Client Operations Analyst (Financial Services)

Location: New York, NY

Pay: $33/hour, W2 only

Company

hirify.global provides staffing and contract placement services for client organizations.

What you will do

• Coordinate client onboarding and account opening within the Franchise New Business Group.
• Act as the central point of contact for Sales, Legal, Credit Risk, Operations, Compliance, and institutional clients.
• Own onboarding for all client types and products, with a focus on sponsored repurchase agreements and documents supporting US Treasury clearing.
• Manage priority queues, client discussions, and internal and external negotiations for ISDA, MRA, CDEA, and MSFTA agreements.
• Ensure onboarding milestones meet service-level expectations for fund launches, market deadlines, and trade dates.
• Support client service and contribute to new business policy and process enhancements.

Requirements

• Bachelor’s degree.
• 1–3 years of client service or financial institution experience.
• General understanding of onboarding, KYC, and regulatory requirements.
• Strong written and verbal communication, organization, prioritization, multitasking, and attention to detail.
• Ability to provide strong client service and work effectively in fast-paced, changing environments.

Nice to have

• Experience with due diligence or agreement negotiation.
• Knowledge of ISDA, MRA, and other trading agreements.

Culture & Benefits

• Four-month contract with a possibility of extension or conversion to a full-time employee.
• W2 employment arrangement.
• Work involves close collaboration across Sales, Legal, Credit Risk, Operations, Compliance, and client organizations.