Operations Associate - Client Onboarding & Ops (Hybrid)
Parallel Advisors LLC
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 ensure a seamless client experience.
The role emphasizes attention to detail, organizational skills, and the ability to work in a fast-paced environment, with Salesforce experience as a plus.
#J-18808-Ljbffr- ...Client Onboarding & Operations CoordinatorPart-Time | In-Office - Dallas, TX Flexible Schedule Based On Business Need | Opportunity to GrowCovered Care works with merchants and partners to provide financing solutions that make services and purchases more accessible. Our...SuggestedFull timePart timeWork at officeFlexible hours
$50k - $72k
Job Description: The Operations Associate will be joining a fast-growing Registered... ...the implementation of new client accounts and the ongoing... ...on a three-day, in-office hybrid work schedule. Duties and Responsibilities... ...of our clients during the onboarding process, such as account...SuggestedWork experience placementWork at office$23 per hour
A financial services company in Dallas is seeking an Entry Level Operations Specialist to manage the onboarding process for institutional clients. Ideal candidates will have 1-3 years of experience in client service, strong communication, and organizational skills. The...SuggestedImmediate start- Selby Jennings is seeking a Brokerage Operations Manager to lead a small team in its Dallas office. You will oversee trade processing, settlements, client onboarding, and regulatory reporting across fixed income, equity, and funds, partnering with sales and trading to support...SuggestedWork at office
$55.9k - $123.5k
...SummaryThis position is responsible for providing operational services, assistance, and program... ...interfacing with internal clients, operations personnelVerbal and written... ...TX HeadquartersSchedule: This is a Flex (Hybrid) role: 3 days in office; 2 days remote.Sponsorship...SuggestedContract workWork at officeRemote workFlexible hours- ...Client Onboarding New Account Approver At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients.... ...to make things possible for our clients and communities. Operations is a dynamic, multi-faceted area that partners with all parts...
- ...Texas Capital Bank seeks an Operations Associate – Client Service Officer in Richardson, TX to serve as the primary operational contact for commercial banking clients. You will coordinate onboarding, account maintenance, and timely execution of client instructions, working...
- ...Client Operations Specialist At TruePoint, our product is our people. We're a seven-time Inc... ...meaningful results. TruePoint operates in a hybrid work environment (3 days in office, 2... ...Client Lifecycle: Facilitate client onboarding, including account setup, staffing...Work at officeLocal areaRemote work
- True Media is seeking an Ad Operations Specialist to manage digital campaigns, traffic assets, and implement tracking across client accounts. You will work within the Media Intelligence... ...campaign pacing and reporting. Hybrid schedule applies across multiple offices...
- ...TEGNA Inc. in Dallas is seeking an Entry-Level Digital Ad Operations Specialist to support local broadcast stations with digital advertising... ...on training, exposure to cutting-edge ad tech platforms, and a hybrid work model with Tuesdays and Thursdays in the downtown Dallas...Work at officeLocal area
- Mod Op in Dallas, TX is seeking a detail-oriented Junior Adobe Campaign & Audience Operations Specialist to support audience creation, campaign execution, and marketing operations within Adobe Campaign. This hybrid role requires in-office work 2-3 days per week in Dallas...Work at office2 days per week3 days per week
- ...Wolters Kluwer - Financial Services Solutions seeks a Customer Service Operations Associate, Billing Resolution, to resolve billing issues and support the AR function in Dallas. Hybrid work schedule: 3 days in office, 2 days remote. You will analyze errors, prepare...Work at officeRemote work
$36 - $50 per hour
...practices creates a focus on client success and partnerships that... ...located in any of our offices, hybrid or fully remote Key... ...plotting issues. Assist with onboarding new employees by setting up CAD... ...growth. Required Qualifications Associate degree or higher in CAD, Engineering...Hourly payInternshipRemote work- True North Advisors is currently hiring for a Client Operations Analyst position. True North is a private Wealth-Advisory and Multi-Family... ...status of deliverables; assisting the client operations and onboarding teams with day to day operations; and completing special projects...Full timeCurrently hiringWork at officeRemote work
- ...Coordinator in Dallas, TX. This role reports to the Senior Customer Success Consultant and focuses on onboarding, contractor welfare, client events, and day-to-day operations to ensure an exceptional experience for clients and contractors. Ideal candidates enjoy...For contractorsWork at office
- Louis Vuitton is seeking an Operations Associate to support back-of-house efficiency, stock management, repairs, and after-sales service in a... ...solving, and adherence to brand standards to deliver exceptional client experiences. Ideal candidates will have experience in luxury...
