Client Operations Analyst

True North Advisors; Dallas (TX); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

PTO 15 days

Telecommuting

401(k) plan

Medical benefits

Dental benefits

Vision benefits

HSA with employer contribution

Professional designation reimbursement

Free financial planning for you and SP

Job summary

True North Advisors in Dallas is seeking a Client Operations Analyst to support the daily operations of Client Operations and Wealth Management teams. You will ensure accurate client transactions, account maintenance, and onboarding while coordinating with financial advisors and custodians.

The role is onsite with telecommuting opportunities, offering a competitive bonus potential, 15 days PTO, 401(k) with employer contribution, and comprehensive medical/dental/vision/HSA benefits to support you

Qualifications

• Bachelor’s Degree required (finance preferred).
• 1–2 years of relevant experience in financial services preferred.
• Problem solver, proactive, reliable, accurate, quick learner, professional, observant.
• Must consent to credit report and background check.

Responsibilities

• Execute client transactions including cash movements, wires, ACH transfers, and account openings/maintenance.
• Monitor and reconcile transactions for accuracy and timely execution.
• Maintain client records in CRM and custodian systems.
• Serve as contact for clients and advisory team on operational inquiries.
• Provide timely updates on deliverables and assist onboarding teams.

Skills

Finance acumen

Attention to detail

Strong communicator

Proactive

Organized

Tech proficient

Education

Bachelor’s Degree

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Operations Analyst

CLIENT OPS Full Time Dallas, TX, US

True NorthAdvisorsis currently hiring for a Client Operations Analyst position. True North is a private Wealth-Advisory and Multi-Family Office that serves the wealth and investment management needs of ultra-high-net-worth families, business owners, and entrepreneurs. This is an onsite full-time support role that reports to the Manager of Client Operations. This position is based in Dallas with telecommuting opportunities.

Primary responsibilities include:

Driven service professionals play a key role in supporting the daily operations of Client Operations and W e alth Management teams , ensuring the smooth and accurate execution of client transactions, account maintenance, and operational workflows. T his 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 e xecut ing client transactions, including cash movements, wires, ACH transfers, and account openings and maintenance; m onitor ing and reconcili ng transactions to ensure accuracy and timely execution ; m aintain ing and updat ing client records in the firm’s CRM and custodian systems; s erve as a point of contact for clients and the advisory team regarding operational inquiries and account-related issues ; p rovid ing 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 required (finance preferred).
• 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 to 18 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!

Background:

True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. True North builds institutional grade portfolio utilizing public, alternative and private investments, and manages an alternative platform called Western Alternative Strategies.

True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is throughcomplete independence, objectivity, and the absence of conflicts of interest.

Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today and join us to help us continue to fulfill lives.

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.