Operations Analyst (Client Account Management)

Medium; Arlington (VA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Employee assistance program

Flexible schedule

Health insurance

Life insurance

Opportunities for advancement

Paid time off

Parental leave

Professional development assistance

Referral program

Vision insurance

Job summary

IntraFi, located in Arlington, Virginia, is seeking a key team member to provide operational support in their sweep-processing business. This role involves onboarding new banks, analyzing data for client presentations, and documenting procedures focused on cash settlement.

Qualified candidates should have experience in the financial services industry, strong Excel skills, and a self-starter attitude to manage tasks in a fast-paced environment. The company offers competitive employee benefits including 401(k) and health insurance.

Qualifications

• Experience in mid or back office roles such as reconciliation, settlement, or custodial operations.
• Ability to run or modify SQL queries is a plus.
• Experience working with third-party vendors and resolving operational issues.

Responsibilities

• Onboard new banks and broker dealers.
• Analyze and prepare data for client presentations.
• Document procedures focused on transactional processing.
• Manage new customer pipeline and contractual tracking.
• Work with vendors to resolve operational issues.

Skills

Experience with artificial intelligence (AI) tools

Financial Services or Banking experience

Intermediate experience in Excel

Strong written and verbal communication skills

Self-starter with time management skills

Experience documenting operational procedures

Attention to detail and analytical thinking

Familiarity with CRM tools (Salesforce is a plus)

Job description

At IntraFi, we do more than innovate—we empower. Our services help banks provide vital financial access to small businesses, companies, and consumers across the country. With a network of more than 3,000 financial institutions, we help support the institutions that drive our economy, enabling them to fund affordable housing, family farms, and businesses of all sizes. The ability to lend locally strengthens our financial system, and our team plays a direct role in making that possible. It is this greater purpose that brings people to IntraFi and keeps them here.

As the nation’s largest deposit allocation service provider and the inventor of reciprocal deposits, IntraFi has spent over two decades creating dynamic solutions that help financial institutions grow, manage liquidity, and serve their communities. Our impact extends across institutions of all sizes—from community banks to large financial organizations—which enables us to achieve aggressive business growth objectives while helping strengthen the broader financial system. Consistently recognized by American Banker, Washington Post, and Fortune as one of the best places to work, we offer a collaborative, flexible environment where innovation thrives. Join us and be part of a team making a meaningful impact on the industry, on financial institutions, and on the future of financial services.

Your Role

• You would be a key member of our team, responsible for providing financial institutions the highest quality operational support in the sweep-processing business.

Your Responsibilities

• Working with a collaborative team to onboard new banks and broker dealers. Working within a Salesforce based workflow process to manage and support various operational based tasks.
• Analyze and prepare data for client presentations and operational reviews.
• Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation.
• Managing the pipeline for new customers that includes updating and maintaining a contractual term tracking system used to support various reporting and analytical downstream functions.
• Working with third-party vendors and partners to resolve operational issues with the ability to communicate key information in a timely manner.

Required Experience, Skills, and Qualifications

• Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity.
• Financial Services or Banking industry experience, preferably in a mid or back office role (i.e. reconciliation, settlement, custodial operations, or transaction processing). Experience with traditional back-office processes and functions specific to the brokerage or banking environment is a plus.
• Intermediate experience in Excel and the ability to run or modify SQL queries.
• Comfortable interacting with clients and external partners, with strong written and verbal communication skills.
• Self‑starter with the ability to prioritize and manage multiple tasks in a fast‑paced environment while producing accurate, timely work.
• Experience documenting operational procedures or writing business requirements for system enhancements.
• Strong attention to detail, analytical thinking, and problem-solving skills.
• Familiarity with CRM tools (Salesforce experience is a plus).

Employee Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Vision insurance

IntraFi LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, religion, age, veteran status, disability, or sexual orientation in employment of the provision of services.

IntraFi’s job application process may include online videoconference interviews, in-person interviews, presentations, and computer-based assessments. If you require reasonable accommodation to complete any part of the application process, please contact [e-mail].