Operations Analyst

Job Title: Junior Operations Analyst Skills: Backend, Operations, Call Center, Strong CommunicationExperience: 1-3 YearsLocation: Salt Lake City, UTJob Type: Fulltime We at Coforge are hiring for Junior Operations Analyst with the following skills: - Multi-Channel Communication: Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from RIA firms and their end clients. - Inquiry Management: Efficiently route client inquiries to the appropriate internal processing teams to ensure timely resolution. - Client Advocacy & Risk Management: Navigate the intersection of internal risk protocols and external client needs, ensuring "win-win" outcomes while serving as the internal "voice of the client." - Feedback & Escalation: Systematically log advisor feedback and complaints via Salesforce and internal trackers; escalate critical issues to management to assist in project prioritization. - Relationship Maintenance: Maintain proactive communication with clients regarding platform updates, key industry events, or releases that may impact the relationship. - Cross-Functional Collaboration: Partner with front-office and back-office colleagues to ensure a seamless and exceptional client experience. - Subject Matter Expertise: Develop and maintain deep expertise across multiple Salesforce case categories and client operational workflows. - Education: Bachelor’s degree required. - Experience: 1–3 years in financial services, with a proven track record in high-touch client service or fast-paced operational environments. Smart Freshers with minimal to zero only if the communication and domain knowledge is high - Exceptional ability to translate complex financial concepts into clear, professional, and concise verbal and written communication. - Strong knowledge of Salesforce (preferred), Microsoft Office Suite (Excel/Word), and the ability to troubleshoot our custodial products for clients. - High attention to detail with the abilit