Client Onboarding & Operations Associate

Legacyknight; Dallas (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

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.

Qualifications

• Bachelor’s degree with a strong academic record.
• Experience in client services or comparable financial services preferred.
• Desire to learn and grow professionally in personal financial management.

Responsibilities

• Assist in operational aspects of client onboarding and maintenance.
• Support the creation of new investment vehicles.
• Facilitate communication with investors regarding capital calls and distributions.

Skills

Analytical skills

Excel proficiency

Multi-tasking

Client services experience

Salesforce experience

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

Adobe Acrobat

Job description

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.