Client Onboarding & Accounts Specialist
$52.5k - $92.1kDormont Manufacturing Co
Columbia Management is searching for a Client & Account Administration Analyst in New York. The role focuses on managing client onboarding processes and account maintenance, ensuring compliance with company policies while serving as a subject matter expert. Candidates should hold a Bachelor’s degree and possess 1-3 years of experience in the financial services industry. The company promotes a collaborative work environment and offers a competitive salary ranging from $52,500 to $92,100 annually. #J-18808-Ljbffr Dormont Manufacturing Co
$150k - $190k
...play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical... ..., and platform configuration. Partner with Sales, Account Management, Engineering, and external stakeholders to deliver...SuggestedFull timeWork at officeRemote workAfternoon shift- ...A financial technology firm in New York is seeking a Client Implementation Specialist to lead the onboarding process for a high-touch client base, focusing on family offices and high-net-worth individuals. The ideal candidate will excel in building relationships, managing...Suggested
$70k - $80k
...Client Onboarding Specialist Location: New York, NY (On-site) Salary: $70,000–$80,000 About the Opportunity A growing SaaS organization is seeking... ..., goals, and implementation plans. Configure customer accounts and coordinate system setup, data imports, and software integrations...SuggestedContract work- ...Job Description Functional Title: Client Onboarding Specialist Reports to: Regional Head of Client Onboarding On-site role Outline of position The... ...to onboarding matters; Coordinating client adoptions, account openings, review of fund offering documentation and legal...Suggested
$48 - $50 per hour
...based on your skills and experience — talk with your recruiter to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage end-to-end onboarding processes for Markets (e.g., Sales &...SuggestedContract work$40 - $43 per hour
...hr Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr.... ...: 6 Months Hours : 8am - 6pm EST POSITION As a Client Account Services Specialist in the Collateral Service Delivery...Contract workWork from homeWorldwide- ...growing global team is currently distributed between our offices in NYC, Mexico City, and Lyon. About the position As the Client Onboarding Specialist, you will report to the Director of Customer Success. The Onboarding Specialist is the client's first stop post-sale and...
- ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our growing... .... What You Bring Previous experience in sales onboarding, account management, or client support preferred (not required)....Remote work
- ...support to Independent Financial Professionals in New York. This role involves managing day-to-day requests and ensuring high-level client service and compliance. Candidates should have a Bachelor’s degree in Business Administration or Finance, with at least 3 years of...
$55k - $65k
Asset Living is seeking a Client Services Specialist to manage property onboarding and offboarding processes. This position involves building strong client relationships and ensuring high levels of customer satisfaction. The ideal candidate will have a Bachelor’s degree...Remote work- Upfluence is looking for a Client Onboarding Specialist in New York City to enhance the onboarding experience for clients. You will ensure clients successfully launch their first campaigns and maximize the use of the Upfluence platform. The role involves guiding clients...
- A consumer-advocacy law firm is seeking a Client Onboarding Specialist who will assist new clients in their onboarding process. This full-time role involves a high call volume and requires strong attention to detail. The ideal candidate should possess customer-facing experience...Remote jobFull time
- Nbutexas is looking for a Client Onboarding Specialist in New York, NY. This role involves managing the client onboarding process, delivering product training, and ensuring successful implementation of software. Ideal candidates have 2+ years of SaaS onboarding experience...
$55k - $70k
ZenAgain Inc. is seeking a Client Success Coordinator in New York City. The role involves supporting client inquiries, assisting with onboarding, and helping launch programs to ensure client success. Ideal candidates will have strong communication skills, a proactive attitude...$65k - $90k
Dormont Manufacturing Co is seeking a candidate for a role focused on KYC onboarding processes, working closely with various departments to onboard new institutional clients. The successful candidate will demonstrate strong regulatory knowledge, organizational skills, and...Local area- A digital solutions company is seeking a Customer Onboarding Consultant to enhance client satisfaction during the onboarding process. This role involves guiding clients, conducting virtual calls, and coordinating with internal teams to ensure a smooth transition to ongoing...Remote job
$98.96k - $148.44k
...their Banking, Credit and Investments platform in New York. This role is responsible for improving processes and ensuring a superior client experience by collaborating with various internal teams. Candidates should have 5-8 years of experience in financial services, a...Full time- Apex Group Ltd (UK Branch) is looking for a Client Onboarding Specialist to support the onboarding process for clients within the investment funds industry. The role involves coordinating projects, maintaining communication with clients and internal teams, and providing...
- Citi is seeking a Client Onboarding Intermediate Analyst to manage account opening processes and ensure compliance with KYC and AML regulations. The role emphasizes service quality and operational efficiency in onboarding retail banking customers. The ideal candidate would...
- Included Health is seeking a Client Onboarding Implementation Specialist to provide tactical support and configuration expertise for seamless client onboarding. The role involves managing client support tickets, performing system configuration, and ensuring quality assurance...
- Nomura Holdings, Inc. in New York is looking for a Client Onboarding Analyst / Associate to lead the onboarding journey for new clients. The role requires expertise in regulatory requirements, client-focused service, and the ability to manage numerous requests efficiently...
$55k - $75k
Finch Legal is hiring an Intake Specialist to provide exceptional client experiences. The role demands quick trust-building through effective communication, guiding clients through the intake process, and accurately passing cases to legal teams. Ideal candidates should...Flexible hours$100k - $115k
Dormont Manufacturing Co is seeking a Client Services Support professional in New York, NY to join its Wealth Management SMA team. The role involves onboarding separately managed accounts and ensuring efficient workflow across various departments. The ideal candidate has...- A financial technology firm in New York is looking for a Project Manager with 3+ years of experience in client software implementations. In this role, you will manage end-to-end integrations, oversee project execution, and ensure client success through strong relationship...
- A recruiting platform is looking for freelance recruiters who want the freedom to work live client roles and earn between $3,000 and $11,000 per placement. This is ideal for agency recruiters seeking additional deals, freelance recruiters building their own desk or individuals...FreelanceImmediate start
- A large financial client in New York is in search of a Brokerage Account Operations analyst. This role involves opening accounts for Brokerage, FX, and RIA, reviewing client onboarding documentation, and ensuring accuracy in client data entry. Candidates should have at...
- A financial services company is seeking an Account Fulfillment Specialist responsible for supporting internal teams and clients by ensuring accurate account setups in compliance with regulations. The role involves processing documentation for new deposit accounts, maintaining...Hourly payContract work
- ...Responsibilities Handles multiple complex billing and client analysis projects. Reviews outstanding balance reports and is proactive... ...appropriate back-up required to process requests. Implements Client Accounting procedures, processes, and goals by coordinating work effort...
$105k - $120k
...deliver the highest quality advice and novel solutions to our clients’ legal issues. We are known for handling the most complex transactions... ...centers. The Opportunity We are seeking a Senior Client Accounting Coordinator to join our Firm. This position is located in our...Work experience placementWork at officeLocal areaRemote workShift work- ...The primary responsibility of the Biller is to support and assist with ensuring accounts are resolved in a timely manner. The Biller should have a solid understanding of the Revenue Cycle as it relates to the entire life of a client account from creation to payment....
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