Alliance/Partner Management, Cross-Functional, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Documentation, Financial Services, Institutional Asset Management, Maintain Compliance, On Site Support, Onboarding, Operational Audit, Organizational Skills, Process Improvement, Project/Program Coordination, Reconciliation, Team Player, Time Management
Job Title: Client Operations Analyst
Location: Texas, Washington, or Florida
Compensation: $65,000 $80,000 + bonus
Schedule: Full-time, onsite (supports global clients; adjusted hours required)
This is not a trade processing, reconciliation, or reporting-only position.
Were looking for someone who owns client onboarding and works directly with internal teams and client-facing partners to move complex accounts forward.
What Youll Do
Own and drive onboarding for new institutional client accounts from start to finish
Act as a key partner to relationship managers and client-facing teams
Coordinate across compliance, operations, custodians, and internal stakeholders
Manage onboarding timelines, documentation, and account setup requirements
Resolve complex client-related operational requests
Identify and implement process improvements that enhance efficiency
What Were Looking For
4+ years in financial services supporting institutional or investment clients
Direct experience owning or driving client onboarding (not just supporting tasks)
Experience working with client-facing teams (RMs, advisors, etc.)
Exposure to account setup, documentation, and onboarding workflows
Strong cross-functional coordination skills
Bachelors degree preferred
This Role Is NOT a Fit If You
Primarily worked in trade processing, reconciliation, or back-office operations
Focus on data/reporting without client or onboarding ownership
Have not been involved in client onboarding or account setup processes
Nice to Have
Experience in asset management or institutional environments
Exposure to international or global clients
Process improvement or project coordination experience
Why This Role
This is a high-visibility client operations role where youll partner across teams and play a key part in delivering a seamless client experiencenot just execute tasks behind the scenes.
C
CornerStone Professional Placement