Kforce has a client in San Diego, CA that is seeking an Operations Associate. Responsibilities: * Review incoming documentation for new direct business and brokerage accounts to ensure completeness and accuracy * Process new account setups and transaction requests * Provide backup support for brokerage and advisory account processing on the Pershing platform * Execute account maintenance tasks including updates to account details, addresses, beneficiaries, and advisor assignments across internal and clearing firm systems * Handle Change of Broker-Dealer requests and annuity appointment applications * Investigate and resolve commission discrepancies and hold issues for advisors * Manage signature guarantee requests, including logging and forwarding to appropriate parties * Prepare and send outgoing correspondence such as letters, emails, and faxes * Foster strong working relationships with advisors, business partners, transfer agents, and fund companies * Perform high-volume data entry with a strong emphasis on accuracy and meeting strict deadlines * Take on additional responsibilities as needed