<p>A respected financial services firm is seeking an <strong>Operations Associate</strong> 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.</p><p><strong>What You&#39;ll Do:</strong></p><ul><li>Support client accounts and operational processes</li><li>Prepare and process account paperwork, transfers, wires, and transactions</li><li>Assist with client meetings, reporting, and tax documentation</li><li>Coordinate with clients, advisors, custodians, and internal teams</li><li>Help maintain accurate records and provide exceptional client service</li></ul><p><br></p>

<p><strong>What We&#39;re Looking For:</strong></p><ul><li>Associate&#39;s or Bachelor&#39;s degree preferred</li><li>Strong customer service or client-facing experience</li><li>Professional, detail-oriented, and highly organized</li><li>Strong communication skills and willingness to learn</li><li>Banking, accounting, finance, or investment operations experience is a plus</li><li>Excel and CRM experience preferred</li></ul><p><strong>Why Join?</strong></p><ul><li>Extensive training and mentorship provided</li><li>Clear career growth opportunities</li><li>Competitive benefits, 401(k), and PTO</li><li>Team-oriented culture with company events and outings</li><li>Hybrid flexibility available after onboarding</li></ul><p><strong>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.</strong></p>

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