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Top 50 Operations Associate Skills

Below we've compiled a list of the most important skills for a Operations Associate. We ranked the top skills based on the percentage of Operations Associate resumes they appeared on. For example, 15.8% of Operations Associate resumes contained Customer Service as a skill. Let's find out what skills a Operations Associate actually needs in order to be successful in the workplace.

These Are The Most Important Skills For A Operations Associate

1. Customer Service
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high Demand
Here's how Customer Service is used in Operations Associate jobs:
  • Worked effectively on a team of sales representatives and operation managers to provide quality customer service.
  • Provide exceptional customer service ensuring timely deliveries and call-backs.
  • Provide assistance in the supervision of Customer Service Representative to ensure proper servicing of banking needs for branch customers.
  • Assisted with training on a new software system * Worked with senior management to resolve customer service issues
  • Earned promotion from Customer Service Representative to Senior Operations Associate within 3 months of tenure with company.
  • Provide customer service support, manage communication on unit, and direct traffic flow.
  • Provided excellent customer service to the consumers by being humble and courteous.
  • Improved customer service skills and gain real world knowledge of salesmanship characteristics.
  • Provided customer service to clients answering questions about their investment accounts.
  • Engage in customer service and provide a positive environment.
  • Perform Clerical duties and Customer Service in Call Center.
  • Staffed customer service table at all home games.
  • Perform daily customer service tasks and office operations.
  • Provided World Class Customer Service.
  • Provided Customers with product knowledge and customer service Assisted with warehouse shipping and receiving operations.
  • Provided professional and friendly customer service Workforce Incentive Assistance Program /Colorado Department of Labor
  • Processed customer service returns in a timely manner as well as prepared web orders for customer in-store pick up.
  • Coordinated and managed on location out-of-town events logistics and customer service increasing set-up efficiencies and building relationships.
  • Influence business results by providing proactive customer service, education and communica- tion.
  • Managed all holiday shipping orders Prepared merchandise for shipping Maintained supply stock for store inventory Provided customer service for client orders

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3,539 Customer Service Jobs

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2. Procedures
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high Demand
Here's how Procedures is used in Operations Associate jobs:
  • Expanded service department into a full-time, profitable operation and developed new procedures for productivity.
  • Provided customer service to internal customers and assisted in loan closing procedures.
  • Assisted management team in communicating updates on policies and procedures.
  • Tested system performance and assisted with drafting and implementing procedures.
  • Redesigned and improved all departmental procedures.
  • Printed, copied and distributed Bureau of Health Services policies and procedures/updates for contracted jail facilities and POU Nurse monitor.
  • Transcribe medical charts for patients to ensure that all of their medical treatments and procedures are carried out.
  • Worked with clients to understand their business goals and develop program procedures to be implemented across various channels.
  • Defined and documented procedures to be included in the fixed income operations policies and procedures manual.
  • Handled client concerns according to company policy, and remained knowledgeable of company procedures.
  • Develop and update policies and procedures for current functions within the Loan Operations area.
  • Follow established Standard Operating Procedures (SOP's) to process orders.
  • Create standard operating procedures and train 4 new team members.
  • Trained new employees and made decisions regarding operating procedures.
  • Trained employees on procedures required for order processing.
  • Adhere to all safety policies and procedures.
  • Identified, documented and submitted quality areas of opportunity to management to implement improvement quality procedures.
  • Job Responsibilities: Executes standard, scheduled transactions/processes utilizing standard procedures.
  • Established procedures for processing incoming material, assuring a consistent flow of product, accepted by UL for meeting ISO standards.
  • Analyze potential control gaps in process and procedures and discuss at weekly roundtables.

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1,046 Procedures Jobs

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3. Financial Advisors
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high Demand
Here's how Financial Advisors is used in Operations Associate jobs:
  • Assist financial advisors in researching and resolving any documentation discrepancies.
  • Assisted three financial advisors with operational and administrative projects.
  • Wire Operator; place orders and processed of incoming securities and payments from clients and Financial Advisors using WebNAS/NextGen based software.
  • Provide all levels of administrative and operational support to a team of financial advisors ensuring a smooth running and efficient department.
  • Processed Pay or return decisions on Cap Account NSF items per financial advisors requests on their prospective client's accounts.
  • Processed reports and verified system integrity; interfaced with financial advisors in order to discuss and resolve ongoing issues.
  • Managed high volume email and telephone correspondence with financial advisors, high-net-worth clients, financial institutions, and colleagues.
  • Assist in the training and mentoring of newly hired financial advisors regarding the processing of new client account documentation.
  • Guided sales coordinator, service contact, and financial advisors with a variety of account issues.
  • Created and ran financial models, analyzed findings and communicated them to the financial advisors.
  • Serve as a Call Center Financial Specialist/Liaison between MLBFS Financial Advisors and branch offices.
  • Assist Sr. Financial Advisors with multiple aspects of business including research and transfers.
  • Developed strong working relationships with Financial Advisors and serviced their support staff.
  • Contacted and followed through with financial advisors for missing documents.
  • Functioned as liaison between Financial Advisors and NYSE Ticket Traders.
  • Transitioned to sales floor assisting Financial Advisors with client relations.
  • Assisted financial advisors and CRA's with operations management.
  • Key contact for our 150 Financial Advisors.
  • Assisted high-valued Financial Advisors with position transfer requests Setup, reviewed, and initiated non-brokerage and brokerage transfer request.
  • identified and handled compliance issues with 20 Financial Advisors.

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127 Financial Advisors Jobs

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4. Ensure Compliance
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high Demand
Here's how Ensure Compliance is used in Operations Associate jobs:
  • Analyzed all currency trading account applications and financial documents, and investigated new accounts to ensure compliance with Anti-Money Laundering policies.
  • Analyzed policies and endorsements to identify errors, omissions and discrepancies to ensure compliance with company and regulatory standards.
  • Reviewed operations rules, alerts, and systems to ensure compliance with company and governmental anti-money laundering regulations.
  • Reviewed pertinent documents to ensure compliance.
  • Reviewed processes and procedures related to KYC (know your customer) files in an effort to ensure compliance and efficiency.
  • Clean and maintain supplies, tools, equipment, and storage areas in order to ensure compliance with safety regulations.
  • Performed financial analysis on client and claimants' assets and ensure compliance with class action settlement agreements and court orders.
  • Maintained client files and documentation and worked directly with the compliance department to ensure compliance with all rules and regulations.
  • Worked in conjunction with compliance department to ensure compliance with AML continuity plan, and all regulatory requirements.
  • Provided day-to-day oversight over five local facilities to coordinate repairs, arrange employees, and to ensure compliance.
  • Maintained the Office of Supervisory Jurisdiction (OSJ) Compliance Library to ensure compliance with regulatory requirements.
  • Monitored accounts to ensure compliance, and distributed all incoming and outgoing mail.
  • Reviewed account summaries on trades executed to ensure compliance with NFA regulations.
  • Open all new accounts and ensure compliance with regulatory agencies.
  • Maintained and reviewed error reports to ensure compliance standards remained above average.
  • Initiated projects to streamline business processes, including: Completed audits and other activities to ensure compliance with laws and regulations.
  • Perform QA real time review of manufacturing documentation to ensure compliance with cGMP and Baxter procedures and quality standards.
  • Support the regional managers within the call center to ensure compliance with deliverables on day-to-day bases.
  • Monitor branch activities to ensure compliance with all applicable regulations, including Know Your Customer.
  • Mortgage Banking Loan Administration Quality Control Department Responsible for performing audits on loans to ensure compliance and agency guidelines are met.

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72 Ensure Compliance Jobs

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5. New Accounts
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high Demand
Here's how New Accounts is used in Operations Associate jobs:
  • Provided recommendations and ensured compliance with FINRA regulatory policy, including conducting detailed reviews of new accounts daily.
  • Opened new accounts and ensured compliance with control and regulatory requirements.
  • Generated over 50+ new accounts and transferred balances for new and existing MBNA clients on a monthly basis.
  • Account administration (Personal and business) comprises set up new accounts, maintenance, follow ups.
  • Maintain client database including process new accounts, update data and execute AML verification procedures.
  • Reviewed and completed CIP & AML/KYC documentation for entities requesting to open new accounts.
  • Focused on office filing and tracking of missing documentation required for new accounts.
  • Worked closely with title companies on opening new accounts to closing existing accounts.
  • Send out Fulfillment Kits via Sales Link for all new accounts.
  • Created weekly reports for the office, which detailed new accounts.
  • Process paperwork and checks for new accounts that are opening.
  • Open new accounts and direct transfers of client assets.
  • Opened new accounts following Compliance and KYC guidelines.
  • Opened new accounts and closed existing accounts.
  • Deal with new accounts and legal issues.
  • Process Direct at fund new accounts.
  • Opened new accounts and savings products.
  • Establish new accounts through Desktop.
  • Set up new accounts for Roth and IRA.
  • opened new accounts, provided product information (IRA, 529 plans, Insuarance Products) to clients.

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20 New Accounts Jobs

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6. Store Operations
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high Demand
Here's how Store Operations is used in Operations Associate jobs:
  • Increase personal proficiency at store operations tasks; Deliver operational results based on key performance indicators.
  • Facilitated day-to-day store operations by addressing all potential issues in order to develop creative solutions.
  • Store Operations, Customer Service, Merchandise Processing/ Signing/ Replenishment/ Stocking/ Inventory Control
  • Support team members by completing store operations such as physical inventory counts, keeping inventory storage clean and organized.
  • Supported team members by completing store operations such as assisting with physical inventory counts.
  • Provided behind the scenes support for southern US high end department store operations.
  • Managed retail software systems such as SAP and POS to support store operations.
  • Applied local store systems and procedures to support T-Mobile store operations.
  • Coordinate with operations team and stay compliant with store operations.
  • Store Operations Associate- I receive inventory and send out returns.
  • Exceeded sales goals annually and managed daily store operations.
  • Provide behind the scenes support for store operations.
  • Increase personal proficiency at store operations tasks.
  • Trained new Store Operations Associates.
  • Store Operations Associates Handled monthly physical inventory counts.
  • Hired as a full time store operations associate.
  • Answer emails regarding store operations Maintain up-to-date lists including list of stores and their corporate contacts Back up for the receptionist
  • Core Store Operations Receiving: Performs the process of unloading and sorting merchandise cartons received on trailers.
  • Know and use the storesystems to support store operations, including but not limited toSAP.
  • Store operations(back end), Inventory, Shipment/Receiving of inventory, Merchandizing Changeout

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49 Store Operations Jobs

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7. Data Entry
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high Demand
Here's how Data Entry is used in Operations Associate jobs:
  • Provided administrative support: Data Entry/Texts/Emails/Benefits follow-up for current and potential employees.
  • Provided administrative and clerical support including highly sensitive donor data entry.
  • Performed data entry of appropriate data into computer systems.
  • Assisted in all areas of administrative work including data entry, receptionist duties, file organization, research and development 25.
  • Completed data entry for large corporate customers, conduct quality control on daily work processed ensuring service level standards were met.
  • Performed various clerical functions which included copying, filing, data entry and scanning paperwork.
  • Supported and executed the compensation data entry and analysis for a 500+ employees.
  • Locate and correct data entry errors, or report them to supervisor.
  • Maintained logs and data entry for company drop safe and returned checks.
  • Provided program support and data entry for the Sex Offender Registry.
  • Opened new customer checking and savings accounts per data entry.
  • Performed data entry and Quality control on the accounts opened.
  • Acquired beneficial, scanning, keying and data entry skills.
  • Implement QA processes to reduce data entry errors.
  • Performed data entry of check images
  • Invoice and inventory data entry.
  • Lead a Lean Six Sigma Data Entry Quality Kaizen Event in 2014 and implemented several Quick Wins.
  • Performed extensive data entry using programs such as Excel, Access, and Colbent.
  • Executed Salesforce development, data entry and report creation.
  • Assist Over The Rainbow Mortgage) Data Entry 24yrs/Call Center 8yrs /Library Assist.

