Client Ops Analyst: Banking Partnerships & Data

IntraFi; Arlington (VA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Flexible schedule

Health insurance

Paid time off

Professional development assistance

Vision insurance

Job summary

IntraFi in Arlington, Virginia is seeking a key member for their operational support team to assist banks with sweep-processing services. This role involves onboarding new clients, preparing data for presentations, and managing customer pipelines, all while ensuring operational excellence.

The ideal candidate will have banking experience, familiarity with AI tools, and strong skills in Excel and SQL. Enjoy a collaborative environment with great employee benefits including 401(k) matching, health insurance, and opportunities for professional development.

Qualifications

• Experience in mid or back office roles.
• Comfortable with client interactions and partnerships.
• Self-starter with multitasking capabilities.

Responsibilities

• Onboard new banks and broker dealers.
• Prepare data for client presentations.
• Implement transactional processing procedures.
• Manage the pipeline for new customers.
• Communicate operational issues with vendors.

Skills

Experience with AI tools

Financial Services or Banking experience

Intermediate in Excel

Strong communication skills

Ability to manage multiple tasks

Experience with CRM tools

Tools

Salesforce

SQL

Job description

IntraFi in Arlington, Virginia is seeking a key member for their operational support team to assist banks with sweep-processing services. This role involves onboarding new clients, preparing data for presentations, and managing customer pipelines, all while ensuring operational excellence.

The ideal candidate will have banking experience, familiarity with AI tools, and strong skills in Excel and SQL. Enjoy a collaborative environment with great employee benefits including 401(k) matching, health insurance, and opportunities for professional development.