Client Services Operations Analyst
Salt Lake City UT
Duration: 6 months
Pay rate: $23/hour
You will be the link between the client, advisors, and internal teams to ensure compliant, accurate, and efficient onboarding of new clients.
BASIC QUALIFICATIONS
- Bachelor’s degree in Finance, Math, Economics, Statistics or similar
- 1+ years financial industry experience (AML, Compliance or other Client On-boarding Regulatory experience) or banking operations experience (account set up, regulatory compliance, client onboarding, etc)
- Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications
- Exceptional organization skills
- Good judgment and strong problem resolution skills
- Ability to multi-task and prioritize accordingly
- Experience managing client expectations
- Excellent communication and presentation skills