Job Description

Client Services Operations Analyst

Dallas, TX

Duration: 6 months

Pay rate: $23/hour

You will be the link between the client, advisors, and internal teams to ensure compliant, accurate, and efficient onboarding of new clients.

BASIC QUALIFICATIONS

• Bachelor’s degree in Finance, Math, Economics, Statistics or similar
• 1+ years financial industry experience (AML, Compliance or other Client On-boarding Regulatory experience) or banking operations experience (account set up, regulatory compliance,  client onboarding, etc)
• Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications
• Exceptional organization skills
• Good judgment and strong problem resolution skills
• Ability to multi-task and prioritize accordingly
• Experience managing client expectations
• Excellent communication and presentation skills