Client Operations Analyst

New York City



  • Collaborate with internal teams to handle various client processes, including:
  • Coordinate subscription documents for private investments.
  • Perform investment operations, bill pay, and general money movement.
  • Execute and manage the client on-boarding process, account openings and transfers.
  • Facilitate timely responses and deliverables to Client Teams with a high degree of accuracy.
  • Manage relevant client data, create and maintain centralized records that are comprehensive and precise.
  • Develop and maintain partnerships with other internal teams on client service processes, workflow and procedures.
  • Partner closely with select external service providers.
  • Effectively prioritize tasks and projects for clients and manage expectations with Client Teams.
  • Promote and ensure respect for client privacy and confidentiality in all matters.
  • Be an engaged culture carrier and participate in firm-wide initiatives.




  • 1 to 5 years’ experience coming from Wealth Management, Ultra High Net Worth support, Operational experience






Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 2/8/2021
Salary $85,000 - $95,000 + bonus

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