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Operations associate Jobs in Dallas, TX

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Operations associate • dallas tx

Last updated: 1 day ago

Operations Associate

CeteraDallas, TX, US
Full-time

We are looking for an Operations Associate to join our team and support our organization by managing the day-to-day tasks and administrative needs of our business operations.As an Operations Associ... Show more

PayPal Risk Operations Associate

TradeJobsWorkforce75313 Dallas, TX, US
Full-time

Bring your energy to the role of PayPal Risk Operations Associate to perform responsibilities as a Risk Operations Associate.Deliver outstanding service to customers and colleagues.Deliver outstand... Show more

 • Promoted

Menu Operations Associate

PrestoDallas, Texas, United States
$55,000.00 yearly
Remote
Full-time
Quick Apply

Presto is the leading Voice AI company for restaurant drive-thrus, operating at scale in complex, noisy, customer-facing environments.As the AI partner to more than a dozen of the most iconic Ameri... Show more

Associate, Warehouse Operations - Selector

KeHE DistributorsDallas, TX, United States
Full-time

At KeHE, we're obsessed with creating solutions, unboxing potential, and serving others and it all starts with you.As an employee-owned distributor of natural and organic, specialty, and fresh pro... Show more

Business Development Operations Associate

Enhabit Home Health & HospiceDallas, TX, United States
Full-time

Business Development Operations Associate.The Business Development Operations Associate is responsible for optimizing sales productivity by strategically designing and optimizing sales territories ... Show more

Associate - Service Operations

McKinsey & CompanyDallas
Full-time

Driving lasting impact and building long-term capabilities with our clients is not easy work.You are the kind of person who thrives in a high performance/high reward culture - doing hard things, pi... Show more

Senior Associate, Business Operations

JerryDallas, TX, United States
Full-time

Senior Associate, Business Operations.Join a pre-IPO startup with capital, traction and runway ($240M funded | 60X revenue growth in 5 years | $2T market size).Partner with our VP of BizOps & Analy... Show more

Senior Associate, Loan Operations

Blue Prism GroupDallas, TX, United States
$59,000.00 yearly
Full-time

Senior Associate, Loan Operations.SS&C is looking for a Senior Associate to join our Loan Operations team.The candidate is responsible for monitoring and resolving cash and position discrepancies b... Show more

Operations Supervisor

Capstone Logistics, LLCDallas, TX, US
Full-time

Shift: Wednesday - Saturday; 6:00 pm - 6:00 am Compensation: 60000 Warehouse Supervisor Dallas, TX Schedule: Wednesday-Saturday; 6:00 pm - 6:00 am Compensation: $60000 + bonus potential Capstone is... Show more

 • Promoted

Associate Vice President, Marketing Operations

Avenue5 Residential, LLCDallas, TX, US
Full-time

Avenue5 is growing, and we are in search of a associate vice president of marketing operations to join our dynamic team of Fivers!.We are a vibrant third-party multifamily property management firm ... Show more

Operations Associate, Dallas

GopuffDallas, TX, United States
Full-time

Gopuff is looking for Operations Associates (OAs) to join the operations team.Directly reporting to a Site Leader, OAs play an essential role at Gopuff that requires drive, perseverance, positivity... Show more

Labs Operations Associate

eTeamDallas, TX
Full-time

You’re excited about this opportunity because you will.Play a key role in bringing autonomous delivery to life—your problem-solving and feedback help shape how we grow.Drive continuous improvement ... Show more

Senior Associate, Loan Operations

SS&C Technologies HoldingsDallas, TX, United States
$65,000.00 yearly
Full-time

Senior Associate, Loan Operations.SS&C is looking for a Senior Associate to join our Loan Operations team.The candidate is responsible for monitoring and resolving cash and position discrepancies b... Show more

Sr Associate, Client Operations

CotalityIrving, TX, United States
$39,500.00 yearly
Full-time

Sr Associate, Client Operations.At Cotality, we are driven by a single missionto make the property industry faster, smarter, and more people-centric.Cotality is the trusted source for property inte... Show more

Operations Associate

Serve RoboticsDallas, TX, United States
Full-time

At Serve Robotics, we're reimagining how things move in cities.Our personable sidewalk robot is our vision for the future.It's designed to take deliveries away from congested streets, make deliveri... Show more

Trading & Operations Associate

Level Four Group, LLCDallas, TX, US
Full-time
Quick Apply

Our Team is growing, and we need you!.Come be a part of this disruption in the financial services marketplace!.By joining the Level Four family of companies, you’ll be joining one of the fast... Show more

Labs Operations Associate

eTeamDallas, TX, United States
Full-time

You're excited about this opportunity because you will.Create an impact: Play a key role in bringing autonomous delivery to lifeyour problem-solving and feedback help shape how we grow.Drive contin... Show more

Associate, Parking Operations Field Support

DallasFort Worth International Airport BoardDallas, TX, United States
Full-time

Under the general supervision of the Parking Operations Field Supervisor, the Field Specialist operates a staff vehicle to conduct parking space inventory audits, surface lots, and produce accurate... Show more

Associate, Warehouse Operations - Selector

KeHE Distributors, LLCDallas, TX, United States
Full-time

Shift Days: SU M TH F, Shift Time: 4:00 AM.Flexible and health spending accounts (FSA/HSA).Short term & long term disability coverage (STD/LTD).Employee stock ownership (ESOP).Holiday pay for compa... Show more

MY Relationships Operations Senior Associate

The Siegfried GroupDallas, TX, United States
Full-time

Relationships Operations Senior Associate.Reporting to the Lead Relationships Associate Director, the Relationships Operations Senior Associate serves as the operational and analytical backbone of ... Show more

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Operations Associate

Operations Associate

CeteraDallas, TX, US
30+ days ago
Job type
  • Full-time
Job description

We are looking for an Operations Associate to join our team and support our organization by managing the day-to-day tasks and administrative needs of our business operations. As an Operations Associate, you will be responsible for completing various administrative tasks and enforcing the organization's policies and standards. Ultimately, you will work with various departments across the organization to ensure all administrative and operational tasks are completed as needed, with a focus on setting up new accounts for investment.

Responsibilities:

  • Assist the Operations Manager in daily management, coordinating activities and priorities.
  • Support the Operations Manager with the enforcement of company policies and standards.
  • Perform administrative tasks, including maintaining records, and setting up new investment accounts.
  • Manage and maintain broker-dealer custodial account software, such as Schwab Advisor Center, Fidelity Wealthscape, and others.
  • Monitor and update CRM system to ensure accurate and up-to-date information.
  • Maintain schedules of operations and ensure adherence to deadlines, including billing client accounts.
  • Cooperate with different departments to facilitate smooth communication and collaboration.

Requirements and Skills:

  • Proven work experience as an Operations Associate, Operations Specialist, or similar role.
  • Excellent communication and listening skills, with the ability to work effectively with team members and stakeholders.
  • Ability to work under pressure, managing multiple tasks and priorities.
  • Strong computer proficiency, including experience with Microsoft Office Suite, broker-dealer custodial account software, and CRM systems.
  • Knowledge of investment account setup and management is preferred.
  • Relevant education and/or certifications in the Financial Services field is preferred.