Top 136 Senior operations associate Jobs in Brooklyn Ny

Senior Operations & Client Services Associate
Florio Wealth Management Group —Westbury, NY
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- In-person
- Health insurance
- 401(k)
Quick Apply
4d
Senior Associate, State and Local IBM Maximo
KPMG —New York, NY
- $94,430 - $202,745 a year
- Full-time
- Up to 50% travel
- System design
- Mid-level
- Disability insurance
- Health insurance
5d
Senior Associate, SAP Business Process Controls & Security
KPMG —New York, NY
- $95,855 - $208,265 a year
- Full-time
- Up to 50% travel
- Mid-level
- 3 years
- Disability insurance
- Health insurance
13d
Senior Associate, Operational Risk
Vaco LLC —New York, NY
- $90,000 - $130,000 a year
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
14d
Senior Associate – Operational Risk
Vaco LLC —New York, NY
- $90,000 - $130,000 a year
- Mid-level
- Analysis skills
- Bachelor's degree
Quick Apply
14d
Senior Associate – Operational Risk
Vaco LLC —New York, NY
- $90,000 - $130,000 a year
- Mid-level
- Analysis skills
- Bachelor's degree
Quick Apply
14d
Senior Client Support Associate
Maven Clinic —New York, NY
- $98,000 - $115,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid parental leave
- Dental insurance
Quick Apply
11d
Senior Associate, Strategy & Operations
Manifest OS —New York, NY
- $120,000 - $140,000 a year
- Full-time
- Research
- Mid-level
- SQL
Quick Apply
Senior Strategy & Operations Associate
Uber —New York, NY
- $131,000 - $145,000 a year
- Full-time
- Mid-level
- Office
- SQL
- 401(k)
Senior Associate, Finance and Operations - Pomona
Voya Financial —New York, NY
- $115,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Paid holidays
- Health insurance
10d
Senior Warehouse Associate
Cencora —New York, NY
- From $24.66 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Warehouse experience
- Paid parental leave
- Health insurance
Strategy, Planning & Analytics Senior Associate - Monetization Strategy & Operations
TikTok —New York, NY
- $121,600 - $208,800 a year
- Research
- Office
- Finance
- Paid parental leave
- Paid holidays
Senior Associate, Strategy & Operations, DoorDash for Business (Large Orders)
DoorDash USA —New York, NY
- $87,000 - $128,000 a year
- Remote
- Mid-level
- 3 years
- SQL
- Paid parental leave
- Health insurance
Quick Apply
Strategy and Operations, Senior Associate | Healthcare
Elise A.I. Technologies Corp. —New York, NY
- $120,000 - $160,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Commuter assistance
- Paid parental leave
Business Operations Senior Associate
ReKlame Health —New York, NY
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- SQL
- Health savings account
- Disability insurance
Quick Apply
Strategy and Operations Senior Associate, Global Business
Google —New York, NY
- $124,000 - $177,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
7d
Senior Commercial Operations Associate
Empathy —New York, NY
- $100,000 - $140,000 a year
- Full-time
- 5 years
- Bachelor's degree
- Senior level
- Paid time off
- Parental leave
Quick Apply
Sr. Associate, Strategy & Operations
Walton Enterprises —Jersey City, NJ
- $168,000 - $210,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Senior Associate, Operations & Closing
ORIX —New York, NY
- $100,000 - $130,000 a year
- Full-time
- 5 years
- Office
- Finance
- Health insurance
- Adoption assistance
Product Operations Senior Associate
Valon Tech —New York, NY
- $106,500 - $145,500 a year
- Email
- Hybrid work
- Mid-level
- SQL
- Analysis skills
- Commuter assistance
- Health insurance
Quick Apply

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Senior Operations & Client Services Associate

Florio Wealth Management Group
Westbury, NY

Quick Apply

Job Details

Full-time
$75,000 - $90,000 a year
4 days ago

Benefits

Health insurance
401(k)
Paid time off
401(k) matching

Qualifications

Process improvement
Bachelor's degree
Attention to detail
Account management
Process management

Full Job Description

Senior Operations & Client Services Associate

Full-Time | In Person | Westbury, NY

10+ Years in Financial Services? Maybe It’s Time to Stop Commuting Past Your Career.

You’ve spent years learning this business.

You know what good client service looks like.

You know how accounts actually get opened, funded, transferred, serviced, documented, and kept moving.

You know the difference between someone who understands financial-services operations and someone who simply follows a checklist.

And after 10+ years in the industry, you may also know something else:

You shouldn’t have to spend hours commuting into Manhattan every week just to find meaningful work.

Florio Wealth Management Group is looking for an experienced financial-services professional to join our team in Westbury, Long Island.

