Client Operations Analyst

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Full Time Clerical Dallas, TX, US

5 days ago Requisition

This is a full time support role that reports to the Manager of Client Operations.

Primary responsibilities include: Experienced service professional plays a key role in supporting the daily operations of Client Operations and Wealth Management teams, ensuring the smooth and accurate execution of client transactions, account maintenance, and operational workflows. This position is responsible for handling account-related requests, maintaining accurate client records, and collaborating with financial advisors and custodians. Some of the key responsibilities include executing client transactions, including cash movements, wires, ACH transfers, and account openings and maintenance;

monitoring and reconciling transactions to ensure accuracy and timely execution; maintaining and updating client records in the firm’s CRM and custodian systems; serve as a point of contact for clients and the advisory team regarding operational inquiries and account-related issues; providing timely updates to clients and advisors on the status of deliverables; assisting the client operations and onboarding teams with day to day operations;

and completing special projects, as requested.

Required Education,

Skills & Experience:

• Bachelor’s Degree in Finance or related field required
• One to two years of relevant experience in the financial services industry preferred;
• Problem solver, positive attitude, assertive, energetic, relational, proactive, reliable, accurate, quick learner, professional, observant, organized, proficient with technology, driven, strong attention to detail, ability to handle competing demands efficiently and calmly, focused on quality and accuracy, strong communicator.
• Excellent work references required, preferably from former direct supervisors.
• Must consent to and have favorable credit report and background check;
• Ability to exude the True North Values
• Competitive bonus potential based on successful execution of firm goals and individual performance metrics
• 15 days of Paid Time Off (PTO) for new employees; increases to18 days after the second year and increases from there per a schedule
• Telecommuting opportunities
• 401(k) with employer contribution
• Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
• Employer reimbursement for professional designations and continuing education
• Free Financial Planning services for employees and their spouses
• Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.