Investment Operations Specialist: Onboarding & Client Service

Park Avenue Capital; Omaha (NE); On-site; USD 75,000 - 85,000; Full time

Job summary

Park Avenue Capital is seeking an Investment Operations Associate to join our Omaha team. The role coordinates account onboarding, servicing, and maintenance, acting as a critical partner to advisors and supporting efficient client experiences.

Qualified candidates have 2+ years in wealth/investment management, a relevant bachelor’s, and strong organizational and communication skills; progress toward standards licenses is expected. Salary range USD 75,000–85,000; exempt, full-time opportunity.

Qualifications

• 2+ years in wealth/investment management or similar operational roles.
• Bachelor’s in business, accounting, finance, or related field; MBA/CPA preferred.
• Demonstrated ability to streamline processes for efficiency and accuracy.
• Strong attention to detail and disciplined document management.

Responsibilities

• Assist onboarding investment clients and complete opening docs.
• Support account transfers, beneficiary updates, and maintenance requests.
• Maintain accurate CRM records and client documentation.
• Process paperwork for advisor review and submission.
• Respond to routine client service requests and inquiries.
• Ensure compliance with firm policies and regulations.
• Monitor workflows and follow up on outstanding items.
• Support reporting and meeting preparation.

Skills

2+ years experience

MS Office proficiency

Highly organized

Collaborative

Accurate and detail oriented

Strong communication

Security licenses progress (SIE, Life/

Education

Bachelor’s degree in business/finance/related

Master’s degree preferred

Tools

Microsoft Office Suite

Job description

Park Avenue Capital is seeking an Investment Operations Associate to join our Omaha team. The role coordinates account onboarding, servicing, and maintenance, acting as a critical partner to advisors and supporting efficient client experiences.

Qualified candidates have 2+ years in wealth/investment management, a relevant bachelor’s, and strong organizational and communication skills; progress toward standards licenses is expected. Salary range USD 75,000–85,000; exempt, full-time opportunity.