Client Onboarding & Operations Analyst– Entry Level

Client Onboarding & Operations Analyst– Entry Level

Dallas, TX (In-Office) – Relocation required without relocation assistance

$47-56K/yr

A prestigious investment bank based in Dallas, TX is seeking a Client Onboarding & Operations Analyst to join their team. This is an excellent opportunity to gain exposure to investment management while working with professionals across sales, portfolio management, and client relationship teams.

This is an excellent opportunity to gain exposure to the financial services industry while working alongside advisors, legal, compliance, and operations teams.

What You’ll Be Doing:

• Prepare and coordinate client proposals and due diligence questionnaires

• Partner with internal teams to gather information and meet project deadlines

• Learn about investment products, market trends, and client solutions

• Track proposal activity and support reporting initiatives

• Review materials for accuracy and help improve team processes

What We’re Looking For:

• Bachelor's degree

• Excellent written and verbal communication skills

• Strong organizational and project management abilities

• Exceptional attention to detail and accuracy

• Ability to manage multiple priorities in a fast-paced, collaborative environment

• Proficiency with Microsoft Excel, Word, and PowerPoint

• Preferred: Internship or prior experience in financial services

Why you want to work here:

• Gain experience with a Leading Global Financial Firm

• Medical benefits

• PTO

• Monday to Friday Schedules

• Collaborative and diverse working environment

PrincePerelson & Associates is an Equal Opportunity Employer and complies with all provisions of the EEO and ADA laws. We do not discriminate in our employment practices on the basis of race, color, religion, national origin, sex (including sexual orientation and sexual identity), age, genetic information, parental status, military status, disability, or any non-merit-based factors or other federal, state, or locally protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.