Client Service Operations Analyst

About Quantinno

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 $40 billion in assets on behalf of some of the largest Family Offices, Multi-Family Offices, and Registered Investment Advisors (RIAs) in the country.

Position Summary:

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 professional who thrives in a dynamic environment, can manage multiple priorities simultaneously, and demonstrates exceptional attention to detail and organizational skills. 

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

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 salary range for this role will be between $115,000 and $135,000 per year. This role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health/dental/vision insurance, Paid Time Off, 401(k) and other benefits eligible to employees. Actual compensation for successful candidates will be carefully determined based on a number of factors, including their skills, qualifications and experience. This position follows a 4:1 hybrid work model, out of our New York City office.