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188 Data Entry Jobs

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8. Portfolio
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high Demand
Here's how Portfolio is used in Operations Associate jobs:
  • Completed position reconciliations to ensure Portfolio Managers were provided with accurate information for making trading decisions.
  • Prepared and distributed spreadsheets containing confidential data to Upper Management, Portfolio Managers and Attorneys.
  • Provided portfolio manager with accurate security holdings, cash balances and forecasts.
  • Valued portfolio holdings and processed daily transactions.
  • Create and distribute monthly trading reports to custodians, brokers, the internal Compliance team, and internal Portfolio Administrators.
  • Communicated with agent bank representatives, prepared weekly reports for Portfolio Managers to be delivered by Fed Ex commute.
  • Maintained our investment security portfolios, working with brokers to obtain up to date information on accounts.
  • Reconciled High Yield daily cash reports and provide to Portfolio Managers for trading purposes.
  • Processed receipts and deliveries of assets, and account/portfolio cash and security transfers.
  • Review deal bookings to resolve P/L and position issues with trading portfolios.
  • Reconciled Schedule of Investments and review prior to Portfolio Manager approval.
  • Performed daily portfolio accounting, trade processing and settlements.
  • Acted as a liaison between portfolio managers and custodians.
  • Manage a portfolio of over 500 commercial loans.
  • Supported Account Managers, Portfolio Managers and Executives.
  • Performed portfolio allocation analysis using Morningstar for 20 investment management clients with total investment capital of $2.6M.
  • Achieved process efficiencies with settlement time across entire client portfolio by 100% in first 3 months.
  • Directed the Change Request ticket management process for the contract utilizing HP Project and Portfolio Management software.
  • Prepared reports and took daily ad hoc requests from portfolio managers.
  • Reconciled daily positions and cash for 150+ accounts Facilitated trade settlement Maintained data integrity in Charles River for portfolio managers

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216 Portfolio Jobs

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9. Equity
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high Demand
Here's how Equity is used in Operations Associate jobs:
  • Improved management decision making through streamlining of Operational Review and Equity summary reports, quarterly valuation and market value sign-off processes.
  • Performed extensive multitasking to oversee management and administration of both equity and fixed income trades including syndication operations.
  • Developed ongoing equity portfolio analysis detailing all key performance drivers critical to oversee equity portfolio management.
  • Executed Canadian equity and fixed income agency orders using proprietary OMS system.
  • Oversee settlement of international equity and fixed income securities.
  • Monitored and resolved potential Buy-ins on equity trades.
  • Implemented a filing system for equity research team, reducing amount of time to locate reports by 80%.
  • Executed trades of equity and equity derivatives, fixed income products, and mutual funds on behalf of advisers.
  • Managed accounts for hedge funds; responsible for figuration and booking of debt, equity, and derivative trades.
  • Performed backup to Equity Operations Manager, processing trades, and sending electronic trade confirmations for all transactions.
  • Processed and posted all internet, AFT, commercial, participation, home equity, and manual payments.
  • Identified, reconciled & resolved all equity, equity options and commodity futures position breaks / fails.
  • Booked total return swap coupons, equity swap financing resets, and dividends for equity swap baskets.
  • Reviewed and explained all cash and position breaks in the equity portfolios on daily basis.
  • Calculated monthly ASE registration fees and prepared reports for domestic Fixed Income and Equity Securities.
  • Analyzed class action lawsuits against equity issuers and calculate claim amounts when applicable.
  • Reconciled T+1 position and cash breaks for futures, FX and equity holdings.
  • Acted as liaison between Parametric equity managers and third party fixed income managers.
  • Assisted Bear Stearns trading desks and correspondents with equity, option and bond average price trades.
  • Reconciled payables and receivables for USAA mutual funds (including gain/loss analysis for equity funds.)

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129 Equity Jobs

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10. Phone Calls
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high Demand
Here's how Phone Calls is used in Operations Associate jobs:
  • Coordinated phone calls directed to the floor to facilitate communication between personnel.
  • Schedule appointments for patients, answer phone calls, maintain medical records of patients, sterilize medical equipment.
  • Managed the reception area; met clients, answered phone calls and arranged client and staff meetings.
  • Answer and triage all incoming phone calls for prompt resolution; schedule patient tests and appointments.
  • Provided customer service & communications via email and phone calls from both internal and external clients.
  • Answered and transferred telephone calls, delivered mail and prepared conference rooms for meetings.
  • Handled 30 investigation phone calls per night for 40 days during night shift.
  • Handled confidential and sensitive telephone calls, files, documents and reports.
  • Provided customer service, answered phone calls and updated billing information.
  • Answer incoming phone calls from department facilities to fill orders.
  • Answer phone calls and make pages over the speaker system.
  • Answer all inbound phone calls related to enrollment related questions.
  • Receive, initiate and direct telephone calls and messages.
  • Fielded phone calls from customers with issues they encountered
  • Answered all daily emails and phone calls.
  • Answer and direct all incoming phone calls.
  • Schedule attorney/inmate phone calls for the institution.
  • Research and respond to service inquiries via inbound phone calls from Sales, Broker Dealers, top producers (i.e.
  • Answered customer telephone calls promptly and in an appropriate manner.
  • Answer all emails and phone calls in a timely manner.

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17 Phone Calls Jobs

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11. Sales Floor
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high Demand
Here's how Sales Floor is used in Operations Associate jobs:
  • Assist on the sales floor when all tasks are completed or when necessary in order to satisfy clients' needs.
  • Maintain sales floor appearance, keep floor fully stocked for sales associates as well as sizes.
  • Worked stocking merchandise and organizing the sales floor to create a pleasant and safe shopping environment.
  • Assist in freight flow from trucks to the sales floor while adhering to merchandise standards.
  • Replenish inventory on sales floor as needed, and maintain store presentable at all times.
  • Assisted on the sales floor as needed to help check customers in during busy times.
  • Received all incoming shipments and organized product on the sales floor and inventory room.
  • Separate inventory, worked the sales floor as well operated a cash register
  • Prepare demo phones on the sales floor and assist with merchandising updates.
  • Receive, open, unpack, and issue sales floor merchandise.
  • Manage operational tasks both on and off the sales floor.
  • Prepare demo phones for display on the sales floor.
  • Supervised cashiers and ensured sales floor was properly stocked.
  • Received shipment and distributed merchandise to the sales floor
  • Replenish merchandise to the sales floor.
  • Keep warehouse and sales floor organized.
  • Assist with daily shipping and receiving inventory, task merchandising, maintaining cleanliness and organization of sales floor and two warehouses.
  • Perform merchandising prep and working with planograms, setting up demo phones and maintaining phones out on sales floor.
  • Merchandized and arrange products on the sales floor.
  • Receive and ship out daily inventory Maintain organization of stock room and sales floor Set up store merchandise and demos

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2,132 Sales Floor Jobs

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12. New Clients
demand arrow
high Demand
Here's how New Clients is used in Operations Associate jobs:
  • Managed customers portfolios -Conducted client review meetings -Created business opportunities and prospected for new clients
  • Managed the process of on-boarding new clients in account documentation, system account opening with Sales Force, and document review.
  • Complete intakes on new clients of diverse clients while maintaining professionalism and collect important details for client record entry.
  • Prepared and sent all account new documents, tax and compliance forms to new clients.
  • Worked directly with front office to renew clients, and amend current deals.
  • On-boarded new clients and processed incoming account documentation with the clearing agent.
  • Reconciled various Trade Settlements accounts and Setting up new clients accounts
  • Served as a trainer for new clients and internal employees.
  • Prospected new clients to increase sales for offered services.
  • Worked directly with front office to set-up new clients.
  • Entered new clients in multiple database systems.
  • Completed data implementation projects to bring new clients onto Tamarac s proprietary platform, which included database building and product setup.
  • Managed relationships with clients and end users, provided training seminars/webinars for new clients.

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7 New Clients Jobs

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13. Special Projects
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high Demand
Here's how Special Projects is used in Operations Associate jobs:
  • Acted as project administrator/coordinator for large meetings, special projects, business initiatives.
  • Participated in special projects assigned by Management.
  • Completed special projects assigned by upper management.
  • Work independently on special projects often interacting with all levels of management, serving as a resource of the business unit.
  • Provided the Executive Director and regional managers with administrative assistance which included: scheduling, travel arrangements, and special projects.
  • Assisted with increasing a financial planning company's efficiency, including assisting in the restructuring of work processing and special projects.
  • Collaborate daily across departments on special projects in order management, inventory, merchandising, and fraud prevention efforts.
  • Performed daily account maintenance, generated reports, and prepared correspondence and special projects as assigned.
  • Managed other Sales Operations initiatives and special projects that were high priority for the department.
  • Addressed accounts receivable issues and assisted with special projects based on departmental goals.
  • Collaborated with other team members on special projects and events.
  • Assist directors with special projects as needed.
  • Manage special projects as assigned and requested.
  • Worked on special projects as warranted.
  • Performed multiple special projects as assigned.
  • Perform special projects as requested.
  • Headed special projects related to Exchange-related initiatives, including symbology and decimalization of exchange prices.
  • Worked on special projects such as DDE (Direct Data Entry) annual recertification of Medicare User RACF ID's.
  • Prepare Move-In folders and Welcome Home Packets Assist receptionist with special projects.
  • Meet objectives and intervals Special Projects Team leader over Kelly's Temporary Employees for Sprint.

