Job description
Company Description
Jobs for Humanity is collaborating with YUPRO Placement to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life.
Company Name: YUPRO Placement
Job Description
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.
