Remote Financial Services Platform Operations Associate

Advyzon; Lisle (IL); On-site; USD 65,000 - 96,875; Full time

Job summary

Advyzon is seeking an Operations Associate to support the onboarding, billing coordination, reporting, and day-to-day service requests for strategists and third party managers on the AIM platform. The role emphasizes operational efficiency and cross-functional collaboration.

Ideal candidates will have strong communication, detail orientation, and a pro-active, entrepreneurial mindset, with openness to leveraging AI and automation to scale processes.

Qualifications

• Bachelor’s degree required.
• Strong written and verbal communication skills.
• Interest in AI, automation, and platform operations to improve efficiency.

Responsibilities

• Support onboarding and operational setup for strategists and third party managers on the AIM platform.
• Coordinate fee setup, billing communications, invoice distribution, and related processes.
• Assist with fee reconciliation, tracking, and inquiries.
• Generate and distribute reports for strategists and internal stakeholders.
• Handle platform-related service requests including password resets and account maintenance.

Skills

Communication

Detail-oriented

Problem-solving

Independent work

Cross-functional collaboration

Excel

Remote work

Adaptability

Education

Bachelor’s degree

Tools

Microsoft Excel

Job description

Advyzon is seeking an Operations Associate to support the onboarding, billing coordination, reporting, and day-to-day service requests for strategists and third party managers on the AIM platform. The role emphasizes operational efficiency and cross-functional collaboration.

Ideal candidates will have strong communication, detail orientation, and a pro-active, entrepreneurial mindset, with openness to leveraging AI and automation to scale processes.