Financial Operations Associate

Role Overview

We are seeking a Financial Operations Associate to join a growing team in the Boca Raton area. This role supports daily client account servicing and operational activities within a financial services firm, providing a combination of client service and back-office support.

What You Will Do

Provide day-to-day operational support for client accounts, process financial transactions, respond to client inquiries, and maintain accurate client records.

Why It Might Be a Fit

This is an excellent opportunity for a detail-oriented professional looking to build experience across financial operations and client relationship management.

Requirements

• Bachelor’s degree in business, finance, marketing, or a related field
• Previous experience in financial services, operations, or client support
• Strong interpersonal and communication skills
• Excellent analytical and problem-solving abilities
• Strong organizational skills and the ability to manage multiple priorities and deadlines
• Proficiency in Microsoft Office and familiarity with CRM platforms and client service systems