https://PROCAREERS.CORNERSTONESTAFFING.COM/ en-us Job Title: Client Operations Analyst
Location: Texas, Washington, or Florida
Compensation: $65,000 – $80,000 + bonus
Schedule: Full-time, onsite (supports global clients; adjusted hours required)

This is not a trade processing, reconciliation, or reporting-only position.

We’re looking for someone who owns client onboarding and works directly with internal teams and client-facing partners to move complex accounts forward.

What You’ll Do
• Own and drive onboarding for new institutional client accounts from start to finish
• Act as a key partner to relationship managers and client-facing teams
• Coordinate across compliance, operations, custodians, and internal stakeholders
• Manage onboarding timelines, documentation, and account setup requirements
• Resolve complex client-related operational requests
• Identify and implement process improvements that enhance efficiency

What We’re Looking For
• 4+ years in financial services supporting institutional or investment clients
• Direct experience owning or driving client onboarding (not just supporting tasks)
• Experience working with client-facing teams (RMs, advisors, etc.)
• Exposure to account setup, documentation, and onboarding workflows
• Strong cross-functional coordination skills
• Bachelor’s degree preferred

This Role Is NOT a Fit If You
• Primarily worked in trade processing, reconciliation, or back-office operations
• Focus on data/reporting without client or onboarding ownership
• Have not been involved in client onboarding or account setup processes

Nice to Have
• Experience in asset management or institutional environments
• Exposure to international or global clients
• Process improvement or project coordination experience

Why This Role
This is a high-visibility client operations role where you’ll partner across teams and play a key part in delivering a seamless client experience—not just execute tasks behind the scenes.
]]> Thu, 07 May 2026 00:00:00 EST 0 Temporary-6 months 
Salary: $50-$60/hr.
City: Fort Worth, TX (Hybrd WFH Mon. & Thurs.)
REMOTE ONLY possible if in Florida, Arizona, North Carolina, South Carolina, Georgia, Kentucky or Tennessee

 
CornerStone Professional Placement has partnered with a local financial services company in their search for a Supervision Principal well-versed in a wide range of products, including mutual funds, fixed income, and securities. This national firm has experienced significant growth over the past few years. As the Supervision Principal, you will be responsible for reviewing advisor interactions, ensuring compliance with recommendations, and monitoring suitability of financial plans. Qualified candidates will have at least 5 years of experience in financial services, a Bachelor’s Degree in a related field, and a FINRA Series 24 license. This is an exciting opportunity for career growth, excellent benefits, and a supportive work environment.

Requirements & Responsibilities for the Supervision Principal:
•    Review advisor interactions, including trades, client recommendations, and correspondence.
•    Monitor compliance with regulatory requirements and suitability assessments.
•    Provide training and education to advisors on best practices and compliance.
•    Manage daily supervision inbox and ensure timely follow-ups on pending items.
•    Identify process improvement opportunities and escalate issues as needed.

Compensation for the Supervision Principal:
•    Employment type: Temporary 6 months to a year
•    Schedule: Standard business hours
•    Salary/Pay: $50/hr -60/hr. 
•    Location: Fort Worth-Hybrid work schedule (Monday/Friday WFH), If out-of-area, will do remote
To apply for this job, please email resumes to allisonh@cornerstonestaffing.com. ]]> Tue, 28 Apr 2026 00:00:00 EST 0