Operations Associate

The Jamrog Group; Holyoke (MA); Hybrid; USD 50,000 - 55,000; Full time

Benefits offered by this job

Remote or hybrid work options

Annual performance bonus after one年 of

401(k) with employer match after one年

Group disability income insurance

Generous paid time off

Job summary

The Jamrog Group in Holyoke, MA is seeking an Operations Associate to keep our financial planning and client service engine running smoothly. This role suits detail-oriented, organized individuals who own their work and follow through from start to finish.

You'll manage workflows across the planning lifecycle, prepare for client meetings, and support advisors and clients with account maintenance and documentation in our CRM and planning software. Remote options support flexibility.

Qualifications

• 2+ years in operations or client service in financial services or similar setting.
• Strong organization and time-management with multiple priorities.
• Excellent attention to detail and follow-through.
• Strong written and verbal communication.
• Proactive ownership of responsibilities.
• Comfort with established processes while identifying improvements.
• Ability to learn new technology and systems quickly.
• Proficiency with Microsoft Office.

Responsibilities

• Manage financial planning workflows across the planning lifecycle.
• Track engagements, deadlines, outstanding items, and next steps.
• Coordinate invoicing and recurring service activities.
• Prepare forms for client signature.
• Enter and maintain accurate client information in CRM and planning software.
• Identify stalled workflows and move them toward completion.
• Prepare advisors for client meetings and generate agendas.
• Review prior notes, outstanding actions, and anticipate client needs.
• Process account maintenance requests and support servicing activities.
• Monitor paperwork and proactively follow up with clients and internal teams.
• Maintain accurate client records and CRM data.
• Communicate clearly so clients and advisors understand next steps.

Skills

Organization

Time management

Attention to detail

Communication skills

Ownership

Problem-solving

Process improvement

Microsoft Office

Tools

Advisor360

Wealthscape

RightCapital

Envestnet

Job description

About The Jamrog Group

The Jamrog Group | Holyoke, Massachusetts

Remote within the Central or Eastern time zones, or hybrid/in-person in Holyoke, MA

At The Jamrog Group, we believe exceptional financial planning starts with exceptional people.

We're a planning-first wealth management firm serving approximately 350 households across 35 states. We help successful individuals and families make confident financial decisions through comprehensive planning, proactive advice, and long-term relationships. Our team is curious, collaborative, and committed to continuous improvement. We ask thoughtful questions, sweat the details, support one another, and genuinely care about the experience we create for our clients and each other. If that sounds like the kind of team you'd like to be part of, we'd love to meet you.

About the Role

We're looking for an Operations Associate to help keep our financial planning and client service engine running smoothly.

This role is ideal for someone who thrives on organization, attention to detail, and follow-through. You'll coordinate the administrative and operational aspects of our client experience by keeping workflows moving, preparing for client meetings, managing outstanding items, and ensuring important details don't fall through the cracks.

Most importantly, we're looking for someone who takes ownership. The right person notices when something is missing, follows up without being asked, and takes pride in seeing things through to completion.

If you love checklists, systems, solving small problems before they become big ones, and creating order from complexity, you'll fit right in.

What You'll Do

Financial Planning Operations

• Manage financial planning workflows across the planning lifecycle
• Track planning engagements, deadlines, outstanding items, and next steps
• Coordinate invoicing and recurring service activities
• Prepare forms for client signature.
• Enter and maintain accurate client information within our CRM and financial planning software
• Identify stalled or incomplete workflows and proactively help move them toward completion

Meeting Preparation & Case Coordination

• Prepare advisors for client meetings through thoughtful organization and preparation
• Generate meeting agendas and other preparation materials
• Review prior meeting notes, outstanding action items, and anticipate client needs

Client Service & Account Maintenance

• Process account maintenance requests including: beneficiary updates, payment instruction updates, and other account maintenance requests
• Support investment and insurance servicing activities by supporting our senior team members by reducing their administrative tasks
• Monitor outstanding client paperwork and proactively follow up with clients, advisors, and internal team members as needed
• Maintain accurate client records, CRM data, and documentation
• Communicate clearly and proactively so clients & advisors understand what is needed, what happens next, and where their requests stand

What Success Looks Like

• You're successful in this role when advisors are prepared, client requests move successfully to completion, planning workflows stay on track, and the team can trust that when something lands with you, they can consider it done.
• You anticipate next steps, communicate proactively, and notice details others might miss. You don't wait for someone to tell you that something is overdue—you see it, follow up, and move it forward.
• Over time, you'll develop a strong understanding of our clients, systems, and processes and become a trusted resource for both our advisors and operations team.

Core Qualifications

• 2+ years of experience in operations, client service, financial services, insurance, banking, or another detail-oriented professional environment
• Strong organizational and time-management skills with the ability to manage multiple priorities simultaneously
• Excellent attention to detail and follow-through
• Strong written and verbal communication skills
• A proactive approach to problem-solving and a willingness to take ownership of responsibilities
• Comfort working within established processes while identifying opportunities to make them better
• Ability to learn new technology, systems, and processes quickly
• Proficiency with Microsoft Office

Preferred Qualifications

• Prior experience in financial services, wealth management, financial planning, insurance, or a related industry
• Experience supporting financial advisors or planners
• Familiarity with investment account servicing and operations
• Experience with Advisor360, Wealthscape, RightCapital, Envestnet, or similar financial services platforms

Financial services experience is a plus, but it isn't everything. We're equally interested in candidates who bring strong operational instincts, exceptional follow-through, and a genuine desire to learn.

Expected hours are Monday-Friday from 8am-4:30pm. We offer meaningful flexibility in schedule and work location for team members who consistently deliver accurate, on-time work — the better the track record, the more autonomy you can expect.

• $50,000–$55,000 annual salary
• Annual performance bonus after one year of service
• 401(k) with employer match after one year of service
• Group disability income insurance
• Generous paid time off
• Remote or hybrid work options

Interested?

If you're someone who loves making things run smoothly, takes pride in getting the details right, and enjoys being part of a collaborative team, we'd love to hear from you.