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.
$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$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...SuggestedFull timeTemporary workPart timeWork 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...Suggested
- ...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$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
- ...brokers, private banks, and wealth managers to offer... ...lending to their clients. We call it SLaaS: Securities... ...front‑and back‑office operations. Institutions and... ...to hire an Operations Analyst, based in New York , someone... ...with strong grasp of settlement and cash/non‑cash...For contractorsWork at office
- J.P. Morgan Private Client is a line of business within Consumer... ...lending, and investment goals. Operating in a highly dynamic... ...service standards. As a Business Analyst within the JPMorgan Private Client... ...and Community Bank, Asset & Wealth Management Lines of Business,...Shift work
- ...Job Description JOB SUMMARY The Estate Operations Analyst is responsible for the accurate and timely settlement of client accounts after a client's passing. This role... ..., including Service Partners, Client Onboarding Operations, Retirement Operations, and the Gains...Permanent employmentTemporary workInternship
$80k - $100k
...Career Renew is recruiting for one of its clients an Operations Analyst - Fintech - this is a hybrid role in Jersey... ...digital asset infrastructure across issuance, settlements, treasury operations, reconciliations, onboarding, and customer support workflows. You will...- ...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,...
- Our client, a $20+ billion investment manager, focused on credit... ...is searching for a Credit Operations Analyst. This individual will be... ...accurate trade capture and settlements, along with effective coordination... .... Oversee loan/deal onboarding in internal systems. Serve...
- An international consulting group is seeking a Client Operations Analyst to join their Client Tax Operations Department. This position involves overseeing client tax operations, ensuring compliance with withholding and reporting processes, and working closely with various...
- A leading financial services firm is looking for a Client Operations Analyst to join their Client Tax Operations Department in New York. This role involves supporting client tax processes, ensuring compliance, and analyzing data for risk management. Candidates should have...Flexible hours
$91k - $115k
...virtual care rooted in connection-between clients and clinicians, care teams, loved ones... ...Role We are seeking a Strategy & Operations Analyst to support the day-to-day operations... ...an offer of employment and completed onboarding paperwork that is provided by our People...Full timeWork at officeLocal area$85k - $110k
New York, New York, United States Job Description 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 bring our fixed income strategies...Full timeTemporary workPart timeWork at office- ...this way. The Role: Trade Operations plays a pivotal role in ensuring the smooth... .... Ensure timely and accurate settlement of trades in accordance with internal policies... ...external parties such as issuers and clients to ensure a seamless, efficient process...Work at officeLocal area2 days per week3 days per week
$71k - $82k
...Environmental Markets (EM), Trade Operations team oversees all commodity... .... The Trade Operations Analyst is an integral team member and... ...system. Support internal clients as a subject matter expert on... ...proficiency in Artemis while actively onboarding and transitioning to our new...Full timeContract workCurrently hiringWork at officeRemote workRelocationRelocation packageFlexible hours$80k - $100k
...throughout the distribution process. We serve clients at various stages of growth across... ...functional and technical solutions . Support onboarding and activation activities to help... ..., ideally as a Client Success Analyst, Presales Engineer, Support Associate, or...Work at office- ...Client Lifecycle Management Analyst Location: NYC - Onsite Duration: 6+ months Job description:... ...services preferably in a client-facing operations role Description: The Client Lifecycle... ...to the overall success of the Onboarding team ensuring by managing a specific...Work experience placement
$140k - $185k
A leading recruitment agency seeks a Fundraising Operations Analyst in New York, NY. This role requires managing investor onboarding processes, maintaining CRM systems, and supporting fundraising efforts. Candidates should have a Bachelor's degree in Finance or related...- A leading global investment firm seeks an Operations Associate to join their Client Revenue Operations team in New York. This role involves reviewing client fee schedules, generating management fee invoices, and ensuring accurate processing of invoices. Candidates should...
- ...Manager Reports to: Director of Business Operations | Cody Landrum | LinkedIn Location:... ...to data ingestion, operational support, onboarding, billing operations, and partner data... ...validation, and processing of incoming client and partner datasets across Curacity systems...Full timeCasual workWork at officeLocal area
- TwinThread is looking for a Business Analyst to join their team in Kentucky. This leadership position requires strong analytical and problem... ...of experience in project management within the banking or wealth sectors. Responsibilities include managing business processes...
$50k - $60k
...professional and personal goals is the best way to help our clients and advance our business. We take that responsibility... ...the right place to build a fulfilling career. The Operations Specialist - International Settlements is directly responsible for specialized functions...Work experience placementLocal area- ...Framework Ventures is looking for an Operations Specialist based in the United States. The ideal candidate will handle banking transactions, support client onboarding, and manage physical vault operations. They will require strong communication skills, accuracy, and attention...Part time
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