Operations Analyst: Drive Efficient Workflows & Service

Kingswoodsolutions; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Office in NYC

Job summary

Kingswood U.S. in New York City is seeking a motivated Operations Analyst for an in-office, full-time role. You will support daily tasks and collaborate across teams to improve workflows in a fast-paced financial services environment.

The ideal candidate has 2+ years in operations, strong communication, and proficiency with MS Office and CRM systems. This role offers a competitive salary and benefits, with an emphasis on accuracy and regulatory documentation.

Qualifications

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

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

Interpersonal skills

Operations experience

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office Suite

CRM platforms

Job description

Kingswood U.S. in New York City is seeking a motivated Operations Analyst for an in-office, full-time role. You will support daily tasks and collaborate across teams to improve workflows in a fast-paced financial services environment.

The ideal candidate has 2+ years in operations, strong communication, and proficiency with MS Office and CRM systems. This role offers a competitive salary and benefits, with an emphasis on accuracy and regulatory documentation.