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Operations

Operations Associate

Bethesda, MD

About the Role

Global Advisers is seeking a Operations Associate in Bethesda, MD to support the operational infrastructure behind client accounts, transactions, reconciliations, records, and recurring service workflows. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Responsibilities

  • Process and monitor account-related operational workflows and exceptions.
  • Perform reconciliations and investigate breaks or incomplete transactions.
  • Coordinate cash, transfer, custodian, and documentation activities.
  • Maintain process controls, checklists, and evidence of completed work.
  • Identify recurring operational issues and propose process improvements.
  • Support advisors and client-service teams with timely operational follow-through.

Qualifications

  • Bachelor's degree or equivalent experience.
  • One or more years of investment operations, banking, brokerage operations, wealth management, or related experience preferred.
  • Strong attention to detail, reconciliation ability, and process discipline.
  • Strong Excel and organizational skills.
  • Ability to manage time-sensitive requests and escalate exceptions.

Preferred Qualifications

  • Experience with custodial platforms, portfolio accounting, billing, or account transfers.
  • Operations or project-management certification.

Skills for This Role

Custodian Operations, Reconciliation, Account Transfers / TOAs, Cash Management, Workflow Management, Process Improvement, Quality Control, Excel

How We Evaluate Candidates

Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.

Employment Notices

Equal Employment Opportunity

Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.

Reasonable Accommodation

Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.

Employment Information

Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.