Operations Associate

Camienne Financial

Rogers (AR)

On-site

USD 47,000 - 53,000

Full time

6 days ago

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Benefits offered by this job

Retirement plan with employer matching

Health, dental, and vision insurance

Paid time off and paid parental leave

Direct training and mentorship from an

On-site collaboration with NH HQ

Job summary

Camienne Financial is seeking an Operations Associate to support the Rogers, Arkansas office. This full-time, on-site role sits within a collaborative team and offers meaningful ownership across the firm’s operational infrastructure.

The position focuses on keeping client requests, account activity, and case documentation moving accurately and on schedule, enabling concierge-level service for complex clients.

Qualifications

Exceptional attention to detail is essential; accuracy affects clients.
Proven to build tracking systems, checklists, and workflows across roles.
Ability to diagnose and resolve obstacles independently.
Reliable follow-through with open items closed.
Clear written and verbal communication with precise documentation.
Strong time management in a fast-paced environment.
Proficiency with office productivity software and CRM/financial systems.

Responsibilities

Monitor and process cash movement across client accounts, including contributions, distributions, and standing instructions.
Prepare, submit, and track new account documentation through funding, resolving not-in-good-order items.
Administer incoming and outgoing transfers, rollovers, and journals to completion.
Maintain the firm’s CRM as the authoritative record of all open items with defined ownership and due dates.
Coordinate insurance applications and underwriting workflows, including scheduling and document collection.

Skills

Attention to detail

Organizational discipline

Independent problem-solving

Reliable follow-through

Written and verbal communication

Time management

CRM & productivity software

Education

Associate or Bachelor’s degree in business/finance

Tools

CRM systems

MS Office / Google Workspace

Job description

Camienne Financial is a boutique private wealth advisory firm with offices in Manchester, New Hampshire; Rogers, Arkansas; and Philadelphia, Pennsylvania. The firm delivers comprehensive financial planning, investment management, and risk management strategies to professional athletes, corporate executives and their organizations, business owners, and physicians — clients whose financial circumstances are complex, time-sensitive, and highly individual.

Through our partnership with Northwestern Mutual’s Private Client Group, our clients receive the institutional resources of one of the nation’s leading financial organizations alongside the concierge-level planning and service that only a boutique firm can provide.

About the role

Camienne Financial is seeking an Operations Associate to support the daily operational functions of our Rogers, Arkansas office. This is a full-time, on-site position within a collaborative team offering meaningful ownership and direct visibility across the firm’s operational infrastructure.

The Operations Associate serves as the operational foundation of the office. This individual ensures that client requests, account activity, and case documentation move accurately and on schedule — the discipline that allows the firm to deliver on its standard of concierge-level service.

Role Scope and Career Trajectory

This position is a dedicated, long-term operations role. It is not structured as a preliminary step toward an advisory position, and it does not include a defined pathway into a client-facing or business development capacity. Candidates whose professional objective is to become a financial advisor are unlikely to find this role a strong long-term fit.

We are seeking a career operations professional who takes genuine pride in operational excellence and is motivated by building systems that scale with a growing firm. For the right individual, this seat will expand in scope, responsibility, and compensation as the practice grows.

Primary Responsibilities

Cash management — Monitor and process cash movement across client accounts, including contributions, distributions, and standing instructions.
Account opening — Prepare, submit, and track new account documentation through funding, resolving not-in-good-order items as they arise.
Asset movement — Administer incoming and outgoing transfers, rollovers, and journals, following each item through to completion.
Client task tracking — Maintain the firm’s CRM as the authoritative record of all open items, with defined ownership and due dates.
Risk management workflows — Coordinate insurance applications and underwriting, including examination scheduling, requirement collection, and case progression.
Documentation and data integrity — Prepare and review documentation, validate data, and maintain records consistent with regulatory and firm standards.
Reporting — Produce a weekly pipeline report summarizing all pending business activity.
Process development — Document recurring workflows to ensure operational continuity independent of any individual.
Collaboration — Coordinate daily with the firm’s operations team at our New Hampshire headquarters, as well as with external partners and service providers.

Qualifications

Exceptional attention to detail. This is the defining requirement of the role. In this environment, an incomplete signature or an overlooked deadline carries direct consequences for a client, and accuracy must be consistent rather than occasional.
Demonstrated organizational discipline. A track record of independently establishing tracking systems, checklists, and workflows across prior positions.
Independent problem-solving. The judgment to diagnose and resolve obstacles without direction, paired with the discernment to escalate matters promptly when appropriate.
Reliable follow-through. Consistent closure of open items without prompting or reminders.
Clear written and verbal communication. The ability to manage correspondence, explain procedures, and document activity with precision.
Effective time management. Proven capacity to manage competing priorities and deadlines in a fast-paced professional environment.
Technical proficiency. Competence with office productivity software and CRM or financial systems, and the ability to learn new platforms efficiently.
Professional discretion. Our client base includes public figures, business owners, and senior executives who expect absolute confidentiality.

Preferred Qualifications

Experience within financial services, banking, insurance, or a comparably regulated and detail-intensive industry, with a working knowledge of investment and insurance concepts
Familiarity with Northwestern Mutual systems and processes (advantageous, but not required)
Associate or Bachelor’s degree in business, finance, or a related discipline, or equivalent professional experience
Industry knowledge and firm-specific systems can be taught within the first ninety days. The qualities outlined above cannot, which is why they take precedence in our evaluation.

Compensation and Benefits