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67 Special Projects Jobs

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14. Inventory Control
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high Demand
Here's how Inventory Control is used in Operations Associate jobs:
  • Perform housekeeping and inventory control tasks, maintaining a clean work environment including complying with all Environmental Health and Safety requirements.
  • Maintain detailed paperwork for inventory control on a regular basis manually and electronically.
  • Provided inventory control for problem receive products.
  • Ensured adequate inventory control program for all supplies; negotiated contracts with clients and vendors, participated in cost control measures.
  • Assisted with the purchase of necessary supplies, equipment and services from appropriate sources and maintained proper inventory control.
  • Worked under the direct supervision of store manager to ensure that store met audits of inventory control and operations.
  • Entered data for inventory control, met daily quota for scanning returned computer disc drives.
  • Inventory control, shrink prevention, shipping/receiving and general operations within an Apple retail location.
  • Completed tasks relating to inventory control, shipped and received gear and other merchandise.
  • Manage inventory control, counts, administrative duties and back of house duties.
  • Collaborate with managers on inventory control, employee concerns, and operations.
  • Assist with inventory control and distribution management for event equipment and supplies.
  • Employed productivity software to create and maintain inventory control processes.
  • Implemented inventory control strategies within 6 zones.
  • Maintain inventory controls and stock counts.
  • Key Contributions: Formally commended by Operations Manager for significantly improving inventory control.
  • Performed and completed various inventory controlled assignments in a timely manner.
  • Inventory Control- Participated in cycle counts activity, material Kiazen events.
  • Assist in receiving, shipping, order tracking and stock room/inventory control.
  • Experienced in unloading trucks Specialized in speedy and efficient work Inventory Control / price audits

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20 Inventory Control Jobs

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15. Customer Orders
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average Demand
Here's how Customer Orders is used in Operations Associate jobs:
  • Collaborated with application Customer Financial Operations personnel to ensure timely processing of customer orders.
  • Reviewed new customer orders and requests and manually entered data into a centralized database.
  • Locate product within the distribution center, and pick/pull correct quantities to fill customer orders in an efficient timely manner.
  • Confirmed customer orders for a large distributor of video games, accessories and systems.
  • Pick and pack customer orders and send to correct shipping department for completion.
  • Assembled customer orders from stock and placed on pallets or packaged in boxes.
  • Wrap and load customer orders onto trailers using lift equipment.
  • Handled Quality Control for all merchandise and customer orders.
  • Delete or Add items to customer orders.
  • Shipped packages, fulfilled customer orders.
  • Processed internal and external customer orders to affect timely and accurate delivery of surgical implants, instrumentation, and related equipment.
  • Recognized for successful evaluations of customer orders Sorted and performed put away and restock functions in an organized fashion
  • Maintained and invoiced customer orders Supported technical team with general support tasks, database and report design
  • Compiled, prepared and shipped customer orders Received and processed bi-weekly merchandise shipments
  • Manage daily follow-up and tracking of shipment status with Import/Production teams to ensure timely delivery of customer orders to the warehouse.
  • Order Fulfillment Processed and shipped over 900 customer orders totaling 4200 units on average per quarter.
  • Process customer orders to ensure accurate entry, account updates, billing and product shipment.
  • Core Responsibilities: Accurately ship customer orders and receive supplier orders.
  • Processed and entered customer orders using ERP software SAP (SD and CS modules) with support of Sale sForce.com.
  • Pick and process customer orders Pack customer orders for pick up from freight carriers Restock return merchandise

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10 Customer Orders Jobs

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16. Troubleshoot
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average Demand
Here's how Troubleshoot is used in Operations Associate jobs:
  • Collaborated with technical operations team members to update Confluence knowledge base troubleshooting guides and standard operating procedure articles.
  • Monitored software systems and analyzed sensor data, troubleshoot software/hardware when necessary.
  • Experienced with preparation and troubleshooting of machinery before, and during production.
  • Reduced costs by troubleshooting equipment, thereby eliminating need for technician support.
  • Maintained & Traveled to remote locations for network troubleshooting when necessary.
  • Created documentation for application, troubleshooting and deployment.
  • Assist media team(s) with issues pertaining to troubleshoot creative, data gathering, and tracking discrepancies.
  • Established ability to analyze, troubleshoot and determine technical problems within LAN/WAN infrastructure, as well as WLAN.
  • Resolved issues with Google accounts utilizing a special tool to analyze account details and troubleshoot problems.
  • Troubleshooted, escalated, and responded to product support requests to ensure prompt resolution of problems.
  • Provide network monitoring and troubleshooting utilizing web based tools and the Cisco IOS.
  • Apply independent problem solving by working on IT troubleshooting and escalating as appropriate.
  • Evaluated ongoing and final products for flaws and would troubleshoot as required.
  • Handled customer inquiries and troubleshooting tips for TD Auto Finance online website.
  • Operate and troubleshoot KFW auto mailer and Omega mail sorter.
  • Employed troubleshooting skills on a regular basis.
  • Investigate, troubleshoot and report findings for preproduction and warranty part investigations.
  • Trained middle office clerks on the new system resulting in troubleshooting and fixing the system prior to implemention.
  • Diagnose and troubleshoot customer devices either iOS or Android.
  • Order Entry/Filing Switch and Dedicated lines (voice and data) Troubleshooting and running macros for large projects.

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9 Troubleshoot Jobs

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17. Inventory Management
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average Demand
Here's how Inventory Management is used in Operations Associate jobs:
  • Developed and implemented advertising campaigns for all websites by collaborating with sales, operations, inventory management, and account managers.
  • Inventory Management: Monitored and helped alleviate aging inventory, thereby increasing turns and eliminating unnecessary write offs.
  • Inventory management tasks and maintain quality of service by following operational standards.
  • Completed inventory management tasks including organization of products and regularly scheduled counts.
  • Assisted with operations for campaign management, trafficking, and inventory management.
  • Formed databases and spreadsheets to improve inventory management and reporting accuracy.
  • Perform all inventory request for production using SAP System Inventory Management.
  • Handle incoming merchandise from manufacturers and ensure proper inventory management.
  • Executed supply management, procurement, and inventory management.
  • Created inventory management tools for equipment and furniture.
  • Inventory management and data entry.
  • Receive and count stock items and record data both manually and with inventory management software (RSS).
  • Reconcile sterile sample trunk stock in the field creating improved inventory management.
  • Involved in the inventory management process with store management.
  • Engaged customers upon entering and exiting the store Participated in loss prevention and inventory management by cross-checking customer receipts with items purchased
  • Receive and ship orders Inventory management
  • Perform inventory management of store merchandise * Ensure proper price handling throughout store
  • Assist in inventory management Proactively answer customers' questions and concerns Excellent attendance & punctuality
  • Inventory management, loss prevention, customer service Sales Associate Commission based sales, communications, customer service
  • Inventory Management Bookkeeping Sales Customer Service Team work Interaction within all levels of the store

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41 Inventory Management Jobs

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18. Sort
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average Demand
Here's how Sort is used in Operations Associate jobs:
  • Truck receiving/sorting/inventory audits - Defectives processing and pallet-wrapping/loading - Cashiering and customer services - Store/department display maintenance
  • Performed field data collections and information gathering/sorting, traveling on assignment for Google.
  • Received incoming shipments * Sorted inventory for multiple store and department locations * Closed out and wrapped pallets * Miscellaneous seasonal projects
  • Stock merchandise onto shelves for customer availability; requires sorting and staging of merchandise to sales floor.
  • Sorted incoming mail by customer and document type to be scanned and validated in database.
  • Sorted encoded items coming in from or to be cleared to other banks.
  • Performed labeling, sorting, wrapping, packing, and repacking.
  • Collected all incoming correspondence, and sort according to department.
  • Opened, sorted, and delivered mail within the department.
  • Scanned rentals, sorting out the damaged returns.
  • Open, sorts and organized mails.
  • Unload trucks and sort product.
  • Clear jams in sorting equipment.
  • Operated an IBM 3890/XP Check Sorter and IBM 3897(Model 4) Image Capture Unit.
  • Clean and sort damaged DVD's from working DVD's
  • Unload Trucks and stage for Incoming Receiving Q/A Sort of parts using Micro-Vu, Calipers, Micrometers when there is downtime
  • Unloaded, sorted , and processed freight.
  • Inspected and scanned returned DVDs Sorted DVDs for shipping or storage as needed Maintained a clean and safe work area
  • Sorted mail to be scanned into processing system Scanned and labeled documents to be sent to appropriate Trained new employees
  • Operated a Unisys NDP 1825 Check Sorter on the CPCS program.

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220 Sort Jobs

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19. Daily Operations
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average Demand
Here's how Daily Operations is used in Operations Associate jobs:
  • Improved daily operations by partnering effectively with NCR technicians to develop processes that contributed to systems performance increases.
  • Provide general administrative and clerical support to ensure the efficiency of daily operations.
  • Decreased overhead by eliminating duplicate functions and streamlining daily operations.
  • Execute daily operations of customer service and quality control.
  • Managed daily operations for political public relations campaigns.
  • Balanced daily operations of primary and branch locations.
  • Assisted golf operations manager with charity tournaments, Ford PGA tour, Cadillac, Blue Monster, and daily operations.
  • Managed daily operations of assigned client portfolios, consisting of client reporting, addressing client questions and processing client requests.
  • Oversee daily operations of the Institution, ensuring all areas are in compliance and functioning according to agency policy.
  • Streamline procedures for daily operations and initiate large wire transfers in excess of $1M to cover trade settlements.
  • Managed the daily operations of the OMEGA database, internal portal and external website.
  • Train new drivers on policies and procedures pertaining to daily operations and delivery functions.
  • Handled daily operations of Boston branch ('02-'06) including telecommunications and technical support.
  • Managed outsourced team of 30 from Manila, Philippines on daily operations.
  • Assisted in the daily operations of the bank, i.e.
  • Handled daily operations for import and export of containers.
  • Handled daily operations including warehouse inventory and lamination jobs - Managed vendor and customer records
  • Ensured daily operations activities were completed accurately, efficiently and in a timely manner.
  • Managed daily operations for 35 international Exchange Traded Funds (ETFs) with a heavy focus on the complex Indian market.
  • Work side by side with financial advisors to complete daily operations.

