Operations Associate – Client Onboarding & Ops (Hybrid)

Parallel Advisors; Dallas (TX); Hybrid; USD 50,000 - 72,000; Full time

Benefits offered by this job

Health care

Dental

Vision

401(k) plans

Discretionary incentive award

Professional development

Job summary

Parallel Advisors, LLC, a fast-growing Registered Investment Advisor, seeks an Operations Associate for our Dallas office on a three-day in-office hybrid schedule. You will support onboarding, client servicing, and collaboration with advisors, vendors, and custodians to ensure a seamless client experience.

The role emphasizes attention to detail, organizational skills, and the ability to work in a fast-paced environment, with Salesforce experience as a plus.

Qualifications

• Two to five years of experience in financial services.
• Experience working at an RIA is preferred.
• Strong attention to detail and problem solving.
• Ability to work independently in a fast-paced environment.

Responsibilities

• Optimize the client experience as it relates to operations and service to drive high satisfaction, quality, and efficiency.
• Manage onboarding operational needs, including account opening and transfers.
• Serve as a resource to multiple financial advisors in onboarding client relationships to Parallel.
• Lead or participate in cross-functional projects to improve quality and efficiency.

Skills

Strong organizational skills

Analytical skills

Excellent written and verbal comms

Ability to work in fast-paced env

Proactive

Attention to detail

Education

Bachelor’s Degree or equivalent work experience

Tools

Salesforce

Job description

Parallel Advisors, LLC, a fast-growing Registered Investment Advisor, seeks an Operations Associate for our Dallas office on a three-day in-office hybrid schedule. You will support onboarding, client servicing, and collaboration with advisors, vendors, and custodians to ensure a seamless client experience.

The role emphasizes attention to detail, organizational skills, and the ability to work in a fast-paced environment, with Salesforce experience as a plus.