Client Integration / Operations Analyst

CEI; New York (NY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

CEI in New York is seeking an Operations Analyst to serve as the primary liaison among Sales, Credit, and Regulatory teams and to prioritize onboarding requests. You will drive cross‑functional collaboration to resolve issues quickly and lead Pipeline Review meetings to ensure onboarding transparency and risk management.

The role emphasizes coaching, process improvement, and a culture of continuous learning while maintaining strong client relationships and regulatory compliance within a hybrid

Qualifications

• 3–5 years of client management, operations, due diligence, or related roles.
• Familiarity with ISDA/CSA, GMRA, NDA and related agreements.
• Understanding of trade and client lifecycles in large financial institutions.

Responsibilities

• Serve as primary liaison among Sales, Credit, Regulatory, and internal stakeholders.
• Oversee onboarding processes for new clients and manage ongoing relationships.
• Lead Pipeline Review meetings and provide onboarding transparency.
• Establish and enforce client management policies and procedures.
• Coordinate globally with KYC, Credit, Legal, Compliance, Sales, RM, and Regulatory teams.
• Ensure regulatory requirements are collected and adhered to; assist audits.
• Monitor internal and external system setups and address risks and escalations.
• Support client inquiries from clients, auditors, and internal stakeholders.

Skills

Client management

Operations experience

Legal and regulatory understanding

Communication skills

Job description

Client Integration / Operations Analyst
Managed Services and Support New York , NY Contract Hybrid Aug 19, 2026

Operations Analyst

Job at a Glance

Title:

Operations Analyst

Location (Hybrid):

New York, NY

Contract:

W2 only

Overview

The role serves as the primary liaison among Sales, Credit, and Regulatory teams, ensuring seamless communication and rapid issue resolution while collaborating with cross-functional groups to prioritize onboarding requests in accordance with business objectives and customer needs. The incumbent leads Pipeline Review meetings to provide transparency on onboarding progress, identify risks, and manage escalations, and fosters a culture of continuous learning by coaching team members and delivering constructive feedback.

Key Responsibilities

• Serve as primary liaison between Sales, Credit, Regulatory, and internal stakeholders.
• Oversee onboarding process for new clients and manage ongoing client relationships.
• Lead Pipeline Review meetings and provide onboarding transparency.
• Establish and enforce client management policies and procedures.
• Coordinate globally with KYC, Credit, Legal, Compliance, Sales, Relationship Managers, and Regulatory stakeholders.
• Collect, review, and ensure adherence to regulatory requirements.
• Ensure internal and external system setup is completed.
• Identify and mitigate process-related risks and facilitate escalations when necessary.
• Participate in internal and external audits.
• Promote a culture of delivery excellence and continuous improvement.
• Monitor production processes and resource utilization.
• Act on client feedback to maintain satisfaction.
• Support technical inquiries from clients, auditors, and internal stakeholders.
• Take responsibility for personal development and training.

Operations Analyst

Job at a Glance

Title:

Operations Analyst

Location (Hybrid):

New York, NY

Contract:

W2 only

Overview

The role serves as the primary liaison among Sales, Credit, and Regulatory teams, ensuring seamless communication and rapid issue resolution while collaborating with cross-functional groups to prioritize onboarding requests in accordance with business objectives and customer needs. The incumbent leads Pipeline Review meetings to provide transparency on onboarding progress, identify risks, and manage escalations, and fosters a culture of continuous learning by coaching team members and delivering constructive feedback.

Key Responsibilities

• Serve as primary liaison between Sales, Credit, Regulatory, and internal stakeholders.
• Oversee onboarding process for new clients and manage ongoing client relationships.
• Lead Pipeline Review meetings and provide onboarding transparency.
• Establish and enforce client management policies and procedures.
• Coordinate globally with KYC, Credit, Legal, Compliance, Sales, Relationship Managers, and Regulatory stakeholders.
• Collect, review, and ensure adherence to regulatory requirements.
• Ensure internal and external system setup is completed.
• Identify and mitigate process-related risks and facilitate escalations when necessary.
• Participate in internal and external audits.
• Promote a culture of delivery excellence and continuous improvement.
• Monitor production processes and resource utilization.
• Act on client feedback to maintain satisfaction.
• Support technical inquiries from clients, auditors, and internal stakeholders.
• Take responsibility for personal development and training.

Required Skills

• 3-5 years of Client Management, Operations, Credit, Due Diligence, and/or Legal Negotiations experience.
• Understanding of legal agreements including ISDA/CSA, GMRA, MSFTA, Side Letters, NDA's, ETSA, and Options Agreements.
• Knowledge of trade lifecycle and client lifecycle within a large financial institution.
• Strong interpersonal and communication skills.

Preferred Skills

• Functional expertise in Risk, Legal, Due Diligence, Client Management, and/or Operations.
• Deep understanding of banking regulations and operations.

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