- ...seeking an HR Administrator to support onboarding, maintain employee records, and manage administrative... ...ensure regulatory compliance and smooth operations across the organization. The position... ...handling office logistics to support client service delivery and staff engagement....Work at office
- ...administrative team member for our Dallas office to support daily recruiting and business operations. You will liaise between field teams and back office, ensuring smooth onboarding, payroll, and billing processes. The ideal candidate has strong customer service...
- Montblanc in Grand Prairie, Texas seeks an Operations Coordinator for Client Relations to support the client-facing team and improve the client experience. You will help drive sales growth, own processes, and coordinate with IT, After Sales, and fulfillment to ensure high...
- ...who are passionate about helping their clients and our teammates achieve more. If you... ...with you. The Role As our 401(k) Operations Associate, you'll be the operational backbone behind... ...scorecards, and proposal materials. Support onboarding by tracking Retirement Plan Service...
- ...Capital Bank in Richardson, TX seeks an experienced Client Service Officer to serve as the primary operational contact for commercial banking clients, supporting relationship teams by managing service requests, onboarding and account maintenance, and ensuring timely...
- LHH Recruitment Solutions is seeking a Client Intake Specialist for the Downtown Dallas office, offering a hybrid schedule and visibility within a reputable law firm.... ...conflict analysis, new matter intake, and client onboarding, supporting attorneys and leadership across...Work at office
- A leading recruitment agency located in Dallas, Texas, is seeking a Client Intake Specialist to perform conflict searches and manage client information accurately. The ideal candidate should have experience in new business processing, maintain confidentiality, and possess...
- ...is seeking an Account Support in Dallas to provide exceptional client service and administrative support to a large business unit. You... ...work closely with site teams and finance to optimize costs, onboard vendors, and maintain essential documentation while upholding Health...Contract work
$23.44 per hour
...Operations Specialist Addison, TXThis role is a potential... ...will shift to hybrid (3 onsite, 2 remote) work... ...Fund Relationship and Onboarding Mutual Fund & Alternative... ...and interest payments associated with income events. The... ...of financial and client information and data....Contract workFor contractorsImmediate startRemote workDay shift$27.15 - $32.58 per hour
...Operations Associate Experience Minimal (Under 2 years) Location Pyeongtaek, South Korea... ...works to improve quality of life for our clients, and our vision is to ensure that... ...coordination, vendor and facilities support, onboarding logistics, and local operational...Hourly payPart timeWork experience placementWork at officeLocal areaRemote workOverseasFlexible hours- ...Construction Operations SpecialistEvergreen Residential is a high growth... ...and services that enable our clients to invest in the world's... ...our downtown Dallas offices, a hybrid schedule will be considered.The... ...and Maintenance new-hire onboarding trackers to support smooth and...Contract workWork at officeLocal areaFlexible hours
- ...Description POSITION: Operations Specialist REPORTS TO:... ...Bonus eligibility LOCATION: Hybrid in Dallas SUMMARY... ...positive, professional, and client-oriented attitude about the company... ...these changes. Recruit, onboard, and train onsite team...Contract workWork at officeFlexible hoursWeekend work
- ...Energy Transfer is seeking a Sr Coordinator - Operations Onboarding to lead end-to-end onboarding from offer to orientation. You will collaborate with Recruiting, Hiring Managers, IT, and Safety to ensure a compliant, smooth experience across multiple locations. Ideal...
$77.7k - $128.2k
...in a world of change, empowering our clients and people to realize their full potential... ...actively searching to add a Travel Operations Senior Associate to our firm's Strategic Sourcing team... ...and grow. Most roles at RSM follow a hybrid workstyle, which means team members...Full timeContract workWork experience placementInternshipWork at officeLocal area
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