Financial Operations Specialist
at Delta Dallas

Date Posted: 1/26/2023

Job Description

Delta Dallas is partnering with a financial wealth management firm in its search for Senior Client Services Associate. This role is responsible for establishing, maintaining and building relationships while delivering exceptional client service.

Responsibilities include:

  • Provide top quality service to clients in administration of client financial accounts
  • Serve as primary liaison between the financial advisors of the firm, custodians, clients, and client???s professional team, building trusted relationships
  • Prepare and complete account opening paperwork
  • Support advisors, other team members and clients
  • Handle incoming advisor and client phone calls by resolving and troubleshooting service issues
  • Scheduling and tracking meetings in addition to participating in team meetings
  • Prepare, send out and execute new client onboarding paperwork
  • Facilitate money movements using custodian websites
  • Prepare money movement paperwork and some custodian forms
  • Run daily reports
  • Other administrative duties as assigned


  • Experience working with private, high net-worth clients and/or institutional clients highly preferred
  • 1-3 years relevant work experience
  • Strong client service skills
  • Excellent attention to detail and organizational skills
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to work well in a structure and collaborative team environment

Job Snapshot

About Us

Delta Dallas helps companies succeed by providing leadership and staffing expertise through customized recruiting programs. Our staffing solutions include administrative, accounting, and financial roles, as well as workforce management, workforce analytics, and skills-based training solutions. Beyond filling positions, we're committed to bringing employers and employees together for a more productive future.

Delta Dallas' award-winning team was recently recognized by the Texas Association of Personnel Consultants (TAPC) as the number one Temporary/Contract Service Administrative Team and number one in the Highest Revenue Increase category by the National Independent Staffing Association (NISA). For over 30 years, Delta Dallas has provided innovative staffing solutions for hundreds of companies in the Dallas/Fort Worth area.

Whether you're looking for full-time or supplemental (temporary) employment, better pay or more responsibility, or just a change of scenery- we can help you find the opportunity that's right for you. Our recruiters and staffing specialists will connect you with great companies and provide you with the resources and opportunities to help you achieve success. 

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