Top 276 Operations associate Jobs in Long Island 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
2d
Financial Operations Associate
Confidential —Melville, NY
- $90,000 - $95,000 a year
- Full-time
- Microsoft Word
- ERP systems
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
12d
Business Operations Associate
Catholic Health —Farmingdale, NY
- $27 - $29 an hour
- Writing skills
- Mid-level
- Office
- Health insurance
- Flexible spending account
4d
Dividend Operations Associate
Broadridge —Edgewood, NY
- $26 - $32 an hour
- Email
- Office
- Analysis skills
- Continuous improvement
Residential Support Associate - Per Diem
Catholic Health —Uniondale, NY
- $21.63 - $29.87 an hour
- Per diem
- Microsoft Outlook
- Patient monitoring
- Pass drug screening
- Health insurance
- Tuition reimbursement
Practice Support Associate
Catholic Health —West Islip, NY
- $21.73 - $26.08 an hour
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
- Tuition reimbursement
Order Fulfillment Associate
MSC —Melville, NY
- $24 - $25 an hour
- Full-time
- Mid-level
- Warehouse
- Warehouse experience
- Health insurance
- Dental insurance
Quick Apply
12d
Clinical Associate, Student Health
Hofstra University —Hempstead, NY
- $66,300 - $69,000 a year
- Full-time
- Medical office experience
- BLS Certification
- ACLS Certification
- Paid holidays
- Paid time off
8d
Associate Lease Specialist ICF
Insight Investments Corp —Islandia, NY
- $26.01 - $31.32 an hour
- Customer service
- Writing skills
- High school diploma or GED
Quick Apply
Inventory Associate
Hypotency —Deer Park, NY
- $19 - $24 an hour
- Weekends as needed
- Customer service
- Merchandising
- Mid-level
Quick Apply
HVAC Procurement Associate
M&S Mechanical Services, Inc. —New Hyde Park, NY
- $80,000 - $110,000 a year
- Full-time
- Background check
- Microsoft Excel
- ERP systems
- Health insurance
- Dental insurance
Quick Apply
Operations Associate
Kontra Baths —Carle Place, NY
- $17 an hour
- Part-time
- 18 years or older
- Sales
- Customer service
Quick Apply
Vendor Management Associate
Enzo Life Sciences, Inc —South Farmingdale, NY
- $20 - $25 an hour
- Full-time
- ERP systems
- Office
- Administrative experience
- Health savings account
- Disability insurance
Quick Apply
Senior Associate Licensed Land Surveyor/Project Manager
The LiRo Group —Mineola, NY
- $155,000 - $185,000 a year
- Full-time
- Research
- Quality control
- Mentoring
- Employee stock purchase plan
- Referral program
Retail Sales Associate, Maje, Woodbury Commons
SMCP NORTH AMERICA (US, CANADA) —Woodbury, NY
- $19.50 - $22.00 an hour
- Full-time
- Merchandising
- Communication skills
- Entry level
- Paid parental leave
- Paid holidays
Quick Apply
Studio Associate
Lucid Motors —Manhasset, NY
- $23 an hour
- Extended hours
- Driver's License
- Bachelor's degree
- Driving
- Paid holidays
- Disability insurance
Associate Director-Cell Therapy Lab
New York Blood Center Inc —Rye, NY
- $160,000 - $170,000 a year
- Full-time
- Medicine
- 7 years
- Writing skills
Retail Associate
Piping Rock —Farmingdale, NY
- $18 an hour
- Full-time
- Merchandising
- Pass drug screening
- Maintenance
- Health insurance
- Dental insurance
Quick Apply
Bilingual Warehouse Associate
Express Employment —Farmingdale, NY
- $17 - $20 an hour
- Full-time
- Spanish
- Heavy lifting
- English
Quick Apply
3d
Account Associate - State Farm Agent Team Member
Christopher Pedone - State Farm Agent —Ronkonkoma, NY
- $65,000 - $95,000 a year
- Full-time
- Sales
- Office
- Organizational skills
- Health insurance
- Paid time off
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
2 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

operations associate jobs in long island ny

Senior Operations & Client Services Associate

Financial Operations Associate

Business Operations Associate

Dividend Operations Associate

Residential Support Associate - Per Diem

Practice Support Associate

Order Fulfillment Associate

Clinical Associate, Student Health

Associate Lease Specialist ICF

Inventory Associate

HVAC Procurement Associate

Operations Associate

Vendor Management Associate

Senior Associate Licensed Land Surveyor/Project Manager

Retail Sales Associate, Maje, Woodbury Commons

Studio Associate

Associate Director-Cell Therapy Lab

Retail Associate

Bilingual Warehouse Associate

Account Associate - State Farm Agent Team Member

I want to receive the latest job alert for operations associate in long island ny

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