Wealth Operations Analyst: Client Onboarding & Settlement
IT Accel, Inc.
A financial services firm in New York seeks an operational professional for a 6-month contract role. Responsibilities include managing client accounts, ensuring regulatory compliance, and supporting securities transactions. Candidates should have at least 2 years' operational experience within financial services and strong knowledge of KYC/AML regulations. Familiarity with industry platforms like Bloomberg is essential. This role requires excellent analytical and communication skills to facilitate efficient service delivery. #J-18808-Ljbffr IT Accel, Inc.
- ...• Open and maintain client accounts by collecting... ...processing • Provide operational support for the booking... ...allocation, confirmation, settlement, and reconciliation of... ...with client onboarding and AML/KYC compliance... ...such as trading desks or wealth advisors • High school...SuggestedContract work
- ...and alternative investments, we provide clients around the world with a dedicated partnership... ...’s leading pension plans, sovereign wealth funds, insurance companies, endowments,... ...define solutions and lead change across the operational infrastructure. OPERATIONS Operations...SuggestedFull timeTemporary workWork at office
$115k - $135k
...Management in New York City is seeking a Client Service Associate to support a dedicated group of clients, ensuring seamless operational relationships and high-quality investment... ...Bachelor’s degree and has 2+ years in private wealth management, with strong attention to...SuggestedWork at office$95k
...Salary: $95,000 Job Overview - Client Operations Analyst (Investment Operations): Compensation... ...high-net-worth portfolios through onboarding, cash management, and regulatory compliance... ...for candidates with experience in wealth management, investment operations, or...SuggestedPermanent employmentMonday to Friday$115k - $135k
...Summary Build and maintain strong operational relationships with a dedicated group of Quantinno clients, serving as primary coverage... ...clients with the account onboarding process, ensuring account details... ...of experience in private wealth management, preferably as a client...SuggestedWork at office- Goldman Sachs Bank AG is looking for an Analyst to join their Asset & Wealth Management Operations team in New York. The role involves managing client accounts, ensuring compliance with investment guidelines, and liaising with various teams to improve operational efficiency...
$85k - $110k
Asset & Wealth Management, Client Solutions Group, Management & Strategy, Analyst - New York New York, New York, United States Job Description Asset & Wealth Management... ...directly with leadership to execute on our operating initiatives and projects growth plans for the...Full timeTemporary workPart timeWork at office$33.28k - $90k
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions... ...global communities in which we operate, bringing a variety of...Temporary workWork at officeLocal area- ...Hirehawk is seeking a client-facing specialist for a remote position in a boutique wealth management firm. The role involves handling client inquiries, managing account administration, and ensuring compliance while supporting financial advisors. Candidates should have...Remote work
- ...Paystone is seeking an Onboarding Specialist to oversee the onboarding lifecycle for high-volume merchant accounts. This fast-paced role requires 4+ years of client onboarding experience and expertise in Salesforce. You will ensure accuracy in applications, coordinate...Work from home
$69k - $71.7k
...and we are eager to continue building a great team. As a Client Service Operations Analyst, you will work closely with our clients to ensure... ...Industry research, data entry and data verification Client onboarding and product training Application testing and quality assurance...Work at officeWork from homeShift workWeekend workWeekday work$110.22k - $134.94k
JLL is looking for a Governance & Operations Analyst in New York, NY to support the Corporate Project... ...Team for a financial services client. You will ensure the continuous improvement... ...governance processes and facilitate onboarding and training for project teams....Work at office$110k - $130k
...government, and institutional clients globally. With teams... ...The Fixed Income Operations team supports the end-... ...The Senior TDS Ops Analyst Will actively support... ...reconciliation, cash settlement and other loan lifecycle... ...the best. Training & Onboarding We will provide training...Work experience placementWork at officeLocal areaWork from homeFlexible hours$80k - $100k
...Operations Analyst - Fintech Career Renew is recruiting for one of its clients an Operations Analyst - Fintech - this is a hybrid role in Jersey... ...across issuance, settlements, treasury operations, reconciliations, onboarding, and customer support workflows...$95k - $115k
