Client Operations Analyst

Job Title : Client Operations Analyst

Our client is seeking a detail-oriented and proactive professional to support daily operational tasks within our Wealth Management account-opening team. In this role, you will follow established procedures, ensure timely completion of assigned work, and appropriately escalate issues when necessary.

Responsibilities :

• Open and maintain investment accounts within the Wealth business line.
• Review and analyze investment management agreements, basic wills, trust documents, and other legal agreements governing fiduciary and non-fiduciary relationships.
• Apply knowledge of regulatory frameworks, including OCC and SEC guidelines, to ensure accurate processing.
• Input relationship details into internal systems and prepare summaries as required.
• Work under the guidance of the Team Leader and Manager to meet daily deliverables and service expectations.

Qualifications :