Client Onboarding

1 day ago

Salt Lake City, UT, United States PrincePerelson & Associates Full time

Client Onboarding & Operations Analyst– Entry Level

SLC, UT (In-Office) – Relocation required without relocation assistance

$47-56K/year

A prestigious firm based in Salt Lake City is seeking a Client Onboarding & Operations Analyst to join its Private Wealth Management Operations team. This role is ideal for candidates who excel in communication, organization, and relationship management — soft skills are the core of what makes someone successful in this position.

If you’re someone who thrives in a people-focused, detail-oriented environment, this could be a great fit.

Note: This is not a data analytics or technical operations role. Candidates with heavily technical or data-driven backgrounds (e.g., information systems, data analytics, business analytics, etc.) will not be aligned with the needs of this position.

About the Role

You’ll be part of a team responsible for ensuring a smooth, accurate, and compliant experience for Private Wealth clients. The work centers on reviewing client information, supporting onboarding, coordinating with advisor teams, and helping maintain high-quality client data in a highly regulated environment. Every interaction you support helps create a seamless experience for clients and internal partners.

Key Responsibilities:

  • Review and validate client account updates and documentation for accuracy and compliance.

  • Perform due-diligence checks (AML/KYC) for new and existing Private Wealth accounts.

  • Support new client onboarding, including assisting with account features, online access, and setup needs.

  • Coordinate closely with Private Wealth Advisor teams to gather information and ensure a smooth onboarding and maintenance process.

  • Submit and track requests for account services, ensuring changes flow correctly through internal systems.

  • Partner with Compliance, Legal, and other Operations teams to resolve account or data-related issues.

  • Contribute insights to help improve workflows and processes within the broader Operations environment.

What Makes You a Strong Fit:

This team values interpersonal strengths above all else. If you are thoughtful, organized, and client-oriented, you will thrive here.

  • Bachelor’s degree required

  • Exceptional organizational skills and attention to detail

  • Clear, confident communication skills (verbal and written)

  • Ability to manage multiple tasks and prioritize effectively

  • Strong judgment and practical problem-solving ability

  • Experience managing client expectations or supporting client-facing teams

  • Comfort working in MS Office and web-based applications

  • A proactive, collaborative attitude

Why You Want to Work Here:

  • Gain experience with a Leading Global Financial Firm

  • Medical benefits

  • PTO

  • Monday to Friday Schedules

  • Collaborative and diverse working environment

PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.

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