Entry-Level Operations Associate
Entry-level Operations Associate Location: Midtown, NYC Salary: $58k-$60k + Annual Discretionary Bonus Work Environment: Hybrid Join a Fintech Innovator: Our client, a leading Fintech company in Midtown, is not just offering a job; they’re offering a career path. Their cutting-edge platform supports financial professionals with advanced liquidity and cash management services. As they continue to expand, they are looking for a dynamic college graduate to join their Operations team. Role Overview In this entry-level Operations Associate role, you’ll be the vital link between the firm and its clients, providing top-tier service and accurate information. Your role will be pivotal in maintaining customer satisfaction and operational efficiency. Specific Responsibilities:
- Operational point of contact for all clients
- Quality-control check all trades, wires, account openings, account maintenance items, and daily/weekly rates
- Receive and data-enter electronic and manual purchase and redemption transactions
- Open new accounts and input account maintenance items on the in-house recordkeeping system
- Maintain spreadsheets for internal recordkeeping and for clients
- Ensure accurate settlement of daily sweep activity for each client
- Monitor accounts using an online banking system to ensure all wires are received and sent out.
- Work closely with various departments within the company to satisfy client's needs and requests
- Process client and bank rate updates and perform bank opt-out requests
- Monitor the FDIC-insured sweep program to ensure proper allocation of funds and resolve issues with uninsured accounts
The Expertise They Need:
- Bachelor’s degree in finance, business, or accounting preferred
- 1-2 years of internship or work experience in banking/financial services.
- Exceptional communication and relationship-building skills.
- Proficiency in Microsoft Word, Excel, and Outlook.
- Ability to work under tight deadlines and maintain strong attention to detail.
- Team player capable of interacting across various departments.
Why Join Them?
- Competitive Compensation: Benefit from a competitive base salary ($58k-$60k based on your skills and experience) plus a performance-based annual bonus.
- Health & Wellness: Access their comprehensive medical, dental, and vision programs, along with an annual wellness reimbursement.
- Work-Life Balance: Enjoy a flexible hybrid schedule with two days in the office and three days remote.
- Career Growth: They offer comprehensive training and development programs to help you progress in your career
- Education Support: Take advantage of their Education Reimbursement Program.
- Retirement Benefits: Participate in their 401(K) program with a robust company match!
Exciting Opportunities Await: By joining our client, you’ll be part of a dynamic team where your contributions are valued and your professional growth is supported. If you are ready to step into a role that leverages your current skills and offers avenues for learning and advancement, Apply Now! Apply Job!