Top 1178 Operations associate Jobs in Rockleigh, Nj

Client Service and Operations Associate - Hightower Westchester
HighTower Advisors —Harrison, NY
- $85,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Paid parental leave
- Health savings account
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10d
Logistics Associate
Visit.org —Northvale, NJ
- $38,000 - $44,000 a year
- Full-time
- Mid-level
- 1 year
- Ability to stand for extended periods
- Paid holidays
- Health insurance
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10d
New York Store Operations Associate
Cubesmart —Tappan, NY
- $19 - $21 an hour
- Day shift
- Computer literacy
- US work authorization
- Warehouse
- Health savings account
- Health insurance
Front Desk & Operations Associate
The Movement Lab NJ —Harrington Park, NJ
- $15 - $30 an hour
- Part-time
- Google Workspace
- Computer literacy
- In-person
- Flexible schedule
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7d
Warehouse Associate DS
Orthofeet INC —Norwood, NJ
- $0 a year
- Full-time
- Warehouse
- In-person
- Ability to stand for extended periods
- Health insurance
- Paid time off
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Customer Strategy & Operations Associate
Duet —New York, NY
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- Organizational skills
- 1 year
- Communication skills
Compliance & Impact Associate
Leviticus Fund —Tarrytown, NY
- $62,000 - $72,000 a year
- Email
- Hybrid work
- Office
- Finance
- Analysis skills
- Health insurance
- Dental insurance
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12d
CHB Operations Associate
Maersk —New York, NY
- $56,000 - $60,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health insurance
- Paid time off
CHB Operations Associate - JFK
Maersk —New York, NY
- $56,000 - $60,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Health insurance
- Paid time off
Jewelry Sales Associate
West Essex Jewelers —West Caldwell, NJ
- $18.50 - $23.00 an hour
- Part-time
- Merchandising
- Research
- Computer skills
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Trade Management Associate (Securities Operations)
Safra National Bank of New York —New York, NY
- From $90,000 a year
- Full-time
- Background check
- Research
- Mid-level
Quick Apply
Commercial Lines Claims Associate - Insurance Industry
ALKEME Insurance —Pearl River, NY
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid holidays
- Health insurance
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Operations Associate
Classical Charter Schools —Bronx, NY
- $58,000 - $75,000 a year
- Urgently hiring
- School experience
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
Associate, Wealth Solutions Operations
Macquarie Group Limited —New York, NY
- $120,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid parental leave
- Health savings account
Lumber Yard Associate
Northeast Building & Home —New Canaan, CT
- $18.00 - $23.50 an hour
- Weekends as needed
- Background check
- English
- Forklift
- Health insurance
- Dental insurance
Quick Apply
Associate Area Manager
KRE Group —Jersey City, NJ
- $135,000 - $145,000 a year
- Weekends as needed
- Office
- Residential
- Ability to climb stairs
- Health insurance
- Dental insurance
Quick Apply
Client Experience Associate (RIA)
Opal Wealth Advisors —Jericho, NY
- $70,000 - $80,000 a year
- Full-time
- 5 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Recovery Associate - Women's Westchester Program
Release Recovery —Yorktown Heights, NY
- $19 an hour
- Weekends as needed
- Residential
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Recovery Associate - Men's Westchester Programs (Evenings)
Release Recovery —Yorktown Heights, NY
- $19 an hour
- Weekends as needed
- Residential
- Communication skills
- Entry level
- Health insurance
- Dental 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

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operations associate jobs near rockleigh, nj

Client Service and Operations Associate - Hightower Westchester

HighTower Advisors -
Harrison, NY

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Job Details

Full-time
$85,000 - $95,000 a year
10 days ago

Benefits

Paid parental leave
Health savings account
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
401(k) matching
Loan assistance
Pet insurance

Qualifications

Office supply management
Customer records maintenance
Investment advisory support
Microsoft Excel
Office activity coordination
Microsoft Outlook
Business travel arrangements
Bachelor's degree in communications
Account maintenance
Financial transaction processing
Phone communication
Marketing
Expense management
Bachelor of Science
Bachelor's degree in business
Improving operational efficiency
3 years
Meeting scheduling
Managing clients in a customer support role
Bachelor's degree in marketing
Salesforce Cloud
Bachelor's degree
Managing clients in a finance role
Task prioritization
Client services
Investment account customer support
Office supply ordering
Vendor communication
Project task coordination
Communications

Full Job Description

Your Future Team
Hightower Westchester is a fast-paced, thriving financial advisory practice based in Harrison, New York. We are a client-centric team that provides a holistic approach to wealth management. We're searching for a director of operations and client service who naturally has a “do what it takes” attitude to support a seasoned team while providing a quality experience our clients have come to expect. You will report to the Managing Directors.

The Client Service and Operations Associate is a strategic team member responsible for integrating operational efficiency and client service. You will support long-term growth and sustainability. This is an in-office position.

Characteristics you will need to be successful in this role:

Adaptable. You are comfortable working in a fast-paced environment.
Agile. You maintain composure and remain positive under pressure.
Team player. You love collaborating and sharing ideas. You trust your teammates, and support.
Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues.
Organized. You create clear and logical processes to support your work and that of the organization.

What You'll Do

Timely, consistent, and accurate completion of operational tasks, activities and workflows including account services and transaction processing
Field client requests and complete tasks, following through to ensure our client's needs are met while following compliance standards
Ensure the prospect and client experience is performed as designed by managing and following the prospect and client timelines, and completing multi-step tasks
Work with our custodian (Fidelity) to open accounts, obtain account information and complete service requests
Opening and updating separately managed accounts
Preparing subscription documents for alternative investments
Document and update contact information, status updates, and other important information within the CRM database. (Salesforce)
First contact for clients and visitors in the office and by phone demonstrating high levels of meaningful engagement
Scheduling meetings and travel
Light office management including using Concur (expense management), resolving vendor and IT issues, ordering office supplies
Opportunity to learn different functions within the practice by supporting multiple roles
Assist Marketing with client events and client gifts
Assist the team in operational, administrative, and marketing functions

What You'll Bring

Team player and a “client first” attitude
BA/BS degree preferred in Business/Marketing/Communications or related field
Strong Microsoft Office and Outlook competency with an emphasis on Excel
Salesforce experience a plus
Process-driven tasking and follow up skills
Excellent client-facing skills
Strong written and verbal communication skills
The ability to accomplish a variety of tasks in a detailed, efficient, and organized manner
3 or more years of experience with Financial Service and or Client Service
Series 65. If not licensed it must be achieved within 6 months of hire. Other licenses may be required over time

What We Offer

Annual base salary range of $85,000-$95,000 based on qualifications and experience
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
Flexible PTO plan
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance

Hightower’s Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

#LI-Onsite

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Refine Your Search

operations associate jobs in rockleigh, nj

Client Service and Operations Associate - Hightower Westchester

Logistics Associate

New York Store Operations Associate

Front Desk & Operations Associate

Warehouse Associate DS

Customer Strategy & Operations Associate

Compliance & Impact Associate

CHB Operations Associate

CHB Operations Associate - JFK

Jewelry Sales Associate

Trade Management Associate (Securities Operations)

Commercial Lines Claims Associate - Insurance Industry

Operations Associate

Associate, Wealth Solutions Operations

Lumber Yard Associate

Associate Area Manager

Client Experience Associate (RIA)

Recovery Associate - Women's Westchester Program

Recovery Associate - Men's Westchester Programs (Evenings)

Senior Associate Licensed Land Surveyor/Project Manager

I want to receive the latest job alert for operations associate in rockleigh, nj

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