Entry Level Client Operations Associate Jobs
New grad client operations associate jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or hands-on portfolio can carry more weight than a lengthy resume. Most openings are on-site and hybrid roles across Accounting & Auditing, Staffing & Recruiting, and Technology & Software, with employers like Paylocity, FuseGlobal, and Ursus hiring at this level now.
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Open roles6
Top stateIllinois
Top employerPaylocity
Top citySchaumburg, IL
Work type60% On-site
Top industryAccounting
Showing 5 of 6+ Entry Level Client Operations Associate jobs
Client Operations Associate
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Added 1w ago
Rockefeller Capital Management
Client Operations Associate
Chicago, Illinois
Added 1w ago
HR & Client Operations Specialist
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Added 2w ago
FuseGlobal
HR & Client Operations Specialist
St. Louis, Missouri
Added 2w ago
Client Success Operations Analyst
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Added 1mo ago
Ursus, Inc.
Client Success Operations Analyst
Pleasanton, California
Added 1mo ago
Client Ops Analyst
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Added 4mo ago
JPMorganChase
Client Ops Analyst
New Hyde Park, New York
Added 4mo ago
Manager Client Services Ops
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Added 4mo ago
Paylocity
Manager Client Services Ops
Schaumburg, Illinois
Added 4mo ago
Added 1w ago
Client Operations Associate
Rockefeller Capital Management·Chicago, Illinois
Job functions:
$45k - $90k/yr
2+ yrs exp.
Bachelor's degree
Full Time
Job Description
About Rockefeller Capital Management:
The Client Operations Associate will be responsible for prioritizing and completing daily deliverables for the Private Advisors and Client Associates, using the company’s proprietary portfolio accounting and reporting software and other applicable systems. The Operations Associate will maintain client accounts, verify data, and develop reports that explain complex asset allocation, performance, and risk management concepts to clients. Handling issues of account management, such as new relationships, trading, investment subscription documents, and daily account activity, will be highly important in this role.
Responsibilities:
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. The Firm oversees $236 billion in client assets as of September 30, 2026.
Position:
A Private Advisor Team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Operations Associate. The Client Operations Associate will actively support the Private Advisor team with various tasks related to client account operational activity, asset allocation and account oversight, and reporting.
The Client Operations Associate will be responsible for prioritizing and completing daily deliverables for the Private Advisors and Client Associates, using the company’s proprietary portfolio accounting and reporting software and other applicable systems. The Operations Associate will maintain client accounts, verify data, and develop reports that explain complex asset allocation, performance, and risk management concepts to clients. Handling issues of account management, such as new relationships, trading, investment subscription documents, and daily account activity, will be highly important in this role.
- Provide high-quality client service, responding to inquiries, coordinating meetings, managing expectations, and escalating requests as appropriate.
- Support account opening, maintenance, investment subscriptions, wires, journals, cash activity, and other account administration.
- Prepare client reporting, performance reports, financial planning materials, presentations, and other client deliverables.
- Assist with financial planning, projections, investment research, and ad hoc client requests.
- Gather and maintain client data, including tax, investment, contact, and account information, ensuring records remain accurate and organized.
- Coordinate with Private Advisors, Client Associates, Operations, Technology, and external investment partners to ensure accurate and timely client deliverables.
- Prepare and organize materials for client meetings, including presentations, marketing collateral, and supporting documentation.
- Manage calendars, meetings, travel arrangements, expenses, events, phone coverage, and other administrative needs for the team.
- Maintain organized client documentation, databases, and filing systems while adhering to confidentiality and compliance requirements.
- Utilize CRM platforms, Tamarac, LinkedIn, and other available technology to support client servicing and improve internal processes.
- Keep Private Advisors and senior team members informed of client activity, outstanding requests, and issues requiring escalation.
- Serve as backup to other Client Associates and support special projects and additional team needs as assigned.
- Bachelor’s degree preferred
- Previous experience in a complex and fast-paced office is preferred
- Previous work experience at a financial services firm with Executive support desire
- Excellent interpersonal and communication skills to interact with external clients and multiple levels of staff and management
- Detail-oriented and resourceful with excellent organizational and project-management skills
- Exceptional ability to multitask with a strong sense of urgency and prioritize competing deadlines
- Strong verbal and written communication skills
- General knowledge base of basic finance and investment principals is a plus
- High proficiency in Microsoft Office – Outlook, Word, Excel and PowerPoint
- Strong work ethic and a hunger to continuously grow and improve
The anticipated base salary range for this role is $45,000 to $90,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Rockefeller Capital Management
Client Operations Associate
Chicago, Illinois
Added 1w ago
Job functions:
$45k - $90k/yr
2+ yrs exp.
