Client Operations Analyst

True North Advisors•Dallas, TX

7d•Hybrid

About The Position

True North Advisors is currently hiring for a 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.

Requirements

Bachelor’s Degree in Finance or related field required
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

Responsibilities

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.
Handling account-related requests, maintaining accurate client records, and collaborating with financial advisors and custodians.
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.
Serving 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.
Completing 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 (PTO) for new employees; increases to18 days after the second year and increases from there per a schedule
Volunteer Time Off (VTO)
Telecommuting opportunities
401(k) with employer contribution
Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
Employer reimbursement for professional designations and continuing education
Free Financial Planning services for employees and their spouses
Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!