Operations Associate

Company Description

Job Description

We’re seeking a motivated Operations Associate to join the Account Maintenance team within a leading investment management firm. In this role, you’ll 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.

• Serve 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 nation’s 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.