Operations Associate, Financial Services
Leeds Professional Resources
Miami, FL0–2 yrs2h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years
- Must know
- OperationsTaxCustomer service
- Work
- On-site in Miami
- Pay
- Not stated by the employer.
- Listed
- Oct 28, 2026 · still open
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About the Role
We are seeking an Operations Associate fluent in English and Spanish to join our client's team.
Key Responsibilities
- Review, process, and monitor new and existing international customer accounts.
- Use critical thinking skills to review documents and data.
- Support branch offices to onboard and maintain foreign accounts.
- Investigate and review documentation for opening new international accounts, including complex entities.
- Process client requests.
- Provide support and guidance to branch offices regarding legal opinions for international jurisdictions and documentation required based on each account type.
- Process and update information on existing international accounts to ensure compliance, including data points such as address, phone number, or authorized individuals.
- Collaborate with other areas such as AML, Tax Reporting, and legal to ensure documentation and data received align with firm policies and procedures.
- Review and monitor daily reports as related to new and existing foreign accounts.
- Address branch inquiries and concerns promptly, demonstrating a commitment to excellent client service.
Requirements & Tech Stack
- Prior operations experience in financial services.
- Fluent in English and Spanish.