Client Experience & Onboarding Specialist
Citi
Citi in Houston, TX is seeking a seasoned professional for Private Banker Support. You will apply in-depth knowledge to improve onboarding and client workflows, partnering with sales teams and internal partners to deliver high-touch service to Citi clients. The role requires 5–8 years in wealth management or financial services, strong analytical and communication skills, and FINRA licenses or the ability to obtain them within 150 days. This position is full-time in-office in Houston. #J-18808-Ljbffr Citi
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Experience & Onboarding Specialist in Houston, TX vacancy
- Citi, based in Houston, seeks a seasoned onboarding specialist to improve processes and ensure a seamless client experience in collaboration with Sales, KYC, and product teams. The role requires 5-8 years in wealth management or financial services, with FINRA SIE, Series...Suggested
- ...every team member a real seat at the table. With over 50 years of experience, we’re combining industry expertise with a fresh, innovative... ...Growing Staffing Companies and a ClearlyRated Best of Staffing® Client and Talent Award winner. As we continue to grow, every new hire...SuggestedRemote jobFull time
- ...Director, US Brokerage to lead service delivery for northern border clients, drive revenue, and optimize operations across U.S. brokerage... ...foster a data-driven culture with a strong focus on client experience, efficiency, and profitability across multiple locations. #J-...Suggested
- ...join its upscale team. The ideal candidate will possess strong client service and communication skills, with a passion for a professional... .... Candidates should have at least 2 years of customer service experience and be able to work a flexible schedule. The salon offers a...SuggestedFlexible hours
- TUMI is seeking an Associate Manager to lead retail operations in Houston, Texas. This role is crucial for creating a premium client experience. Successful candidates will have a passion for luxury and retail sales, drive team performance, and exhibit strong leadership...Suggested
- ...project professional to support mid-market implementations, onboarding new clients and ensuring smooth transitions to first payroll. You will... ...makers and payroll operations. The role requires 3-5 years of experience, knowledge of PEO or HR outsourcing is a plus, and travel...
- Texas Children's is seeking an Onboarding Specialist I to create a seamless, compliant onboarding experience for new hires and internal staff. You will deliver high-touch, customer-focused service that reflects our mission and culture. In this role you will coordinate pre...
- A credit union in Houston is seeking a Talent Experience Specialist responsible for delivering a smooth recruitment and onboarding experience. The role includes coordinating recruiting activities, managing preboarding, and supporting early training processes. The ideal...
- Cullen Jewellery in Houston is seeking a Showroom Manager to craft a personalised appointment-based client experience. You will lead a team of Client Advisors, participate in consultations, and convert appointments into sales while upholding exceptional client care. Responsibilities...
- Citigroup Inc. in Houston seeks an experienced onboarding specialist to monitor and analyze KYC and account opening processes, identify policy gaps, and drive data-driven recommendations. You will collaborate with sales, KYC, and product partners, maintain high service...
$13.5 per hour
Barry's in Houston is seeking enthusiastic Client Specialists who will be the first line of contact at our studios. This role involves providing superior hospitality, assisting with class bookings, and maintaining a clean environment. Candidates should be passionate about...Hourly payFlexible hours- ...Job Description Job Description We are looking for a proactive and customer-focused Client Experience Coordinator to join our team. This role is responsible for supporting clients throughout their experience by ensuring smooth communication, efficient coordination,...Remote jobFlexible hours
- ...recruiter to research, screen, interview, and refer candidates to clients while developing new business and managing accounts. You will... ...diverse channels. The role requires 6 months recruiting experience or 1 year of relevant B2B sales experience, with strong communication...
- ...specialties, combining creativity, precision, and deep expertise to solve the most complex challenges facing our clients and communities.Client experience at HDR is built on understanding our clients’ needs, earning their trust, and consistently meeting expectations and...Work at office
- ...Remote Client Experience Coordinator We are seeking a motivated and customer-focused Remote Client Experience Coordinator to join our... ...Flexible scheduling options. Comprehensive training and onboarding provided. Ongoing support and professional guidance. Opportunities...Remote workWork from homeFlexible hours
- An established industry player is seeking a Corporate Aviation Services Manager to oversee chauffeur-driven services and ensure client satisfaction. This role emphasizes leadership, effective communication, and the ability to manage multiple service requests while maintaining...
