunities to improve efficiency and strengthen workflow management across the investment lifecycle.
  • Collaborate with SMA Solutions technology teams to support the rollout of new functionality; test and validate enhancements across platforms as required.
  • Work crossfunctionally to solve complex issues and deliver highquality solutions.
  • Produce and maintain clear, accurate documentation for solutions, tools, and services.
  • Provide ongoing subjectmatter expertise and support for deployed solutions and services.

Required Knowledge/Experience:

  • At least 3 years of experience in portfolio management, financial engineering and/or data engineering.
  • Strong quantitative and analytical capabilities, with experience in backtesting, sample testing, and statistical analysis.
  • Proficiency with data analysis tools such as Python, R, SQL, or equivalent quantitative platforms.
  • Understanding of investment frameworks, portfolio construction concepts, and taxaware or rulesbased investment strategies.
  • Strong organizational skills and the ability to manage multiple workstreams simultaneously.
  • Ability to interpret complex data, diagnose issues, and propose scalable solutions.
  • Undergraduate degree is required, and an advanced degree (Masters) is a plus.
  • Ability to work and deliver under minimal direction/independently.
  • Ability to work efficiently and multi-task in a fast-paced and collaborative environment.
  • Strong attention to detail. Strong interpersonal skills (both written and verbal) to work with, train, and support users of platform tools and processes.
  • Proven problem-solving skills and ability to troubleshoot software issues.

Helpful Knowledge/Experience:

  • Understanding of SMA structures, direct indexing workflows, or technologyenabled investment solutions.
  • Experience using AI tools.
  • Familiarity with workflow automation, platform testing, and validation of investment tools or functionality.
  • Work experience with financial markets preferred.
For Sausalito, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock| LinkedIn:www.linkedin.com/company/blackrock

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law.View theEEOC's Know Your Rights poster and its supplementand thepay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with ourprivacy policy.

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

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