Entry-Level Financial Operations Associate - Onboarding

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

Benefits offered by this job

Medical benefits

PTO

Collaborative and diverse working environment

Job summary

A prestigious firm based in Salt Lake City is seeking an Entry Level Financial Operations Analyst to join its Private Wealth Management team. This role emphasizes strong communication, organization, and relationship management skills. Responsibilities include reviewing client account documentation, supporting onboarding, and coordinating with advisors. Applicants should be detail-oriented and comfortable in a client-facing environment. The position offers growth opportunities within a leading financial firm.

Qualifications

• 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.

Responsibilities

• Review and validate client account updates and documentation.
• Perform due-diligence checks (AML/KYC) for accounts.
• Support new client onboarding and assist with account features.
• Coordinate closely with Advisor teams.
• Submit and track requests for account services.
• Partner with Compliance and Legal teams.
• Contribute insights to improve workflows.

Skills

Organizational skills

Communication skills

Problem-solving ability

Client management

Tools

MS Office

Job description

A prestigious firm based in Salt Lake City is seeking an Entry Level Financial Operations Analyst to join its Private Wealth Management team. This role emphasizes strong communication, organization, and relationship management skills. Responsibilities include reviewing client account documentation, supporting onboarding, and coordinating with advisors. Applicants should be detail-oriented and comfortable in a client-facing environment. The position offers growth opportunities within a leading financial firm.