Top 351 Operations associate Jobs in Gilbert, Az

SERIES 7 REQUIRED - Registered Client Service Associate
Pathlight Advisors —Scottsdale, AZ
- $65,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
Sales Associate
TrueNorth Roofing —Mesa, AZ
- $75,000 - $120,000 a year
- Full-time
- 11+ years
- No experience needed
- Residential
- On-the-job training
- Opportunities for advancement
Quick Apply
Operations Associate, Jackpocket
DraftKings —Tempe, AZ
- $19 an hour
- Weekends as needed
- Customer service
- Ability to walk for extended periods
- Ability to stand for extended periods
Associate, Investor Operations
CIM Group, LP —Phoenix, AZ
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Paid parental leave
Quick Apply
Import/Export Associate
JX Advanced Metals USA, Inc. —Mesa, AZ
- $21 - $26 an hour
- Full-time
- Background check
- ERP systems
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Warehouse Order Verification Associate
Verstela —Phoenix, AZ
- $20.75 - $21.75 an hour
- 12 hour shift
- Research
- Ability to lift 50 pounds
- Warehouse experience
- Health insurance
- Dental insurance
Inventory Associate
Banner Health —Mesa, AZ
- Full-time
- Hospital
- Writing skills
- High school diploma or GED
5d
Operations Associate - Client Services
Parallel Advisors —Scottsdale, AZ
- $50,000 - $72,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Warehouse Associate
EnPro Industries —Tempe, AZ
- $26 - $28 an hour
- Weekends as needed
- Office
- Forklift
- High school diploma or GED
- Paid holidays
- Health insurance
6d
Account Associate - State Farm Agent Team Member
Tammy White - State Farm Agent —Chandler, AZ
- $65,000 - $85,000 a year
- Full-time
- Sales
- Office
- Children
- Health insurance
- Paid time off
Quick Apply
Seasonal Operations Associate (Part-Time) - SanTan Village
ALO —Gilbert, AZ
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Budgeting
- Employee discount
Quick Apply
11d
Pet Care Technician / Front Desk Associate
Paw Commons Pet Resort —Gilbert, AZ
- $17 - $20 an hour
- Full-time
- Microsoft Outlook
- Ability to lift 50 pounds
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Warehouse Associate - 7AM-3:30PM M-F - Tempe, AZ
GOGcG —Tempe, AZ
- From $20 an hour
- Full-time
- Computer literacy
- Basic math
- Forklift
- Paid holidays
- Disability insurance
6d
Front of House Sales Associate
Heyday Skincare - San Tan —Gilbert, AZ
- $18 - $20 an hour
- Weekends as needed
- Inventory management
- Entry level
- Paid time off
- Employee discount
Quick Apply
Warehouse Associate
Instrata Technologies, LLC. —Chandler, AZ
- Overtime
- CDL B
- Clean driving record
- English
Quick Apply
PXG - Resale Associate
PXG —Scottsdale, AZ
- Microsoft Excel
- Ability to walk for extended periods
- Mid-level
Quick Apply
Career Services Associate
Carrington College —Mesa, AZ
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
12d
Summer Associate (Summer 2027)
Clark Construction Group —Tempe, AZ
- Extended hours
- Construction site
- Office
- Experience equivalent to degree accepted
6d
Warehouse Associate
Schaumaplast Precision Foam Molders —Gilbert, AZ
- $16.50 - $18.50 an hour
- Full-time
- Forklift
- Warehouse
- In-person
Quick Apply
7d
Seasonal Operations Associate (Part-Time) - Fashion Square Mall
ALO —Scottsdale, AZ
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Budgeting
- Employee discount
Quick Apply
11d

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operations associate jobs near gilbert, az

SERIES 7 REQUIRED - Registered Client Service Associate

Pathlight Advisors
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$65,000 a year

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Customer communication
Research
Series 7
Driver's License
Series 65
Series 63
Time management

Full Job Description

About Pathlight Advisors

Pathlight Advisors is a total wealth management firm that provides comprehensive financial planning and investment management services. Dedicated to improving the lives of our clients both today and through their retirement, we help our clients to develop a clear vision of their life goals. The team at Pathlight Advisors helps support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life.