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52 Daily Operations Jobs

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20. High Volume
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average Demand
Here's how High Volume is used in Operations Associate jobs:
  • Managed high volume financial activity in a fast-paced, risk-based corporate environment.
  • Supervised 2 - 4 drivers and 2 - 6 temp associates during high volume special events with major global brands.
  • Facilitated product flow in a high volume store by receiving merchandise and distributing product throughout store to respective departments.
  • Perform high volume, time-sensitive routine tasks requiring intermediate research and problem solving skills in a fast paced environment.
  • Managed credit systems for $25BN portfolio, ensuring timely resolutions to a high volume of global client requests.
  • Execute high volume time sensitive research and problem solving in a fast pace environment.
  • Assisted colleagues with various job functions as needed (high volume work load)
  • Provided exceptional customer service by fulfilling client needs in high volume business hours.
  • Provide excellent customer service under pressure in a fast-paced, high volume environment.
  • Managed a high volume of campaigns as well as top ten advertisers.
  • Worked efficiently in high volume, fast paced, deadline oriented environment.
  • Trained new employees and maintained accurate and high volume daily production.
  • Managed a high volume workload within a deadline driven environment.
  • Controlled high volumes of mail dealing with financial ventures.
  • Repair and verified high volume of incoming payments.
  • Receive and communicate effectively a high volume of internal and external customers via email, phone, fax, and mail.
  • Operated high volume printing equipment such as Docutech, 50/53 and 5690 as well as smaller copiers as needed.
  • Assisted in order fulfillment and warehouse daily operations Assisted drivers on daily delivery routes during high volume times.
  • Answer multi line phones in a high volume setting.
  • Trained and supervised personnel *Monitored and controlled inventory of equipment and product *Assisted in high volume shipping and receiving operations

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39 High Volume Jobs

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21. Financial Statements
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average Demand
Here's how Financial Statements is used in Operations Associate jobs:
  • Prepared and revised financial statements, and other correspondence relating to the issuance of financial statements for Certified Public Accountants
  • Prepared quarterly financial statements which detail investment history and mutual fund price fluctuations.
  • Created timely financial statements, external reporting requirements and audit reports.
  • Produced and verified financial statements for delivery of monthly reports.
  • Prepare financial statements and maintaining General Ledger accounts.
  • Reviewed and documented quarterly/monthly financial statements.
  • Reconciled trades against financial statements.
  • Manage monthly financial statements, reconciliations, and month-end close of corporation to provide clients with accurate and timely accounting records.
  • Assisted internal and external auditors in their examination of the financial statements of the fund's accounts and investments.
  • Complete period, quarter and annual closing of the financial statements as it relates to HQ Capital Management.
  • Reviewed and analyzed financial statements, and compiled data to be used in portfolio valuation reports.
  • Manage incoming and outgoing mail that may contain confidential information such as financial statements and paychecks.
  • Generated monthly sales reports for approximately 100 convenience stores to be used for monthly financial statements.
  • Generated financial statements and computed taxes owed by applying prescribed rates, laws and regulations.
  • Assisted planner with client management by building client financial statements on Excel.
  • Create and update yearly fund financial statements.
  • Analyze tax returns and other financial statements.
  • Entered and manipulated data from financial statements in Excel Downloaded the information into the proprietary database
  • Prepared financial statements including footnote disclosures * Computed and maintained financial reports.
  • Authored monthly and quarterly property financial statements.

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23 Financial Statements Jobs

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22. Corporate Actions
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average Demand
Here's how Corporate Actions is used in Operations Associate jobs:
  • Implemented corporate actions alert systems to ensure the most recent notices are communicated efficiently and accurately to Implementation Specialist team.
  • Presented corporate actions to investment advisory group and ensured accurate delivery of firm instructions to custodian.
  • Process foreign equity and fixed income mandatory/voluntary corporate actions and dividend payments for retail clients.
  • Reconcile suspense accounts and global settlements accounts pertaining to corporate actions Operations.
  • Outlined and implemented procedures for accounting, performance and corporate actions.
  • Collected and reconciled client investment activity including corporate actions and alternatives.
  • Assist and closely interact with Global Investments, Corporate Actions, Pricing, Trade Support, and other internal departments.
  • Increased the firm s ability to profit during corporate actions from trading strategies while decreasing previous error rates.
  • Research and analyze security prices and securities that have gone through reorganization or corporate actions.
  • Processed various corporate actions including coupons, dividends, stock splits and tenders.
  • Work with analysts to ensure correct response and booking of corporate actions.
  • Managed corporate actions, tender offers, margin calls, etc.
  • Monitored trade settlements, corporate actions, and money movements.
  • Cross-trained in Margin, Corporate Actions, and Client On-Boarding.
  • Collected, disseminated and processed corporate actions and proxies.
  • Set up new mutual fund accounts, mergers, name changes, and CUSIP changes (Corporate Actions).
  • Researched corporate actions for summarization and publication of data including both mandatory and voluntary exchanges.
  • Research corporate actions and adjust trades, interest, and paydowns.
  • Process corporate actions from Schwab.
  • Maintained the daily Trade Blotter, which includes Corporate Actions processing Maintained new and existing securities classifications utilizing the Bloomberg system.

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2 Corporate Actions Jobs

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23. Office Supplies
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average Demand
Here's how Office Supplies is used in Operations Associate jobs:
  • Managed all procurement activities including capital laboratory equipment, general laboratory consumables, and office supplies.
  • Managed daily office operations and weekly inventory/ordering of office supplies.
  • Maintained and managed inventory of general laboratory and office supplies.
  • Ordered all office supplies weekly and maintained Excel sheets of the cost and use of all items.
  • Assess, order, and coordinate the usage of routine unit medical and office supplies.
  • Maintained general office operations such as controlling inventory of office supplies, maintaining central files.
  • Assist in ordering supplies so that store is fully stocked with needed office supplies.
  • Ordered office supplies, and performed other related duties as assigned and requested.
  • Ordered and distributed office supplies while adhering to a fixed office budget.
  • Orchestrated special requirements for ordering and delivering parts and office supplies.
  • Assist with the ordering of office supplies such as toners etc.
  • Ordered all office supplies and printed materials; maintain inventories.
  • Managed office supplies, vendors, organization and upkeep.
  • Process accounts payable, purchase and organize office supplies.
  • Maintained office equipment, office supplies and inventory.
  • Monitor and order the department's office supplies.
  • Order store and office supplies.
  • Order and maintain office supplies, such as boxes, tape, packing materials, ink, paper, etc.
  • Implemented kanban system for office supplies and eliminated all inventory issues.
  • report and other written communication Monitor document information Order office supplies Project Management Receives telephone calls and handle general inquiries

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2 Office Supplies Jobs

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24. Powerpoint
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average Demand
Here's how Powerpoint is used in Operations Associate jobs:
  • Helped support project development by creating documents, spreadsheets, PowerPoint presentations, and informational packets about Wisconsin educational opportunities.
  • Appointed as Project Manager for conceptualization and execution of PowerPoint training curriculum optimized by both internal and external entities.
  • Created executive sales presentations in PowerPoint for monthly review by Senior Sales Management.
  • Volunteered to assist teachers with computer issues and in preparation of PowerPoint presentations.
  • Developed successful organizational PowerPoint presentation for 7-Steps to Sales Success.
  • Created financial reports and developed PowerPoint presentations.
  • Developed PowerPoint presentations and organized schedules for team meetings - Reviewed bond ratings and industry groups for compliance.
  • Created PowerPoint presentations for head bosses to be presented to managers and incoming employees.
  • Created PowerPoint slides for VP of Operation for the annual national meeting.
  • Worked on MS-Word, MS-PowerPoint and MS-Excel on Windows operating system.
  • Created/presented new time management system for department staff via MS PowerPoint.
  • Created presentations via PowerPoint to summarize and translate various reports.
  • Create monthly PowerPoint's highlighting company's top performers.
  • Prepare data charts and PowerPoint presentations.
  • Create pivot tables and visualize data for PowerPoint presentations on routine and ad-hoc basis.
  • Build and update Excel workbooks, PowerPoint presentations, and Word documents.
  • Experienced with Microsoft Office, Excel, Powerpoint, Word and Access
  • Created Keynote and Powerpoint proposals for Fortune 500 companies.
  • Created PowerPoint presentations for training and trained users.
  • Excel Developed a layout to make maintaining inventory stock easier for management to Powerpoint navigate.

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72 Powerpoint Jobs

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25. HR
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average Demand
Here's how HR is used in Operations Associate jobs:
  • Navigate through different applications to provide excellent customer services upon maintaining a relationship between UHC and the medical providers.
  • Verified receipt of materials against purchase orders and distributed throughout warehouse.
  • Supervised and implemented all programming and classification functions for the 1,500 offenders that are annually processed through this facility.
  • Facilitate ~100 people through weekly sales deployment calls that advertise multiple initiatives being distributed within the upcoming weeks.
  • Cleared discontinued and old models in all of POS by returning to HQ or through special promotion sales.
  • Prepared specialized scouting reports on opponents for multiple MLB team clients throughout the baseball season.
  • Contracted real estate appraiser's to complete various residential appraisal types throughout the United States.
  • Justified need to hire In-House Jeweler through analysis of 6 months of data and presentation.
  • Planned and hosted occasional client prospecting or client appreciation events throughout the Delaware Valley.
  • Obtain and order office supplies and patient care supplies threw our computer system.
  • Lead a team of associates during the holiday periods through SFS processing.
  • Review documents throughout the company in which requires sorting.
  • Performed tasks through multiple Internal Management Systems.
  • Processed daily work through microfilm camera.
  • Lowered Shrink goal from .31% to .11% in under one year.
  • Present department overviews and side-by-side walkthroughs to familiarize colleagues and new management with current procedure.
  • Fall 2015 & Spring 2017 Perform physical inventory counts weekly to reduce shrink throughout district.
  • Processed limited ticket requests through Monarch ticket program (Archtics).
  • Supervised order entry team responsible for switched and dedicated service products processed through various electronic systems.
  • Managed client extension strategies and microsite development throughout client lifecycle.

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393 HR Jobs

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26. ACH
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average Demand
Here's how ACH is used in Operations Associate jobs:
  • Performed conformity inspections of close tolerance machined components.
  • Used hand tools, crimping machines, soldering iron, microscope, and measuring tapes to install connectors on cable.
  • Key Achievement - Improved 20-second service levels from low-20% to mid-80% with no head count increase.
  • Mentored and supervised the data quality team achieving an on-time delivery score of 98%.
  • Trained/coached peers and interns in operations methodologies and serve as technical subject matter expert.
  • Obtain checks from client to attach a letter and mail customer for their refund.
  • Collaborate with local and global publishing team to achieve greater efficiency in publishing processes.
  • Performed surface area calculations on production machinery for cleaning validations (ECVP).
  • Ensured that the machine ran smoothly and documented all need for maintenance.
  • Organized incoming FedEx and Verizon Invoices for each department, using Excel.
  • Processed 8-10,000 DVD's daily on polish machine in Polish Department.
  • Operated the mail-sorting machine, also trained new employees.
  • Trained 13 global colleagues to ensure ACH system operated properly
  • Operate Opex-150 machines as needed to ensure sufficient production.
  • Created files for each customer and service provided.
  • Maintained beach facilities on resort.
  • Assisted Head Coach/GM, Jacques Martin and Asst.
  • Attach some checks to tax forms.
  • Operated a machining Cell which included two Vertical CNC Lathes, one Gear Shaper/Hob and one Five Axis CNC Milling Center.
  • Created a teacher and student database Answered phones, liaisons between teachers/parents/students and staff/accounting office.

