Operations Analyst New York, NY

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

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.