Senior Operations Associate

Responsibilities:

• Serve as the first point of contact for internal operations and compliance support requests, ensuring accurate triage and timely resolution.
• Manage HubSpot administration including workflow error auditing, email segmentation, and data updates.
• Coordinate client onboarding, billing setup, and document management for seamless operations.

Qualifications:

• Prior experience in financial services operations or back-office support, with strong attention to detail.
• Proficiency with CRMs and custodial platforms such as HubSpot, Black Diamond, or Altruist.
• Ability to prioritize tasks under deadlines and maintain high quality in data processing.

Benefits:

• Competitive salary with performance-based bonuses and a 5% 401(k) match.
• Fully remote work with flexible scheduling and unlimited PTO.
• Comprehensive health, vision, dental, and life insurance, plus parental leave and wellness spending account.