Contract

Client Operations Associate 

Posted on 01 July 25 by Reginald Dykes

  • Dallas,TX
  • $0.00 - $0.00
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Job Description

Job Title: Client Operations Associate 

Location: Dallas, TX
Job Type: Full-Time/Contract
Pay: $23


Job Summary:

We are seeking a detail-oriented and proactive Client Operations Associate to support a wide range of operational initiatives within operations. The ideal candidate will serve as a key liaison between internal teams, clients, and counterparties to ensure operational excellence, data accuracy, and timely issue resolution across assigned client accounts.


Key Responsibilities:

  • Take full ownership of assigned client accounts from an operations standpoint, ensuring seamless coordination of data validation and issue resolution across business and operations teams.

  • Act as the central point of contact for our client, interfacing with clients and external parties such as custodians and prime brokers to establish workflows and handle service inquiries.

  • Maintain high standards of data integrity through proactive review and monthly sign-off of accounting data to support investment management operations.

  • Monitor operational health indicators to preempt and mitigate potential client-facing issues.

  • Review key account-level metrics such as cash/position reconciliation breaks, corporate actions, NAV reconciliations, and trade failures; escalate and remediate exceptions in line with standard operating procedures.

  • Ensure timely and accurate delivery of both standard and customized client reporting deliverables.


Required Skills & Experience:

  • Bachelor's degree required.

  • Strong project management abilities, including the capacity to manage multiple projects simultaneously and drive issue resolution in high-pressure environments.

  • Exceptional organizational and time management skills with a keen attention to detail.

  • Excellent communication skills—written, verbal, and presentation.

  • Self-starter with high motivation, able to work independently and as part of a collaborative team.

  • Ability to effectively prioritize and handle multiple tasks and shifting priorities in a fast-paced environment.


 



 

Job Information

Rate / Salary

$0.00 - $0.00

Sector

Finance

Category

Not Specified

Skills / Experience

Not Specified

Benefits

Not Specified

Our Reference

JOB-242241

Job Location