About this opportunity
Coforge lists this Junior Operations Analyst (Salt Lake County) opportunity in salt lake county, Utah. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Title: Operations Analyst
Skills: Operations, Data Analysis, MS Suite
Experience: 0-3years
Location: Salt Lake City, UT
Job Type: Hourly
Overview:
Coforge resources will support custody back-office functions related to Global Banking & Markets and Asset & Wealth Management. This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors (RIAs). You will balance operational efficiency with a client-first advocacy mindset to drive asset retention and platform growth.
Key Responsibilities:
Multi-Channel Communication: Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from RIA firms and their end clients.
Inquiry Management: Efficiently route client inquiries to the appropriate internal processing teams to ensure timely resolution.
Client Advocacy & Risk Management: Navigate the intersection of internal risk protocols and external client needs, ensuring win-win outcomes while serving as the internal voice of the client.
Feedback & Escalation: Systematically log advisor feedback and complaints via Salesforce and internal trackers; escalate critical issues to management to assist in project prioritization.
Relationship Maintenance: Maintain proactive communication with clients regarding platform updates, key industry events, or releases that may impact the relationship.
Cross-Functional Collaboration: Partner with front-office and back-office colleagues to ensure a seamless and exceptional client experience.
Subject Matter Expertise: Develop and maintain deep expertise across multiple Salesforce case categories and client operational workflows.
Qualifications:
Education: Bachelor’s degree required.
Experience: 1–3 years in financial services, with a proven track record in high-touch client service or fast-paced operational environments. Smart Freshers with minimal to zero only if the communication and domain knowledge is high
Exceptional ability to translate complex financial concepts into clear, professional, and concise verbal and written communication.
Strong knowledge of Salesforce (preferred), Microsoft Office Suite (Excel/Word), and the ability to troubleshoot our custodial products for clients.
High attention to detail with the ability to remain calm and effective in a deadline-driven, high-call-volume, and strictly regulated compliance environment.
Demonstrated skill in building rapport quickly, identifying latent client needs, and educating advisors on client services
It will be a 9hour day and 5 days onsite.
A self-motivated team player who shows initiative through participation in firm-wide groups and thrives in an autonomous yet collaborative setting.
Operations and financial services (capital markets, wealth management preferred) knowledge are preferred
Ability to learn things quickly
Good communication skills, both written and verbal
Excellent analytical and problem-solving skills
Attention to Detail
High level of accuracy and attention to detail in all tasks
Ability to work under stringent timelines in a fast-paced environment.
Freshers with Finance degree are welcome to apply.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.