Operations Associate

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

• Serve as a system and process expert for implementing client data changes and requests.
• Support the advisor contact lifecycle, including creating, updating, and managing advisor data.
• Coordinate responses to client requests by working with cross-functional teams and verifying account details.
• Review and ensure accuracy in proxy voting setups and assist with annual compliance mailings.
• Document procedures, assist with team projects, and support overall operational risk mitigation.

Job Skills/Requirements

• 4+ years of experience in financial services, client operations, or data management.
• Strong understanding of investment products such as equities, fixed income, and managed accounts.
• Excellent relationship-building, communication, and organization skills.
• Proficiency with Microsoft Office and comfort learning new systems.
• High attention to detail, problem-solving skills, and the ability to work under tight deadlines.

Additional Information

• Hybrid schedule (3 days in office per week).
• Fast-paced, collaborative environment with opportunities for professional growth.
• 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.