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Financial Services Operations Associate - Third Party Managers at Advyzon

Compensation

$65,000/yr

Setup
Hybrid
Location
Lisle, Illinois
Type
Full-time
Level
entry
Posted

Description

AIM is hiring an Operations Associate – Third Party Managers to support the operational and service needs of strategists using the AIM platform. The role handles onboarding, fee setup and billing, reporting, performance-file processing, account maintenance, workflow monitoring, and escalation of operational issues. It requires strong communication, organization, problem-solving, Microsoft Office proficiency, and a bachelor’s degree, with financial-services or wealth-management interest preferred. The position offers $65,000 annually plus a 30% bonus and is a hybrid role at the Lisle location.

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