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Risk Manager/Analyst

Wealth Operations Analyst: Client Accounts

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Tolleson Wealth Management
Full Time position
Listed on 2026-01-10
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst
  • Business
    Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 45000 - 75000 USD Yearly USD 45000.00 75000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Dallas, TX, seeks a Client Operations Analyst to manage client investment accounts and ensure exceptional service delivery. Candidates should have at least 2 years of experience in operations, familiarity with brokerage firms, and strong organizational skills. Responsibilities include account administration, trading operations, and coordination with advisory teams to enhance client service. Compensation ranges from $45,000 to $75,000 annually.
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