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Client Operations Analyst (Junior)

True North Adviosrs
2 hours ago
Full-time
On-site
Dallas, Texas, United States

True North Advisors is currently hiring for a Junior Client Operations Analyst position. True North is a private Wealth-Advisory and Multi-Family Office that serves the wealth and investment management needs of ultra-high-net-worth families, business owners, and entrepreneurs. This is a full-time support role that reports to the Manager of Client Operations.

Available Locations: 1) Dallas, TX and 2) Fort Worth, TX

Primary responsibilities include:

Experienced service professional plays a key role in supporting the daily operations of Client Operations and Wealth Management teams, ensuring the smooth and accurate execution of client transactions, account maintenance, and operational workflows. This position is responsible for handling account-related requests, maintaining accurate client records, and collaborating with financial advisors and custodians. Some of the key responsibilities include executing client transactions, including cash movements, wires, ACH transfers, and account openings and maintenance; monitoring and reconciling transactions to ensure accuracy and timely execution; maintaining and updating client records in the firm’s CRM and custodian systems; serve as a point of contact for clients and the advisory team regarding operational inquiries and account-related issues; providing timely updates to clients and advisors on the status of deliverables; assisting the client operations and onboarding teams with day to day operations; and completing special projects, as requested. 

Required Education, Skills & Experience:

  • Bachelor’s Degree preferred, and required to move beyond this role;
  • One to two years of relevant experience in the financial services industry preferred;
  • Problem solver, positive attitude, assertive, energetic, relational, proactive, reliable, accurate, quick learner, professional, observant, organized, proficient with technology, driven, strong attention to detail, ability to handle competing demands efficiently and calmly, focused on quality and accuracy, strong communicator.
  • Excellent work references required, preferably from former direct supervisors.
  • Must consent to and have favorable credit report and background check;
  • Ability to exude the True North Values

Benefits & Perks:

  • Competitive Base and Bonus, based on successful execution of firm goals and individual performance metrics
  • Generous PTO
  • 401(k) with employer contribution
  • Volunteer Days Off
  • Telecommuting opportunities
  • Medical, dental, vision, life, and long-term disability coverage
  • Employee-only premiums for medical, life, and long-term disability insurance are covered 100% by the employer
  • Employer contribution of $2,000/year into individual Health Savings Account (HSA), for employees enrolled in our medical plan
  • Free Financial Planning services for employees and their spouses
  • Fun and energetic work environment

Background:

True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest.

We seek to provide peace of mind to our clients and their families. Managing an individual’s wealth is more than just dollars and cents. At True North, our Wealth Advisors work collaboratively with our Wealth Planning team using every lens to create comprehensive wealth plans. We offer innovative planning to provide perspective, opportunity, and fulfillment in every area of our clients’ lives. We were early adopters in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy. We exercise financial discipline, ensuring our client’s personal goals are met.

Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.