Client Operations Associate

Seeking a Client Operations Associate for a growing team in South Florida. This role supports the day-to-day servicing of client accounts and operational functions within a financial services firm. The position provides exposure to both client-facing support and back-office operations, offering a strong foundation in financial services.

• Provide administrative and operational support for client accounts, ensuring accuracy and timely processing
• Assist with account opening, maintenance, and documentation in accordance with regulatory requirements
• Process transactions including wires, transfers, trade settlements, and account updates
• Respond to client inquiries and service requests, escalating complex issues as needed
• Maintain and update client records, ensuring data integrity across systems
• Coordinate with internal teams such as trading, compliance, and portfolio management to resolve operational issues
• Assist in preparing client reports, statements, and performance summaries
• Ensure adherence to firm policies, procedures, and regulatory standards

• Bachelor's degree in business administration, marketing, or a related field (preferred).
• Previous experience in financial services, operations, or client support role
• Excellent interpersonal and communication skills, with the ability to build rapport and establish trust with clients.
• Strong problem-solving and analytical abilities, with a proactive and solution-oriented mindset.
• Exceptional organizational skills, with the ability to manage multiple priorities and meet deadlines.
• Proficiency in using CRM systems, customer support tools, and Microsoft Office suite.