$93k - $171.3k
Position Summary The Specialist Manager, Government Client Contracts Management supports strategic federal contract administration activities... ...Legal Studies, or another business discipline8+ years of experience administering federal contracts, including cost-plus-...Contract work$47k - $57k
...Job Description Job Description Client Experience & Front Desk Coordinator Location: Downtown Houston, TX Schedule: Full-Time, On-Site | Approximately 39.5 hours per week Compensation: $47,000–$57,000 + Bonus Benefits: Exceptional Health & Retirement...Full timeLive inWork at office- ...with the best, serve the elite, and set the standard — as our Client Experience Manager. We are seeking a Client Experience Manager to join... ...would like to hear from you. Key Responsibilities: Client Onboarding: Serve as the primary point of contact for new clients, ensuring...Work at office
- ...is seeking an experienced US Recruiter to work directly with clients in Houston, Texas. The ideal candidate will have over 2 years... ...gathering job requirements, evaluating candidates, and handling onboarding. Strong understanding of W2, C2C, and 1099 employment types is...
- ...Job Description Job Description We are seeking motivated and detail-oriented individuals to join our team as Client Account Managers – Experiences . This fully remote position involves supporting clients with planning and booking travel experiences, while working...Full timePart timeRemote workFlexible hours
- ...interview schedules, manage candidate logistics, and ensure accurate records while delivering a positive candidate and hiring-team experience. The ideal candidate will have strong organizational skills, attention to detail, and the ability to juggle multiple schedules...
- NakedMD, Inc. in Houston is seeking a Manager for our Medspa to oversee daily operations and deliver exceptional client care. This role offers an hourly wage starting at $30-$35 with bonus eligibility and requires open availability for shifts from open to close. You will...Hourly payShift work
$70k - $85k
...of forensic professionals to assist our clients in gaining deeper insights and greater value... ...emerging technologies. Coordinate onboarding activities for new alliance partners.... ...discipline. Approximately 2–5 years of experience in business development, account...Full timeWork at officeWork from home3 days per week- Longchamp USA seeks an Assistant Store Manager in Houston to support the Store Manager in delivering exceptional client experiences, oversee store operations, and drive sales. In this role, you will manage daily team tasks, assist with scheduling, inventory control, visual...
- ...Head of Client Experience About the Company Travel company delivering exceptional experiences for travelers, advisors, and partners. Industry Leisure, Travel & Tourism Type Privately Held About the Role The Company is in search of a Head of Client...Remote work
- ...Intake Onboarding Specialist Houston, TX Join the mission to bring closure, justice, and peace... ...families. Our firm's bedrock is built on our client service standards to provide assurance... ..., and empathy throughout the client experience. Our firm is one of the fastest...Work at officeShift work
- ...firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive... ...key business stakeholders, this leader will enhance the client experience, support business growth, and advance digital transformation initiatives...Full timeWork at officeFlexible hours
- ...Description JOB SUMMARY The Customer Order Specialist plays an integral role in working with our pre-need client families, via phone and email, who have... ...Education · High school diploma or equivalent Experience · 2-3 years of customer service or call-center...Work at office
$32 - $38 per hour
...Closing Date: Open until filled Job Title: Senior Coordinator, Client Engagement Location: Houston, TX (100% Onsite) Hourly Pay... ...is expected to be between $32.00-$38.00 per hour, depending on experience and other qualifications of the successful candidate....Hourly payFull timeTemporary workCasual workLocal areaMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Experience & Onboarding Specialist. Be the first to apply!
Related searches
- inbound call center customer service representative Houston, TX
- work from home customer service advisor Houston, TX
- card services representative Houston, TX
- customer relations specialist Houston, TX
- customer happiness specialist Houston, TX
- customer service associate Houston, TX
- e-commerce customer service representative Houston, TX
- customer service representative remote Houston, TX
- client service representative Houston, TX
- full time customer service associate Houston, TX



