Join our client’s team as an Operations Associate and play an important role in delivering operational excellence and outstanding customer service. This position is responsible for supporting account-related transactions, researching customer requests, and partnering with colleagues to ensure efficient and accurate service delivery. We’re looking for someone who is proactive, detail-oriented, and eager to learn in a dynamic environment. Sound like you? Apply today! Work Model: • Hybrid What You Will Do: • Serve as a key resource for high-level operational, administrative, and customer service support within the Transitions department • Manage the daily processing of departmental work, including journal entries, payment processing, and account transactions • Respond efficiently and effectively to both phone and email inquiries from internal and external customers regarding account activity and procedures • Research customer accounts as requested • Collaborate with team members to deliver a consistent, high-quality service experience for financial professionals • Adhere to team procedures, operational processes, and applicable regulatory requirements • Perform additional responsibilities as needed What You Will Need to Be Successful: • Adaptability and flexibility in changing environments • Excellent organizational and communication skills • Positive and collaborative team contributor • Receptive to feedback and professional development • Independent; self-motivated with strong problem-solving abilities • Quick learner with the ability to manage multiple priorities • Team-oriented mindset • Energetic, results-oriented, and proactive • High school diploma or GED • At least 1 year of operations experience • At least 1 year of experience with Microsoft Office tools • Financial services industry experience (preferred) • Bachelor’s degree (preferred) • Series 99, 6, or 7 licensed (preferred) • Strong customer service and issue-resolution skills • Ability to multitask while effectively balancing deadlines, inquiries, and competing priorities Benefits Overview: • 401k • Major health insurances • Employee Stock Ownership Plan (ESOP) • Click here for a complete list of benefits • $19.00 per hour Interested and qualified candidates can contact Jess Jones at (515) 225-7000 or email [email protected]. #ZR