Hybrid Operations Associate — Finance & Client Services
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-03-13
Listing for:
Northwestern Mutual - GROW Wealth Partners
Full Time
position Listed on 2026-03-13
Job specializations:
-
Finance & Banking
Financial Services, Banking & Finance, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Rochester is seeking an Operations Associate to manage client accounts and support investment processes. The role demands strong organizational skills and experience in financial services, ideally with over 2 years in operations. Key responsibilities include handling new account openings, coordinating trades, and delivering exceptional client service. Successful candidates will have proficiency in financial systems and excellent communication skills.
Join a team recognized as one of CNY's Best Places to Work with a hybrid work model and competitive benefits.
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Position Requirements
10+ Years
work experience
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