IntraFi
Financial Services
OperationsAnalyst(ClientAccountManagement)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Operations Analyst (Client Account Management) at IntraFi. Skills: Client account management, Operational support, Process documentation. Onboard new banks and broker dealers. Manage and support operational tasks”
Industry & Context.
Problem-solving; Analytical thinking
What They're Looking For.
Must Have
Experience with AI tools, Financial Services or Banking industry experience, Intermediate experience in Excel, Ability to run or modify SQL queries, Comfortable interacting with clients and external partners, Experience documenting operational procedures, Experience writing business requirements, Attention to detail, Analytical thinking, Problem-solving skills
Nice to Have
Mid or back office role experience, Traditional back-office processes experience, Salesforce experience
What You'll Do.
Onboard new banks and broker dealers
Manage and support operational tasks
Analyze and prepare data for client presentations
Prepare data for operational reviews
Develop procedures for transactional processing
Document procedures for transactional processing
Implement procedures for transactional processing
Develop procedures for cash settlement
Document procedures for cash settlement
Implement procedures for cash settlement
Develop procedures for reconciliation
Document procedures for reconciliation
Implement procedures for reconciliation
Manage pipeline for new customers
Update contractual term tracking system
Maintain contractual term tracking system
Resolve operational issues with vendors
Resolve operational issues with partners
How You'll Work.
Team & Collaboration
Collaborative team
Communication Scope
Written communication; Verbal communication
Full Job Description
## Description At IntraFi, we do more than innovate—we empower. Our services help banks provide vital financial access to small businesses, companies, and consumers across the country. With a network of more than 3,000 financial institutions, we help support the institutions that drive our economy, enabling them to fund affordable housing, family farms, and businesses of all sizes. The ability to lend locally strengthens our financial system, and our team plays a direct role in making that possible. It is this greater purpose that brings people to IntraFi and keeps them here. As the nation’s largest deposit allocation service provider and the inventor of reciprocal deposits, IntraFi has spent over two decades creating dynamic solutions that help financial institutions grow, manage liquidity, and serve their communities. Our impact extends across institutions of all sizes—from community banks to large financial organizations—which enables us to achieve aggressive business growth objectives while helping strengthen the broader financial system. Consistently recognized by American Banker, Washington Post, and Fortune as one of the best places to work, we offer a collaborative, flexible environment where innovation thrives. Join us and be part of a team making a meaningful impact on the industry, on financial institutions, and on the future of financial services. ## Your Role You would be a key member of our team, responsible for providing financial institutions the highest quality operational support in the sweep-processing business. ## Your Responsibilities Working with a collaborative team to onboard new banks and broker dealers. Working within a Salesforce based workflow process to manage and support various operational based tasks. Analyze and prepare data for client presentations and operational reviews. Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation Managing the pipeline for ne
Applying for this Operations Analyst (Client Account Management) role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Lever
- Lever uses a streamlined one-page form — apply in under 5 minutes.
- LinkedIn import works well; review parsed data before submitting.
- The cover letter field is optional but visible to reviewers — use it to differentiate.
- Referral codes from employees can significantly boost visibility of your application.
ANONYMOUS · UNFILTERED
What do employees actually say about IntraFi?
Real rants from real employees. Read before you apply.