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Service Operations Associate Jobs in Pennsylvania

AppleOne

Vendor Operations Associate

Coraopolis, PA · Remote

$18/hr

This role supports a fast-paced financial services operations environment with a focus on vendor ... The Vendor Operations Associate is a great fit for someone who enjoys administrative operations ...

The Restaurant Store

Operations Associate

Reading, PA

$18 - $22/hr

Job Summary The Operations Associate with The Restaurant Store is responsible for assisting the ... Basic customer service skills and ability to function well with coworkers * Strong verbal ...

Crateandbarrel

Operations Associate

Reading, PA · On-site

As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and ... Possess and demonstrate excellent service and company standards in selling, customer service ...

Crateandbarrel

Operations Associate

Creekside, PA · On-site

As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and ... Possess and demonstrate excellent service and company standards in selling, customer service ...

Crateandbarrel

As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and ... Possess and demonstrate excellent service and company standards in selling, customer service ...

Proexco LLC

Operations Associate

Malvern, PA

$40K - $45K/yr

Fitness Machine Technicians Operations Associate Fitness Machine Technicians is an award winning, rapidly growing international service franchise in Malvern, PA that repairs and maintains exercise ...

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Service Operations Associate information

What is a service operations associate?

A service operations associate is responsible for supporting the daily functions of a company's service department, ensuring efficient delivery of services to customers. They often handle tasks such as coordinating workflows, managing customer inquiries, and using tools like CRM software to track service requests. Strong communication skills and attention to detail are important for this role.

What is the job description of a service associate?

A Service Operations Associate is responsible for supporting customer service functions, managing service requests, and ensuring efficient operations. They often handle communication with clients, troubleshoot issues, and use tools like CRM software to track service activities. Strong communication skills and attention to detail are essential for this role.

What job makes $10,000 a month without a degree?

A Service Operations Associate typically does not earn $10,000 a month without specialized experience or advanced skills. High-paying roles that can reach this level often involve sales, entrepreneurship, or technical fields like software development, where skills and performance are key factors. Most jobs with such income levels require relevant experience, certifications, or a strong track record rather than just a degree.

What does an operations associate do?

An operations associate is responsible for supporting daily business functions, such as coordinating workflows, managing data, and ensuring processes run smoothly. They often use tools like spreadsheets and enterprise software, and may handle customer inquiries or logistical tasks to improve efficiency.
What are the most commonly searched types of Service Operations jobs in Pennsylvania? The most popular types of Service Operations jobs in Pennsylvania are:
What cities in Pennsylvania are hiring for Service Operations Associate jobs? Cities in Pennsylvania with the most Service Operations Associate job openings:
Service Operations Associate jobs near you

Client Service & Operations Associate

Vista Wealth Solutions

Wayne, PA • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Job description


Client Service & Operations Associate
Overview
We are a fast-growing, boutique financial services firm in Radnor. We are hiring a Client Service & Operations Associate to join our team as an integral member of our expanding financial advisory team. The company's core values include Honesty & Integrity, Get Things Done, Team Player and Getting Better Every Day.
The Client Service & Operations Associate will play a key role in ensuring our client relationships run smoothly. This role helps manage client communications, track projects, prepare and complete paperwork, and coordinate with recordkeepers, TPAs, and custodians to support day-to-day operations of our retirement plan advisory practice. This role is ideal for someone early in their financial services career who's detail-oriented, enjoys process management, and wants to grow within the retirement plan or wealth management industry.
Why Join Our Team?
* Be part of a top-performing, nationally recognized team.
  • Growth opportunities as the firm expands.
  • Supportive, team-oriented environment with leadership that invests in career development.

Summary of Duties
Client & Advisor Support
* Serve as a primary administrative point of contact for clients and plan sponsors.
  • Support advisors with scheduling meetings, preparing materials, and tracking follow-up items.
  • Assist with client meeting preparation / debriefs and file organization.
  • Maintain and update client records and interactions in our CRM system.
  • Prepare client deliverables, reports, and service documents for advisor review.

Operations & Project Management
* Coordinate with third-party administrators (TPAs) and recordkeepers on plan-related tasks.
Track progress on client projects (e.g., recordkeeper transitions, plan amendments, fund changes). Complete tasks, help manage workflows, maintain checklists, meet client deadlines.
  • Assist with preparing, reviewing, and submitting paperwork for new accounts, transfers, and plan updates.

Administrative Support
* Maintain internal files and documentation for compliance purposes.
  • Support firm-wide initiatives, including process improvements and client service enhancements.
  • Assist with billing, data entry, and other operational tasks as needed.

Candidate Qualifications
Knowledge/Skills
* Strong attention to detail, organization, and follow-through.
  • Excellent written and verbal communication skills.
  • Proficiency with Microsoft Office Suite and CRM systems (experience with Salesforce, Redtail, or Wealthbox a plus).
  • Ability to manage multiple projects and deadlines in a fast-paced, team-oriented environment.
  • Interest in financial planning, retirement plans, or investment advisory work.

Education
* Bachelor's degree required (Finance, Economics, Business, or related field preferred).
Experience
* 1-3 years of experience in financial services, client service, or operations.
Benefits
* 401(k) with match
  • Health, Dental & Vision Insurance offered
  • Long Term Disability
  • Generous paid time off
  • Education/License/Training Reimbursement
  • Bonus potential up to 15% of salary

Next step required to be considered for this opportunity, applicants must complete the Culture Index survey below. We will only review candidates who have submitted the survey.
Culture Index Survey: Click Here

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