Operations Associate - Client Services

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

Job Description:

The Operations Associate will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams.

This role is based in our Dallas office. Parallel Advisors operates on a three-day, in-office hybrid work schedule.

Duties and Responsibilities

• Optimize the client experience as it relates to operations and service in order to drive high satisfaction, quality, and efficiency for both the client and Parallel.
• Manage operational needs of our clients during the onboarding process, such as account opening and account transfers.
• Serve as a resource to multiple financial advisors in onboarding client relationships to Parallel.
• Lead or participate in cross-functional group projects to improve quality and efficiency within the teams.

Required Skills and Abilities

• Operational knowledge in four key areas: new accounts, cashiering, transfer of accounts, and account maintenance.
• Strong organizational, analytical, communication, and interpersonal skills.
• Ability to work effectively in a fast-paced and deadline-oriented environment. Capability to manage multiple demands and competing priorities.
• Excellent written and verbal communication skills.
• Broker/Dealer platform experience a plus.
• CRM Experience, specifically Salesforce, a plus.

Qualifications

• Very strong attention to detail and problem solver.
• Effectively able to solve puzzles and operate within ambiguity.
• Savvy with technology, especially as it pertains to data entry and systems maintenance.
• Deadline oriented and highly organized.
• Ability to work effectively and independently in a fast-paced environment.
• Ability to be proactive
• CRM experience (Salesforce preferred).
• Bachelor’s Degree or equivalent work experience
• Two (2) to five (5) years of experience in financial services
• Experience working at an RIA preferred

$50,000 - $72,000 a year

Compensation & Benefits

• Parallel offers a competitive compensation package including:
• Salary based upon experience.
• Opportunity for a discretionary, semi-annual incentive award.
• Benefits including health care, dental, vision, and 401k plans.
• Opportunity for support of professional accreditation and continuing education requirements and other professional development.

About the Company

• - Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas.
• - To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including all of their future financial goals.
• - With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future.
• - We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms.
• - At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience.
• - Parallel Advisors, LLC is an Equal Opportunity Employer.

Company: Parallel Advisors, LLC