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32 ACH Jobs

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27. FX
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average Demand
Here's how FX is used in Operations Associate jobs:
  • Received, reviewed and processed documentation for assigned base of accounts; ensuring that all documents complied with FXCM Compliance Department.
  • Serve as the liaison between OTC trading desk for FX and Spot Trades for retail and institutional clients.
  • Provided diversified support for Equity, FI, Derivatives, and FX products in domestic and international markets.
  • Monitored our FX, IR, and Commodity modules through extensive reporting and real time snap shots.
  • Served as point of contact for IRA custodial firms which have a working relationship with FXCM.
  • Assisted London, Tokyo, and US traders by identifying and resolving FX trade discrepancies.
  • Acted as project lead to migrate FX settlements to CLS (Continuous Linked Settlement).
  • Deployed the FX Option function from New York to Baltimore over a three month period.
  • Monitored all FX executions to confirm correct price, currency and proceeds settle correctly.
  • Worked with FX, time deposits, and other highly time sensitive trades.
  • Completed Global Procedures for FX option client service groups to standardize processes.
  • Processed FX forward, NDF forward, and OTC option settlements.
  • Reconciled and investigated exceptions with agent bank in FX trades.
  • Managed foreign exchange settlements and reports for FX Tokyo Processing.
  • Handled cash funding for FX and commodity businesses.
  • Review & initiate daily FX hedging requirements.
  • Provide support to the Electronic Funds Transfer Department in regards to the daily processing of internal, external and FX wires.
  • Opened and processed all new FX accounts, both corporate and interbank.
  • Handled up to 45 daily FX investigations for corporate and interbank.
  • Input Fx, interest rates into Mxcom.

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28. DTC
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average Demand
Here's how DTC is used in Operations Associate jobs:
  • Perform DTC clearing operations in the absence of the Back Office Manager, receiving and distributing checks and interest payments.
  • Perform wires, journals, check requests, ACH payments, cash adjustments and DTC securities settlements.
  • Reconciled, processed, researched and resolved all International Equity, Domestic Equity and DTC affirmations.
  • Served as point person and managed the settlement process of free deliveries on the DTC platform.
  • Monitor deliveries and receipts of securities coming in and out of client accounts utilizing DTC process.
  • Facilitated resolution of settlement issues in equities, derivatives, and bonds in DTC and EuroClear.
  • Import broker confirms from DTCC throughout the day and match all pending trades and confirms.
  • Ensured timely and accurate settlement of all Fed and DTC eligible securities through BDAS system.
  • Approve all pending deliveries on DOAP system at DTC over $15 million dollars.
  • Perform training across BlackRock Offices with regards to DTC and Federal Reserve Bank settlements.
  • Settle issue with DTC and Bond Counsel on closing date ensuring credit to account.
  • Communicate trade instructions with the custodians via DTCC affirmations, e-fax, or email.
  • Settled trades for both publicly and privately traded securities (physical and DTC).
  • Reconciled the bank's asset position with DTCC's position and adjust as required.
  • Move funds and securities within and outside PBNA branches utilizing DTC process.
  • Receive and deliver securities free of payment via DTC and the FED.
  • Issued and produced DTC confirmations utilizing the ID system.
  • Acted as liaison between DTC and brokerage firms.
  • Update DTCC matching counterparties with trade details and settlement instructions on different financial products.
  • Approved DWACs once loaded to DTC.

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2 DTC Jobs

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29. Wire Transfers
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average Demand
Here's how Wire Transfers is used in Operations Associate jobs:
  • Processed both incoming and outgoing domestic and international wire transfers.
  • Processed payment to trust beneficiaries, Investment Management and Custodial owners including international and domestic wire transfers, drafts and checks.
  • Processed daily over 600 incoming, outgoing and foreign wire transfers to trust accounts within 24 hours ensuring non-duplication of payments.
  • Scanned all new client documents for processing and letters of authorizations from clients to process checks, journals and wire transfers.
  • Prepared and expedited Wire Transfers for accounting department through (WDC) Wholesale Data Capture system for cash movement activities.
  • Serviced new and existing brokerage accounts by tracking transfers, beneficiary changes, distributions, ACAT and wire transfers.
  • Tasked with processing incoming / outgoing checks, as well as wire transfers, and trade reconciliation.
  • Managed all wire transfers accurately and with zero incidents; over $10M in one year.
  • Provided customer service by executing wire transfers in accordance with bank policies and procedures.
  • Initiated and approved wire transfers, making entries to various general ledger accounts.
  • Analyze outgoing wire transfers; execute transfer and post entries in banking system.
  • Provided attentive operational support to reconcile accounts and balance trades and wire transfers.
  • Initiated wire transfers for all large dollars returns to Federal Reserve Bank.
  • Prepared and processed domestic and international wire transfers on client requests.
  • Handle wire transfers and all money and stock transfers.
  • Executed wire transfers, stop payments and account transfers.
  • Handled wire transfers and check distribution to clients.
  • Process wire transfers and commercial paper transactions.
  • Handled wire transfers and student loan information.
  • Processed International and Domestic wire transfers using TTrans, and SunGard.

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22 Wire Transfers Jobs

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30. Ensure Accuracy
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low Demand
Here's how Ensure Accuracy is used in Operations Associate jobs:
  • Coordinated and supported Operations Associate in shipping and receiving activities to ensure accuracy, integrity and optimum customer service.
  • Analyze retroactive summarized meeting information to ensure accuracy of the active practitioner list.
  • Provide end state system/reporting requirements and review output to ensure accuracy.
  • Reviewed all swap settlement payments/receives to ensure accuracy.
  • Interacted directly with consultants to ensure accuracy.
  • Verify data across multiple platforms that ensure accuracy of prices, cost basis, performance spikes, and fixed income analysis.
  • Managed in shipping and receiving operations to ensure accuracy, integrity, which supported optimum selling service of team.
  • Conducted detailed reviews of all mortgage documentation for both credit and legal files to ensure accuracy and completion.
  • Assist IRA Operations through a secondary review of all EFT and IBP bank instructions to ensure accuracy.
  • Reconciled cash, holdings and NAV's routinely to ensure accuracy in the internal records keeping system.
  • Input and approved wires on Gateway Treasury Workstation and crossed checked with colleagues to ensure accuracy.
  • Review legal document such as credit agreements, loan agreements, and amendments to ensure accuracy.
  • Reconciled purchases and sales, dividends and interest rates using 10-key calculating machine to ensure accuracy.
  • Analyzed financial reports, G/L entries and month end money swaps to ensure accuracy.
  • Review daily breakpoints to ensure accuracy as well as any excess-trading for violations.
  • Verified certificates to ensure accuracy and compliance with SEC guidelines.
  • Review daily wire report to ensure accuracy.
  • Carry out core processing activities in accordance with established procedures, ensure accuracy and execute against pre-determined deadlines.
  • Spearheaded division-wide collection of information for mandatory FTC audit to ensure accuracy and timeliness of information provided.
  • Reviewed, scanned, balanced and corrected all teller transactions to ensure accuracy prior to posting to customer accounts.

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9 Ensure Accuracy Jobs

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31. CRM
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low Demand
Here's how CRM is used in Operations Associate jobs:
  • Maintained accurate records of all customer contacts, product inventory, and customer orders in the Company's CRM system.
  • Identify CRM training needs, partner with internal stakeholders to develop training materials and programs, and deliver training.
  • Include all necessary, pertinent and mandatory information, as called out by CRM tool and/or written procedures.
  • Used an in-house CRM to manage violations for existing partners and update information for the new on-boarding partners.
  • Implemented new CRM software, FolioMetrics, including data mapping and migration from existing systems.
  • Delivered SalesLogix CRM training to 15 inside sales reps for creating and managing customer tickets.
  • Track company budget and donations, and manage CRM to ensure effective contact organization.
  • Researched client account history in CRM to resolve incorrect account set-ups or fund issues.
  • Performed accounting and operational tasks in CRM Microsoft Dynamics and Quick Books.
  • Provide exceptional customer relationship management (CRM).
  • Maintain firm-wide data entry via CRM databases.
  • Use MS Dynamics AX and CRM systems.
  • Expanded CRM (Salesforce) for managing internal tasks and client accounts and incorporated updates for reporting and troubleshooting systems.
  • Maintained accurate and appropriate data in the Customer Relationship Management (CRM) platform for calculating sales statistics.
  • Provided superior customer service to clients regarding their repairs, personalization, special orders and CRM.
  • Trained new employee on internal CRM system, bookings/rate quotes and proper routings.
  • Maintain accurate client information in Redtail client relationship management (CRM) software.
  • Managed CRM software utilizing SAP and OSIsoft's sales database.
  • Work with CRM Admin., salesforce.com and DESK software.
  • Maintained client data in CRM (Junxure).

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91 CRM Jobs

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32. Front Desk
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low Demand
Here's how Front Desk is used in Operations Associate jobs:
  • Provided recommendations for a centralized scheduling model, front desk redesign, improving transcription turnaround time, and file room efficiency.
  • Promoted from front desk associate to a direct service provider; responsibilities included volunteer management, front desk supervision.
  • Worked in all departments of Inn Operations including the Front Desk, Reservations, PBX, and Transportation/Cart Rental
  • Handle the front desk front greeting guests, checking them in, book conference rooms for their meetings.
  • Front desk support for receptionist when out or away to ensure client satisfaction while visiting the facility.
  • Managed busy front desk by greeting and consulting with patients, answering phones, and scheduling appointments.
  • Handle clerical duties such as front desk switchboard, mailing, filing, faxing and scanning.
  • Served as the first point of contact for school while working the front desk.
  • Front Desk: Greet and direct customers in person and over the phone.
  • Assisted with client service queries and front desk back up, as needed.
  • Worked at the front desk on an inpatient general medicine floor.
  • Cleaned offices, front desk area, and restrooms.
  • Managed the front desk in a receptionist capacity.
  • Maintain front desk and public areas of office.
  • Cover front desk reception duties as requested.
  • Clean and organize the front desk.
  • Maintain tidy front desk area.
  • MARCH 2013S Front Desk Associate: Welcome members and guests.
  • Greeted and checked-in members at front desk Processed payments and membership agreements Sold retail merchandise
  • Front desk receptionist * Communication and customer service * Incoming telephone calls, answer questions and guide customers * Debt collection

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45 Front Desk Jobs

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33. Bloomberg
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low Demand
Here's how Bloomberg is used in Operations Associate jobs:
  • Developed reports utilizing Bloomberg feeds into Excel to assist portfolio managers' investment decisions.
  • Executed trades & conducted in-depth due diligence analysis using Bloomberg/FactSet/Capital IQ/SQL.
  • Maintained high quality financial data from Bloomberg and Reuters data sources with daily quality control procedures for 99.5% accuracy.
  • Booked foreign exchange, equities, futures and options trades, pulling support from the Bloomberg Network when necessary.
  • Utilize the Bloomberg trading system to correct static data problems, ensuring a complete and accurate trade flow.
  • Used Bloomberg on a daily basis to create updated tickets as well as assist customers with related issues.
  • Pulled interest and FX rates from Reuters and Bloomberg and loaded them into the system daily.
  • Verified economics of trades against trade recaps and Bloomberg valuation screens and addressed existing breaks.
  • Managed Equity Order flow from Institutional Traders via telephone or Bloomberg SSEOMS Trading System.
  • Review of Corporate Actions and make necessary adjustments in Geneva as per Bloomberg.
  • Communicate with client & Bloomberg to identify and account for securities entering/leaving default.
  • Managed daily confirmation of Reuters, EBS, and Bloomberg initiated trades.
  • Gather and analyze qualitative research from the Bloomberg terminal for clients.
  • Tested software on Bloomberg Terminal for bugs and case studies.
  • Processed quarterly Bloomberg download with over 50 accounts.
  • Set up automated TRACE reporting in Bloomberg.
  • Verify 17a-7 Interfund/Principal Transactions through Bloomberg and Assets Under Management data through a proprietary system.
  • Reviewed positions for counterparties to reconcile daily and monthly P&L through Bloomberg and Reuters.
  • Worked with Wall Street Office, Bloomberg, Reuters, and Markit software.
  • Researched pricing threshold variances on Bloomberg terminal for valid backup (e.g.

