Operations Analyst

Kingswood Group; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Kingswood Group in New York is seeking an Operations Analyst to join our in-office team. This full-time role emphasizes attention to detail, process improvement, and collaboration across departments to support daily workflows.

You will handle data entry, client inquiries, regulatory documentation, and maintain records while contributing to a fast-paced financial services environment at our NYC office.

Qualifications

• 2+ years of prior experience in operations
• Excellent communication and interpersonal abilities
• Proficiency in Microsoft Office Suite and CRM platforms is a plus

Responsibilities

• Support daily operational tasks to ensure smooth business processes.
• Collaborate with internal teams to optimize workflows and maintain efficiency.
• Handle client service inquiries and provide timely resolutions.
• Maintain accurate records and manage data entry processes.
• Assist with compliance and regulatory documentation.

Skills

Operations experience

Communication skills

Interpersonal skills

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office Suite

CRM platforms

Job description

We are seeking a motivated and detail-oriented Operations Analyst to join our team. This full-time, in-office role is ideal for candidates with prior experience in operations who thrive in a fast-paced environment.

Key Responsibilities

• Support daily operational tasks to ensure smooth business processes.
• Collaborate with internal teams to optimize workflows and maintaine fficiency.
• Handle client service inquiries and provide timely resolutions.
• Maintain accurate records and manage data entry processes.
• Assist with compliance and regulatory documentation.

Qualifications &Skills

• 2+years of prior experience in operations preferred.
• Excellent communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite and CRM platforms is a plus.
• Bachelor's degree or equivalent experience.

Why Join Kingswood U.S.?

• Be part of a dynamic and growing financial services firm.
• Competitive salary and benefits package.
• Collaborative work environment in our NYC office.