Operations Associate
Share
Job Location:
Alpharetta, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
This is a contract opportunity located in Alpharetta GA.
About this Position
Were seeking a motivated Operations Associate to join the Account Maintenance team within a leading investment management this role youll manage client account data coordinate requests and collaborate with internal teams to ensure accuracy and efficiency. This hybrid role requires in-office work three days a week and offers an opportunity to grow within a high-performing environment focused on client experience and operational excellence.
Job ResponsibilitiesServe as a system and process expert for implementing client data changes and requests.
Support the advisor contact lifecycle including creating updating and managing advisor data.
Coordinate responses to client requests by working with cross-functional teams and verifying account details.
Review and ensure accuracy in proxy voting setups and assist with annual compliance mailings.
Document procedures assist with team projects and support overall operational risk mitigation.
4 years of experience in financial services client operations or data management.
Strong understanding of investment products such as equities fixed income and managed accounts.
Excellent relationship-building communication and organization skills.
Proficiency with Microsoft Office and comfort learning new systems.
High attention to detail problem-solving skills and the ability to work under tight deadlines.
Hybrid schedule (3 days in office per week).
Fast-paced collaborative environment with opportunities for professional growth.
Must be available for extended hours when necessary.
Pay Range: $25$30/hour
YUPRO Placement is the nations leading skills-first placement firm placing and promoting historically overlooked talent into permanent hire apprenticeship and contract job assignments. We represent clients who support skills-first inclusive hiring practices. YUPRO Placement is an equal opportunity employer.
Remote Work :
No
Employment Type :
Contract
Key Skills
- Business
- Information Management
- Accounting
- Corporate Risk Management
- Faculty
- Jms
About Company
Jobs for Humanity paves the way to a fairer future for all by connecting historically underrepresented talent to welcoming employers. Through the combination of cutting-edge recruiting technology and expert D&I consultation, Jobs for Humanity makes inclusive hiring seamless, scalable, ... View more
