Entry-Level Operations Associate

Entry-level Operations Associate

Location: Midtown, NYC

Salary: $58k-$60k + Annual Discretionary Bonus

Work Environment: Hybrid

Join a Fintech Innovator: Our client, a leading Fintech company in Midtown, is not just offering a job; they’re offering a career path. Their cutting-edge platform supports financial professionals with advanced liquidity and cash management services. As they continue to expand, they are looking for a dynamic college graduate to join their Operations team.

Role Overview

In this entry-level Operations Associate role, you’ll be the vital link between the firm and its clients, providing top-tier service and accurate information. Your role will be pivotal in maintaining customer satisfaction and operational efficiency.

Specific Responsibilities:
• Operational point of contact for all clients
• Quality-control check all trades, wires, account openings, account maintenance items, and daily/weekly rates
• Receive and data-enter electronic and manual purchase and redemption transactions
• Open new accounts and input account maintenance items on the in-house recordkeeping system
• Maintain spreadsheets for internal recordkeeping and for clients
• Ensure accurate settlement of daily sweep activity for each client
• Monitor accounts using an online banking system to ensure all wires are received and sent out.
• Work closely with various departments within the company to satisfy client's needs and requests
• Process client and bank rate updates and perform bank opt-out requests
• Monitor the FDIC-insured sweep program to ensure proper allocation of funds and resolve issues with uninsured accounts

The Expertise They Need:
• Bachelor’s degree in finance, business, or accounting preferred
• 1-2 years of internship or work experience in banking/financial services.
• Exceptional communication and relationship-building skills.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Ability to work under tight deadlines and maintain strong attention to detail.
• Team player capable of interacting across various departments.

Why Join Them?
• Competitive Compensation: Benefit from a competitive base salary ($58k-$60k based on your skills and experience) plus a performance-based annual bonus.
• Health & Wellness: Access their comprehensive medical, dental, and vision programs, along with an annual wellness reimbursement.
• Work-Life Balance: Enjoy a flexible hybrid schedule with two days in the office and three days remote.
• Career Growth: They offer comprehensive training and development programs to help you progress in your career
• Education Support: Take advantage of their Education Reimbursement Program.
• Retirement Benefits: Participate in their 401(K) program with a robust company match!

Exciting Opportunities Await: By joining our client, you’ll be part of a dynamic team where your contributions are valued and your professional growth is supported. If you are ready to step into a role that leverages your current skills and offers avenues for learning and advancement,

Apply Now!

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