Client Operations Analyst

Salt Lake City, UT | Hybrid | Full-Time Waterstone Professional Recruiting is partnering with a fast-growing boutique wealth management firm in the Salt Lake City area to hire a Client Operations Analyst. Our client serves a select group of high-net-worth families and business owners, and it is expanding its team quickly. It's a great opportunity for a detail-driven professional who wants to build a career in financial services at a firm where hard work gets noticed and rewarded. About The Role You’ll handle the day-to-day operations that keep client relationships running smoothly: preparing paperwork, following requests through to completion, and making sure nothing falls through the cracks. It’s a behind-the-scenes role that makes a big difference. Clients depend on this person to get things done so they don’t have to think about it. You’ll work closely with advisors and the rest of a small, collaborative team, and you’ll often be a client’s main point of contact for service requests. What You’ll Do Prepare and send account paperwork for e‑signature, and follow up with clients until it’s complete Open new accounts and support onboarding for new clients from start to finish Monitor and resolve account alerts and service requests, including address changes, money movement, and account updates Communicate with clients by phone, email, and text in a professional, friendly, and persistent way Keep accurate records across the firm’s systems and workflow tools Find ways to make processes more efficient and consistent as the firm grows Over time, take on exposure to private fund operations What We’re Looking For Bachelor’s degree required, in any field. A finance background is preferred. Recent graduates and early‑career candidates are strongly encouraged to apply. Operations experience at a brokerage or wealth management firm is a plus. Exceptional attention to detail. Accuracy is the most important part of this role. A self‑starter who can learn a task once and own it without close supervision Strong written and verbal communication, and the judgment to follow up without being pushy Real curiosity about financial services and eagerness to learn Comfort learning many software tools, plus openness to using AI tools in daily work Discretion with confidential client information Schedule Full‑time, Monday through Friday. The role is hybrid, with three days a week in the Salt Lake office and two days remote. Compensation And Benefits Base Salary starting at $75k Annual performance bonus Profit‑sharing program Health and dental insurance (80% employer‑paid) 401(k) with an employer match that vests immediately Firm‑paid training and professional development Why this opportunity The firm is growing quickly and plans to add several positions over the next year and a half. Strong performers can grow into broader operations leadership or move into fund operations. You’ll get direct exposure to senior leadership and learn how a sophisticated wealth management practice runs. #J-18808-Ljbffr Waterstone Human Capital