Operations Associate - Client Services

Job Description:

The Operations Associate will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams.

This role is based in our Dallas office. Parallel Advisors operates on a three-day, in-office hybrid work schedule.

Duties and Responsibilities

• Optimize the client experience as it relates to operations and service in order to drive high satisfaction, quality, and efficiency for both the client and Parallel.
• Manage operational needs of our clients during the onboarding process, such as account opening and account transfers.
• Serve as a resource to multiple financial advisors in onboarding client relationships to Parallel.
• Lead or participate in cross-functional group projects to improve quality and efficiency within the teams.

Required Skills and Abilities

• Operational knowledge in four key areas: new accounts, cashiering, transfer of accounts, and account maintenance.
• Strong organizational, analytical, communication, and interpersonal skills.
• Ability to work effectively in a fast-paced and deadline-oriented environment. Capability to manage multiple demands and competing priorities.
• Excellent written and verbal communication skills.
• Broker/Dealer platform experience a plus.
• CRM Experience, specifically Salesforce, a plus.

Qualifications

• Very strong attention to detail and problem solver.
• Effectively able to solve puzzles and operate within ambiguity.
• Savvy with technology, especially as it pertains to data entry and systems maintenance.
• Deadline oriented and highly organized.
• Ability to work effectively and independently in a fast-paced environment.
• Ability to be proactive
• CRM experience (Salesforce preferred).
• Bachelor’s Degree or equivalent work experience
• Two (2) to five (5) years of experience in financial services
• Experience working at an RIA preferred