Client Operations Analyst
Job Description
Job Title: Client Operations Analyst
Location: Texas, Washington, or Florida
Compensation: $65,000 – $80,000 + bonus
Schedule: Full-time, onsite (supports global clients; adjusted hours required)
This is not a trade processing, reconciliation, or reporting-only position.
We’re looking for someone who owns client onboarding and works directly with internal teams and client-facing partners to move complex accounts forward.
What You’ll Do
• Own and drive onboarding for new institutional client accounts from start to finish
• Act as a key partner to relationship managers and client-facing teams
• Coordinate across compliance, operations, custodians, and internal stakeholders
• Manage onboarding timelines, documentation, and account setup requirements
• Resolve complex client-related operational requests
• Identify and implement process improvements that enhance efficiency
What We’re Looking For
• 4+ years in financial services supporting institutional or investment clients
• Direct experience owning or driving client onboarding (not just supporting tasks)
• Experience working with client-facing teams (RMs, advisors, etc.)
• Exposure to account setup, documentation, and onboarding workflows
• Strong cross-functional coordination skills
• Bachelor’s degree preferred
This Role Is NOT a Fit If You
• Primarily worked in trade processing, reconciliation, or back-office operations
• Focus on data/reporting without client or onboarding ownership
• Have not been involved in client onboarding or account setup processes
Nice to Have
• Experience in asset management or institutional environments
• Exposure to international or global clients
• Process improvement or project coordination experience
Why This Role
This is a high-visibility client operations role where you’ll partner across teams and play a key part in delivering a seamless client experience—not just execute tasks behind the scenes.
Meet Your Recruiter
Katie Huff
Katie Huff serves as Assistant Recruiting Manager in CornerStone’s Professional Placement division, connecting high-performing professionals with organizations seeking top-tier talent. She approaches recruiting with a consultative mindset, taking the time to understand each client’s business objectives and each candidate’s long-term career goals. Katie is committed to delivering an exceptional experience throughout every step of the hiring process.
With a background in full-cycle recruitment across both Healthcare and IT, she brings experience, drive, and a people-first approach to every search. Katie genuinely loves the recruiting process, from sourcing and screening to helping candidates navigate interviews and land the right role.
What sets Katie apart is her energy, enthusiasm, and commitment to helping others succeed. She thrives on putting the puzzle pieces together, matching strong talent with the needs of a business and creating outcomes that benefit both the candidate and the client.
Katie is proud to be part of CornerStone’s Professional Placement team and is dedicated to building long-term relationships through trust, communication, and results.