Financial Analyst (Operations / Client Service)
PrincePerelson and Associates
Salt Lake City, UTFresher2h agovia LinkedIn
About the Role
- Financial Analyst (Operations / Client Service) – Entry Level
- Location: Salt Lake City, UT
- Compensation: $47-56K/yr
- This role supports a prominent financial services organization's operations team, which is critical for risk management and process control across transactions, new products, and market activities.
Key Responsibilities
- Develop a strong foundation in the trade lifecycle and operations of RIA-initiated investment products, including equities, fixed income, mutual funds, and retirement products.
- Collaborate with experienced professionals in brokerage, execution, and client service to deliver exceptional support while managing risk exposure.
- Work closely with business and risk teams to drive growth while maintaining strong risk and control measures for investment products.
- Strengthen multitasking and attention to detail skills by managing multiple responsibilities in a dynamic environment.
- Contribute to process improvements by exploring new tools and technologies that enhance efficiency and scalability.
Requirements & Tech Stack
- Teamwork
- Organizational skills
- Technical skills
- Communication skills
- Risk management skills
- Analytical and problem-solving skills
- Attention to detail
- Risk-aware mindset
- Interpersonal skills
- Proactive and adaptable
- Ability to manage multiple priorities
- Taking ownership of tasks and responsibilities
- Keen interest in financial markets and products
- Thrives in a fast-paced, dynamic environment
- Willingness to develop expertise in a fast-paced, challenging setting
- Ability to explain complex concepts to diverse teams
- Thrives in a collaborative environment
- Remains flexible under pressure
- Eager to contribute to a growing and innovative team
Qualifications
- Completed bachelor’s degree
- Enthusiastic team player, eager to learn and grow in a dynamic environment.
What's in It for You
- Gain hands-on experience in a dynamic and supportive environment.
- Develop your understanding of the financial industry and client onboarding.
- Collaborate with a diverse team of professionals.
- Competitive Compensation
- Medical Benefits, PTO, Weekly Pay