Operations Analyst - Fast-Paced FinServ (In-Office)

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

Job summary

Kingswood U.S. in New York City is seeking an Operations Analyst to support daily processes and help improve workflow in a fast-paced financial services environment.

This full-time in-office role requires 2+ years of operations experience, a Bachelor's degree, and strong communication and interpersonal skills. You will collaborate with internal teams, maintain accurate records, manage data entry, and assist with compliance documentation.

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

Communication skills

Interpersonal abilities

Microsoft Office Suite

CRM platforms

Education

Bachelor's degree or equivalent experience

Tools

CRM platforms

Job description

Kingswood U.S. in New York City is seeking an Operations Analyst to support daily processes and help improve workflow in a fast-paced financial services environment.

This full-time in-office role requires 2+ years of operations experience, a Bachelor's degree, and strong communication and interpersonal skills. You will collaborate with internal teams, maintain accurate records, manage data entry, and assist with compliance documentation.