Entry-Level Operations Finance Analyst - Client Service

PrincePerelson and Associates; Salt Lake City (UT); On-site; USD 65,000 - 77,000; Full time

Benefits offered by this job

Medical Benefits

PTO

Weekly Pay

Job summary

PrincePerelson & Associates is seeking a Financial Analyst (Operations / Client Service) in Salt Lake City, UT. This entry-level role offers exposure to trade lifecycle operations across equities, fixed income, mutual funds, and retirement products, with a focus on risk management and process controls.

You will collaborate with brokerage, execution, and client service teams to deliver reliable support while managing risk exposure and contributing to growth.

Qualifications

• Enthusiastic team player with strong organizational, technical, and communication skills, eager to learn and grow in a dynamic environment.
• Passion for financial markets and investment products, with a willingness to develop expertise in a fast-paced, challenging setting.
• Strong analytical and problem-solving skills with keen attention to detail and a risk-aware mindset.
• Excellent interpersonal skills, with the ability to collaborate effectively and explain complex concepts to diverse teams.
• Proactive and adaptable, capable of managing multiple priorities while taking ownership of tasks and responsibilities.
• Thrives in a collaborative environment, remains flexible under pressure, and is eager to contribute to a growing and innovative team.

Responsibilities

• Develop a strong foundation in the trade lifecycle and operations of RIA-initiated investment products, including equities, fixed income, mutual funds, and retirement products.
• Collaborate with experienced professionals in brokerage, execution, and client service to deliver exceptional support while managing risk exposure.
• Work closely with business and risk teams to drive growth while maintaining strong risk and control measures for investment products.
• Strengthen multitasking and attention to detail by managing multiple responsibilities in a dynamic environment.
• Contribute to process improvements by exploring new tools and technologies that enhance efficiency and scalability.

Skills

Teamwork

Organizational skills

Technical skills

Communication

Analytical thinking

Risk awareness

Job description

PrincePerelson & Associates is seeking a Financial Analyst (Operations / Client Service) in Salt Lake City, UT. This entry-level role offers exposure to trade lifecycle operations across equities, fixed income, mutual funds, and retirement products, with a focus on risk management and process controls.

You will collaborate with brokerage, execution, and client service teams to deliver reliable support while managing risk exposure and contributing to growth.