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34. Process Improvement
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low Demand
Here's how Process Improvement is used in Operations Associate jobs:
  • Collaborated with engineering teams across YouTube and Google to drive technical solutions relevant to Policy and process improvement.
  • Documented business and functional process and continued process improvement efforts identifying opportunities to increase operational efficiency.
  • Create and maintain updated procedural documentation as well as identify and document process improvement opportunities.
  • Enhanced internal corporate processes by reviewing, recommending and implementing process improvements.
  • Proposed process improvements to increase quality and efficiency.
  • Process improvement for US Services Sales Operations including scorecard reporting, account list management, budget planning, and tool development.
  • Assisted with process improvement by cross training in other investment departments and worked on software testing for quality control measures.
  • Implemented twenty process improvements for fixed income systems that have saved over three hours of daily work for process analysts.
  • Recruited by management to work on process improvements, specifically removing obstacles from the workplace.
  • Directed multiple projects related to, among others, process mapping and potential process improvements.
  • Implemented lean manufacturing process improvements for product lines, reducing scrap by 95%.
  • Identify areas where process improvements can be made to increase productivity and efficiency.
  • Assist with business process improvement for Corporate Operations team.
  • Work to identify and address process improvements.
  • Identify areas of opportunity for automation and process improvement as it relates to account reconciliations and analytics, including CWIP analysis.
  • Developed process improvement strategies to assist team in becoming more efficient and obtaining highest quality standards.
  • Manage projects related to process improvement Administer and test wire servicing databases and software
  • Facilitated UAT (user acceptance testing) for systems and process improvement as required and performed numerous adhoc tasks by Management.
  • Served on Project Management Teams for the testing and rollout of new applications and process improvements.
  • Lead department process improvement team to automate and proceduralize manual workflows and processes.

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231 Process Improvement Jobs

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35. Cycle Counts
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low Demand
Here's how Cycle Counts is used in Operations Associate jobs:
  • Managed report on aging Inventory, Cycle counts and Investigated customer complaints of overages/shortages.
  • Conduct bi-annual cycle counts of all assets including inventory reconciliation and budget analysis.
  • Conducted daily cycle counts and performed physical inventories to verify stock integrity.
  • Conducted inventory cycle counts and maintain inventory levels.
  • Performed cycle counts of inventory and ordered new inventory through selected vendors for staff and management team.
  • Assist with regular inventory cycle counts by scanning specified merchandise to log into final count.
  • Participated in the preparation and completion of all inventories and cycle counts.
  • Maintained an accurate inventory via audits and cycle counts.
  • Reported inventory balances and cycle counts in WMS systems.
  • Printed, entered and updated daily cycle counts.
  • Inventory maintenance through cycle counts and physical inventories.
  • Inventory integrity, stocking, and cycle counts.
  • Assist in physical inventories and cycle counts.
  • Perform daily cycle counts in re-pack area.
  • Unloaded products and received cycle counts.
  • Performed cycle counts of inventory.
  • Perform cycle counts with the use of RF scanners.
  • Use of R.F scanner that kept track of our productivity, create cycle counts to find lost product.
  • Handled daily shipping and receiving, unloading trucks, and inventory cycle counts.
  • inventory cycle counts are done weekly, usually two counts per week.

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36. Operational Support
demand arrow
low Demand
Here's how Operational Support is used in Operations Associate jobs:
  • Provided operational support to the department by general office/clerical duties, prepare and issue company policy profiles, complete endorsement process.
  • Provided operational support in high risk Retirement Services department by providing daily metrics.
  • Provide operational support to brokers; resolve broker inquiries/problems regarding accounts and disbursements.
  • Provided operational support to school directors and campus-based operations personnel.
  • Provide administrative and operational support to ensure better patron communication.
  • Provide operational support to the Operations Manager and campus-based personnel.
  • Provided operational support for 243-bed skilled nursing facility.
  • Offered operational support/solutions to all banking channels.
  • Anticipate issues that may adversely affect operational support of various portfolios and take action to reduce the risk of occurrences.
  • Provide superior operational support to our account/sales teams, while demonstrating best in class customer service to our customers/clients.
  • Provided operational support to family business, a digital imaging firm servicing the commercial fine arts market.
  • Provided administrative and operational support to president, development department, and school year program team.
  • Provided operational support for independent expenditure campaigns in LA, WI, GA, and NC.
  • Provide operational support for several portfolio managers in an effort to eliminate risk and fails.
  • Complete operational support for futures trading in a Chase customer investment fund.
  • Provide operational support to each Ports 1961 store in North America.
  • Delivered operational support via phone and e-mail to the sales team.
  • Assist as needed with ongoing Reconciliation and Operational support.
  • Provide business and operational support for the health care team and patients across the Heart & Vascular perioperative continuum.
  • Key Responsibilities and Accountabilities: Provide operational support to over 200 member offices.

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84 Operational Support Jobs

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37. Technical Support
demand arrow
low Demand
Here's how Technical Support is used in Operations Associate jobs:
  • Provided technical support, trouble shooting and answered procedural questions for mortgage processing and loan origination software.
  • Managed office operations; both on-site at location and remotely through IT/Technical Support and Troubleshooting.
  • Provided superior technical support and built successful long-term relationships with both internal and external clients.
  • Escalate difficult technical problems by seeking timely advice or assistance from technical support.
  • Provided technical support and solutions to customers experiencing system issues.
  • Provided rapid response technical support.
  • Mentor: Interviewed and on-boarded 425 delivery drivers, provided coaching during probationary period, on-call technical support 7am-4am daily.
  • Served as primary contact for technical support while working with IT Team to resolve a range of computer problems.
  • Resolve problematic situations that will disrupt store productivity, (Register system performance, computer technical support etc.)
  • Provided tier-three technical support to customers and field service teams related to hardware, software, and network aspects.
  • Provide proprietary software technical support to team members of various departments.
  • Associate responsible for client meetings, account maintenance and technical support.
  • Initiated customer service team and assist with technical support team.
  • Provided training and technical support for various projects.
  • Remained current with emerging technology in order to provide technical support for new product rollouts and/or existing offerings.
  • Provide technical support for all electronic transactions, connectivity and Communication interfaces, software support and system testing.
  • Managed setups, technical support and scheduling for multi-media ViTS teleconferencing rooms.
  • Offered technical support to staff and student in regards to installing equipment's, fixing projectors, and audio/teleconference equipment.
  • Created management reports and provided technical support for agents utilizing expertise in Word and Excel.
  • Provide timely and quality EDI technical support for Trailblazer Health and Palmetto GBA Fee-for-Service contracts.

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47 Technical Support Jobs

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38. FDA
demand arrow
low Demand
Here's how FDA is used in Operations Associate jobs:
  • Managed and processed 100 FDA electronic and paper submissions including safety reports, new investigator reports, amendments, and protocols.
  • Directed operations of the document center that produced and submitted reports for publication approval to the U.S. FDA and Health Canada.
  • Coordinated the process and assembly of filing electronic and paper submissions to the FDA and other health agencies for drug approval.
  • Processed and transmitted 15-day adverse event and aggregate reports to the FDA and Wyeth Stakeholders in adherence to regulatory requirements.
  • Maintained supplies, tools, equipment, and storage areas in compliance with OSHA and FDA requirements.
  • Archive all US and Foreign correspondence associated with FDA and foreign submissions.
  • Compile, publish, QC and validate documents for FDA submission.
  • Processed all incoming orders ensuring CBP and FDA guidelines are met.
  • Author Cover Letter and Forms for Safety Submissions to FDA.
  • Tracked SOP changes for FDA compliance associated with laboratory documentation.
  • Learned FDA and ICH Guidance documentation on electronic submissions.
  • Worked in FDA regulated company.
  • Conducted first level triage patient case assessments determining FDA reportability eliminating risk of fines or potential business shut-down.
  • Create study specific data tracking tools and maintained study binders Trained in FDA, GCP, ICH guidelines, and best practices
  • Assisted with device submissions to the FDA Completed general operations duties in the office WORK EXPERIENCE UNRELATED TO CAREER TRACK
  • Handled FDA requests during onsite FDA inspection and supplied all necessary information to internal team collaborating with FDA inspector.
  • Reduced case backlog within timelines which saved the company from being fined by the FDA.
  • Formatted and maintained all FDA forms in pdf format, ensuring efficiency by the department.
  • Prepared correspondence, including cover letters and pdf FDA forms for inclusion in submissions.
  • Assembled device submissions to the FDA Completed general operations duties in the office

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46 FDA Jobs

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39. ATM
demand arrow
low Demand
Here's how ATM is used in Operations Associate jobs:
  • Supervised all treatment programming for adult offenders and documented and retrieved information relevant to school records for correctional inmate files
  • Utilize customer service and interpersonal skills by ensuring high patient-and-family satisfaction and a positive team work atmosphere.
  • Provided administrative support for the employee Training Officers in a state-operated sex offender treatment center.
  • Researched and reprocessed ATM deposits processing exceptions.
  • Balance daily General Ledgers for ATM, money orders, redeemed savings bonds, teller cash, and wire transfers.
  • Maintained the ATM and conducted monthly and bimonthly audits for review by the Branch Manager.
  • Perform cursory review, interpret data and perform maintenance for Debit Card and ATM accounts.
  • Identify, research, and clear Teller and ATM stale cash item entries.
  • Assisted manager in the supervision of 6-10 employees in ATM processing area.
  • Excelled at ATM Help Desk for daily resolution of inbound customer calls/complaints.
  • Processed quarterly Vault and ATM audits with zero error rate.
  • Worked in a fast paced and deadline driven atmosphere.
  • Processed applications received for ATM and Visa check cards.
  • Obtained past treatment records of prospective participants.
  • Process American Express/Visa and ATM card applications.
  • Reviewed and verified documents for annual escheatment process.
  • Processed and resolved the issues with IRS tax documents and Escheatment process.
  • Research and process adjustments and ATM differences - for all Interchanges.
  • Update Excel spreadsheet daily to monitor all ATM overages and shortages.
  • Processed deposits made at ATM machines * Balanced cash taken from deposits * Utilized mainframe to balance deposits

