Placement and duration

The Wealth Management Operations Analyst Program is a competitive program that provides an opportunity for entry-level employees to both learn about the Financial Services Industry and develop the necessary professional competencies to be successful within Operations. Initial placement will be within the Client Service Center whereby Analysts work closely with their managers in goal setting and career planning to achieve their individual development goals. In addition, the program has a rotation component, allowing Analysts to begin their careers in a Client Service role and progress to advanced phone roles or Wealth Management support roles.

Training program

Analysts participate in a training series, which includes a high level overview of the firm and an introduction to the securities industry. The program also includes knowledge based training with focus on regulatory requirements, operational risk management, financial accounting and a Client Service Center targeted program that focuses on detailed support of the assigned line of business supporting clients and internal employees. All new joiners are assigned peer advisors to assist with their transition into the organization. To further develop their professional network, Analysts are provided with opportunities to attend seminars hosted by senior management and are encouraged to attend social and networking events. Upon completion of training, Analysts will be assigned to one of the many Client Service departments supporting the Wealth Management business unit.

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  • Ensure extraordinary service by promptly and accurately responding to phone calls from existing clients, making it easy for them to do business with us, recognizing their value and solving their issues.
  • Receive inbound calls and service client accounts to include but not limited to: general client inquiries, stock quotes, facilitating registered transactions and confirming that client requests are handled in a timely and accurate manner.
  • Assist Financial Advisors with the tools and processes which allow them to service their clients' investment needs.

Qualifications/ Skills/ Requirements

  • You are a current undergraduate senior pursuing a Bachelors degree, open to all majors.
  • You have a minimum cumulative GPA of 3.0.
  • You are a problem solver and critical thinker who brings ideas and solutions.
  • You are able to work effectively in a structured but flexible and changing, call center environment.
  • You are willing to work in a setting that requires 100% phone-based customer interaction.
  • You are focused on customer service with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions.