Job Description
Job Description
A respected financial services firm is seeking an Operations Associate to join its team. This is an excellent opportunity for a recent graduate or someone with banking, customer service, business, or accounting experience who wants to build a long-term career in financial services.
What You'll Do:
- Support client accounts and operational processes
- Prepare and process account paperwork, transfers, wires, and transactions
- Assist with client meetings, reporting, and tax documentation
- Coordinate with clients, advisors, custodians, and internal teams
- Help maintain accurate records and provide exceptional client service
What We're Looking For:
- Associate's or Bachelor's degree preferred
- Strong customer service or client-facing experience
- Professional, detail-oriented, and highly organized
- Strong communication skills and willingness to learn
- Banking, accounting, finance, or investment operations experience is a plus
- Excel and CRM experience preferred
Why Join?
- Extensive training and mentorship provided
- Clear career growth opportunities
- Competitive benefits, 401(k), and PTO
- Team-oriented culture with company events and outings
- Hybrid flexibility available after onboarding
This role is ideal for someone who enjoys working with numbers, thrives in a collaborative environment, and is looking for a company that will invest in their long-term development.