Operations Associate

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

Requirements

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.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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