Entry-Level Client Onboarding & Operations Analyst

Russell Tobin; Dallas (TX); On-site; USD 30,307 - 31,684; Full time

Job summary

A financial services company in Dallas is seeking an Entry Level Operations Specialist to manage the onboarding process for institutional clients. Ideal candidates will have 1-3 years of experience in client service, strong communication, and organizational skills. The role offers a dynamic environment focused on client service and operational excellence, set to start immediately with a pay rate of $23/hr.

Qualifications

• 1–3 years of experience in client service or within a financial institution.
• Strong communication skills, verbal and written.
• Excellent organizational skills to multi-task and prioritize.

Responsibilities

• Manage the end‑to‑end onboarding process for clients.
• Serve as the primary liaison between clients and internal teams.
• Negotiate and facilitate documentation for onboarding.

Skills

Client service experience

Strong communication skills

Organizational skills

Attention to detail

Problem-solving skills

Tools

ISDA

MRA

Job description

A financial services company in Dallas is seeking an Entry Level Operations Specialist to manage the onboarding process for institutional clients. Ideal candidates will have 1-3 years of experience in client service, strong communication, and organizational skills. The role offers a dynamic environment focused on client service and operational excellence, set to start immediately with a pay rate of $23/hr.