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Financial Services Operations Associate - Third Party Managers

Advyzon

Lisle, IL

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Artificial Intelligence (AI), Automation, Billing, Communication Skills, Cross-Functional, Detail Oriented, Distribution Operations, Documentation, Emerging Technology, Entrepreneurship, Financial Operations, Financial Services, Leadership, Maintenance Services, Microsoft Office, Multitasking, Onboarding, Operational Improvement, Operational Strategy, Operational Support, Operations Processes, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Reconciliation, Record Keeping, Systems Administration/Management, Unix Shell Programming, Wealth Management, Work From Home, Writing Skills
LOCATION
Lisle, IL
POSTED
18 days ago
AIM is seeking an Operations Associate – Third Party Managers to support the operational and service needs of strategists utilizing the AIM platform. This individual will serve as a key point of contact for operational support, onboarding, billing coordination, reporting, and day-to-day service requests related to third party managers and strategists on the platform.

Responsibilities
  • Support onboarding and operational setup of strategists and third party managers on the AIM platform.
  • Coordinate strategist fee setup, billing communications, invoice distribution, and related operational processes.
  • Assist with fee reconciliation, tracking, and resolution of fee-related inquiries and discrepancies.
  • Generate and distribute reports for strategists and internal stakeholders.
  • Support operational service requests including password resets, account maintenance, and platform support items.
  • Coordinate intake and processing of strategist performance files for platform uploads and reporting.
  • Assist with setup and maintenance of shell models and related platform configurations.
  • Monitor workflows and proactively identify and resolve operational issues while escalating complex items as needed.
  • Partner with internal teams to improve processes, drive operational efficiencies, enhance the strategist experience, and identify opportunities to leverage AI, automation, and product enhancements.
  • Maintain accurate records, documentation, and tracking related to strategist operational workflows.

Requirements
  • Strong communication skills, both written and verbal.
  • Strong attention to detail and organizational skills.
  • Demonstrated curiosity and willingness to embrace AI, automation, and emerging technologies to improve operational efficiency and scalability.
  • Ability to manage multiple tasks and workflows with accuracy and accountability.
  • Strong problem-solving skills and ability to work independently.
  • Comfortable working cross-functionally with operations, product, service, and leadership teams.
  • Proficiency in Microsoft Office applications, particularly Excel.
  • A proactive, entrepreneurial mindset with a willingness to learn and grow in a fast-paced environment.
  • Ability to thrive in a remote work environment while remaining highly responsive and accountable.
  • Interest in financial services, wealth management, or platform operations preferred.
  • Bachelor’s degree required.

Compensation:
$65k annually with a 30% bonus

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Advyzon

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