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Client Onboarding & Operations Associate

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Legacyknight
Full Time position
Listed on 2026-06-04
Job specializations:
  • Business
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Dallas is looking for an Operations Associate to assist in client onboarding and operational processes. The role involves maintaining client information, supporting the creation of investment vehicles, and ensuring excellent service is provided to all clients. The ideal candidate will have a Bachelor’s degree, proficiency in Microsoft Office, and a strong desire to advance in the financial management industry.
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Position Requirements
10+ Years work experience
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