Operations Associate

Windward Recruiting

Operations Associate driving workflows, client onboarding, and process improvement for an independent financial advisory firm. Supporting leadership and managing projects in a permanently remote role.

Posted 8/21/2026full-timeRemote • New York • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing operational workflows and client onboarding processes within financial services, with a strong focus on efficiency, project management, and proactive problem-solving. Capable of leading teams and supporting leadership initiatives while maintaining clear communication and accountability.

Highest-signal resume keywords

Financial Services ExperienceCRM ManagementWorkflow DesignProject ManagementProblem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM ManagementWorkflow DesignDocument ManagementProject ManagementProcess Improvement

Soft Skills

OrganizedDetail-OrientedAccountableClear CommunicatorProactive Problem-Solver

Tools & Technologies

MS ProductsVideo Conferencing

Industry Keywords

Financial ServicesClient OnboardingOperational WorkflowsTeam MeetingsService Processes

About the role

Key responsibilities & impact

Own day-to-day operational workflows and execution
Oversee client onboarding and key service processes
Manage CRM systems, tasks, and follow-through across all touchpoints
Lead workflow management, tracking priorities and accountability
Facilitate weekly team meetings with clear next steps
Improve processes and systems for efficiency and scale
Manage projects end-to-end with a focus on completion
Proactively solve problems and remove bottlenecks
Support leadership in executing firm-wide initiatives
No business development or sales responsibilities

Requirements

What you’ll need

2 years financial services experience
Organized, detail-oriented, and highly accountable
Intermediate knowledge of CRM, workflow design, document management, video conferencing, and MS products
Comfortable managing priorities, projects, and people
Clear, direct communicator who closes loops
Proactive, practical problem-solver
Motivated to grow into a broader operations leadership role
Qualified candidates will complete a 15–30-minute Zoom interview
Qualified candidates will be asked to complete assessments

Benefits

Comp & perks

Health insurance stipend
Permanently remote
Equipment provided
Opportunity for growth