Operations Specialist III: Reconciliation & Client Impact
TALENT Software Services
A financial services firm in Dallas, TX is looking for a Mid-Senior Level Professional to manage reconciliation and billing processes. Candidates should have 2-3 years of experience in financial reporting and project management. The role focuses on process improvement and ensuring compliance with department standards, while promoting a positive client experience. Full-time position with competitive compensation. #J-18808-Ljbffr TALENT Software Services
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Operations Specialist III: Reconciliation & Client Impact in Dallas, TX vacancy
- ...responsible growth for the business and our Clients. We focus on minimizing risk and... ...Business partners to provide all manners of operational support for Brokerage and Private Bank accounts. The Balancing and Reconciliation Department's responsibilities include but...SuggestedFull timeImmediate start
- ...early application advantage. Job ID: AXEL01 Job Title: Operations Specialist (Level III) Schedule: Hybrid - Mandatory 3 days onsite, 2 work from... ...support for Wealth Management advisory partners and their clients. Support Brokerage and Private Bank accounts and...SuggestedContract workWork experience placementImmediate startWork from home
- ...: Direct Mutual Fund Specialist Job Summary At HilltopSecurities... ..., we support our clients in achieving their... ...organization. The Operations group encompasses... ...account maintenance, and reconciliation activities, with an... ...will have a significant impact on the way we operate...SuggestedCurrently hiringWork at officeFlexible hours
- A financial services firm in Dallas is looking for an Operations Specialist (Level III) to provide operational support for Wealth Management advisory partners and their clients. The role requires strong problem-solving skills and the ability to work in a team. Applicants...Suggested
- Goldman Sachs Bank AG is seeking an Operations Analyst in Dallas, TX. The role involves managing client operations across various financial services. You will work closely with teams to support Asset and Wealth Management and enhance client experiences. This position requires...Suggested
$50k
...Database Specialist Job Duties: Plans database upgrades... ...in turning ideas into impact and brands into... Full... ...-leading expertise to clients in enterprise, ...... ...Position: Database Engineer III.Work closely with... ...seeking an experienced Operations Specialist to provide...Weekly payFull timeLocal areaNight shift- ...nurture opportunities, and turn them into clients for life. We’re a passionate team... ...companies. What you’ll do: As the Business Operations Engineer at Real Geeks, you’ll own the... ...staff, and administer the SaaS stack (seat reconciliation, license true‑ups, invoice review)...Work at officeRemote work
- ...seeking a Direct Mutual Fund Specialist in Dallas, Texas. This entry... ..., account maintenance, and reconciliation activities. The role supports... ...fund direct business within Operations, offering structured cross-... ...position entails maintaining client account information,...Work at office
- ...Employee Holdco LLC is seeking a Trade Specialist in Dallas, TX. This role acts as a critical link between centralized trade operations, client-facing sales, and shared services, delivering analytical support and reconciliation to ensure accurate trade investments across...
- Sendero Consulting in Dallas, Texas is seeking an Associate to solve business problems by collaborating with senior consultants. Responsibilities include conducting research, data analysis, and developing high-quality presentations. The ideal candidate will hold a Bachelor...
- We’re Hiring - Securities Operations Professionals - all levels! Phillip Capital Inc. is... ...and custody offering to new and existing clients, with a focus on custodian services,... ...and supervisory procedures, and daily reconciliations. Execute daily tasks related to clearing...Work experience placementWork at office
- ...commitment to top-tier talent and meaningful results. TruePoint operates in a hybrid work environment (3 days in office, 2 days... ...matching, and ongoing professional development. As the Client Operations Specialist, you will own client delivery operations and growth enablement...Work at officeLocal areaRemote work
- Digital Marketing Operations & Activation Specialist At LALA U.S., we are building brands at the intersection... ...and our investments deliver impact. The Digital Marketing Operations... ...accruals, agency contracts, and monthly reconciliations with Finance Track budget pacing...Work at office
- ...CORDA Investment Management, LLC is a client-centered wealth management firm... ...we’d love to connect! Accounting & Operations Specialist We are seeking a detail-oriented, service... ...on outstanding items Perform account reconciliations, including collections and payouts Client...Permanent employment
- Job Title AWM, GSAM - MAS Operations - Analyst Job Location 2001 Ross... ...solutions to the firm’s clients. Job Summary & Responsibilities... ...such issues before client impact Review account level... ...reconciling items on cash/position reconciliations, daily corporate actions,...Contract workWork experience placementWork at office
- Cox is looking for a Commercial Services Specialist I in Dallas, Texas. This role is pivotal in managing client services, coordinating redemptions, and building relationships with clients while delivering exceptional service. The ideal candidate will have a High School...
