Senior Operations Analyst (Client Account Management)
IntraFi(5 days ago)
About this role
This role at IntraFi provides operational support for sweep-processing services to financial institutions, helping banks and broker-dealers onboard and manage transactional processes. The position focuses on maintaining operational controls, documentation, and supporting downstream reporting and analytics within a collaborative team environment.
Required Skills
- Sweep Processing
- Reconciliation
- Cash Settlement
- SQL
- Excel
- Salesforce
- AI Tools
- Vendor Management
- Documentation
- Communication
+1 more
About IntraFi
intrafi.comIntraFi helps banks, investment firms, fintechs and depositors keep customer funds secure, manage cash balances, and boost profitability by connecting them to an extensive network of partner banks. Its offerings — including CDARS, IntraFi Cash Service (ICS), IntraFi Sweep, Yankee Sweep, IntraFi Repo and Assetpoint — let institutions place and manage large deposits, optimize liquidity, and access broader deposit placement and asset opportunities. Financial institutions rely on IntraFi’s network, products and integrations to simplify protecting and deploying cash at scale.