Quantinno Capital Management · 3 months ago
Client Service Operations Analyst
New York, New York, United States
Full-time
Hybrid
Entry, Mid Level
$115K/yr - $135K/yr
2+ years expQuantinno Capital Management is an asset manager specializing in innovative tax-aware investment strategies. They are seeking an Operations Analyst to join their Client Service Operations team, where the analyst will deliver superior client service and manage client account support across multiple custodial platforms.
AdviceAsset ManagementTax ConsultingWealth Management
Responsibilities
Build and maintain strong operational relationships with a dedicated group of Quantinno clients, serving as primary coverage and delivering comprehensive investment account support across multiple custodial platforms
Act as a key liaison between clients and internal teams to ensure a seamless, consistent and positive client experience
Manage and respond to inbound client inquiries, providing timely, accurate, and high-quality operational support while maintaining strong client relationships
Assist clients with the account onboarding process, ensuring account details are in good order prior to trading
Monitor and maintain client accounts to identify any deficiencies impacting trading activity; proactively coordinate with clients to resolve issues and prevent disruptions
Conduct virtual meetings to present and explain the account onboarding process to new clients
Process client portal access requests, manage permissioning, and ensure seamless account setup
Process routine account maintenance requests via Salesforce and routing other non-operational requests to subject matter experts within the firm as needed
Work with specialists at custodians on continuous process improvement projects
Contribute to key firm-wide initiatives and ad-hoc projects, driving operational enhancements and supporting business growth
Qualification
Required
Bachelor's degree in Business, Finance, Accounting or a related field or equivalent industry experience
2+ years of experience in private wealth management, preferably as a client service associate supporting a financial advisor team
Strong attention to detail, organization, and follow-through, ensuring accuracy and consistency
Team player eager to support the CSO and Quantinno teams in various ways
Preferred
Experienced Office apps (Excel, PowerPoint) and Salesforce proficiency a plus
Benefits
Discretionary bonus
Health/dental/vision insurance
Paid Time Off
401(k)
Other benefits eligible to employees
Company
Quantinno Capital Management
Quantinno Capital Management specializes in asset management, focusing on maximizing after-tax wealth.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Todd Saunders
COO
Hoon K.
Founder, Managing Principal, Chief Investment Officer
Recent News
DevOps.com
2025-04-07
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