Customer Operations Associate Jobs in Carrollton, TX

Harmonious Capital Administration provides institutional-grade fund administration, investor services, and operational support to emerging fund managers, private investment vehicles, and special-purpose entities. We deliver precision, transparency, and peace of mind through innovative technology and high-touch service. Our team is focused on building a modern operational backbone for alternative investments—where accuracy, integrity, and client trust come first.

We are growing quickly and seeking an Operations Associate who is detail-oriented, proactive, and energized by creating order, streamlining processes, and supporting a high-performance financial operations environment.

Role Overview

The Operations Associate will support day-to-day business operations, client workflows, and internal process execution across the Harmonious platform. This role requires exceptional organizational skills, comfort with financial documentation, strong communication, and the ability to anticipate needs in a dynamic and fast-paced environment. You will work closely with leadership to ensure that our internal and client-facing operations run flawlessly.

This is an ideal role for someone who loves structure, thrives on accuracy, and wants to grow at the intersection of operations, finance, and technology.

Key Responsibilities

Client & Investor Operations

• Support onboarding of new clients, investors, and SPVs, including collection and verification of required documentation.
• Manage data entry, document uploads, and workflow tracking in internal systems.
• Assist with subscription document review, signature packet distribution, and investor communication.
• Maintain accurate client records, cap tables, and operational checklists.

Internal Operations & Process Management

• Execute repeatable operational tasks including compliance checks, filing, reporting preparation, and record maintenance.
• Support the creation and refinement of SOPs, operational playbooks, and workflow documentation.
• Coordinate cross-team information flow to ensure deadlines are met and nothing falls through the cracks.
• Assist with scheduling, meeting preparation, and internal communication as needed.

Financial & Administrative Support

• Prepare operational reports, data summaries, and materials for internal and client review.
• Assist with collecting and organizing financial documentation for fund administration workflows.
• Support technology systems, including CRM, workflow tools, and investor portals.

Quality, Compliance & Risk Awareness

• Uphold high standards of accuracy and confidentiality in handling sensitive financial and investor information.
• Flag inconsistencies or errors and proactively suggest improvements to reduce operational risk.
• Participate in quality-control reviews and compliance checks.

Qualifications

Required

• 1–3 years of experience in operations, financial services, fund administration, investment operations, or a related field.
• Exceptional attention to detail and organizational rigor.
• Strong written and verbal communication skills.
• Ability to juggle multiple priorities and maintain accuracy under deadlines.
• Comfortable learning new systems and working with structured data.
• High integrity and commitment to confidentiality.
  

Preferred

• Experience with private investment operations (SPVs, funds, investor onboarding, compliance).
• Proficiency with Hubspot, CRM systems, or investor portal software.
• Familiarity with alternative investments or fund administration workflows.
• Experience in a high-growth startup environment.

Benefits

We offer a competitive early-stage benefits package, including:

• Medical, Dental, and Vision Insurance
• Life Insurance
• Hospital Indemnity, Accident, and Critical Illness Coverage
• Paid Time Off & Paid Holidays
• Professional Development Opportunities
• Exposure and access to senior leadership

Who You Are

• You take ownership and follow through.
• You thrive in well-organized environments and help create them.
• You communicate clearly and professionally.
• You’re solutions-oriented and resourceful.
• You enjoy helping clients and internal teams succeed.
• You are motivated by accuracy, efficiency, and continuous improvement.

Why Join Harmonious

• Work directly with leadership at a growing firm transforming private-market operations.
• Be part of a team that values excellence, transparency, and trust.
• Gain exposure to the inner workings of investment vehicles and fund operations.
• Opportunity to grow into more advanced operations or client service roles.
• Competitive compensation with benefits.