Client Experience & Financial Operations Specialist

Perryman Financial Advisory, Inc.; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Perryman Financial Advisory, Inc. is seeking an Operations Coordinator to join our boutique financial planning team in Dallas, TX. The role supports senior advisors and cross-trains across the financial planning process to develop a solid operations career path.

The ideal candidate will handle onboarding, client data management, and routine office functions while delivering concierge client service to empower financial independence.

Qualifications

• Bachelor’s degree and ten years of general office, account or business-related experience.
• Strong attention to details, very meticulous, adept at problem solving.
• Work autonomously with little supervision, strong initiative.
• Ability to multi-task, managing multiple clients.
• Exceptional client service abilities.
• Experience with Microsoft Office Suite required.
• Knowledge of industry tools helpful.
• Security licenses (SIE, 7 and 63) will be required within one year.

Responsibilities

• Work with advisors to onboard new clients, including collecting and verifying documentation, opening accounts and setting up client profiles
• Maintain and update client’s ongoing needs, organize and maintain highly confidential client data
• Daily office operations such as processing client financial transactions, account maintenance, placing trades and collecting management fees
• Build client relationships, provide exceptional client experience and resolve issues in a timely and efficient manner

Skills

Attention to detail

Problem solving

Autonomy

Multi-tasking

Client service

Education

Bachelor’s degree and 10+ years of related experience

Tools

Microsoft Office Suite

Industry tools knowledge

Job description

Perryman Financial Advisory, Inc. is seeking an Operations Coordinator to join our boutique financial planning team in Dallas, TX. The role supports senior advisors and cross-trains across the financial planning process to develop a solid operations career path.

The ideal candidate will handle onboarding, client data management, and routine office functions while delivering concierge client service to empower financial independence.