Client Service Operations Analyst

Firm Description

Quantinno Capital Management, established in 2018 by alumni from some of the world’s largest investment firms, is an Asset Manager specializing in innovative tax-aware investment strategies. Leveraging expertise in quantitative investment approaches, Quantinno offers tailored solutions for taxable investors. Quantinno currently manages over $14 billion in assets on behalf of some of the largest Family Offices, Multi-Family Offices, and Registered Investment Advisors (RIAs) in the country.

Job Description

Quantinno is seeking an Operations Analyst to join our fast-growing firm. As a member of our Client Service Operations (CSO) team, we are looking for an analyst who will deliver superior, white-glove experience. The ideal candidate is a self-motivated individual who thrives in a dynamic environment, juggling multiple projects and tasks with exceptional organizational skills and attention to detail.

Primary Responsibilities

• Communicate with clients, offering operational support for investment accounts on multiple custodial platforms
• Liaise between clients and internal teams to ensure a consistent and positive client experience
• Facilitate execution routing of new client contracts and coordinating with our legal team
• 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. Coordinate with clients to ensure timely resolution of issues, preventing disruptions and optimizing account performance
• Conduct Zoom meetings to demonstrate our 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
  
  

Qualifications

• 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
• Experienced Office apps (Excel, PowerPoint) and Salesforce proficiency a plus
  
  

The annual base salary range for this role is expected to be $100,000 to $150,000 and will vary based upon job-related skills and experience. This role is also eligible for an annual discretionary bonus in addition to benefits including paid time off, medical/dental/vision and other wellness plans.