IntraFi

Financial Services

OperationsAnalyst(ClientAccountManagement)

$85–125k ~AI est. Arlington, Virginia, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services
Problems you'll solve

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

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