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53 ATM Jobs

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40. POS
demand arrow
low Demand
Here's how POS is used in Operations Associate jobs:
  • Served as administrative agent for 3 asset-backed commercial paper issuing Special Purpose Vehicles.
  • Handled day-to-day cash management and position reconciliation for domestic equities.
  • Attend monthly meetings promoting positive work atmosphere documenting meeting minutes.
  • Possess good communication and problem-solving skills.
  • Automated daily custody cash in Access database to provide same day/trade date cash for accounting records to eliminate manual transaction posting.
  • Offered all back up duties to the cashier such as depositing, distributing, and wiring funds.
  • Utilize ServiceNow to document and track outages and customer requests for service from beginning to final disposition.
  • Managed wire room, transacted check deposits (never lost a check or client!).
  • Entered transactions such as depositing client stock, mutual fund tickets, and stock trades.
  • Managed branch cash position to meet daily needs and comply with vault limits.
  • Operated forklifts and overhead cranes when necessary for shipping and receiving purposes.
  • Assisted and communicated with customers in a positive and friendly manner.
  • Input check amount into computer for purpose of accurate record keeping.
  • Analyzed, reviewed and reconciled large item cash deposits.
  • Meet daily deadlines for bank deposits and system cutoffs.
  • Experience in Pre-Fund and Post-Fund Mortgage operations.
  • Reviewed documents for billing purposes.
  • Handled German language translation and localization pre- and post-launch for Yelp DE, AT and CH.
  • Received goods *Responsible for seperating goods into categories *Received positive performance review
  • Position Responding to and resolving customer requests including agents, FMOs, BDs, etc.

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199 POS Jobs

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41. Business Partners
demand arrow
low Demand
Here's how Business Partners is used in Operations Associate jobs:
  • Work closely with business partners to help ensure initiatives are clearly communicated and accurately reflected in the deployment calendar.
  • Ensured seamless operations support within Six Sigma guidelines for internal business partners and external clients.
  • Execute transactions promptly and accurately to respond to customers and business partners.
  • Communicate information effectively to internal and external clients and business partners.
  • Forwarded internal inquiries from business partners to appropriate corporate action representative.
  • Trained international business partners for offshore functions.
  • Research and resolve issues for customers, business partners and Company associates in order to expedite service, installations or orders.
  • Coordinated with management and peers to redesign FinOps website to enable business partners to access up to date and accurate information.
  • See to proper inventory to ensure business partners demands are met in the most efficient manner obtainable.
  • Communicate with other departments with the bank, business partners and local agencies to resolve customer concerns.
  • Upload KYC documentation provided from multiple business partners to various Bank systems to ensure proper retention.
  • Develop planning processes, including communicating with business partners, site sales teams and national operations.
  • Direct contact with customers and various internal business partners to obtain required CDD information.
  • Process paperwork, deposit checks, mail documents to other business partners.
  • Communicated any discrepancies to business partners such as Bank of New York.
  • Represented projects and negotiated details with Google's local business partners.
  • Communicated with business partners to facilitate deal closings and resolve issues.
  • Assisted business partners with Data Quality Risk and Control Self Assessment.
  • Recognized often for delivering superior service to customers and business partners.
  • Planned all delivery routes with efficiency Organized and delivered all meals in a timely manner Maintained customer service with business partners

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46 Business Partners Jobs

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42. Prime Brokers
demand arrow
low Demand
Here's how Prime Brokers is used in Operations Associate jobs:
  • Established relationships and communicated daily with prime brokers on settlement issues.
  • Reviewed cash collateral and cash margin reports from various prime brokers and prepared summaries of reports for operational managers and CFO.
  • Interacted daily with traders, prime brokers and fund administrators to ensure all trade issues were resolved accurately and timely matters.
  • Assist with review of daily reporting including reconciliations from administrator and prime brokers, performance reports and compliance reports.
  • Generated and distributed open fail reports on Excel for multiple clients and prime brokers to manage and reduce fails.
  • Liaised with prime brokers, traders and executing brokers on trade issues/settlements to ensure trades settled on time.
  • Maintained communication channels with seven prime brokers, monitored prime broker data feeds, and resolved occasional discrepancies.
  • Communicate with over 20 Custodians and Prime Brokers to ensure corporate actions are validated on client statements.
  • Performed all trade resolution for unmatched and failed trades with prime brokers and execution brokers.
  • Reconciled cash transactions, equity and fixed income positions vs. prime brokers and fund administrator.
  • Maintained a relationship with over 300 Prime Brokers and updated a contact list.
  • Interacted with Prime Brokers, Administrators and Auditors on a daily basis.
  • Set up and updated Prime Brokers DVP, DTC settlement instructions.
  • Performed reconciliations of cash/trade positions between hedge fund client, company internal ledgers, and prime brokers.
  • Liaised with prime brokers and counterparties to resolve post-settlement issues resulting from daily wire activity.
  • Communicated daily with prime brokers and counterparties to resolve mismatched, open and failed trades.
  • Monitored margin, collateral and exposures across prime brokers and ISDA counterparties.
  • Corresponded with prime brokers and counterparties to reconcile daily trade activity.
  • Interacted on a daily basis with prime brokers and client counterparties.
  • Research requirements for onboarding new prime brokers and successfully helped launch two new prime broker/Bridgewater relationships.

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43. Quickbooks
demand arrow
low Demand
Here's how Quickbooks is used in Operations Associate jobs:
  • Processed and paid all office invoices with the use of Dynamics GP; received and prepared client invoices using QuickBooks.
  • Utilized Google docs/e-mail, Calendars, Excel, MS Word and QuickBooks for correspondence and school/district invoicing.
  • Maintained company financial accounts on Quickbooks.
  • Account management of information (regarding employees, clients, and financial information,) using QuickBooks software.
  • Managed a staff of five and a [ ] budget; implemented accounting and reporting processes using QuickBooks.
  • Maintained corporate accounts payable and receivables using Intuit Quickbooks, with monthly reconciliation of corporate accounts.
  • Entered sales orders, created invoices, and received payments in QuickBooks.
  • Rectified thousands of dollars in accounting mistakes in Quickbooks.
  • Worked in QuickBooks to create Sales Orders, Pick lists, ect.
  • Studied and took the exam for becoming a Pro Advisor in the QuickBooks Online support network.
  • Handled clerical and office duties for the branch manager Assisted with billing using Quickbooks Online.
  • Utilized QuickBooks, Wild Apricot, Avectra, and Memberclicks to organize and analyze data.

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44. OTC
demand arrow
low Demand
Here's how OTC is used in Operations Associate jobs:
  • Tracked, filed and maintained OTC product documentation and provided information to internal and external customers.
  • Performed calculations to determine active ingredient quantities for OTC medications.
  • Confirmed and allocated trade settlements for OTC and exchange-traded instruments.
  • Assisted with collateral management for OTC derivative products.
  • Manufactured Over-the-Counter (OTC) medications for research and development activities, new product validations, and routine production.
  • Participated in a number of city Color Guard and Community Service Events with ROTC program and my church.
  • Provided operational support services for all Institutional OTC and municipal trading as well as Correspondent inquiries: 1.
  • Perform daily, weekly and monthly portfolio reconciliations of OTC MTM, Minimum Thresholds and resulting Collateral call.
  • Identify, manage, and resolve Futures/OTC trades, position and cash breaks between systems.
  • Processed commodity, live equity and Over the Counter (OTC) stock market orders.
  • Supported the OTC Derivatives department on settlement issues related to Exotic Option trades.
  • Confirmed derivatives transactions (OTC's, Swaps, Futures, etc.)
  • Opened and processed new OTC fixed income derivative swap account.
  • Managed the collateral of OTC derivatives to mitigate counterparty credit risks
  • Settled and reconciled OTC trades for interest rate swaps, credit default swaps, total return swaps, swaptions and commodities.
  • Projected short securities report NYSE, Amex & OTC securities registration, NYSE form, (600-TC) Detail.
  • Worked with brokers to have documents amended if needed and kept the OTC confirmation page updated.
  • Assisted with onboarding the client's OTC cleared swap trades to meet CFTC regulatory mandate.
  • Provided top notch customer service and support to clients and shareholders as an integral member of the Client Relations team.
  • Gained experience in sales reporting systems: eBi, Salesfore Dotcom, CE, & Seibel

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45. Fedex
demand arrow
low Demand
Here's how Fedex is used in Operations Associate jobs:
  • Work in Excel, Adobe, Google Docs and FedEx Ship Manager Software became proficient in a matter of weeks.
  • Coordinated daily conferencing and analysis of billing issues for 15 assigned business clients, including FedEx/Kinko's.
  • Received, sorted, and delivered FedEx, UPS, and US Mail to various departments.
  • Recognized for assisting FedEx in retrieving lost files for real estate department, enhancing operations.
  • Award recognition for assisting FedEx in retrieving lost files for Real Estate Dept.
  • Processed sample requests using FedEx Manager, UPS software and postage machines.
  • Prepared all shipments with the use of UPS and FedEx shipping software.
  • Ship and Receive UPS and FEDEX Packages Daily for Online Orders.
  • Picked up, prepared, and dropped off FedEx shipments daily.
  • Shipped and received packages via UPS, FedEx and/or messenger service.
  • Prepare UPS, FedEx and Certified Return Receipt shipments.
  • Provided superior customer service to FedEx & Hotels.com customers.
  • Process and ship customers' orders via FedEx.
  • Prepare outgoing mail for FedEx pick ups.
  • Operate Mail Equipment (Parcel Post, UPS, FedEx)
  • Box, USPS, FedEx and UPS.
  • Ship inventory to other distributor warehouses using Fedex system.
  • Prepared and allocated monthly FedEx and Staples expenses on S.A.P system for accountants.
  • Arrange and coordinate orders for shipping thru FEDEX, USPS, and UPS.
  • Opened and sorted mail in a timely fashion Data entry Took care of UPS and FedEx packages and supplies

