Client Services Operations Analyst

1 week ago


Salt Lake City, UT, United States Strategic Staffing Solutions Full time
Client Services Operations Analyst

Salt Lake City UT

Duration: 6 months

Pay rate: $23/hour

You will be the link between the client, advisors, and internal teams to ensure compliant, accurate, and efficient onboarding of new clients.

BASIC QUALIFICATIONS
  • Bachelor's degree in Finance, Math, Economics, Statistics or similar
  • 1+ years financial industry experience (AML, Compliance or other Client On-boarding Regulatory experience) or banking operations experience (account set up, regulatory compliance, client onboarding, etc)
  • Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications
  • Exceptional organization skills
  • Good judgment and strong problem resolution skills
  • Ability to multi-task and prioritize accordingly
  • Experience managing client expectations
  • Excellent communication and presentation skills


  • Salt Lake City, UT, United States Spectraforce Technologies Full time

    Job title: AWM - Operations - PWM Margin Lending - Analyst Job location: Salt Lake City, UT Duration: 6 monthsJob Description The Margin Lending Analyst will support the Private Wealth Management (PWM) Margin Lending team in delivering operational excellence across margin calculation, monitoring, and exception handling. This position is essential for...


  • Salt Lake City, UT, United States Spectraforce Technologies Full time

    Job title: AWM - Operations - PWM Margin Lending - Analyst Job location: Salt Lake City, UT Duration: 6 monthsJob Description The Margin Lending Analyst will support the Private Wealth Management (PWM) Margin Lending team in delivering operational excellence across margin calculation, monitoring, and exception handling. This position is essential for...


  • Salt Lake City, UT, United States iCapital Full time

    About the Role iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and is committed to delivering a high-quality, accurate product on a time-sensitive basis. Daily activities will be diverse, from setting up and...


  • Salt Lake City, UT, United States Global Payments Full time

    Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results....


  • Salt Lake City, UT, United States Global Payments Full time

    Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results....


  • Salt Lake City, UT, United States Addepar Full time

    Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform...


  • Salt Lake City, UT, United States Addepar Full time

    Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform...


  • Salt Lake City, UT, United States Addepar Full time

    Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform...

  • Analyst

    2 weeks ago


    Salt Lake City, UT, United States Spectraforce Technologies Full time

    Job Title: Analyst Duration: 6 months Location: Salt Lake City, UT 84111Opportunity The primary responsibility of the ACAT team is to provide effective transaction processing and exceptional client service that both guards the firm's capital and reputation and creates measurable value for the firm and its clients. The ACAT Analyst will handle multiple...

  • Analyst

    2 weeks ago


    Salt Lake City, UT, United States Spectraforce Technologies Full time

    Job Title: Analyst Duration: 6 months Location: Salt Lake City, UT 84111Opportunity The primary responsibility of the ACAT team is to provide effective transaction processing and exceptional client service that both guards the firm's capital and reputation and creates measurable value for the firm and its clients. The ACAT Analyst will handle multiple...