Client Operations Analyst (Pittsburgh)IntePros • Pittsburgh, PA, United States
Client Operations Analyst (Pittsburgh)
IntePros • Pittsburgh, PA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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.
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 :
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Client Analyst • Pittsburgh, PA, United States
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