Client Operations Analyst Jobs

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 p...

DUTIES And RESPONSIBILITIES. Perform client investment account administration and maintenance. Familiarization with entity structures (Individuals, Trust, Corps., LLP). Prepare brokerage account applications. Process account maintenances (close accounts, registration changes, account updates). Manage letters of authorization. Reconcile tax basis information. Obtain, review and distribute corporate notices. Investment account transactions. Cash mo...

Client Operations Analyst | Lake Mary, FL or Pittsburgh, PA (Hybrid). Contract-to-Hire. Our financial services client is seeking a detail-oriented and client-focused Client Operations Analyst to support a dynamic portfolio of institutional and corporate clients. This is an excellent opportunity for someone with banking or payments operations experience who enjoys solving problems, collaborating cross-functionally, and delivering exceptional clien...

Client Operations Analyst | Lake Mary, FL or Pittsburgh, PA (Hybrid). Contract-to-Hire. Our financial services client is seeking a detail-oriented and client-focused Client Operations Analyst to support a dynamic portfolio of institutional and corporate clients. This is an excellent opportunity for someone with banking or payments operations experience who enjoys solving problems, collaborating cross-functionally, and delivering exceptional clien...