- TruePoint Communications is seeking a Client Operations Specialist in Addison, Texas, who will manage client operations and ensure satisfaction while optimizing resource deployment. The ideal candidate will possess strong financial reporting and analytical skills with...
- TruePoint Communications in Dallas, Texas, is seeking a Client Operations Specialist to oversee client delivery operations and ensure logistical and financial components are executed precisely. The role demands exceptional attention to detail and strong analytical skills...
- ...Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover... ...endowments, foundations, financial advisors, and individuals. Our Impact Client Operations is a global sales‑aligned service organization, providing...Full timeTemporary workWork experience placementWork at office
- Goldman Sachs Bank USA in Dallas, TX is seeking a Sr Associate for Client Services Operations. The role involves assessing client transactional needs, enhancing workflows, and coordinating communication with stakeholders to ensure smooth client experience. Ideal candidates...
- ...The seasonal Operations Technical Specialist supports the operational readiness of H&R Block’s seasonal tax... ...help and inspire confidence in our clients and communities everywhere. For more... ...shared commitment to making a meaningful impact. We invest in your well‑being through...Part timeWork experience placementSeasonal workWork at officeRelocationFlexible hours
- Crypto Operations Specialist Dallas, TX - Need to come to office for F2F Round and work from office 3 days a week Contract ROLE_DESCRIPTION... ..., and external counterparties to manage settlements, reconciliations, and daily operations. This hands-on role also focuses on...Contract workWork at office3 days per week
- VOLTO Consulting is seeking a Crypto Operations Specialist in Dallas, TX. The role involves managing settlements, reconciliations, and daily operations while focusing on process improvement in a fast-paced environment. Qualified candidates will have 4-5 years of crypto...Work at office3 days per week
- Overview The Legal Operations Specialist is responsible for performing legal and compliance related... ...a comprehensive awareness of the impact and implications of decisions and actions... ...and acknowledges responsibilities when clients (internal or external) experience problems...Permanent employmentContract workTemporary workWork at office
- MY Relationships Operations Senior Associate page is loaded## MY Relationships Operations... ...monitor budgets, track accruals, perform reconciliations, and forecast future performance. This... ..., personally and professionally. Our client-facing Professionals are helping the best...Work at officeFlexible hours
$20 - $28 per hour
SCP Health in Dallas, Texas seeks individuals to review invoices and ensure compliance with remittance advice. This role emphasizes a strong attention to detail and the ability to assist in developing best practices while maintaining patient confidentiality. Offering an...Hourly pay$10 per hour
...people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Global Operations Specialist Help our customers improve their global... ...Flexport today connects more than 10,000 clients, both consignees and shippers, across 112...Relocation- ...strong academic record. Experience in client services, family office or comparable financial... ...well as measure. Position overview The Operations Associate will primarily assist the... ...data. Assist in the processing and reconciliation of information coming from our third-party...Work at office
- ...Client Operations Lead The Client Operations Lead is an introductory leadership position that involves hands-on support in driving studio... ...build personalized experiences with the goal of positively impacting both sales and service Be an effective brand ambassador,...Shift workNight shiftWeekend workDay shift
$26 - $28 per hour
...motivated individuals who want to make an IMPACT every day to help us execute on our... ...the basic building blocks of the Airspace Operations team and pave the way for a continued path... ...to both standard work practices and client-specific SOP instructions The ability...Hourly pay
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Operations Specialist III: Reconciliation & Client Impact. Be the first to apply!
Related searches
- provider operations coordinator Dallas, TX
- bank operations specialist Dallas, TX
- aviation operations specialist Dallas, TX
- field operations specialist Dallas, TX
- hr operations specialist Dallas, TX
- flight operations specialist Dallas, TX
- global operations specialist Dallas, TX
- operations management specialist Dallas, TX
- people operations specialist Dallas, TX
- customer service operations specialist Dallas, TX


