jazzhr
Operations Associate - Third Party Managers
Advyzon
Remote, USA
Full-time
Mid Level
Remote
Discovered 1 weeks ago
Free
Job Fit Check
Base Career helps you apply smarter for this job.
?%
Ready to ScanFull Job Posting
- Support onboarding and operational setup of strategists and third party managers on the AIM platform.
- Coordinate strategist fee setup, billing communications, invoice distribution, and related operational processes.
- Assist with fee reconciliation, tracking, and resolution of fee-related inquiries and discrepancies.
- Generate and distribute reports for strategists and internal stakeholders.
- Support operational service requests including password resets, account maintenance, and platform support items.
- Coordinate intake and processing of strategist performance files for platform uploads and reporting.
- Assist with setup and maintenance of shell models and related platform configurations.
- Monitor workflows and proactively identify and resolve operational issues while escalating complex items as needed.
- Partner with internal teams to improve processes, drive operational efficiencies, enhance the strategist experience, and identify opportunities to leverage AI, automation, and product enhancements.
- Maintain accurate records, documentation, and tracking related to strategist operational workflows.
- Strong communication skills, both written and verbal.
- Strong attention to detail and organizational skills.
- Demonstrated curiosity and willingness to embrace AI, automation, and emerging technologies to improve operational efficiency and scalability.
- Ability to manage multiple tasks and workflows with accuracy and accountability.
- Strong problem-solving skills and ability to work independently.
- Comfortable working cross-functionally with operations, product, service, and leadership teams.
- Proficiency in Microsoft Office applications, particularly Excel.
- A proactive, entrepreneurial mindset with a willingness to learn and grow in a fast-paced environment.
- Ability to thrive in a remote work environment while remaining highly responsive and accountable.
- Interest in financial services, wealth management, or platform operations preferred.
- Bachelor’s degree required.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Advyzon
Senior Director, Head of Client Operations - Chicago Hybrid
Chicago, USA
SeniorFull-time
Discovered 1 weeks agoView →
Senior Director, Head of Client Operations - Chicago Hybrid
Chicago, USA
Discovered 1 weeks agoFull-time
Associate Trader
Lisle, USA
Discovered 1 weeks agoFull-time
Associate Compliance Specialist
Lisle, USA
Discovered 1 weeks agoFull-time
Client Service Manager
Lisle, USA
Discovered 1 weeks agoFull-time
Trading Analyst - North Hills, NC
Raleigh, USA
Discovered 1 weeks agoFull-time
Technical Consultant
, USA
Discovered 1 weeks agoFull-time
Relationship Manager - Financial Services
, USA
Discovered 1 weeks agoFull-time
Data Service Group Specialist - Chicago
Chicago, USA
Discovered 1 weeks agoFull-time