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Operations Associate: Client Onboarding & Service

Parallel Advisors LLC

Parallel Advisors, LLC is seeking an Operations Associate to join our fast-growing Registered Investment Advisor firm in Dallas. The role focuses on onboarding new clients and servicing existing accounts, working closely with financial advisors, clients, vendors, and custodian support teams to ensure seamless operations.

The position is based in our Dallas office with a three-day in-office hybrid schedule, requiring strong organizational skills, attention to detail, and effective communication

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Vacancy posted more than 2 months ago

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