Back Office Associate / Operations Associate
Role Overview
You provide critical support by managing data, documentation, and compliance for all financial services, enabling front-office teams to excel.
Key Responsibilities
- Manage data entry, record keeping, and documentation
- Maintain and update client databases and CRM systems
- Support compliance tracking and assist with client onboarding.
- Process client transactions, settlements, and account maintenance.
Qualifications & Skills
- 1–4 years in back office/operations, administration, or client servicing.
- Familiarity with financial products and documentation systems.
- Strong attention to detail, organization, and proficiency in Excel & CRM tools.
Workplace Type
Remote
Employee Type
Full-Time
Experience Level
Associate
Work Experiences ( in years)
1 - 4 years