Client Integration / Operations Analyst

Operations Analyst
Job at a Glance
Title: Operations Analyst
Location (Hybrid): New York, NY
Contract: W2 only
Overview
The role serves as the primary liaison among Sales, Credit, and Regulatory teams, ensuring seamless communication and rapid issue resolution while collaborating with cross-functional groups to prioritize onboarding requests in accordance with business objectives and customer needs. The incumbent leads Pipeline Review meetings to provide transparency on onboarding progress, identify risks, and manage escalations, and fosters a culture of continuous learning by coaching team members and delivering constructive feedback.
Key Responsibilities

• Serve as primary liaison between Sales, Credit, Regulatory, and internal stakeholders.
• Oversee onboarding process for new clients and manage ongoing client relationships.
• Lead Pipeline Review meetings and provide onboarding transparency.
• Establish and enforce client management policies and procedures.
• Coordinate globally with KYC, Credit, Legal, Compliance, Sales, Relationship Managers, and Regulatory stakeholders.
• Collect, review, and ensure adherence to regulatory requirements.
• Ensure internal and external system setup is completed.
• Identify and mitigate process-related risks and facilitate escalations when necessary.
• Participate in internal and external audits.
• Promote a culture of delivery excellence and continuous improvement.
• Monitor production processes and resource utilization.
• Act on client feedback to maintain satisfaction.
• Support technical inquiries from clients, auditors, and internal stakeholders.
• Take responsibility for personal development and training.

• 3-5 years of Client Management, Operations, Credit, Due Diligence, and/or Legal Negotiations experience.
• Understanding of legal agreements including ISDA/CSA, GMRA, MSFTA, Side Letters, NDA's, ETSA, and Options Agreements.
• Knowledge of trade lifecycle and client lifecycle within a large financial institution.
• Strong interpersonal and communication skills.

• Functional expertise in Risk, Legal, Due Diligence, Client Management, and/or Operations.
• Deep understanding of banking regulations and operations.

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