Operations Analyst

3 months ago

Tempe, United States TalentBridge Full time

Job Description:

As an Account Documentation Specialist, you will be responsible for the approval and review of account documents received from advisors. Your role will involve performing a set amount of tasks daily using several applications, ensuring all procedures and guidelines are strictly followed.

Key Responsibilities:

  • Approval of new account documentation.
  • Conduct general maintenance of accounts.
  • Ensure compliance with company policies and regulatory requirements.
  • Maintain accurate and detailed records of all account documentation.
  • Communicate effectively with advisors to resolve any discrepancies or issues.

Minimum Education Required:

  • Bachelor's degree preferred.

Software/Systems Skills Required/Preferred:

  • Solid working knowledge of Microsoft products (e.g., Word, Excel, Outlook).

Required Skills:

  • Strong attention to detail.
  • Ability to follow specific instructions accurately.
  • Excellent organizational skills.
  • Good communication skills, both written and verbal.
  • Ability to work independently and as part of a team.
  • Strong analytical skills.

Preferred Skills:

  • Experience in a similar role within the financial services industry.
  • Knowledge of account management processes and documentation standards.
  • Familiarity with compliance and regulatory requirements related to account management.


This role is critical in ensuring the accuracy and compliance of account documentation, contributing to the overall efficiency and effectiveness of our operations. If you are meticulous, process-oriented, and have a knack for managing account documentation, we encourage you to apply.

  • IT Operations Analyst

    2 weeks ago

    Tempe, Arizona, United States WELLS FARGO BANK Full time

    About this Position:Wells Fargo is looking for a Technology Operations Analyst to join the Chief Operating Office team.Key Responsibilities:Engage in projects and identify areas for improvement within technology operations.Assess basic or tactical challenges that necessitate investigation and analysis.Oversee major incident management, ensuring teams...

  • kyc operation analyst

    2 days ago

    Tempe, United States Themesoft Inc. Full time

    Position:-KYC Operation AnalystLocation:-Tempe,AZ(onsite)Client:-CognizantJD:-1 to 4 years of KYC Operations experiencePerform KYC and client documentation analysis in support of the approval process for new customers, along with any remediation, renewal or amendments for existing customers, and identify and apply regulatory requirements of the applicable...

  • KYC Operations Analyst

    6 hours ago

    Tempe, Arizona, United States Themesoft Inc. Full time

    Job DescriptionRole: KYC Operations AnalystLocation: RemoteRate: $30/hr on W2 OR $35/hr on 1099Job Summary:We are seeking a highly skilled KYC Operations Analyst to join our team at Themesoft Inc.The ideal candidate will have 1 to 4 years of experience in KYC Operations and a strong understanding of regulatory requirements.Key Responsibilities:Perform KYC...

  • Revenue Operations Senior Analyst

    2 weeks ago

    Tempe, Arizona, United States Progress Residential Full time

    Join Our TeamAre you seeking a role with a vibrant, goal-driven organization? At Progress Residential, we are rapidly expanding and in search of unique talent to enhance our team.About Progress ResidentialAs the leading provider of high-quality, single-family rental homes in the United States, we manage over 90,000 properties in some of the nation's most...

  • KYC Operations Analyst

    2 months ago

    Tempe, United States Themesoft Inc. Full time

    Role: KYC Operations AnalystLocation: Tempe, AZ (onsite at office)Rate: $30/hr on W2 OR $35/hr on 1099Job description:1 to 4 years of KYC Operations experiencePerform KYC and client documentation analysis in support of the approval process for new customers, along with any remediation, renewal or amendments for existing customers, and identify and apply...

  • Senior Business Analyst, Program Operations Strategy

    4 days ago

    Tempe, Arizona, United States Oscar Health Full time

    About the RoleThe Senior Business Analyst, Program Operations Strategy plays a key role in supporting the development and execution of performance measurement and value creation across the Program Operations team.This includes identifying and evaluating opportunities to make care more affordable for members, and to improve efficiencies across Oscar's...

  • Senior Business Operations Analyst

    4 hours ago

    Tempe, Arizona, United States KellyMitchell Group Full time

    Job Summary:KellyMitchell Group is seeking a highly driven Senior Business Operations Analyst with an IT Service Management background to join their team. This position is a great opportunity for a professional to utilize their analytical skills and experience in process improvement to drive business growth.Duties and Responsibilities:Conduct research and...