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77 Fedex Jobs

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46. Liaise
demand arrow
low Demand
Here's how Liaise is used in Operations Associate jobs:
  • Liaised with administrators and fund managers to ensure timely and accurate delivery of monthly estimates and account statements.
  • Liaised with fund administrators and accounting departments to provide transparency on account information.
  • Liaised with Project Management to create cost estimation with regards to our M2M curves (FX, IR, Commodities).
  • Monitor laptop, blackberry distribution list and liaise with vendors in maintaining office equipment, and coordinating IT assistance.
  • Liaised with company's clearing firm (Pershing) to ensure settlement, while monitoring and managing incoming orders.
  • Liaised with Legal, Credit, Middle Office, Collateral and other teams to resolve issues.
  • Liaised with traders, clearing brokers, and counter parties to report trades and resolve discrepancies.
  • Supported project management units on audits, liaised with F&A and Recruitment Management Department.
  • Liaised with IT in order to increase efficiency and reduce error in trade booking process.
  • Liaised between trading desk, clients, and trade management teams internally and externally.
  • Liaised with HQ's Management Services and overseas project team regarding cross-cutting project start-up.
  • Liaised with Traders, Marketers, Controllers and Credit departments on complex deal terms.
  • Follow up with and liaise with fund companies to ensure accuracy.
  • Liaised with trading desks and correspondents.
  • Fund audited by SEC, liaise with auditors for deliverables and lead verification process of operational system.
  • Liaised with middle office project managers to ensure new SARS/ Access database propwrly supports confirmation process.
  • Liaised with the Know Your Customer (KYC) team on new counter-party issues.
  • Liaised with all derivative counterparties to ensure receipt of timely and accurate payments.
  • Liaised, triaged and tracked daily helpdesk/IT requests to ensure timely and complete resolution.
  • Liaised efficient communication between client and broker Managed branch workflow for project completion Analyzed financial movements for portfolio implementation

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47. RF
demand arrow
low Demand
Here's how RF is used in Operations Associate jobs:
  • Interfaced with management and sales representatives to improve productivity and customer satisfaction.
  • Perform other warehouse duties as assigned, including inventory shipment unloading.
  • Participate in performance assessment of Operations Associates.
  • Perform account reconciliation and data analysis.
  • Perform scheduled preventive maintenance, such as checking, cleaning, or repairing equipment, to detect and prevent problems.
  • Covered front and back office operations, performed receptionist duties for handling calls and new business referrals.
  • Maintained internal contact lists, mailings, distribution of newsletters and performed other duties as assigned.
  • Exceeded performance in processing customer documents with a standard goal of 200 documents per day.
  • Solicit feedback from L&D team on coordinators' performances and overall LO support.
  • Performed scheduling (tenants and contractors) and file maintenance, both print and electronic.
  • Assisted contract Program Managers with Performance compliance and Quality Assurance, reporting and record keeping.
  • Performed visual inspections of all rental vehicles prior to leaving the premises for damage.
  • Recruit and train store staff to meet competitive employment and performance guidelines.
  • Maintained office equipment, ordered supplies and performed data entry.
  • Analyzed expenditures, performed budgeting in Microsoft Excel and QuickBooks.
  • Performed Same Day quality assurance for the IRA division.
  • Performed other duties, as assigned.
  • Performed all duties related to Gas Booth ensuring only authorized personnel makes purchases from MCCS gas station.
  • Perform the following managerial duties: - Hiring and on-boarding new associates.
  • open enrollment procedures, facilitating departmental performance reviews, etc.).

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56 RF Jobs

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48. Expense Reports
demand arrow
low Demand
Here's how Expense Reports is used in Operations Associate jobs:
  • Processed monthly expense reports reflecting supporting documents.
  • Prepared travel arrangements and processed expense reports.
  • Coordinated and scheduled travel and created and submitted expense reports using an internal database for the vice presidents of the company.
  • Prepared month-end revenue and expense reports, yearly forecasts, and moving average trends for Head of Institutional Equities.
  • Process travel expense reports in a timely and efficient manner.
  • Generated expense reports for staff and client reimbursements.
  • Prepared Travel Expense Reports for Faculty and Volunteers.
  • Maintain tracking of monitoring visits and expense reports.
  • Processed expense reports, tracked petty cash.
  • Audit and Code expense reports.
  • Assisted financial department with expense reports, account receivable, account payable and PeopleSoft ID numbers verifications.
  • Processed invoices for check requests, and expense reports to ensure timely payments for consultants and staff.
  • Schedule travel arrangements and process expense reports (with CE's assistance) in a timely manner.
  • Managed all expense reports for office personnel maintaining a commitment to the office budget.
  • Alternate Preparer - Completed all travel authorizations and expense reports.
  • Finance Reports Expense Reports Microsoft outlook, Excel, Word, PowerPoint, and Access
  • expense reports, budgeting Client relationship management Created innovative contests to encourage agents to meet metrics Prepared reports for quarterly business reviews

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9 Expense Reports Jobs

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49. Pallet Jack
demand arrow
low Demand
Here's how Pallet Jack is used in Operations Associate jobs:
  • Operated powered lift trucks, floor sweepers, pallet jacks and forklifts safely, with a 0% incident rate.
  • Filled orders to be shipped, and performed loading and unloading of trucks using forklift, or pallet jack.
  • Organized and keep items in there correct location in the warehouse using forklifts and pallet jacks.
  • Loaded and unloaded trucks with pallets via pallet jack weighing an average of 400-1200 pounds.
  • Load and unload merchandise, pulling orders using cherry picker/electric pallet jack and turret.
  • Operated pallet jacks and forklifts safely and with a 0% incident rate.
  • Operate cherry picker, forklift, reach truck, and pallet jack.
  • Used manual pallet jack to unload pallets and store inventory.
  • Operate Fork Trucks, Walk Behind Trucks and Pallet Jacks.
  • Unloaded cargo from truck with hand trucks and pallet jacks.
  • Loaded and unloaded merchandise using a ladder and pallet jack.
  • Use of pallet Jack or forklift to unload containers.
  • Operated forklift and pallet jack when maneuvering products.
  • Operate electric pallet jack to transport product.
  • Operated pallet jacks and forklifts.
  • Licensed by company to operate all power equipment including, fork lift, walker stacker, and electric pallet jack.
  • Operate equipment including pallet jack, bailer, compactor, freight elevator, scissor lift and pressure washer.
  • Use a electronic pallet jack or a manual pallet jack to move product.
  • Unload containers using an electric pallet jack Perform a cycle count on all inbound material using handheld RF Gun.
  • Inventory Tracking Pallet Jacks Excellent Problem Solving Skills Yearly Inventory Receive and Upload Merchandise Team Player

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21 Pallet Jack Jobs

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50. Monthly Basis
demand arrow
low Demand
Here's how Monthly Basis is used in Operations Associate jobs:
  • Reconciled earnings and delivery performance for advertising campaigns on a monthly basis.
  • Prepared portfolio data on a monthly basis for performance analysis.
  • Gathered and provided financial data for summary of assets under management report on a monthly basis for the Private Client Group.
  • Act as petty cash fund custodian and maintain receipt and disbursement records to reconcile funds on a monthly basis.
  • Conduct counseling calls with vendors regarding their performance on a monthly basis and adjusting priority ratings in the system.
  • Educate our cable partners on our processes, time tables and other important changes on a monthly basis.
  • Maintained the postage meter, prepared outgoing mail, and provided mas90 reports on a monthly basis.
  • Assemble and enter fleet reports and logs into a portal and a spreadsheet on a monthly basis.
  • Manage the Marketing Qualified Lead reporting process on a daily, weekly, and monthly basis.
  • Check accounts to insure everything is processed correctly on a daily and monthly basis.
  • Reconciled CDO Trustee Reports on a monthly basis and compliance tests for reporting purposes.
  • Trained network and school-based teams to create & analyze reports on monthly basis.
  • Reconciled all separately managed and mutual fund accounts on a monthly basis.
  • Create financial reports on weekly/monthly basis for Director of Air Operations.
  • Update offices on a weekly and monthly basis on regional status.
  • Reconciled accounts on a monthly basis for Eagle Asset Management.
  • Maintain inventory for multiple locations on a monthly basis.
  • Completed structured FX Option confirmation reports on a daily, weekly and monthly basis (i.e.
  • Monitored two of the firms biggest clients which generated commission of 1MM on a monthly basis
  • Identify taxable muni and update variable and floating rates on a monthly basis using Bloomberg.

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3 Monthly Basis Jobs

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Operations Associate Jobs

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20 Most Common Skills For An Operations Associate

Customer Service

20.4%

Procedures

15.4%

Financial Advisors

11.0%

Ensure Compliance

10.8%

New Accounts

6.3%

Store Operations

5.4%

Data Entry

5.0%

Portfolio

4.1%

Equity

2.8%

Phone Calls

2.1%

Sales Floor

1.9%

New Clients

1.8%

Special Projects

1.8%

Inventory Control

1.7%

Customer Orders

1.7%

Troubleshoot

1.6%

Inventory Management

1.6%

Sort

1.6%

Daily Operations

1.6%

High Volume

1.5%
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Typical Skill-Sets Required For An Operations Associate

Rank Skill
1 Customer Service 15.8%
2 Procedures 11.9%
3 Financial Advisors 8.5%
4 Ensure Compliance 8.3%
5 New Accounts 4.9%
6 Store Operations 4.2%
7 Data Entry 3.8%
8 Portfolio 3.2%
9 Equity 2.1%
10 Phone Calls 1.6%
11 Sales Floor 1.5%
12 New Clients 1.4%
13 Special Projects 1.4%
14 Inventory Control 1.3%
15 Customer Orders 1.3%
16 Troubleshoot 1.2%
17 Inventory Management 1.2%
18 Sort 1.2%
19 Daily Operations 1.2%
20 High Volume 1.1%
21 Financial Statements 1.1%
22 Corporate Actions 1.0%
23 Office Supplies 1.0%
24 Powerpoint 1.0%
25 HR 0.9%
26 ACH 0.9%
27 FX 0.9%
28 DTC 0.9%
29 Wire Transfers 0.8%
30 Ensure Accuracy 0.8%
31 CRM 0.8%
32 Front Desk 0.8%
33 Bloomberg 0.8%
34 Process Improvement 0.8%
35 Cycle Counts 0.8%
36 Operational Support 0.7%
37 Technical Support 0.7%
38 FDA 0.7%
39 ATM 0.7%
40 POS 0.7%
41 Business Partners 0.7%
42 Prime Brokers 0.6%
43 Quickbooks 0.6%
44 OTC 0.6%
45 Fedex 0.6%
46 Liaise 0.6%
47 RF 0.6%
48 Expense Reports 0.6%
49 Pallet Jack 0.6%
50 Monthly Basis 0.6%
{[{skill.rank}]} {[{skill.name}]} {[{skill.percentageDisplay}]}%
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14,082 Operations Associate Jobs

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