Job Description
Operations Analyst - $27.24/hr
Locations: Dallas, TX 75202 - HYBRID
Expected Duration of Contract: 12 months
Schedule: hybrid (mandatory 3 days onsite, 2 WFH)
Job Description: Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.
Within WMO, the Wealth Management Specialty Operations teams execute manual processes and monitor automated processes to accurately move and/or protect assets and account information according to special product needs or legal orders. The product needs include oil and gas revenue, servicing fees, abandoned properties, remediation payments and restricted/specialized securities. Legal orders include subpoenas, levies, freeze orders and requests for information or documents. Assets are investments or securities that have value and can ...
Locations: Dallas, TX 75202 - HYBRID
Expected Duration of Contract: 12 months
Schedule: hybrid (mandatory 3 days onsite, 2 WFH)
Job Description: Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.
Within WMO, the Wealth Management Specialty Operations teams execute manual processes and monitor automated processes to accurately move and/or protect assets and account information according to special product needs or legal orders. The product needs include oil and gas revenue, servicing fees, abandoned properties, remediation payments and restricted/specialized securities. Legal orders include subpoenas, levies, freeze orders and requests for information or documents. Assets are investments or securities that have value and can ...