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Operations Specialist

Operations Specialist

BCforwardUSA, Texas, Dallas
30+ days ago
Job type
  • Full-time
Job description

BCforward is currently seeking a highly motivated Operations Specialist opportunity in Dallas, TX!

Position Title : Operations Specialist

Location : Dallas, TX

Anticipated Start Date : ASAP

Please note this is the target date and is subject to the change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration : 6 months

Job Type : FULL TIME (40hrs / week), CONTRACT, HYBRID

  • mandatory 3 days onsite, 2 WFH

Pay Range : $22.28 / hr

Please note that actual compensation may vary within this range due the factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Requirements :

  • Supports processing, reconciling, and balancing of note / mortgage, vendor, and client oil & gas payments for the Specialty Asset Management line of business and their clients.
  • Job Description

  • Wealth Management Operations provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.
  • Within WMO, Wealth Management Specialty Operations provides support for Merrill and Private Bank accounts and transactions.
  • The Specialty Asset Management Operations team supports processing, reconciling, and balancing of note / mortgage, vendor, and client oil & gas payments for the Specialty Asset Management line of business and their clients.
  • This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures.
  • Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members.
  • Job expectations include operating with a moderate level of independence and referring to their team lead or manager for direction and support with moderately complex issues and escalations.
  • Required Skills :

  • Strong problem solving and decision-making skills
  • Must demonstrate a cooperative and professional work attitude, while displaying the ability to work effectively in a team environment
  • Strong organization and follow-up skills
  • Quick learner who can develop subject matter expertise
  • Desired Skills :

  • Relevant work experience preferably Oil and Gas experience that forms a strong foundational knowledge to excel in the role.
  • Keywords :

    Client services, financial, banking, operations, assets, wealth .

    Benefits :

    BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

    About BCforward :

    Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.

    BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.

    BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

    To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

    This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

    Interested candidates please send resume in Word format Please reference job code 244109 when responding to this ad.

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    Salary Details

    This salary was provided in the Job Posting.

    $22.28

    Hourly Salary

    Job Snapshot

    Employee Type Contractor

    Location Dallas, TX (Onsite)

    Job Type Banking, Finance, Professional Services

    Experience Not Specified

    Date Posted 09 / 16 / 2025

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