Client Operations Analyst

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.

About The Role You'll handle the day-to-day operations that keep client relationships running smoothly: preparing paperwork, following requests through to completion, and making sure nothing falls through the cracks. It's a behind-the-scenes role that makes a big difference. Clients depend on this person to get things done so they don't have to think about it. You'll work closely with advisors and the rest of a small, collaborative team, and you'll often be a client's main point of contact for service requests.

What You'll Do

• 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

What We're Looking For

• 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

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

Compensation And Benefits

• Base Salary starting at $75k
• Annual performance bonus
• Profit-sharing program
• Health and dental insurance (80% employer-paid)
• 401(k) with an employer match that vests immediately
• Firm-paid training and professional development

Why this opportunity The firm is growing quickly and plans to add several positions over the next year and a half. Strong performers can grow into broader operations leadership or move into fund operations. You'll get direct exposure to senior leadership and learn how a sophisticated wealth management practice runs.