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Operations Associate

Emerge

Rochester, NY

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JOB DETAILS
SALARY
$45,000–$55,000 Per Year
SKILLS
Administrative Skills, Asset Management, Best Practices, Business Solutions, Communication Skills, Customer Relations, Customer Satisfaction, Detail Oriented, Financial Services, Maintain Compliance, Marketing Software, Onboarding, Organizational Skills, Problem Solving Skills, Process Development, Regulations, Regulatory Compliance, Sales Management, Series 66, Series 7, Team Player
LOCATION
Rochester, NY
POSTED
30+ days ago
Emerge is actively recruiting for an Operations Associate for a fantastic financial services client firm! We are seeking a detail-oriented and organized Operations Associate to be an integral part of our operations department—a pivotal hub for asset movement, account opening, and transfer requests. In this role, you will gain a deep understanding of industry regulations and the firm's policies, contributing to the smooth operation of the firm. Salary: $45,000 - $55,000 

Key Responsibilities:

  • Manage and facilitate asset movements, account openings, and transfer requests with precision.
  • Develop a thorough knowledge of industry rules and regulations to ensure compliance and best practices.
  • Maintain a professional demeanor, particularly in client-facing interactions, exemplifying tact, courtesy, and clear communication.
  • Collaborate effectively with team members and other departments to streamline processes and enhance client satisfaction.
  • Assist in training and onboarding new team members as needed.

Qualifications:

  • 1-3 years of professional or administrative experience; experience in the financial services industry is a plus.
  • Series 7 and Series 66 licenses preferred (or the ability to obtain them within 18 months).
  • Bachelor's degree desirable.
  • Exceptional communication, presentation, and organizational skills are a must.
  • Strong attention to detail and a proactive approach to problem-solving.

What our client offer:

  • A supportive and collaborative work environment.
  • Opportunities for professional growth and development.
  • Competitive salary and benefits package.
  • The chance to be part of a dynamic team that values your contributions.

If you are ready to take your career to the next level and make a meaningful impact in our client's operations department, we would love to hear from you!

If you are qualified for this position, please click "apply now" or send resume to Elaine McKenna, Sr. Search Consultant, at

elaine.mckenna@emergetalent.com

. Thank you in advance, however, only qualified candidates will be contacted.
Who is Emerge? We are a global talent solutions company working with clients all over the world. We deliver managed sales, services, marketing, and business solutions to our clients. We are committed to your success, working quickly and efficiently to provide tangible, measurable results.

#IND2

About the Company

E

Emerge

Emerge extends sales, marketing, and business management teams for enterprise corporations. We put exceptional people, processes, and systems into action to help our clients achieve their business goals.

We are a collection of people who care deeply about our clients, family, friends and co-workers. Working together to solve our clients’ Staffing and Managed Services needs is what drives us to work in the morning, powers us through hectic travel and keeps the wide smiles on our faces every day.

COMPANY SIZE
20 to 49 employees
INDUSTRY
Business Services - Other

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