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Client Service & Operations Analyst

Job

Insight Global

Bloomington, MN (In Person)

Full-Time

Posted 1 week ago (Updated 1 week ago) • Actively hiring

Expires 6/27/2026

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Job Description

Job Description Our client is hiring a detail-oriented Client Service & Operations Analyst to support a high-priority client transition project while also contributing to ongoing client service and operational functions. This individual will play a critical role in ensuring a seamless onboarding experience for a large incoming firm and will continue supporting core client service workflows post-project.
Primary Responsibilities:
A. Client Service Project Support (Priority through end of May)
  • Lead preparation of Schwab/Fidelity paperwork for an incoming/merging firm (~500-700 households)
  • Ensure all documentation is completed accurately and on time for the end-of-May deadline
  • Organize and save all materials to designated folders for Technology team distribution B. Ongoing Client Service & Operations Support (Post-Project)
Account Maintenance Support:
○ Handle overflow requests across the client service team (address changes, statement retrieval, beneficiary updates, etc.) ○ Prepare documents for Client Service Associates (CSAs) to review and deliver to clients
    Client Onboarding Support:
    ○ Assist with onboarding processes and documentation for new clients
      Account Opening Support:
      Provide operational support for new account setup and submission workflows We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

      To learn more about how we collect, keep, and process your private information, please review
      Insight Global's Workforce Privacy Policy:
      https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements
      • 1-3+ years of experience in wealth management, financial services, or client service operations
      • Experience supporting account opening, onboarding, or maintenance workflows in an RIA environment
      • Strong attention to detail and ability to manage high-volume, deadline-driven work
      • Excellent organizational and communication skills
      • Proficiency with internal systems, document management, and CRM tools (Salesforce, Orion, Tamarac a plus)
      • Familiarity with custodians such as Schwab and/or Fidelity strongly preferred