Client Operations Analyst

About the role

Salt Lake City, UT | Hybrid | Full-Time Waterstone Professional Recruiting is partnering with a fast-growing boutique wealth management firm in the Salt Lake City area to hire a Client Operations Analyst. Our client serves a select group of high-net-worth families and business owners, and it is expanding its team quickly. It's a great opportunity for a detail-driven professional who wants to build a career in financial services at a firm where hard work gets noticed and rewarded.

Responsibilities

• Prepare and send account paperwork for e-signature, and follow up with clients until it's complete
• Open new accounts and support onboarding for new clients from start to finish
• Monitor and resolve account alerts and service requests, including address changes, money movement, and account updates
• Communicate with clients by phone, email, and text in a professional, friendly, and persistent way
• Keep accurate records across the firm's systems and workflow tools
• Find ways to make processes more efficient and consistent as the firm grows
• Over time, take on exposure to private fund operations

Requirements

• Bachelor's degree required, in any field. A finance background is preferred.
• Recent graduates and early-career candidates are strongly encouraged to apply.
• Operations experience at a brokerage or wealth management firm is a plus.
• Exceptional attention to detail. Accuracy is the most important part of this role.
• A self-starter who can learn a task once and own it without close supervision
• Strong written and verbal communication, and the judgment to follow up without being pushy
• Real curiosity about financial services and eagerness to learn
• Comfort learning many software tools, plus openness to using AI tools in daily work
• Discretion with confidential client information

Pay

• Base Salary starting at $75k
• Annual performance bonus
• Profit-sharing program

Benefits

• Health and dental insurance (80% employer-paid)
• 401(k) with an employer match that vests immediately
• Firm-paid training and professional development

Schedule

Full-time, Monday through Friday. The role is hybrid, with three days a week in the Salt Lake office and two days remote.