We’re looking for someone local who wants to bring a decade or more of industry knowledge to a growing wealth management firm where experience, judgment, relationships, and attention to detail are genuinely valued.

This Is Not an Entry-Level Operations Position

We are not looking for someone who needs to learn the financial-services industry from scratch.

We’re looking for the person other people have relied on.

Someone who understands what happens behind the scenes when serving investment and insurance clients.

Someone who can look at a piece of business and know what needs to happen next.

Someone who catches missing information before it creates a problem.

Someone advisors trust because when they hand something to you, they know it will get handled.

If you have 10+ years of financial-services experience and that sounds like you, we should talk.

Why Florio Wealth Management Group?

For nearly four decades, Florio Wealth Management Group has helped families and locally owned businesses make better financial decisions.

Our approach goes beyond products and transactions.

We believe financial planning should start with what matters most to the client, their values, their goals, their family, their business, and the life they want to build.

Our team works collaboratively to coordinate financial planning, investments, insurance, and related wealth-management needs so clients receive a more organized and integrated experience.

And now we’re looking for an experienced operations and client-service professional who can help us deliver that experience at an exceptional level.

What You’ll Own:

Client Service

You’ll play an important role in making sure clients feel known, supported, and taken care of.

That includes:

· Managing client service requests from beginning to resolution

· Coordinating scheduling, communications, reports, documentation, and follow-up

· Supporting advisors before, during, and after client meetings

· Managing and improving the client onboarding experience

· Overseeing financial-planning renewals, documentation, fee collection, and follow-through

· Building strong relationships with clients and serving as a trusted point of contact

· Identifying service issues early and taking ownership of getting them resolved

Clients shouldn’t have to wonder what’s happening.

Advisors shouldn’t have to chase things.

You’ll help make sure neither happens.

Operations

This is where your experience becomes especially valuable.

You’ll help keep the engine of the firm running by:

· Opening and maintaining investment and insurance accounts

· Processing custodian, carrier, client, and firm paperwork

· Supporting asset transfers and investment implementation

· Monitoring account activity and transactions

· Supporting trading, reporting, documentation, and CRM workflows

· Managing insurance underwriting cases through completion

· Preparing recurring operations reports

· Helping maintain and improve the firm’s procedures and Standard Operations Manual

· Assisting with compliance-related processes

· Coordinating securities, insurance, and professional licensing renewals

· Tracking required Continuing Education

We don’t just want someone who can follow our processes.

We want someone experienced enough to recognize when a process can be better.

The Person We’re Looking For:

You’ve probably spent much of your career inside an RIA, broker-dealer, insurance firm, wealth-management practice, or similar financial-services environment.

You understand the language.

You understand the paperwork.

You understand the urgency.

And you understand how much trust clients place in the people handling their financial lives.

The strongest candidate will have:

· 10+ years of financial-services industry experience

· Significant experience with investment and insurance new-business processing

· Experience supporting advisors and high-touch client relationships

· Familiarity with RIA and/or broker-dealer operations

· Experience with mutual funds, annuities, 529 plans, custodians, insurance carriers, and investment platforms

· Strong CRM and workflow-management experience

· Exceptional attention to detail

· The ability to manage multiple priorities without constant supervision

· A polished, personable, professional communication style

Experience with Advisor’s Assistant or a similar CRM is a plus.

A bachelor’s degree is preferred.

And Yes — We’re Looking for Someone Local

This opportunity is based in Westbury, NY.

We’re especially interested in experienced professionals who already live on Long Island and want to build the next chapter of their career here.

Maybe you’ve done the LIRR commute.

Maybe you’ve spent years driving west before sunrise and coming home after dinner.

Maybe you’ve reached the point where giving several hours of your week to a commute no longer feels like a good trade.

You don’t necessarily need to leave the financial-services industry to change your quality of life.

You may just need to stop commuting to Manhattan.

This is a hybrid role that gives you the opportunity to work with an established wealth-management firm right here on Long Island.

What We Offer

· Competitive salary

· Health insurance subsidy

· Paid vacation and sick time

· 3% retirement plan match

· Flexible scheduling

· Discretionary paid time off

Most importantly, you’ll join a team where your experience isn’t simply another line on your résumé.

It’s the reason we’re hiring you.

You May Be a Great Fit If…

You’re already successful in financial services.

You’re not trying to escape the industry.

You’re looking for a better place to apply everything you’ve learned.

A smaller team.

Closer relationships.

Meaningful responsibility.

Less bureaucracy.

And a commute that doesn’t consume your life.

If you’ve built 10+ years of financial-services experience and you’re ready to bring that expertise to a Long Island wealth-management firm where it can make a real impact, we’d like to hear from you.

Pay: $75,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

senior operations associate jobs in brooklyn ny

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