Job Description
Job Title: Client Operations Analyst
Our client is seeking a detail-oriented and proactive professional to support daily operational tasks within our Wealth Management account-opening team. In this role, you will follow established procedures, ensure timely completion of assigned work, and appropriately escalate issues when necessary.
Responsibilities:
- Open and maintain investment accounts within the Wealth business line.
- Review and analyze investment management agreements, basic wills, trust documents, and other legal agreements governing fiduciary and non-fiduciary relationships.
- Apply knowledge of regulatory frameworks, including OCC and SEC guidelines, to ensure accurate processing.
- Input relationship details into internal systems and prepare summaries as required.
- Work under the guidance of the Team Leader and Manager to meet daily deliverables and service expectations.
Qualifications:
- Paralegal certification or equivalent experience preferred.
- Prior trust, legal, or wealth operations experience is a strong plus.
- Strong analytical, problem-solving, and organizational skills.
- Ability to work effectively under tight deadlines.
- Proficiency in Microsoft Outlook, Excel, PowerPoint, and Word.