Dallas Client Operations Specialist - Wealth Management Ops
Versant Capital Management, Inc.
Versant Capital Management, Inc. is seeking a Client Operations Associate in Dallas to join our operations team. This critical role involves executing investment-related transactions, ensuring data integrity, and maintaining operational excellence for client portfolios. The ideal candidate will have a Bachelor’s degree and 2+ years of experience in operations or custodial roles, demonstrating strong attention to detail and problem-solving abilities. We offer competitive salaries, bonuses, generous PTO, health insurance, and a culture built on integrity and collaboration. #J-18808-Ljbffr Versant Capital Management, Inc.
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$60k - $65k
...Logistics Operations Specialist US - Dallas, TX CEVA Logistics provides global supply chain solutions... ...compliance. Organize oneself to manage the volume of activity. Report all... ...questions from groups of managers, clients, customers, and the public. Mathematical...SuggestedContract workFor subcontractorLocal areaOverseasShift work$23.83 - $26.48 per hour
Operations People & Culture HR Specialist @ Dallas Lovefield International Airport Opportunity, growth, and meaningful rewards! We offer: Health, dental and... ...non-exempt position and generally reports to the HR Manager, depending on local requirements. Essential...SuggestedLocal areaFlexible hours- ...pedestrians along the way in Los Angeles, Miami, Dallas, Atlanta and Chicago while doing... .... JOB OVERVIEW As an Operations Associate, you'll play a key role in ensuring... ...engineering, and customer support-helping to manage robot deployments, escalate technical issues...SuggestedPart timeLive inLocal areaFlexible hoursShift workNight shift
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- Momentum, Dallas-based, seeks an MBA Full Time Associate in Strategy & Operations. You will drive cross-functional initiatives, develop scalable operating models, and translate strategic priorities into executable projects. The role emphasizes AI-enabled decision making...Full time
$30 - $35 per hour
Machinify in Dallas, TX seeks a warm, organized Admin Assistant to be the heartbeat of the office. You’ll greet visitors, coordinate conferences, manage mail, and keep daily operations running smoothly in a 100% onsite role. Responsibilities include front desk duties, office...Hourly payWork at office- ...the future of digital wealth management by building tech-... ...enables us to support clients such as Stash, Betterment... ...securities industry operates by reinventing the... ...Our offices in Austin, Dallas, Chicago, New York, Portland... ...ROLE The Operations Specialist (Mutual Funds) will...Work at officeWork from home
- Parallel Advisors, LLC, a fast-growing Registered Investment Advisor, seeks an Operations Associate for our Dallas office on a three-day in-office hybrid schedule. You will support onboarding, client servicing, and collaboration with advisors, vendors, and custodians to...Work at office
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- ...Potential Consultants (HPC) is seeking an Operations Director Consultant in Dallas, Texas . This is a 1099... ...understanding of compliance, workforce management, and operational oversight Experience... ...professional accountability. Our clients depend on stable operations,...Full timeContract workFor contractorsImmediate startRemote workFlexible hours
$90k - $120k
...comprised of the nation's top specialists for surgery, cancer... .... Job OverviewAs an Operations Automation Specialist,... ...background, a support/ops background, or a fresh... ...customers, providers, clients)Background or... ...Location & LogisticsHybrid | Dallas, TX or New York, NY |...Full timeContract workPart timeWork experience placementInternshipWork at officeShift work3 days per week- ...Client Operations Specialist At TruePoint, our product is our people. We're a seven-time Inc. 5000 fastest-growing company and a four-time Top... ...attention to detail, analytical thinking, and the ability to manage multiple workflows in a fast-paced environment while...Work at officeLocal areaRemote work
- Job Title Marketing Operations Campaign Specialist Role Overview We are looking for a hands‑on Marketing Operations Campaign Specialist to join Reddit's Marketing Operations team. In this role, you will be responsible for the tactical execution of marketing campaigns...
- Operations Manager Lead daily fulfillment center operations and optimize KPIs across inventory... ...throughput, and quality. Location: Dallas Job Tags: Strategy & Ops About The Role Stord is the... ...ensuring operational success during new client launches Responsible for the...Casual workWork at officeFlexible hoursAfternoon shift
- ...into practice in life. OVERVIEW The Operations Associate is critical in the store team... ...closely with the Operations & Visual Management team in initiating, completing work, and... ...business-driving strategies Resolve client needs quickly & effectively ensuring customer...Full timePart timeWork experience placementLocal areaShift workWeekend work
- A growing construction services company in Dallas, TX is seeking an Operations & Administrative Coordinator to provide support for day-to-day operations... ...in a professional office environment, and ability to manage multiple priorities. Responsibilities include...Full timeWork at office
$120k - $172k
...strategically minded Vice President to join our Wealth Management Operations Strategy team. This leader will drive complex,... ...devise and implement effective controls and develop client relationships. This is an Advanced Specialist level position within the Client Service &...Temporary workLocal area- ...the future of digital wealth management by building tech-forward... ...enables us to support clients such as Stash,... ...the securities industry operates by reinventing the status... ...Our offices in Austin, Dallas, Chicago, New York, Portland... ...Banking, Cashiering, Ops Control, Investor...Full timeWork experience placementWork at officeWork from home
- Ultipro is seeking a Warehouse Associate for the first shift in Garland, TX. The role involves operating a machine, building and packing orders, and driving a forklift with overhead cranes. You will use an ERP system for paperwork and participate in Lean/safety/ISO training...Day shift
$58.9k
...what happens next? We're looking for a Client Success & Operations Specialist who can keep our clients feeling... ...'Whose problem is this?' You can manage a lot of moving pieces, communicate... ...within these locations: Austin, TX, Dallas, TX, and Denver, CO Travel to other...Full timeTemporary workCasual workWork at officeImmediate startMonday to FridayFlexible hours- EPIC Insurance Brokers & Consultants is seeking a part-time Client Operations Coordinator to assist the employee benefits department with day-to-day operations. Responsibilities include preparing documents, invoicing, reporting, and open enrollment support. The role emphasizes...Part time
- Texas Capital Bank seeks a Sr Banking Operations Analyst in Richardson, TX to deliver exceptional client service across consumer and business banking products. You will own onboarding, case management, escalation handling, and cross‑team collaboration to drive smooth client...Weekend workAfternoon shift
- ...empathetic, and seasoned Litigation Operations Supervisor to join our dedicated team in Dallas. The Position This... ...cultivating a high-performing team. The Manager will be instrumental in... ...unparalleled legal representation to our clients. Key Responsibilities ~...Full timeWork at office
- ...provide direct administrative support to the Chief Legal Officer in Dallas. The role involves transcribing, proofreading, filing, and... ...will enhance the Legal team's effectiveness through information-management support. The position emphasizes maintaining document storage,...
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