You would be a key member of our team, responsible for providing financial institutions the highest quality operational support in the sweep-processing business.
Working with a collaborative team to onboard new banks and broker dealers. Working within a Salesforce based workflow process to manage and support various operational based tasks.
Analyze and prepare data for client presentations and operational reviews.
Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation
Managing the pipeline for new customers that includes updating and maintaining a contractual term tracking system used to support various reporting and analytical downstream functions
Working with third-party vendors and partners to resolve operational issues with the ability to communicate key information in a timely manner

Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity.
Financial Services or Banking industry experience, preferably in a mid or back office role (i.e. reconciliation, settlement, custodial operations, or transaction processing). Experience with traditional back-office processes and functions specific to the brokerage or banking environment is a plus.
Intermediate experience in Excel and the ability to run or modify SQL queries
Comfortable interacting with clients and external partners, with strong written and verbal communication skills.
Self‑starter with the ability to prioritize and manage multiple tasks in a fast‑paced environment while producing accurate, timely work.
Experience documenting operational procedures or writing business requirements for system enhancements.
Strong attention to detail, analytical thinking, and problem-solving skills.
Familiarity with CRM tools (Salesforce experience is a plus).

Operations Analyst, Client Account Management

Key skills