Pathlight Advisors also has a niche in designing, advising, reviewing and monitoring qualified retirement plans.

Pathlight Advisors Culture

The culture at Pathlight Advisors is focused on excellence and individual growth. We encourage advancing education and acquiring additional designations. We want to create a career path and trajectory for our team members that capitalizes on their strengths. We believe when a team member is valued and encouraged it benefits the entire organization.

Role Summary

The primary responsibility of the Registered Client Services Associate is to provide excellent follow-through and operational support to Financial Advisors in servicing and delivering on the needs of high net worth individual and corporate clients. As a Registered CSA, you will have a direct impact on the client experience and are vital to the success of the organization. This role requires a self-starter who is disciplined and uses time effectively. The ideal candidate will possess a naturally positive attitude with a friendly & optimistic communication style. The chosen candidate will be a member of a dynamic team in a collaborative, client-focused environment utilizing their exceptional organizational, communication and problem-solving skills. This is a role that offers great career path opportunities.

Role Responsibility

Responsible for day-to-day operations and administrative support for one or more Financial Advisors. This includes answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, prepare client meeting material and agenda utilitizing eMoney, as well as initiating and anticipating the needs of others.

Initial point of contact for High Net Worth clients. Ability and knowledge to respond to requests for investment, mutual fund and account information, with the ability to resolve complex account issues.

Responsible for following standardized procedures to meet client needs and may conduct research for complex requests.

Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements.

Coordinating with internal operation departments to ensure client requests are fulfilled.

Managing client deposits.

Develop and maintain proficient knowledge of financial products and services. Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.

Maintaining data integrity across all systems and updating as necessary.

Participate in special projects and perform other duties as assigned.

Role Requirements

· 2+ years of experience as a Registered Client Service Associate

· Series 7 along with Series 63/65 or 66 preferred or to be obtained within 90 days of hire

· Dedicated to excellence in everything you do

· Outstanding communication skills - verbal and written

· Experience with eMoney

· Must be organized, meticulous & detail oriented

· Ability to thrive in a fast-paced environment, as well as the ability to prioritize and multitask

· Impeccable problem solving and time management skills a must

· Ability to exercise good judgement by recognizing urgency and setting priorities

· Must be able to pass background check

· Must possess a valid driver’s license and have reliable transportation

Schedule, Benefits & Compensation

· Monday through Friday 7:30am - 4:00pm and 6:30 am -3:00pm (daylight savings hours)

· 401 (K) and Profit Sharing

· Paid Time Off

· Competitive Salary

· Health and Dental Insurance

Pathlight Advisors is an Equal Opportunity Employer

Job Type: Full-time

Pay: $65,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

License/Certification:

Series 7 (Required)
Series 63 and 65 or 66 (Required)

Work Location: In person

Quick Apply

Refine Your Search

operations associate jobs in gilbert, az

SERIES 7 REQUIRED - Registered Client Service Associate

Sales Associate

Operations Associate, Jackpocket

Associate, Investor Operations

Import/Export Associate

Warehouse Order Verification Associate

Inventory Associate

Operations Associate - Client Services

Warehouse Associate

Account Associate - State Farm Agent Team Member

Seasonal Operations Associate (Part-Time) - SanTan Village

Pet Care Technician / Front Desk Associate

Warehouse Associate - 7AM-3:30PM M-F - Tempe, AZ

Front of House Sales Associate

Warehouse Associate

PXG - Resale Associate

Career Services Associate

Summer Associate (Summer 2027)

Warehouse Associate

Seasonal Operations Associate (Part-Time) - Fashion Square Mall

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