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Financial Operations Specialist

1 month ago

Dallas, Texas, United States Career Group Full time

A leading investment firm is seeking a skilled Client Implementation Operations Analyst to join their team in Dallas, TX. In this role, you will leverage your problem-solving skills and customer service expertise to enhance the client experience and drive business growth.

Key Responsibilities:

  • Conduct thorough due diligence reviews for new client screenings, ensuring compliance with AML and KYC requirements.
  • Collaborate with PWM Advisor teams to verify client documents and ensure timely communication with clients.
  • Request necessary products and services for PWM client accounts, ensuring accurate downstream system recognition.
  • Resolve issues by coordinating with PWM teams, Compliance, Legal, and AML departments.
  • Develop and enhance workflows and processes for account opening, improving overall efficiency.

Requirements:

  • Bachelor's degree
  • Proficient in MS Office (Word, Excel) and web-based applications
  • Exceptional organizational skills and good judgment
  • Strong problem-solving abilities
  • Ability to multitask and prioritize effectively
  • Experience managing client expectations
  • Excellent communication and presentation skills

Preferred Qualifications:

  • Series 7, 9, 10, or 4 licenses
  • Foreign language proficiency
  • 1+ years of experience in the financial industry, particularly in AML, Compliance, or client onboarding within a regulatory environment

What We Offer:

A competitive compensation package, opportunities for professional growth and development, and a dynamic work environment that values teamwork and innovation.