Client Operations Analyst

True North Advisors is currently hiring for a Client Operations Analyst position to join our Fort Worth Office. 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 an onsite full-time support role that reports to the Manager of Client Operations.

Primary responsibilities include:

Experienced service professionals play 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. This position is responsible for handling account-related requests, maintaining accurate client records, collaborating with financial advisors and custodians, and identifying process improvements to enhance operational efficiency. Some of the key responsibilities include 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; serve as a point of contact for clients and the advisory team regarding operational inquiries and account-related issues; and providing timely updates to clients and advisors on the status of deliverables. Assist in onboarding new clients and completing special projects, as requested. 

Required Education, Skills & Experience:

• 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.

Benefits & Perks:

• Competitive base salary
• Competitive bonus potential based on successful execution of firm goals and individual performance metrics 
• 15 days of Paid Time Off for new employees; increases to 18 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! 

Background:

True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest. 

We seek to provide peace of mind to our clients and their families. Managing an individual’s wealth is more than just dollars and cents. At True North, our Wealth Managers work collaboratively with our Wealth Planning team using every lens to create comprehensive plans designed to achieve clients’ long-term goals. We offer innovative solutions and provide perspective, opportunity, and fulfillment in every area of our clients' lives. We were an early adopter in recommending private investments, including public and private platform opportunities in real estate, private equity, and energy. 

Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today and join us to help us continue to fulfill lives.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.