Bachelor's degree
Full Time
Job Description
About Rockefeller Capital Management:
The Client Operations Associate will be responsible for prioritizing and completing daily deliverables for the Private Advisors and Client Associates, using the company’s proprietary portfolio accounting and reporting software and other applicable systems. The Operations Associate will maintain client accounts, verify data, and develop reports that explain complex asset allocation, performance, and risk management concepts to clients. Handling issues of account management, such as new relationships, trading, investment subscription documents, and daily account activity, will be highly important in this role.
Responsibilities:
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. The Firm oversees $236 billion in client assets as of September 30, 2026.
Position:
A Private Advisor Team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Operations Associate. The Client Operations Associate will actively support the Private Advisor team with various tasks related to client account operational activity, asset allocation and account oversight, and reporting.
The Client Operations Associate will be responsible for prioritizing and completing daily deliverables for the Private Advisors and Client Associates, using the company’s proprietary portfolio accounting and reporting software and other applicable systems. The Operations Associate will maintain client accounts, verify data, and develop reports that explain complex asset allocation, performance, and risk management concepts to clients. Handling issues of account management, such as new relationships, trading, investment subscription documents, and daily account activity, will be highly important in this role.
- Provide high-quality client service, responding to inquiries, coordinating meetings, managing expectations, and escalating requests as appropriate.
- Support account opening, maintenance, investment subscriptions, wires, journals, cash activity, and other account administration.
- Prepare client reporting, performance reports, financial planning materials, presentations, and other client deliverables.
- Assist with financial planning, projections, investment research, and ad hoc client requests.
- Gather and maintain client data, including tax, investment, contact, and account information, ensuring records remain accurate and organized.
- Coordinate with Private Advisors, Client Associates, Operations, Technology, and external investment partners to ensure accurate and timely client deliverables.
- Prepare and organize materials for client meetings, including presentations, marketing collateral, and supporting documentation.
- Manage calendars, meetings, travel arrangements, expenses, events, phone coverage, and other administrative needs for the team.
- Maintain organized client documentation, databases, and filing systems while adhering to confidentiality and compliance requirements.
- Utilize CRM platforms, Tamarac, LinkedIn, and other available technology to support client servicing and improve internal processes.
- Keep Private Advisors and senior team members informed of client activity, outstanding requests, and issues requiring escalation.
- Serve as backup to other Client Associates and support special projects and additional team needs as assigned.
- Bachelor’s degree preferred
- Previous experience in a complex and fast-paced office is preferred
- Previous work experience at a financial services firm with Executive support desire
- Excellent interpersonal and communication skills to interact with external clients and multiple levels of staff and management
- Detail-oriented and resourceful with excellent organizational and project-management skills
- Exceptional ability to multitask with a strong sense of urgency and prioritize competing deadlines
- Strong verbal and written communication skills
- General knowledge base of basic finance and investment principals is a plus
- High proficiency in Microsoft Office – Outlook, Word, Excel and PowerPoint
- Strong work ethic and a hunger to continuously grow and improve
The anticipated base salary range for this role is $45,000 to $90,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
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Entry Level Client Operations Associate Jobs: Frequently Asked Questions
How do I get an entry level client operations associate job?
Focus on demonstrating organizational skills, attention to detail, and comfort working with clients or cross-functional teams. Internship experience in customer success, account management, or business operations gives you a concrete edge. Tailor your resume to show process-oriented work, even from academic projects or part-time roles, and highlight any CRM tools or data tracking software you have used.
Which companies hire entry level client operations associates?
Companies hiring entry level client operations associates right now include Paylocity, FuseGlobal, and Ursus, based on current listings on Migrate Mate as of November 2026. At this level, you will find openings at a mix of fast-growing startups, mid-size financial services firms, and enterprise technology companies that build out operations teams with junior talent.
Are there remote entry level client operations associate jobs?
Yes, though on-site and hybrid roles are still common at this level. About 40% of entry level client operations associate openings are remote or hybrid as of November 2026, so candidates who prefer flexibility do have real options. Searching by location preference on Migrate Mate lets you filter to what fits your situation.
Are these new grad client operations associate jobs?
Yes. These listings include new grad, recent graduate, and junior client operations associate roles that explicitly welcome candidates with little or no professional experience. A new grad-friendly posting typically asks for zero to two years of experience, accepts internships or project work as a substitute, and does not require prior full-time operations titles.
Which industries hire the most entry level client operations associates?
Entry Level client operations associate roles concentrate in Accounting & Auditing, Staffing & Recruiting, and Technology & Software, based on current listings on Migrate Mate as of November 2026. These sectors tend to hire junior operations talent in volume because client-facing workflows and account coordination are core to how they deliver services at scale.