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Client Operations Manager job in Dallas at Tolleson Wealth Management

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Client Operations Manager at Tolleson Wealth Management

Client Operations Manager

Tolleson Wealth Management Dallas, TX (On Site) Full-Time


Job Description

Overview: As a Client Operations Manager you will be responsible for assisting the Client Operations Department with a variety of operational functions including but not limited to bank and custodial operations, trust laws and regulations, and account transactions. You will also have the ability to develop a team by providing direct oversight as the manager.


Job Responsibilities:

  • Maintain and review operational controls for our Client Operations Department
  • Perform a variety of personal trust operations functions centered on the processing of data using BNY trust accounting system
  • Perform a variety of brokerage and bank custody operations functions within the NetX360 platform, including trading, securities settlement, securities transfer processing, remittance processing, account maintenance, operational balancing and reconciliations and complex non-routine account transactions, including limited partnerships and various unique assets
  • Resolve transaction exceptions or rejects
  • Support Client Advisory Teams with daily operations to ensure firm/clients receive exceptional operational services
  • Research and provide solutions to unique and complex situations
  • Writing and modifying departmental procedures
  • Coach, develop and train other team members to execute at a high level
  • Other responsibilities and projects as assigned

Position Requirements:

  • 5+ years of operations experience
  • Familiarity with Pershing's NetX360 preferred
  • Familiarity and understanding of applicable banking/trust laws and regulations
  • Knowledge of personal trust administrative duties and responsibilities preferred
  • High degree of accuracy and attention to detail a must
  • Time and project management skills to handle multiple assignments independently
  • Desire to deliver an exemplary, professional client service environment
  • Working knowledge of MS Office (Word, Excel, Power Point)

Other Essential Candidate Traits:

  • Effective communication skills, both verbal and written
  • Ability to maintain extreme confidentiality in dealing with client matters
  • Must consent to and have favorable consumer report, background check and drug/alcohol test

Tolleson Wealth Management is an Equal Opportunity Employer

NO AGENCIES PLEASE No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.

by Jobble

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