Wealth Management Operations Analyst
$50 - $57 per hourTeamSoft
Wealth Management Operations Analyst (Contract)
Location: New York, NY - Onsite
Pay: $50-$57/hr | Duration: 6-Month Contract We are seeking a Wealth Management Operations Analyst to support daily operations for a financial services team in New York. This role focuses on client account setup, trade processing, and transaction support , while working closely with internal teams and external partners to ensure smooth financial operations. Key Responsibilities
This is a great opportunity to join a fast-paced wealth management environment and gain hands-on experience supporting trading and client operations. Apply today to learn more! Zing Recruiting is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or any other protected status under federal, state, or local law. We are committed to fostering a diverse and inclusive workplace. #ZINGNJ
#ZINGZIP
Location: New York, NY - Onsite
Pay: $50-$57/hr | Duration: 6-Month Contract We are seeking a Wealth Management Operations Analyst to support daily operations for a financial services team in New York. This role focuses on client account setup, trade processing, and transaction support , while working closely with internal teams and external partners to ensure smooth financial operations. Key Responsibilities
- Assist with opening and maintaining client accounts , including collecting and verifying documentation
- Support cash and securities transfers between accounts and institutions
- Help process and monitor daily financial transactions and trade activity
- Work with internal teams to resolve account or transaction issues
- Ensure trades and transactions are accurately processed, settled, and recorded
- Communicate with internal teams and partners to keep operations running smoothly
- Assist with process improvements, reporting, and audit support
- 2+ years of operations experience in financial services (bank, broker-dealer, or investment firm)
- Experience with client account opening and KYC/AML requirements
- Familiarity with financial products such as securities, cash transactions, or FX
- Strong attention to detail, organization, and problem-solving skills
- Ability to work collaboratively in a fast-paced environment
- Bachelor's degree preferred (Business, Finance, Economics, or related)
This is a great opportunity to join a fast-paced wealth management environment and gain hands-on experience supporting trading and client operations. Apply today to learn more! Zing Recruiting is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or any other protected status under federal, state, or local law. We are committed to fostering a diverse and inclusive workplace. #ZINGNJ
#ZINGZIP
Vacancy posted 1 day ago
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