Associate Analyst Jobs

About The Position

Requirements

• Operations
• Compliance
• Operations Analysis
• Customer Service
• Client Services
• Risk Analysis
• Strong communication and interpersonal skills.
• Ability to work effectively in a fast-paced, team-oriented environment.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft Office applications and other business systems.
• Ability to learn new processes, systems, and regulatory requirements quickly.

Nice To Haves

• Bachelor’s degree in Business, Finance, or a related field preferred, but not required.

Responsibilities

• Develop a working knowledge of company policies, procedures, and regulatory requirements to ensure all new account openings are completed accurately and in compliance with established guidelines.
• Process and support new account opening activities, including account setup, documentation review, and account maintenance requests.
• Provide high-touch customer service through phone, email, and collaboration platforms by responding to inquiries, questions, and information requests.
• Research and resolve operational issues, escalating complex cases as needed while following established procedures.
• Collaborate with internal teams to support account onboarding and ensure a seamless client experience.
• Communicate updates on products, services, and operational processes to assist branch personnel and clients.
• Maintain accuracy and attention to detail while managing multiple priorities and meeting service-level expectations.

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)