Client Onboarding Specialist

Job OverviewAnderson Injury Lawyers is a reputable personal injury law firm with a strong presence in Dallas and Fort Worth. With over 17 years of experience, the firm has established itself as a trusted partner for individuals seeking justice and compensation for their injuries.We are seeking a highly skilled and detail-oriented Intake Specialist to play a...

Job Description:Strategic Staffing Solutions is seeking a highly skilled Client Onboarding Analyst to join our team. As a key member of our onboarding process, you will be responsible for ensuring seamless client onboarding experiences.Key Responsibilities:Conduct thorough due diligence reviews of new client screening for Anti Money Laundering & Know Your...

PWM Client Onboarding AnalystPaladin Consulting, Inc is seeking a highly skilled PWM Client Onboarding Analyst to join our team. As a key member of our Operations division, you will play a critical role in facilitating account opening and account maintenance for PWM clients while providing exceptional client service and subject matter expertise to our...

Job Title: Client Intake CoordinatorPlatt Richmond is seeking a highly organized and detail-oriented Client Intake Coordinator to join our team. The primary focus of this position is to ensure a seamless onboarding experience for new clients and matters by managing conflict checks, new client creation, new matter creation, engagement letter drafting, and...

Job Details Job Overview We are seeking a highly skilled and experienced professional to join our team at Network Funding as a TXL Onboarding Specialist. Responsibilities * Assist in the onboarding process for new mortgage professionals * Coordinate job details and ensure a smooth transition for new hires * Collaborate with the team to identify and...

Job OverviewWe are seeking a highly organized and detail-oriented professional to join our team as an Onboarding Specialist. This role reports directly to the Onboarding Manager and will collaborate regularly with the recruitment, operations, and compliance teams.Key ResponsibilitiesFacilitate large group new hire orientations to ensure a smooth onboarding...

About the RoleiDesign is seeking a highly skilled SaaS Support and Onboarding Specialist to join our team. As a key member of our support team, you will play a crucial role in ensuring our clients have a positive and seamless experience with our SaaS solutions.ResponsibilitiesOnboarding Support: Assist with onboarding new clients, providing guidance and...

About the CompanyHilltop Securities Inc. is a leading financial services company that provides a range of investment banking and related financial services to individuals, businesses, and communities. Our company is built on the principles of building noble and collaborative relationships that enrich the financial future of our clients.About the RoleWe are...

Senior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client services team, you will be responsible for providing exceptional customer service and ensuring a seamless onboarding experience for our clients.Key Responsibilities:Client Screening: Screen...

Senior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client onboarding process, you will be responsible for screening potential clients, obtaining case details, and collaborating with our attorneys to complete the initial consultation process.Key...

About the RoleWe are seeking a highly organized and detail-oriented Advisor Onboarding Manager to join our team at Level Four Wealth Management. As a key member of our operations team, you will be responsible for managing the onboarding process for new advisors and 1099 personnel, ensuring a seamless transition to our firm.Key ResponsibilitiesManage staff in...

About the RoleWe are seeking a highly organized and detail-oriented Advisor Onboarding Manager to join our team at Level Four Wealth Management. As a key member of our team, you will be responsible for managing the onboarding process for new advisors and 1099 personnel, ensuring a seamless transition to our firm.Key ResponsibilitiesManage staff in the...

Job Title: Professional, Client Services SpecialistAt CoreLogic, we are driven by a single mission-to make the property industry faster, smarter, and more people-centric. Our team of professionals uses our network, scale, connectivity, and technology to drive the largest asset class in the world. We are committed to cultivating a diverse and inclusive work...

Job Title: Transaction Banking Operations, Client Onboarding Legal Specialist, Vice PresidentAt Goldman Sachs, we are seeking a seasoned and driven individual to join our Transaction Banking Operations team as a Client Onboarding Legal Specialist, Vice President. This role will play a critical part in the onboarding and servicing of Transaction Banking...

Position Overview:A reputable wealth management firm is seeking a Client Services Associate to enhance the support provided to their financial advisory team. This role is essential in improving the overall client experience by delivering top-notch administrative and operational assistance to multiple wealth advisors. Qualifications:The ideal candidate will...

Senior Implementation SpecialistU.S. Bancorp seeks a Senior Implementation Specialist to onboard new middle market customers onto Travel Banks solution.Key Responsibilities:Consult with clients to determine the best configurations for their business needs.Configure the Implementation, Specialist, Senior, Accounting, Leadership, Banking, Technology solution...

Position Overview:A prominent wealth management firm is seeking a Client Services Associate to provide essential support to their financial advisory team. This key role is crucial in enhancing the overall client experience by delivering outstanding administrative and operational assistance to multiple wealth advisors. Qualifications:To be considered for this...

Job Title: Client Implementation RepresentativeLocation: Dallas, TXRole Type: W2 Only, No C2CContract Length: 6 monthsPay Rate: $20/hour on W2At Strategic Staffing Solutions, we are seeking a highly skilled Client Implementation Representative to join our team. As a key member of our client onboarding process, you will be responsible for ensuring seamless...

Job Title: Client Advocacy SpecialistWe are seeking a highly skilled and motivated professional to join our team as a Client Advocacy Specialist. As a key member of our client-facing team, you will be responsible for providing exceptional customer service, building strong relationships with our clients, and ensuring their needs are met.Key...

{"title": "Institutional Oversight Specialist", "content": "Job SummaryStrategic Staffing Solutions is seeking an Institutional Oversight Specialist to join our team. As a key member of our Client Operations group, you will be responsible for ensuring the smooth operation of institutional accounts, including onboarding, portfolio accounting, cash management,...