Operations Analyst

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

Job summary

Kingswood Group in New York City is seeking an Operations Analyst to support daily operations, collaborate with teams to optimize workflows, and handle client inquiries in a fast-paced environment.

This full-time, in-office role offers exposure to financial services, data management, and compliance documentation. The ideal candidate has 2+ years of operations experience and strong communication skills, with proficiency in MS Office and CRM tools.

Qualifications

• 2+ years of operations experience required.
• Strong 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

Communication skills

Office Suite

CRM platforms

Education

Bachelor's degree or equivalent experience

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.

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