Client Operations Analyst
Waterstone Human Capital
Salt Lake City, UTFresher1h agovia LinkedIn
About the Role
This is a behind-the-scenes role that makes a big difference, handling the day-to-day operations that keep client relationships running smoothly. You will be a client's main point of contact for service requests, working closely with advisors and a small, collaborative team.
What You'll Do
- Prepare and send account paperwork for e-signature, and follow up with clients until it's complete
- Open new accounts and support onboarding for new clients from start to finish
- Monitor and resolve account alerts and service requests, including address changes, money movement, and account updates
- Communicate with clients by phone, email, and text in a professional, friendly, and persistent way
- Keep accurate records across the firm's systems and workflow tools
- Find ways to make processes more efficient and consistent as the firm grows
- Over time, take on exposure to private fund operations
Requirements & Tech Stack
- Bachelor's degree required, in any field. A finance background is preferred.
- Exceptional attention to detail. Accuracy is the most important part of this role.
- A self-starter who can learn a task once and own it without close supervision
- Strong written and verbal communication, and the judgment to follow up without being pushy
- Real curiosity about financial services and eagerness to learn
- Comfort learning many software tools, plus openness to using AI tools in daily work
- Discretion with confidential client information
Qualifications
- Recent graduates and early-career candidates are strongly encouraged to apply.
- Operations experience at a brokerage or wealth management firm is a plus.
Schedule
- Full-time, Monday through Friday.
- Hybrid role: three days a week in the Salt Lake office and two days remote.
Compensation And Benefits
- Base Salary starting at $75k
- Annual performance bonus
- Profit-sharing program
- Health and dental insurance (80% employer-paid)
- 401(k) with an employer match that vests immediately
- Firm-paid training and professional development