Junior Operations Analyst

Coforge; Utah; On-site; USD 25,000 - 39,000; Full time

Job summary

Coforge resources will support custody back-office functions related to Global Banking & Markets and Asset & Wealth Management. This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors (RIAs).

You will balance operational efficiency with a client-first advocacy mindset to drive asset retention and platform growth.

Qualifications

• Experience in financial services or high-touch client service.
• Strong verbal and written communication; ability to translate complex concepts clearly.
• Proficient with Salesforce (preferred) and MS Office Suite.
• Attention to detail in a deadline-driven, regulated environment.
• Ability to learn quickly and work with cross-functional teams.

Responsibilities

• Serve as the primary contact for incoming calls, emails, faxes, and mailed correspondence from RIAs and end clients.
• Route client inquiries to internal processing teams to ensure timely resolution.
• Balance client advocacy with internal risk protocols to protect both client and firm interests.
• Log advisor feedback and complaints; escalate critical issues to support prioritization.
• Maintain proactive communication with clients about platform updates and events.
• Collaborate with front- and back-office colleagues to ensure a seamless client experience.
• Develop and maintain deep expertise across Salesforce case categories and client workflows.

Skills

Operations

Data Analysis

MS Suite

Salesforce

Excel

Education

Finance degree

Tools

Salesforce

Microsoft Office

Job description

Skills: Operations, Data Analysis, MS Suite

Experience: 0-3years

Location: Salt Lake City, UT

Job Type: Hourly

Overview:

Coforge resources will support custody back-office functions related to Global Banking & Markets and Asset & Wealth Management. This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors (RIAs). You will balance operational efficiency with a "client-first" advocacy mindset to drive asset retention and platform growth.

Key Responsibilities:

• Multi-Channel Communication: Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from RIA firms and their end clients.
• Inquiry Management: Efficiently route client inquiries to the appropriate internal processing teams to ensure timely resolution.
• Client Advocacy & Risk Management: Navigate the intersection of internal risk protocols and external client needs, ensuring "win-win" outcomes while serving as the internal "voice of the client."
• Feedback & Escalation: Systematically log advisor feedback and complaints via Salesforce and internal trackers; elevate critical issues to management to assist in project prioritization.
• Relationship Maintenance: Maintain proactive communication with clients regarding platform updates, key industry events, or releases that may impact the relationship.
• Cross-Functional Collaboration: Partner with front-office and back-office colleagues to ensure a seamless and exceptional client experience.
• Subject Matter Expertise: Develop and maintain deep expertise across multiple Salesforce case categories and client operational workflows.

Qualifications:

• Experience: 1–3 years in financial services, with a proven track record in high-touch client service or fast-paced operational environments. Smart Freshers with minimal to zero only if the communication and domain knowledge is high
• Exceptional ability to translate complex financial concepts into clear, professional, and concise verbal and written communication.
• Strong knowledge of Salesforce (preferred), Microsoft Office Suite (Excel/Word), and the ability to troubleshoot our custodial products for clients.
• High attention to detail with the ability to remain calm and effective in a deadline-driven, high-call-volume, and strictly regulated compliance environment.
• Demonstrated skill in building rapport quickly, identifying latent client needs, and educating advisors on client services
• It will be a 9hour day and 5 days onsite.
• A self-motivated team player who shows initiative through participation in firm-wide groups and thrives in an autonomous yet collaborative setting.
• Operations and financial services (capital markets, wealth management preferred) knowledge are preferred
• Ability to learn things quickly
• Good communication skills, both written and verbal
• Excellent analytical and problem-solving skills
• Attention to Detail
• High level of accuracy and attention to detail in all tasks
• Ability to work under stringent timelines in a fast-paced environment.
• Freshers with Finance degree are welcome to apply.