About this role
Client Operations Analyst at True North Advisors. Location: Dallas, Texas, United States. Role: execute transactions, maintain records, update clients Requirements: Bachelor’s in Finance or related field; 1–2 years in financial services; strong communication and detail orientation; background check required. Category: Business Operations Seniority: Mid Level Tools: CRM, custodian systems, Microsoft Excel, financial software Commitment: Full Time Workplace: Remote Languages: English