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Client Operations Specialist Financial Advisors
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-03-04
Listing for:
Poweredbyconcurrent
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A financial services firm is seeking a Central Operations Associate in Dallas, TX. This role involves providing exceptional support to Financial Advisors and clients, managing onboarding processes, assisting with account management, and ensuring regulatory compliance. The ideal candidate will possess strong organizational and communication skills with a focus on accuracy and customer service. Benefits include 401(k) matching, health insurance, and paid time off, making this an appealing opportunity for those in financial services.
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