Last updated 2026-06-24
71 Financial Services jobs in Dallas ()
Browse 71 Financial Services jobs across Dallas, including Consumer Investments Money Movement Service Representative, Operations Professional, Client Service Officer, Platform Solutions, and Operations Lead roles. Listings are updated hourly and include salary data where available.
Financial Services jobs in Dallas
Roles focused on trading, operations, and analysis within financial markets and digital assets.
Browse Financial Services jobs in Dallas from companies including Candidate Experience Site - Lateral, Scotiabank, Candidate Experience site, Huntington, 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc, TEKsystems, and Texas Capital Bank.
- Common titles include Consumer Investments Money Movement Service Representative, Operations Professional, Client Service Officer, Platform Solutions, and Operations Lead.
- Roles span senior, entry, and mid levels.
- Recent postings include treasury management, treasury sales, client service, consumer investments, and us kyc roles.
- Most listed roles are in Dallas (52), with openings also in Fort Worth (10), Irving (5), Farmers Branch (2), and Arlington (1).
- Reported pay for Financial Services jobs near Dallas ranges around $57,500-$176,310 annually (P25-P75 across 20 postings that disclosed pay).
- Explore Financial Services salaries in Texas in Salary Explorer.
Financial Services jobs in Dallas
Roles focused on trading, operations, and analysis within financial markets and digital assets.
Browse Financial Services jobs in Dallas from companies including Candidate Experience Site - Lateral, Scotiabank, Candidate Experience site, Huntington, 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc, TEKsystems, and Texas Capital Bank.
- Common titles include Consumer Investments Money Movement Service Representative, Operations Professional, Client Service Officer, Platform Solutions, and Operations Lead.
- Roles span senior, entry, and mid levels.
- Recent postings include treasury management, treasury sales, client service, consumer investments, and us kyc roles.
- Most listed roles are in Dallas (52), with openings also in Fort Worth (10), Irving (5), Farmers Branch (2), and Arlington (1).
- Reported pay for Financial Services jobs near Dallas ranges around $57,500-$176,310 annually (P25-P75 across 20 postings that disclosed pay).
- Explore Financial Services salaries in Texas in Salary Explorer.
Snapshot updated 1hr, 42m ago
Dallas
senior
Job Duties: Senior Associate, Client Services - Operations with Goldman Sachs Bank USA in Dallas, Texas.
Mentor the global operations team to deliver excellent service as the business aims to build, launch, deliver, and evolve a…
Operations Lead
Jun 22
Dallas
senior
Full Time
The Team Lead helps in monitoring and verifying various tasks for the group responsible for processing timely and accurate work…
The Operations group is a collection of sub-departments which is responsible for everything after an account is opened or a…
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Operations SpecialistJun 12
Advisor Support and Experience Lead, Assistant Vice President - Wealth Custody & Clearing
Jun 22
Dallas
senior
Full Time
$70k-130k/yr
Role Description & Opportunity State Street Wealth Custody and Clearing is seeking a Service Lead to deliver a high-quality, relationship-f…
This individual combines strong client service instincts, operational knowledge, and sound judgment to resolve issues, support transactions…
Dallas
senior
Develop and report KYC metrics and prepare management reports/presentations for stakeholder meetings.
Work with Quality Assurance, 2nd Line AML, Audit and State/Federal regulators to facilitate their testing and examination engagements.
Fort Worth
mid
Full Time
$58k-66k/yr
This is a client service-focused role within an active trade desk environment supporting financial advisors and customers.
In this position, you will handle incoming calls related to trading activity, account servicing, and transactions, delivering a high-qualit…
Dallas
mid
Full Time
Collaborate with Servicing Transfer management and the Portfolio Management team to resolve issues related to ongoing transfer flows.
Key Responsibilities: Coordinate all aspects of inbound flow servicing transfers, including daily, weekly, and monthly loan boardings.