...Qualifications: Global Operations and Business Services... ...service to our global client base. They provide... .... The Operations Analyst/Specialist I TDS provides... ..., acknowledging that settlement and other client... ...the best. Training & Onboarding We will provide training...Work experience placementWork at officeLocal areaWork from homeFlexible hours$117.2k - $178.7k
...Senior Analyst The role of the senior analyst is to drive profitable matter management and effective client relationship management through a focus on a particular industry and... ...understanding of each specific client's operational priorities and legal operations in...- ...Operations Analyst Sharegain began with one question: If the largest institutions... ...brokers, private banks, and wealth managers to offer securities lending to their clients. We call it SLaaS: Securities... ..., with strong grasp of settlement and cash/non-cash collateral...For contractorsWork at office
$80k - $100k
...0K - $100K Our client is a fast-growing, mission... ..., and institutions. Operating at the intersection of... ...motivated Operations Analyst to join the U.S.... ...infrastructure across issuance, settlements, treasury operations, reconciliations, onboarding, and customer support...Full time$85k - $110k
Asset & Wealth Management, Fixed Income - Municipal Client Portfolio Management Role Overview As an Analyst on our Client Portfolio Management (CPM) team within Fixed Income, you will be an instrumental force in crafting compelling narratives and essential materials that...Full timeTemporary workPart time- ...Summary: The KYC Operations Senior Analyst (BSA/AML) plays a key role in... ...Diligence (EDD) activities across settlement services, card programs,... ...KYC lifecycle, including onboarding, program or customer... ...service and added value to clients though a solid understanding...Remote work2 days per week
- SEI Investments Company is seeking a Middle Office Operations Analyst in Pennsylvania. This role involves providing administrative support to high-net-worth clients and requires strong analytical and client-oriented skills. Candidates must have an undergraduate degree in...Work at office
- Client Operations Analyst - Tax / Reporting Client Operations Analyst - Tax / Reporting Talan is an international consulting group in innovation and transformation through technology. For 20 years, Talan has been advising companies and administrations. The group supports...Local area
$85.5k - $130k
J.P. Morgan Private Client is a line of business within Consumer... ...lending, and investment goals. Operating in a highly dynamic... ...standards. As a Business Process Analyst within the JPMorgan Private Client... ...and Community Bank, Asset & Wealth Management Lines of Business,...Shift work$75k - $125k
...Valuations & Middle Office Operations Analyst/Associate to join us and support... ...of contact for internal clients (Portfolio Managers/Traders... ...OTC derivatives, and their settlement mechanisms. ~ Proven... ...new accounts, reporting and onboarding. Strong knowledge of BlackRock...Work at officeLocal areaShift work3 days per week- A fast-growing fintech firm based in New York is seeking a Business Operations Analyst to manage partner onboarding and regulatory workflows. The ideal candidate has over a year of experience in business or partner operations within fintech and possesses strong project...Flexible hours
$75k - $115k
...industry-leading technology, operational efficiency, and world-class client service throughout the... ...Markets Operations Analyst or Associate to support... ...Responsibilities Trade Operations & Settlement Monitor and escalate... ...demos and helping with onboarding process Reporting &...Work at officeFlexible hours3 days per week- ...Description A large financial client is looking for a Brokerage Account Operations analyst to join the team. The role is... ...reviewing and verifying client onboarding documentation for completeness,... ...partners, Ensuring adequate source of wealth is documented for each client,...
- The Bluestone Group is hiring a Business Analyst I (Financial Risk) in New York, NY. The... ...loan trades life cycle from initiation to settlement, working closely with the Loan Trading... ...experience in middle or back office loan trading operations and possess an undergraduate degree in...
$70k - $90k
...boutique RIA based in Austin, TX operating as a quasi–family office for... ...alongside comprehensive wealth planning, including tax, estate... ...a Fully Remote Operations / Client Service Associate to join our... ...requests Oversee and execute client onboarding Manage Advisor workflows and...Full timeWork at officeRemote workWork from home$100k - $120k
Client Services Operations Analyst Location: New York, New York, United States Salary Range: $100,000 - $120,000 gross annually (NY) Job Type: Full Time, On-Site Department: Operational Compliance Role Purpose The Client Services Operations Team plays a pivotal role...Full timeFlexible hours
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