  • Analyst, Advisory Operations

    1 month ago

    Tempe, Arizona, United States LPL Financial Full time

    Are you a team player? Are you curious to learn? Are you solution-oriented and passionate about delivering results? Excited to learn more? If so, then this could be the role for you LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,...

  • Business Operations Analyst

    1 day ago

    Tempe, Arizona, United States Workforce Opportunity Services Full time

    About the RoleWorkforce Opportunity Services (WOS) is a leading nonprofit organization dedicated to developing the skills of untapped talent from historically underrepresented communities. We are seeking a highly motivated and detail-oriented Business Operations Analyst to join our team.Key ResponsibilitiesMaintain vendor relationships and act as a liaison...

  • Program Financial Analyst

    2 months ago

    Tempe, United States Cubic Full time

    Provides basic financial and schedule control services for assigned projects. Supports Program Managers and program functional participants and other Program Financial Operations personnel in the financial/schedule management of generally smaller pro Financial Analyst, Financial, Program, Analyst, Accounting, Banking, Transportation

  • Quality Assurance Analyst

    2 weeks ago

    Tempe, Arizona, United States Turn Up Talent Full time

    Quality Assurance Analyst Overview: This role is pivotal in executing measurement initiatives as necessary and overseeing programs for the Coordinate Measuring Machine (CMM) pertaining to measurements and evaluations.Quality Assurance Analyst Qualifications/Requirements: Relevant academic background or a minimum of 2 years of pertinent professional...

  • Senior Analyst of Wholesale Operations

    2 weeks ago

    Tempe, Arizona, United States Achieve Full time

    Position Overview:As a Senior Analyst in Wholesale Operations, you will play a pivotal role in enhancing the financial well-being of individuals through innovative digital solutions. Your contributions will significantly influence the operational dynamics between Achieve and its Wholesale Partners.Key Responsibilities:Engage with Wholesale stakeholders and...

  • Senior Utilization Management Analyst

    2 weeks ago

    Tempe, Arizona, United States Oscar Health Full time

    Senior Analyst - Utilization Management Regulatory OperationsOscar Health is a pioneering health insurance provider dedicated to enhancing member experiences through advanced technology solutions. We are in search of a Senior Analyst to become an integral part of our Utilization Management Regulatory Operations division.Role OverviewThe Senior Analyst will...

  • Principal Financial Analyst

    2 weeks ago

    Tempe, Arizona, United States Becton, Dickinson & Company Full time

    About UsAt Becton, Dickinson & Company, we are committed to being at the forefront of medical technology. Our mission is to advance health globally, and we recognize that achieving this requires the creativity and dedication of our entire team.Role OverviewAs a Senior Financial Analyst, you will play a crucial role in supporting our financial operations....

  • System Analyst

    2 weeks ago

    Tempe, United States Mission Recruit Full time

    Fortune 500 companyFortune's Best Places to WorkRoom for growthGreat Culture + BenefitsCollaborative Team SummaryOur Fortune 500, Fortune's "Best Places to Work" client is looking for a Systems Analyst. This role will provide technical expertise and documentation to support the development, enhancement, and maintenance of the company’s systems. The Systems...

  • Systems Analyst II

    2 weeks ago

    Tempe, United States Mission Recruit Full time

    Fortune 500 company Fortune's Best Places to Work Room for growth Great Culture + Benefits Collaborative Team Summary Our Fortune 500, Fortune's "Best Places to Work" client is looking for a Systems Analyst. This role will provide technical expertise and documentation to support the development, enhancement, and maintenance of the companys systems. The...

  • Pharmacy Data Analyst

    4 weeks ago

    Tempe, United States Birdi, Inc. Full time

    Job DescriptionJob DescriptionPHARMACY DATA ANALYST(Pharmacy Operations)A bit about BirdiAt Birdi, we have a fresh perspective on healthcare. We think you should feel good about getting your prescriptions filled. So, we are working to simplify how you manage insurance, find the best prices, choose a delivery option that works for you, and keep track of your...

  • Sr. Wholesale Operations Analyst

    4 weeks ago

    Tempe, United States Achieve Full time

    Job DescriptionJob DescriptionCompany DescriptionAchieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include...

  • Fraud Analyst

    2 months ago

    Tempe, Arizona, United States LPL Financial Full time

    Are you a team player? Are you curious to learn? Are you interested in supporting others as they grow their business? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for youLPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor,...

  • Delivery Optimization Lead Analyst, Pharmacy Operations

    1 month ago

    Tempe, Arizona, United States The Cigna Group Full time

    The job profile for this position is Operating Effectiveness Lead Analyst, which is a Band 3 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see...