Wealth Client Operations Analyst (Hybrid/Remote)

True North Advisors

Dallas (TX)

Hybrid

USD 55,000 - 75,000

Full time

2 days ago

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Benefits offered by this job

PTO 15 days

Telecommuting

401(k) plan

Medical benefits

Dental benefits

Vision benefits

HSA with employer contribution

Professional designation reimbursement

Free financial planning for you and SP

Job summary

True North Advisors in Dallas is seeking a Client Operations Analyst to support the daily operations of Client Operations and Wealth Management teams. You will ensure accurate client transactions, account maintenance, and onboarding while coordinating with financial advisors and custodians.

The role is onsite with telecommuting opportunities, offering a competitive bonus potential, 15 days PTO, 401(k) with employer contribution, and comprehensive medical/dental/vision/HSA benefits to support you

Qualifications

Bachelor’s Degree required (finance preferred).
1–2 years of relevant experience in financial services preferred.
Problem solver, proactive, reliable, accurate, quick learner, professional, observant.
Must consent to credit report and background check.

Responsibilities

Execute client transactions including cash movements, wires, ACH transfers, and account openings/maintenance.
Monitor and reconcile transactions for accuracy and timely execution.
Maintain client records in CRM and custodian systems.
Serve as contact for clients and advisory team on operational inquiries.
Provide timely updates on deliverables and assist onboarding teams.