Operations Analyst: Wealth Management & Capital Markets

Glint Tech Solutions LLC; Milwaukee (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

Glint Tech Solutions LLC is seeking an Operations Analyst for a leading enterprise in the financial services sector. The role focuses on supporting Custody, Securities, Investment, and Wealth Management Operations in a fast-paced environment.

You will process client account updates and data maintenance requests, support cash and securities transfer activities, manage cash disbursements and receipts, and generate and interpret operational reports using BOXI.

Qualifications

• Experience with custody, securities, and wealth management operations.
• Proficiency in data amendments and account maintenance processes.
• Experience generating operational reports, including BOXI reports.

Responsibilities

• Process client account updates and data maintenance requests.
• Support cash and securities transfer activities.
• Manage cash disbursements and receipts.
• Generate and interpret operational reports using BOXI.
• Coordinate with cross-functional teams to ensure timely processing.
• Maintain quality, confidentiality, and client-service standards.

Skills

SWP

Data amendments

Custody ops

Securities ops

Investment ops

Wealth mgmt ops

Capital markets

Cash reconciliation

BOXI reporting

Education

Bachelor's degree in Finance/Accounting/Economics

Job description

Glint Tech Solutions LLC is seeking an Operations Analyst for a leading enterprise in the financial services sector. The role focuses on supporting Custody, Securities, Investment, and Wealth Management Operations in a fast-paced environment.

You will process client account updates and data maintenance requests, support cash and securities transfer activities, manage cash disbursements and receipts, and generate and interpret operational reports using BOXI.