Farmers Branch
senior
Full Time
$93k-189k/yr
Bachelor’s degree in business or related field Preferred Qualifications: Proven leadership and mentoring capabilities Strong understanding…
In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic…
Associate Platform Engineer
Jun 17
Dallas
entry
Full Time
Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that…
Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that…
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Client Service OfficerMay 22
Dallas
senior
Team Leadership & Development Manage and mentor a team of fixed income traders, fostering a culture of excellence, accountability, and…
Familiarity with portfolio management and fixed income analytics platforms (Aladdin, YieldBook, Bloomberg PORT, or comparable).
Trading Associate
Jun 16
Dallas
entry
Full Time
$50k-70k/yr
As a Trading Associate, you'll play a crucial role in enhancing our customers' trading experience and building long-lasting relationships.
What You'll Do: Communicate with customers using email, phone, and chat, providing efficient and effective solutions with kindness Professi…
Dallas
mid
Full Time
Job Description: Treasury Sales Client Officer is responsible for delivery of integrated treasury solutions to Private Bank clients.
In this hybrid junior sales/treasury associate role, key responsibilities include actively managing and pursuing treasury revenue streams a…
Arlington
mid
Full Time
$25-26.77/hr
Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
Fort Worth
entry
Full Time
The Money Movement Service Generalist is responsible for providing world class service to our Bank of America/Merrill clients and/or intern…
Join us This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business…
Dallas
mid
Full Time
This role partners with internal associates to provide treasury in a consultative manner while incorporating a keen awareness of risk…
Minimum of five (5) years of Treasury Management sales or Treasury Management sales support experience, required.
Client Service Associate
Jun 12
Dallas
entry
$54k-65k/yr
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing…
Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.
Irving
entry
Full Time
$48.8k-68.2k/yr
Designs and analyzes moderately complex loan documentation reports to satisfy management requirements, support/control activities, and the…
Involves in providing day-to-day loan transactional processing which may include booking cash transactions and making payments, performing…
Operations Professional
Jun 11
Dallas
mid
Required Knowledge, Skills, and Abilities: Flexible and adaptable to change Strong communication and organizational skills Positive role mo…
Partner with other team members to ensure financial professionals experience consistent, high-quality customer service.
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Commissions AssociateJun 10
Irving
mid
Full Time
$54k-99.6k/yr
Works with internal teams to structure tailored financial products and solutions that meet client needs, ensuring compliance with regulator…
Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
Director, Member Services
Jun 11
Dallas
senior
Full Time
$152.6k-199.9k/yr
Direct the activities of the team maintaining relationships with all clients Ensure team is equipped to respond to complex inquiries…
The role directs and oversees the team that provides daily support to members related to operational questions or issues which…
Dallas
mid
Job Description The Treasury Management Officer II prospects, markets, sells, cross-sells, and implements the Bank’s commercial depository…
How You'll Spend Your Time You will build and manage professional client relationships to grow treasury management and working capital…
Dallas
senior
Full Time
$230k-297.5k/yr
Experience collaborating with cross-functional teams on high-impact, institutional partnerships, with a focus on capital markets, exchanges…
Extensive experience drafting and negotiating complex crypto, fintech, and capital markets agreements, including exchange, market maker, li…
Senior Trust Officer
Jun 10
Dallas
senior
You will ensure client satisfaction of trust beneficiaries and referring financial advisors in support of business objectives.
Leadership Organizational and Prioritization Certifications CTFA (Certified Trust Financial Advisor) Internal Application Policy: Internal…
Dallas
senior
Full Time
Collaborate with cross functional teams including Counterparty Credit Risk, Liquidity Risk, Operations, Quantitative Risk, Relationship Man…
Responsibilities include driving new business initiatives, overseeing risk systems design and continuous enhancements, compliance with Risk…
Dallas
entry
Full Time
Job Description: About the role The Sr Associate, Client Operations position within the Credit Operations team specializes in conducting de…
The position focuses on delivering exceptional client service in a high-volume production environment while maintaining strict adherence to…
Dallas
mid
Full Time
Wha t you will be responsible for Lead and oversee day‑to‑day brokerage operations, with direct accountability for Trading Support and…
In close partnership with Client Service & Advisor Experience, this role enables a model where routine operational activity is handled…
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