Client Onboarding & Operations – Entry Level

PrincePerelson and Associates; Salt Lake City (UT); On-site; USD 47,000 - 56,000; Full time

Benefits offered by this job

Medical benefits

PTO

Monday–Friday schedule

Collaborative and diverse environment

Job summary

PrincePerelson & Associates in Salt Lake City is seeking an Entry Level Client Onboarding & Operations Analyst to join the Private Wealth Management Operations team. The role focuses on accurate onboarding, data integrity, and compliant client experiences in a regulated environment.

You will review client information, support onboarding, and work closely with advisor teams to ensure smooth setup and maintenance of client accounts.

Qualifications

• Excellent interpersonal and communication skills.
• Detail-oriented and highly organized.
• Experience with client onboarding or wealth management is a plus.

Responsibilities

• Review and validate client account updates and documentation for accuracy and compliance.
• Perform AML/KYC due-diligence checks for new and existing accounts.
• Assist with onboarding including account features, online access, and setup needs.
• Coordinate with Private Wealth Advisor teams to gather information for onboarding and maintenance.
• Submit and track requests for account services and ensure proper data flow through internal systems.
• Collaborate with Compliance, Legal, and other Operations teams on issues.
• Suggest workflow improvements to enhance operations.

Skills

Organization

Attention to detail

Verbal communication

Written communication

Multitasking

Prioritization

Judgment

Problem solving

Client management

MS Office

Web apps

Tools

MS Office Suite

Job description

Client Onboarding & Operations - Entry Level

SLC, UT (In-Office) - Relocation required without relocation assistance

$47-56K/year

A prestigious firm based in Salt Lake City is seeking a Client Onboarding & Operations Analyst to join its Private Wealth Management Operations team. This role is ideal for candidates who excel in communication, organization, and relationship management - soft skills are the core of what makes someone successful in this position.

If you're someone who thrives in a people-focused, detail-oriented environment, this could be a great fit.

About the Role

You'll be part of a team responsible for ensuring a smooth, accurate, and compliant experience for Private Wealth clients. The work centers on reviewing client information, supporting onboarding, coordinating with advisor teams, and helping maintain high-quality client data in a highly regulated environment. Every interaction you support helps create a seamless experience for clients and internal partners.

Key Responsibilities:

• Review and validate client account updates and documentation for accuracy and compliance.
• Perform due-diligence checks (AML/KYC) for new and existing Private Wealth accounts.
• Support new client onboarding, including assisting with account features, online access, and setup needs.
• Coordinate closely with Private Wealth Advisor teams to gather information and ensure a smooth onboarding and maintenance process.
• Submit and track requests for account services, ensuring changes flow correctly through internal systems.
• Partner with Compliance, Legal, and other Operations teams to resolve account or data-related issues.
• Contribute insights to help improve workflows and processes within the broader Operations environment.

What Makes You a Strong Fit:

This team values interpersonal strengths above all else. If you are thoughtful, organized, and client-oriented, you will thrive here.

• Exceptional organizational skills and attention to detail
• Clear, confident communication skills (verbal and written)
• Ability to manage multiple tasks and prioritize effectively
• Strong judgment and practical problem-solving ability
• Experience managing client expectations or supporting client-facing teams
• Comfort working in MS Office and web-based applications

Why You Want to Work Here:

• Gain experience with a Leading Global Financial Firm
• Medical benefits
• PTO
• Monday to Friday Schedules
• Collaborative and diverse working environment

PrincePerelson & Associates is an Equal Opportunity Employer and complies with all provisions of the EEO and ADA laws. We do not discriminate in our employment practices on the basis of race, color, religion, national origin, sex (including sexual orientation and sexual identity), age, genetic information, parental status, military status, disability, or any non-merit-based factors or other federal, state, or locally protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.