Operations Associate

Position Summary:

The Operations/Client Service Associate will be responsible for delivering exceptional service to high-profile wealth management firms and their customers. The successful candidate will coordinate, support, and execute operational activities across various channels and must demonstrate a high standard of professionalism, accuracy, efficiency, and strong attention to detail.

Primary Responsibilities:

• Daily communication with advisors, custodians, and various vendors
• Support advisors by providing accurate, timely, and efficient responses to inquiries and requests through our back-office workflow system
• Coordinate workflows with multiple service teams to ensure seamless flow of processes
• Account service including coordination of account paperwork, money movement, fund transfers as well as general service tasks for firm advisors
• Monitor account notifications with custodian and work to find solutions to issues
• Helping to ensure regulatory compliance by executing the firm’s compliance program
• Manage assigned projects to completion while coordinating firm resources where required

Qualifications:

• Excellent written and verbal communication skills with strong interpersonal skills
• Detail-oriented with strong organizational skills and the ability to multi-task with minimal supervision
• Capacity to respond appropriately to clients and escalate issues to management as necessary
• Ability to apply problem-solving skills to complete tasks
• Must work well in a team environment with a positive attitude
• Prior experience supporting financial service, legal, or consulting teams
• Strong working knowledge of a variety of computer systems and common applications like Microsoft Word and Excel
• Prior experience working with Schwab Advisor Services is a plus

Working Location:

• The position is based in Dallas, TX
• In office position

Please send your resume and optional cover letter to [email protected]