Operations Analyst

A global financial services organization is seeking an Operations Analyst to join a client-focused team supporting executive wealth and financial advisory services. This role sits within a fast-paced operations group that works closely with advisors, client service teams, and internal partners to ensure an exceptional client experience while maintaining strong operational controls.This is an ideal opportunity for someone who enjoys problem-solving, working with people, and managing detailed processes in a professional environment.Location: Irving, TexasSchedule: Fully onsite, Monday–FridayContract Length: 6 months, with possible extension to 12 months+Pay Rate: $23/hourWhat You’ll Do:Answer client calls and respond to questions related to accounts, records, and servicesAssist clients with payments, account navigation, and general troubleshootingCalmly support and resolve escalated or sensitive client situationsReview incoming client requests for proper documentation and authorizationUse internal and external systems to research issues and make informed decisionsPartner with advisors and internal teams to resolve ongoing matters and improve service deliveryComplete operational tasks and assist with special projects as assignedCross-train in additional functions to support broader team needsWhat You Bring:Bachelor’s degree required1–3 years of experience in operations, client service, or a related fieldStrong Microsoft Office skills (Excel, Word, Outlook, PowerPoint)Excellent organization, attention to detail, and follow-throughAbility to juggle multiple priorities and deadlines with accuracyAnalytical thinking and sound problem-solving abilityProfessional communication skills and a team-oriented mindsetComfort working with confidential and sensitive informationAbility to stay composed and effective in a fast-paced environmentPlease submit your resume in Word format for immediate consideration!You can use www.workgrades.com to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.