Launch Operations Analyst

Job Description

JOB DETAILS

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

Preferred

• 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

• 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
• 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
• 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
• 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

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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