Operations Onboarding Analyst

Client Onboarding Analyst

The Operations Onboarding Analyst is responsible for facilitating all aspects of the account opening and funding process for new and existing clients across both private client and institutional business lines. This role manages client onboarding workflows, coordinates with internal teams and external custodians, and supports ongoing account maintenance while ensuring adherence to firm policies, service level agreements, and regulatory standards. The analyst plays a key role in enhancing operational efficiency, supporting proxy voting operations, and contributing to value-add projects that improve the overall client experience and operating environment.

Responsibilities

• Support and facilitate all aspects of the account opening and funding process for clients in both Institutional and Private Client businesses.
• Communicate promptly with internal Client Service and Relationship teams to obtain required KYC documentation for account opening and funding.
• Manage an inbound queue of ticket requests within the internal task management system and ensure timely execution of tasks in line with established SLAs and goals.
• Navigate and manage workflow through multiple systems and applications to meet evolving business demands and operational requirements.
• Partner with external custodian partners to open and fund accounts, process daily account maintenance requests, and complete due diligence-related audits and reports.
• Exercise sound judgment to escalate issues and exception requests that fall outside firm policies and procedures, and take ownership of resolution communication to all impacted stakeholders.
• Manage all aspects of proxy voting operations, including proactive reporting and support for prospective client requests for proposals (RFPs).
• Collaborate closely with Legal, Compliance, Internal Controls, Technology, Client Services, and other operational teams to achieve firm-wide goals.
• Identify and escalate control gaps proactively and propose best practices, tools, and process improvements to create a more efficient and effective operating environment.
• Lead and contribute to firm-wide and departmental value-add projects and present project findings to leadership and other stakeholders as needed.
• Handle confidential information with discretion and maintain high standards of professionalism in all client and internal interactions.
• Provide excellent client service with a client-first mentality, demonstrating flexibility, strong follow-up, and a high sense of urgency.

Essential Skills

• Bachelor's degree required.
• 01 years of work experience, ideally in finance, operations, or a related environment.
• Ability to handle confidential material with the utmost discretion.
• Strong attention to detail with a proven ability to work under pressure and manage multiple priorities with a strong sense of urgency.
• Ability to work effectively and efficiently in a fast-paced, team-oriented environment.
• Strong decision-making and organizational skills.
• Excellent written and verbal communication skills.
• Strong client service orientation with a client-first mentality.
• Demonstrated flexibility and strong follow-up skills.
• Proficiency with Excel.
• Comfort working with private client and finance-related information.

Additional Skills & Qualifications

• Experience or exposure to private client or institutional finance environments is beneficial.
• Familiarity with KYC documentation and account opening processes is an advantage.
• Experience working with multiple systems and task management tools is helpful.
• Ability to contribute to projects, analyze processes, and present findings to stakeholders.
• Interest in operations, client onboarding, and continuous process improvement.
• Motivation to grow into a long-term opportunity with potential to transition to a permanent role.

Work Environment

This role is 100% on-site, with core hours from 8:30 a.m. to 5:00 p.m.

Job Type & Location

This is a Contract position based out of Baltimore, MD.

Pay and Benefits

The pay range for this position is $26.00 - $28.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Baltimore, MD.

Application Deadline

This position is anticipated to close on Jun 30, 2026.