Client Operations Analyst

True North Advisors • Dallas, TX

2d • Onsite

About The Position

True North Advisors, a private wealth-advisory and multi-family office, is hiring a Client Operations Analyst to support the daily operations of its Client Operations and Wealth Management teams. The role helps ensure accurate execution of client transactions, account maintenance, and operational workflows. It handles account-related requests, maintains client records, and collaborates with financial advisors and custodians. This is an onsite, full-time support role based in Dallas, with telecommuting opportunities, and reports to the Manager of Client Operations.

True North Advisors is an independent registered investment adviser serving high-net-worth individuals, institutional clients, ultra-high-net-worth families, business owners, and entrepreneurs. Founded in 2000, the firm provides wealth and investment management services and builds portfolios using public, alternative, and private investments. Its mission is to help clients lead more fulfilled lives through trust, personalization, and simplicity.

The firm offers a collaborative culture and states that qualified applicants receive consideration without regard to protected characteristics.

Requirements

• Bachelor's degree required; finance is preferred.
• One to two years of relevant financial services industry experience preferred.
• Demonstrated problem-solving ability, positive attitude, assertiveness, energy, relational approach, proactivity, reliability, accuracy, and ability to learn quickly.
• Professional, observant, organized, and proficient with technology.
• Strong attention to detail and ability to handle competing demands efficiently and calmly while maintaining a focus on quality and accuracy.
• Strong communication skills.
• Excellent work references required, preferably from former direct supervisors.
• Must consent to and receive a favorable credit report and background check.
• Ability to exemplify True North's values.

Nice To Haves

• Finance degree preferred.
• One to two years of relevant experience in the financial services industry preferred.
• Work references from former direct supervisors preferred.

Responsibilities

• Execute client transactions, including cash movements, wires, ACH transfers, account openings, and account maintenance.
• Monitor and reconcile transactions to ensure accurate and timely execution.
• Maintain and update client records in the firm's CRM and custodian systems.
• Serve as a point of contact for clients and the advisory team on operational inquiries and account-related issues.
• Provide timely updates to clients and advisors on the status of deliverables.
• Assist the Client Operations and onboarding teams with day-to-day operations.
• Complete special projects as requested.

Benefits

• Competitive base salary.
• Competitive bonus potential based on successful execution of firm goals and individual performance metrics.
• 15 days of paid time off for new employees, increasing to 18 days after the second year and increasing thereafter according to a schedule.
• Volunteer Time Off.
• Telecommuting opportunities.
• 401(k) with employer contribution.
• Comprehensive medical, dental, and vision benefits.
• Health savings account with a $2,000 annual employer contribution.
• Employer reimbursement for professional designations and continuing education.
• Free financial planning services for employees and their spouses.
• Year-round engagement events, including happy hours, coffee chats, and lunches.

What This Job Offers

• Job Type: Full-time