Client Operations Analyst

Waterstone Human Capital; Salt Lake City (UT); Hybride; USD 68 000 - 83 000; Plein temps

Avantages offerts par ce poste

Health and dental insurance (80% of it

401(k) with employer match (vests)

Firm‑paid training and professional发展

Annual performance bonus

Profit‑sharing program

Résumé du poste

Waterstone Professional Recruiting in Salt Lake City is seeking a Client Operations Analyst to support day‑to‑day client service and paperwork. You will work with advisors and a small team to ensure accuracy and timely completion of tasks.

The role emphasizes attention to detail, reliability, and the ability to learn multiple software tools, including AI tools, while maintaining client confidentiality in a dynamic wealth management setting.

Qualifications

• Bachelor’s degree required, any field; finance background preferred.
• Recent graduates and early‑career candidates are encouraged to apply.
• Exceptional attention to detail; accuracy is essential.
• Self‑starter who can learn quickly and own tasks.
• Strong written and verbal communication; follow‑up without being pushy.
• Curiosity about financial services and eagerness to learn.
• Comfort learning many software tools; openness to using AI tools in daily work.
• Discretion with confidential client information.

Responsabilités

• Prepare and send account paperwork for e-signature and follow up.
• Open new accounts and support onboarding from start to finish.
• Monitor and resolve account alerts and service requests.
• Communicate with clients by phone, email, and text professionally.
• Keep accurate records across systems and workflow tools.
• Identify ways to make processes more efficient as the firm grows.
• Over time, gain exposure to private fund operations.

Connaissances

Attention to detail

Self-starter

Strong communication

Curiosity about finance

Discretion

Adaptability with software tools

Open to AI tools

Formation

Bachelor's degree

Outils

AI tools

CRM software

Description du poste

Salt Lake City, UT | Hybrid | Full-Time

Waterstone Professional Recruiting is partnering with a fast-growing boutique wealth management firm in the Salt Lake City area to hire a Client Operations Analyst. Our client serves a select group of high-net-worth families and business owners, and it is expanding its team quickly. It's a great opportunity for a detail-driven professional who wants to build a career in financial services at a firm where hard work gets noticed and rewarded.

About The Role

You’ll handle the day-to-day operations that keep client relationships running smoothly: preparing paperwork, following requests through to completion, and making sure nothing falls through the cracks. It’s a behind-the-scenes role that makes a big difference. Clients depend on this person to get things done so they don’t have to think about it. You’ll work closely with advisors and the rest of a small, collaborative team, and you’ll often be a client’s main point of contact for service requests.

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

What We’re Looking For

• Bachelor’s degree required, in any field. A finance background is preferred.
• Recent graduates and early‑career candidates are strongly encouraged to apply. Operations experience at a brokerage or wealth management firm is a plus.
• 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

Schedule

Full‑time, Monday through Friday. The role is hybrid, with 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

Why this opportunity

The firm is growing quickly and plans to add several positions over the next year and a half. Strong performers can grow into broader operations leadership or move into fund operations. You’ll get direct exposure to senior leadership and learn how a sophisticated wealth management practice runs.