Operations Associate
This is a contract opportunity located in Alpharetta, GA.
About this Position
We’re seeking a motivated Operations Associate to join the Account Maintenance team within a leading investment management firm. In this role, you’ll manage client account data, coordinate requests, and collaborate with internal teams to ensure accuracy and efficiency. This hybrid role requires in-office work three days a week and offers an opportunity to grow within a high-performing environment focused on client experience and operational excellence.
Job Responsibilities
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Serve as a system and process expert for implementing client data changes and requests.
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Support the advisor contact lifecycle, including creating, updating, and managing advisor data.
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Coordinate responses to client requests by working with cross-functional teams and verifying account details.
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Review and ensure accuracy in proxy voting setups and assist with annual compliance mailings.
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Document procedures, assist with team projects, and support overall operational risk mitigation.
Job Skills/Requirements
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4+ years of experience in financial services, client operations, or data management.
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Strong understanding of investment products such as equities, fixed income, and managed accounts.
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Excellent relationship-building, communication, and organization skills.
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Proficiency with Microsoft Office and comfort learning new systems.
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High attention to detail, problem-solving skills, and the ability to work under tight deadlines.
Additional Information
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Hybrid schedule (3 days in office per week).
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Fast-paced, collaborative environment with opportunities for professional growth.
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Must be available for extended hours when necessary.
Pay Range: $25–$30/hour
YUPRO Placement is the nation’s leading skills-first placement firm placing and promoting historically overlooked talent into permanent hire, apprenticeship, and contract job assignments. We represent clients who support skills-first inclusive hiring practices. YUPRO Placement is an equal opportunity employer.