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River Client Operations Associate Jobs (NOW HIRING)

Cotality

Sr Associate, Client Operations

Dallas, TX · On-site

About the role The Sr Associate, Client Operations position within the Credit Operations team specializes in conducting detailed analysis, research, and data analysis to support lenders and consumers ...

Acosta

Senior Client Operations Manager

Rogers, AR · Remote

The Senior Client Operations Manager plays a critical leadership role in driving the successful ... With a team of over 20,000 associates, we're a community of forward-thinking, value-driven ...

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How much do river client operations associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for river client operations associate in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.
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River Client Operations Associate jobs near you
Infographic showing various River Client Operations Associate job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.

Trading & Investment Operations Associate

The Martin Financial Group

Wichita, KS • On-site

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago

Job description

Trading & Investment Operations Associate

Location: Wichita, KS (in-office or hybrid)

Overview

We are a growing wealth management firm based in Wichita, KS, serving emerging affluent, high net-worth and ultra-high net-worth individuals, families, and business clients. We are seeking a Trading & Investment Operations Associate to support portfolio implementation, client money movement, and core operational workflows.

This role sits at the center of the firm’s day-to-day execution—ensuring trades are placed accurately, client transactions are processed seamlessly, and accounts are maintained with precision. The right candidate is highly detail-oriented, process-driven, and takes ownership of outcomes.

Key Responsibilities

·         Trading & Portfolio Implementation

o   Execute trades across client portfolios in alignment with model allocations and advisor direction

o   Assist with portfolio rebalancing and cash management

o   Monitor trade execution, settlement, and resolve discrepancies

o   Coordinate with custodians (e.g., Schwab, Fidelity, Pershing)

·         Client Money Movement

o   Process wires, ACH transfers, journals, and account transfers (ACATs)

o   Ensure accuracy, proper authorization, and compliance with all procedures

o   Track and confirm completion of all transactions

o   Communicate status updates to internal team members

·         Operations & Account Maintenance

o   Maintain accurate client and account records in CRM and portfolio systems

o   Troubleshoot account issues and serve as a point of contact with custodians

o   Support audit and compliance-related requests

·         Process Improvement

o   Identify inefficiencies and help improve workflows and documentation

o   Contribute to building scalable operational processes as the firm grows

Qualifications

·         Required

o   Bachelor’s degree in business administration, accounting, finance or related field or equivalent work experience

o   Expertise with Microsoft Office suite of tools with an emphasis on Excel

o   FINRA SIE, Series 7 and 63 licenses

o   3-5 years in the wealth management or investment management industry

·         Preferred

o   Experience with Envestnet trading (Worksheet, Folio or Tamarac)

Key Characteristics

·         Strong desire for personal and professional growth. 

·         Approachable, respectful, and inclusive communication.

·         Ability to give and receive constructive feedback.

·         Ability to maintain confidentiality.

·         Excellent verbal and written communication and interpersonal skills.

·         Critical thinking skills and an ability to solve problems.

·         Strong understanding of financial markets, instruments, and trading strategies.

·         Ability to interpret data, analyze market trends, and make informed trading decisions.

·         Proficient in Microsoft Office Suite or related software.

·         Proficient in CRM or related software.

·         Excellent organizational skills and attention to detail.

What Success Looks Like

·         Trades are executed accurately and on time with minimal oversight

·         Client money movement is processed flawlessly and efficiently

·         Advisors and team members trust that operational details are handled

·         Processes become more streamlined and scalable over time

Compensation & Growth

·         Competitive salary based on experience

·         Bonus potential tied to performance and firm growth

·         Clear path to increased responsibility in trading, operations leadership, or client service

Why This Role

This is a high-impact position for someone who wants to be deeply involved in how a wealth management firm runs. You’ll gain exposure to portfolio management, client operations, and the systems that support both.

Please submit resume (with cover letter) to megan.wetta@nm.com.