Launch Operations Analyst
About The Position
The Launch Operations Analyst – Account Specialist is responsible for supporting the successful launch of new client relationships by managing account opening, onboarding documentation, and related operational workflows for ETF launches. This role partners closely with the Client Success and Launch Operations teams to ensure new accounts are opened accurately, efficiently, and in compliance with internal policies and regulatory requirements. The ideal candidate is detail-oriented, process-driven, and client-focused, with a strong ability to manage multiple onboarding workflows simultaneously while maintaining high standards of accuracy and service.
Requirements
- Bachelor’s degree or equivalent experience
- 0–3 years of experience in operations, onboarding, account services, or a related role
- Strong attention to detail and organizational skills
- Ability to manage multiple tasks and deadlines in a fast-paced environment
- Clear written and verbal communication skills
- Proficiency with Microsoft Office
- Highly detail-oriented with a strong focus on accuracy
- Process-minded and comfortable following structured workflows
- Collaborative and service-oriented mindset
- Comfortable working cross-functionally and handling sensitive information
- Proactive problem solver with a continuous-improvement mentality
Nice To Haves
- Experience in financial services, investment management, fintech, or a regulated environment
- Familiarity with account opening, client onboarding, or operational workflows
- Experience working with CRM or onboarding systems (e.g., Salesforce or similar tools)
- Exposure to compliance, KYC, AML, or client documentation processes
Responsibilities
- Account Opening & Onboarding
- Prepare, review, and process account opening and onboarding documentation for new client relationships
- Ensure all required forms, agreements, and disclosures are completed accurately and in compliance with internal and regulatory requirements
- Coordinate account setup activities across internal and third party systems and operational platforms
- Track onboarding progress and follow up on outstanding items to meet ETF launch timelines
- Cross-Functional Coordination
- Partner with Client Success, Legal, and Operations teams to facilitate smooth client launches
- Serve as an internal point of contact for onboarding-related questions and status updates
- Escalate issues or risks that may delay account opening or impact client experience
- Client & Relationship Support
- Support client-facing teams by ensuring a seamless and professional onboarding experience
- Assist with client inquiries related to onboarding documentation and account setup
- Contribute to a positive first impression for new client relationships
- Process & Data Management
- Maintain accurate onboarding records, checklists, and documentation repositories
- Update internal systems and CRM tools with onboarding status and account details
- Identify opportunities to improve onboarding workflows, documentation, and controls
- Support reviews and reporting related to account opening activities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
