Client Operations Analyst
About The Position
True North Advisors 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 at a private wealth-advisory and multi-family office serving ultra-high-net-worth families, business owners, and entrepreneurs. This is an onsite, full-time support position based in Dallas, with telecommuting opportunities, and reports to the Manager of Client Operations. The Analyst handles account-related requests, maintains accurate client records, and collaborates with financial advisors and custodians. The role also serves as a point of contact for clients and the advisory team on operational inquiries and account-related issues, provides status updates, supports client operations and onboarding, and completes special projects as requested. True North Advisors is an independent RIA founded in 2000. It serves high-net-worth individuals and institutional clients, building institutional-grade portfolios using public, alternative, and private investments, and manages an alternative platform called Western Alternative Strategies. The firm describes its mission as helping clients lead more fulfilled lives through trust, personalization, and simplicity.
Requirements
- Bachelor’s degree required; finance preferred.
- One to two years of relevant financial services industry experience preferred.
- Demonstrated problem-solving ability and a positive, assertive, energetic, relational, proactive, reliable, accurate, professional, observant, organized, technology-proficient, driven, and quick-learning approach.
- Strong attention to detail and ability to handle competing demands efficiently and calmly while focusing 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 exude the True North 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 regarding 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 PTO for new employees, increasing to 18 days after the second year and increasing thereafter according to a schedule.
- Volunteer Time Off (VTO).
- Telecommuting opportunities.
- 401(k) with employer contribution.
- Medical, dental, and vision benefits.
- Health savings account (HSA) with a $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, and lunches.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
