What are the responsibilities and job description for the Operations Analyst position at Coforge?
Job Title: Junior Operations Analyst
Skills: Backend, Operations, Call Center, Strong Communication
Experience: 1-3 Years
Location: Salt Lake City, UT
Job Type: Fulltime
We at Coforge are hiring for Junior Operations Analyst with the following skills:
- 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.
- 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