Tidal Financial Group

Launch Operations Analyst

Tidal Financial Group

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $70,000 - $90,000 per year

About the role

  • Prepare, review, and process account opening and onboarding documentation for new client relationships
  • Ensure all required forms, agreements, and disclosures are completed accurately and in compliance with internal and regulatory requirements
  • Coordinate account setup activities across internal and third party systems and operational platforms
  • Track onboarding progress and follow up on outstanding items to meet ETF launch timelines
  • Partner with Client Success, Legal, and Operations teams to facilitate smooth client launches
  • Serve as an internal point of contact for onboarding-related questions and status updates
  • Escalate issues or risks that may delay account opening or impact client experience
  • Support client-facing teams by ensuring a seamless and professional onboarding experience
  • Assist with client inquiries related to onboarding documentation and account setup
  • Contribute to a positive first impression for new client relationships
  • Maintain accurate onboarding records, checklists, and documentation repositories
  • Update internal systems and CRM tools with onboarding status and account details
  • Identify opportunities to improve onboarding workflows, documentation, and controls
  • Support reviews and reporting related to account opening activities

Requirements

  • Bachelor’s degree or equivalent experience
  • 0–3 years of experience in operations, onboarding, account services, or a related role
  • Strong attention to detail and organizational skills
  • Ability to manage multiple tasks and deadlines in a fast-paced environment
  • Clear written and verbal communication skills
  • Proficiency with Microsoft Office
  • Experience in financial services, investment management, fintech, or a regulated environment (preferred)
  • Familiarity with account opening, client onboarding, or operational workflows (preferred)
  • Experience working with CRM or onboarding systems (e.g., Salesforce or similar tools) (preferred)
  • Exposure to compliance, KYC, AML, or client documentation processes (preferred)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account openingonboarding documentationoperational workflowscomplianceKYCAMLclient documentation processes
Soft Skills
attention to detailorganizational skillstime managementclear communication
Certifications
Bachelor’s degree