Operations Analyst

Job Description:

Coforge resources will support custody back-office functions related to Global Banking & Markets and Asset & Wealth Management.  This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors (RIAs). You will balance operational efficiency with a "client-first" advocacy mindset to drive asset retention and platform growth.

Qualifications:

• Experience: 1–3 years in financial services, with a proven track record in high-touch client service or fast-paced operational environments. Smart s with minimal to zero only if the communication and domain knowledge is high
• Exceptional ability to translate complex financial concepts into clear, professional, and concise verbal and written communication.
• Strong knowledge of Salesforce (preferred), Microsoft Office Suite (Excel/Word), and the ability to troubleshoot our custodial products for clients.
• High attention to detail with the ability to remain calm and effective in a deadline-driven, high-call-volume, and strictly regulated compliance environment.
• Demonstrated skill in building rapport quickly, identifying latent client needs, and educating advisors on client services
• It will be a 9hour day and 5 days onsite.
• A self-motivated team player who shows initiative through participation in firm-wide groups and thrives in an autonomous yet collaborative setting.
• Operations and financial services (capital markets, wealth management preferred) knowledge are preferred
• Ability to learn things quickly
• Good communication skills, both written and verbal
• Excellent analytical and problem-solving skills
• Attention to Detail
• High level of accuracy and attention to detail in all tasks
• Ability to work under stringent timelines in a fast-paced environment.

Education: Bachelor’s degree required.