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Client Operations Analyst
Client Operations AnalystIntePros • Pittsburgh, Pennsylvania, United States
Client Operations Analyst

Client Operations Analyst

IntePros • Pittsburgh, Pennsylvania, United States
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  • [job_card.full_time]
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Job Title : Client Operations Analyst

Our client is seeking a detail-oriented and proactive professional to support daily operational tasks within our Wealth Management account-opening team. In this role, you will follow established procedures, ensure timely completion of assigned work, and appropriately escalate issues when necessary.

Responsibilities :

  • Open and maintain investment accounts within the Wealth business line.
  • Review and analyze investment management agreements, basic wills, trust documents, and other legal agreements governing fiduciary and non-fiduciary relationships.
  • Apply knowledge of regulatory frameworks, including OCC and SEC guidelines, to ensure accurate processing.
  • Input relationship details into internal systems and prepare summaries as required.
  • Work under the guidance of the Team Leader and Manager to meet daily deliverables and service expectations.

Qualifications :

  • Paralegal certification or equivalent experience preferred.
  • Prior trust, legal, or wealth operations experience is a strong plus.
  • Strong analytical, problem-solving, and organizational skills.
  • Ability to work effectively under tight deadlines.
  • Proficiency in Microsoft Outlook, Excel, PowerPoint, and Word.
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    Client Analyst • Pittsburgh, Pennsylvania, United States

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