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🥝 Associate Analyst New Accounts Operations

TalentBridge | Fort Mill, South Carolina, United States | Posted May 15, 2026

Job Description

Associate Analyst – New Accounts Operations

About the Opportunity

A leading financial services organization is seeking a detail-oriented Associate Analyst to join its New Accounts Operations team. This position plays a key role in supporting account onboarding, documentation review, operational processing, and client service functions within a fast-paced corporate environment.



This is an excellent opportunity for candidates looking to grow their career within financial operations, client services, or brokerage operations while working in a collaborative and team-oriented environment.



Key Responsibilities


  • Review and process new account documentation to ensure accuracy and completeness

  • Support account onboarding and maintenance activities

  • Communicate with internal teams, advisors, and clients regarding account status and documentation needs

  • Monitor operational workflows to ensure timely p...

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