Client Operations Analyst
About The Position
True North Advisors is currently hiring for a Client Operations Analyst position to join our Fort Worth Office. 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 an onsite full-time support role that reports to the Manager of Client Operations. Experienced service professionals play 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, collaborating with financial advisors and custodians, and identifying process improvements to enhance operational efficiency. 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; and providing timely updates to clients and advisors on the status of deliverables. Assist in onboarding new clients and completing special projects, as requested.
Requirements
- Bachelor’s degree in business or related field is required.
- One to three years of relevant experience in the financial services industry preferred; preferably in the operations, onboarding, or client service capacity.
- 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 are required, preferably from former direct supervisors.
- Must consent to and have a favorable credit report and background check.
- Ability to consistently display True North’s Core Values.
Responsibilities
- 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
- Assist in onboarding new clients and completing special projects, as requested
Benefits
- Competitive base salary and bonus
- 15 days of Paid Time Off for new employees; increases to 18 days after the second year and increases from there per a schedule
- 401(k) with employer contribution
- Volunteer Days Off
- Free Financial Planning services for employees and their spouses
- Fun and energetic work environment!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
11-50 employees
