Dallas Client Operations Specialist - Wealth Management Ops

Versant Capital Management, Inc.; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonuses

Generous PTO

Health, dental, and vision insurance

401(k) and profit sharing

Team retreats and professional events

Job summary

Versant Capital Management, Inc. is seeking a Client Operations Associate in Dallas to join our operations team. This critical role involves executing investment-related transactions, ensuring data integrity, and maintaining operational excellence for client portfolios.

The ideal candidate will have a Bachelor’s degree and 2+ years of experience in operations or custodial roles, demonstrating strong attention to detail and problem-solving abilities.

We offer competitive salaries, bonuses, generous PTO, health insurance, and a culture built on integrity and collaboration.

Qualifications

• 2+ years of experience in operations, trading, or custodial roles within financial services.
• Experience with custodial platforms and portfolio/reporting systems required.
• Strong attention to detail and commitment to accuracy.

Responsibilities

• Execute money movement, including wires, ACH transfers, journals, and transfers.
• Own the operational side of client onboarding, including account setup.
• Maintain high standards for accuracy, timeliness, and documentation.

Skills

Attention to detail

Strong problem-solving skills

Process-driven mindset

Ability to manage multiple priorities

Education

Bachelor’s degree in finance, business, accounting, or related field

Tools

Custodial platforms (e.g., Schwab, Pershing)

CRM and reporting platforms

Job description

Versant Capital Management, Inc. is seeking a Client Operations Associate in Dallas to join our operations team. This critical role involves executing investment-related transactions, ensuring data integrity, and maintaining operational excellence for client portfolios.

The ideal candidate will have a Bachelor’s degree and 2+ years of experience in operations or custodial roles, demonstrating strong attention to detail and problem-solving abilities.

We offer competitive salaries, bonuses, generous PTO, health insurance, and a culture built on integrity and collaboration.