Financial Analyst, Client Services & Wealth Operations

Asset Staffing; United States; On-site; USD 48,000 - 65,000; Full time

Job summary

Investment Bank in Dallas, TX is seeking recent college graduates for its Asset Wealth Management Group. The role focuses on client service and operations support within a dynamic team.

Candidates should hold a Finance, Economics, Business, or related degree and be proficient with MS Office. The team emphasizes accuracy, collaboration, and the ability to manage multiple tasks under pressure.

Qualifications

• 1-3 years of prior work experience in a relevant field.
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).
• Strong attention to detail and follow-through.

Responsibilities

• Take customer calls and provide accurate, satisfactory answers to inquiries.
• Facilitate payment function and respond to client questions about accounts.
• De-escalate dissatisfied callers with patient assistance and support.
• Guide callers through troubleshooting and navigation of products/services.
• Collaborate with client services and financial advisors to improve experience.
• Cross-train in other operational functions as needed.
• Review and approve client requests with proper documentation and policy compliance.
• Process team tasks as requested by the business.
• Use systems to evaluate complex issues and make decisions.

Skills

MS Office

Detail oriented

Multitasking

Analytical skills

Communication skills

Team player

Problem solving

Education

Finance/Economics/Business degree

Job description

Investment Bank in Dallas, TX is seeking recent college graduates for its Asset Wealth Management Group. The role focuses on client service and operations support within a dynamic team.

Candidates should hold a Finance, Economics, Business, or related degree and be proficient with MS Office. The team emphasizes accuracy, collaboration, and the ability to manage multiple tasks under pressure.