Note: The job is a remote job and is open to candidates in USA. Advyzon is seeking an Operations Associate – Third Party Managers to support the operational and service needs of strategists utilizing the AIM platform. The role involves being a key point of contact for operational support, onboarding, billing coordination, reporting, and day-to-day service requests related to third party managers and strategists on the platform.
Responsibilities
- Support onboarding and operational setup of strategists and third party managers on the AIM platform
- Coordinate strategist fee setup, billing communications, invoice distribution, and related operational processes
- Assist with fee reconciliation, tracking, and resolution of fee-related inquiries and discrepancies
- Generate and distribute reports for strategists and internal stakeholders
- Support operational service requests including password resets, account maintenance, and platform support items
- Coordinate intake and processing of strategist performance files for platform uploads and reporting
- Assist with setup and maintenance of shell models and related platform configurations
- Monitor workflows and proactively identify and resolve operational issues while escalating complex items as needed
- Partner with internal teams to improve processes, drive operational efficiencies, enhance the strategist experience, and identify opportunities to leverage AI, automation, and product enhancements
- Maintain accurate records, documentation, and tracking related to strategist operational workflows
Skills
- Strong communication skills, both written and verbal
- Strong attention to detail and organizational skills
- Demonstrated curiosity and willingness to embrace AI, automation, and emerging technologies to improve operational efficiency and scalability
- Ability to manage multiple tasks and workflows with accuracy and accountability
- Strong problem-solving skills and ability to work independently
- Comfortable working cross-functionally with operations, product, service, and leadership teams
- Proficiency in Microsoft Office applications, particularly Excel
- A proactive, entrepreneurial mindset with a willingness to learn and grow in a fast-paced environment
- Ability to thrive in a remote work environment while remaining highly responsive and accountable
- Bachelor's degree required
- Interest in financial services, wealth management, or platform operations
Company Overview
Company H1B Sponsorship