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True North Advisors · 2 months ago

Client Operations Analyst

Fort Worth, TX, US

Full-time

Onsite

Entry Level

1+ years exp

True North Advisors 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. They are currently hiring a Client Operations Analyst to support the daily operations of Client Operations and Wealth Management teams, ensuring the smooth execution of client transactions and operational workflows.

ConsultingFinanceFinancial ServicesWealth Management

Growth Opportunities

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

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 in onboarding new clients and completing special projects, as requested

Qualification

Financial services experienceClient service skillsProblem solvingAttention to detailProficient with technologyCommunicatorOrganizedPositive attitude

Required

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