Client Operations Associate
Virtual Vocations Inc
Working remotely in a full-time capacity, the Client Operations Associate will directly interface with clients to manage inquiries, analyze client activity trends, and develop operational efficiencies to enhance the client experience. Key responsibilities Directly interface with clients to manage questions and feedback about products and services Analyze and identify trends in client activity and inquiries Act as a liaison between clients and internal teams to support business needs and improve the product Required qualifications Ability and interest to work in a fast-paced fintech startup environment Customer-facing experience preferred Degree in Communication, Business Finance, Business Operations, Business Marketing, or Information Systems preferred Experience with Excel/Google Sheets and SQL is a plus Strong collaboration and problem-solving skills
- ...About your role We're looking for a Client Operations Associate to help us run research studies for some of the world's largest consumer brands using the Pogo Platform. You'll manage multiple studies at once, working directly with clients to deliver high-quality research...SuggestedFlexible hours
- ...Responsibilities Serve as the primary point of contact for institutional clients, providing responsive and high-touch service. Manage client inquiries, account requests, and operational issues while coordinating with internal teams to ensure timely resolution....SuggestedFull time
$120k - $140k
...Paid time off Career growth opportunity to advance into an Operations Manager or Financial Advisor role This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through...Suggested$70k - $75k
...Client Operations Associate Harding Loevner is seeking a Client Operations Associate to join its Client Operations team, which is responsible for the ongoing monitoring of client portfolios to ensure adherence to strategy models, investment guidelines, and risk controls...SuggestedWork at officeFlexible hours- ...Client Services & Operations Associate Congruent Insurance Solutions (CIS) Westport, CT | Full-Time | On-Site About Congruent Insurance Solutions Congruent Insurance Solutions (“CIS”) is a growing financial services company that works with leading U.S. life...SuggestedFull time
$58.5k - $99.5k
...Client Service & Operations Associate Location: Boston, MA, US, 02110 Category: Investments Feel Good About Doing Good The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through...Full timeTemporary workWork at officeFlexible hours$65k - $75k
...Client Service & Operations Associate Join Our Team at Famiglia Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Famiglia Wealth, our approach is rooted in integrity, respect, and collaboration. We're building a team...Work at office$75k - $85k
...0-$85,000 + Bonus + Benefits Position Overview: Our client, a boutique wealth management firm serving successful business... ...-high-net-worth families, is seeking a Client Service & Operations Associate to join its growing team. This is a hands-on client service...Flexible hoursShift work$45.1k - $76.5k
...and in the future. Summary: In this role, you will support client access and maintain contact data integrity across multiple systems... ...teams. Maintain workflow documentation and standard operating procedures to support consistent processes and continuous improvement...- ...institutional investors globally. Our business provides clients with advisory, investment management, and... ...Position Overview Aksia is seeking an associate level professional to join our Private Markets Client Operations team. Our client operations team is...Full timeRemote work
$110k - $115k
...every Twin to make a meaningful impact for our members, our clients, and each other, while enjoying a supportive, collaborative... ...Opportunity We are looking for a Client Onboarding & Operations Associate who is a self-starter energized by working with customers and...Full timeRemote workFlexible hours$70k - $80k
...Client Operations Associate Apogem is a leading private markets solutions provider with decades of experience focused on the middle market. With approximately $44 billion in assets under management as of December 31, 2025, Apogem partners with institutional investors...- ...Responsibilities Support in the onboarding process of new clients by taking virtual application calls and submitting documentation... .... This commitment applies to all persons involved in Company operations. The Company prohibits unlawful discrimination against any job...Full timeInternshipFlexible hours
- ...well as an office in London. The Firm oversees $237 billion in client assets as of August 31, 2026. Position A Private... ...a motivated individual to join its growing team as a Client Operations Associate. The Client Operations Associate will partner closely with Private...Work at officeLocal area
- ...Job Description Job Description Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households whose financial lives have grown...Work at office
- ...Job Description Job Description We are seeking an Operations & Advisor Client Services Associate to support both our home office operations and the day-to-day needs of a financial advisor’s practice. This person will help clients and advisors navigate account opening...Work at officeHome office
- ...You have experience in customer service operations with a focus on transaction processing and... ...plans and process improvements in a client operations environment. This is the team for you. As a Client Operations Associate II within the Client Service Delivery team...
$65k - $75k
...counterparty risk and bring greater capital and operational efficiency to digital asset markets. At... .... Department & Team Purpose: The Client Operations team sits at the heart of... ...Role Purpose: As a Client Operations Associate in our Operations Team, you will play a...Full timeLocal areaShift work- ...savings, and every business will have bitcoin on the balance sheet. We obsessively design and build delightful products that help our clients buy, sell, secure, and use bitcoin. When hiring, we look for candidates who demonstrate the ability to think clearly, communicate...Full timeRemote work
$40k - $60k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Operations Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeWork at officeFlexible hours$70k
...obsessively design and build delightful products that help our clients buy, sell, secure, and use bitcoin. When hiring, we look for... ...trends in client activity and inquiries Identify and develop operational efficiencies to scale the business and processes Refine the...Remote jobFull timeShift work$60k - $70k
...platforms, and stories that stick to help clients build lasting influence. The company... ...ABOUT THE ROLE The Client Management Associate will play an essential role on Orchestra... ...~ A strong sense of urgency and comfort operating in a fast-moving environment where client...Immediate startRemote workShift work- ...backgrounds, and together we look to leave the past behind while moving the game forward. For more information, please visit The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store...Seasonal workWeekend workAfternoon shift
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's...Seasonal workWork at officeWork from homeShift workDay shift
- ...this role: At Wells Fargo, a Brokerage Client Assistant helps drive an exceptional... ...supporting account maintenance, and ensuring operational excellence. In this role, you will:... ...disqualification are not eligible to be associated with a FINRA-registered broker-dealer....Work experience placement
$40.5k - $67.5k
...opportunity to contribute to the company’s success. As a FT Client Experience Associate within PNC's Northwest Region Retail Banking organization... ...established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient...Full timeTemporary workPart timeWork experience placementWork at office- ...building a leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store...Seasonal workWeekend workAfternoon shift
- ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource... ..., advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business...Full timeFlexible hours
- ...opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Bee Cave Branch, you will be based in Austin... ...within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an...Full timeTemporary workPart timeWork experience placementWork at office
- ...About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more... ...Formula Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via...Work experience placementWork at office
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