Role description
Financial Services Operations Associate - Third Party Managers
AdvyzonAIM is seeking an Operations Associate – Third Party Managers to support the operational and service needs of strategists utilizing the AIM platform. This individual will serve as a key point of contact for operational support, onboarding, billing coordination, reporting, and day-to-day service requests related to third party managers and strategists on the platform.
Responsibilities
- 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.
Requirements
- 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.
Compensation:
$65k annually with a 30% bonus
This is a hybrid position at our Lisle location.