Operations Associate - New York
: Job Details :

About Us:

Kingswood U.S. is a leading financial services firm based in New York, specializing in delivering innovative solutions to our clients. Join our team of dedicated professionals and contribute to our commitment to excellence.

Role Overview:

We are seeking a motivated and detail-oriented Operations Associate to join our team. This full-time, in-office role is ideal for candidates with prior experience in operations who thrive in a fast-paced environment.

Key Responsibilities:

• Support daily operational tasks to ensure smooth business processes.
• Collaborate with internal teams to optimize workflows and maintain efficiency.
• Handle client service inquiries and provide timely resolutions.
• Maintain accurate records and manage data entry processes.
• Assist with compliance and regulatory documentation.

Qualifications:

• Prior experience in operations preferred.
• Strong organizational and multitasking skills.
• Excellent communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite and CRM platforms is a plus.
• Bachelor's degree or equivalent experience.