What are the responsibilities and job description for the Operations Analyst position at Coforge?
Title - Junior Operations Analyst
Location - Salt Lake City, UT (Onsite)
Skills: Operations, Data Analysis, Customer Service, MS Suite
Experience: 0-3years
Location: Salt Lake City, UT
Job Type: Hourly
Job Description
Junior Operations Analyst or client service role in investment banking focuses on managing day-to-day relationships with institutional, corporate, or high-net-worth clients. Responsibilities include resolving account inquiries, coordinating trade or transaction execution, onboarding accounts, and bridging communication between clients and internal product specialists.
Key Job Responsibilities
- Client Support: Act as the primary point of contact for routine inquiries, operational requests, and transaction updates.
- Relationship Management: Maintain ongoing satisfaction, track client interactions via CRM tools, and support senior bankers during deal execution.
- Problem Solving: Investigate and resolve complex operational, billing, or processing discrepancies.
- Internal Coordination: Work closely with legal, compliance, trading, and product teams to ensure seamless service delivery.
- Risk and Compliance: Ensure all activities adhere to regulatory frameworks and internal bank policies.
Required Skills and Qualifications
- Experience: 1 to 3 years of customer service, account management, or operations experience within financial services.
- Communication: Exceptional verbal and written communication skills with a professional demeanor.
- Technical Literacy: Proficiency in financial software, CRM databases, and Microsoft Office Suite.
- Knowledge: Basic understanding of capital markets, investment products, or banking operations.
Education: Bachelor’s degree in finance, Economics, Business Administration, or a related field.