Client Onboarding Associate
NovaTech
Dallas 4251 W. John Carpenter Fwy Irving, TX 75063, USA Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing nationwide and expanding into new markets across the US. This growth has created additional opportunities for talented tech-minded individuals to join our team. Bring your career to Novatech and join our incredible team of Managed Office Experts. Your Job Learning how to repair and troubleshoot copiers and network connectivity Following procedures for removal and delivery of equipment Installing equipment on-site and make necessary adjustments Providing outstanding customer service to our clients Inventory management Demonstrates strong technical and customer relations skills Performs basic network connectivity / installations Accurately diagnose, repair and maintain equipment and accessories to optimum operating condition within Novatech and manufacturers specifications Identify the most cost-effective troubleshooting procedure Addressing customer concerns with a positive attitude while ensuring optimal outcomes Learning new things quickly and solving problems Shows interest in electronics, mechanics or computers Noticing the details and going the extra mile Effective problem solving, deductive reasoning, analytical and time management skills Willingness to learn and be certified on products You Bring to Novatech Experience resolving customer issues A proven attendance history and a strong desire to excel A valid driver’s license Professional appearance and demeanor Proficient verbal and written communication skills (use of company email for external customer communications). You Must be Able to Lift, push or pull up to 100 pounds Load trucks and vehicles Stand up to 8 hours a day Drive to client locations – company vehicle is provided to facilitate employee travel between job sites and personal use of company vehicle is not allowed. Benefits Market competitive salary based upon experience Comprehensive benefit package including medical, prescription, dental, vision, life insurance and other supplemental coverage 401(k) plan with matching company contribution Generous Paid Time Off, Volunteer Time Off, Floating Holiday, Company Holidays and Paid Maternal/Parental Leave Employee Recognition Program Novatech, Inc. provides equal employment opportunities (EEO) to all employees and applicants. We consider qualified applicants for employment regardless of race, color, religion, creed, national origin, sex, pregnancy, sexual orientation, gender identification, disability, alienage or citizenship status, marital status, genetic information, veteran status or any other characteristic protected under applicable law. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
- ...Client Onboarding Associate Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing nationwide and expanding into new markets across the US. This growth has...SuggestedWork at office
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- A financial services firm in Dallas is looking for an Operations Associate to assist in client onboarding and operational processes. The role involves maintaining client information, supporting the creation of investment vehicles, and ensuring excellent service is provided...SuggestedWork at office
$53k - $80k
...Client Success Associate The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner... ...decisions for their business. They are responsible for onboarding clients, proving the concept of Gartner services, and stimulating...SuggestedInternshipWorldwide- ...Client Experience Associate Irving, TX Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting... ...by executing the financial operations required for onboarding, ongoing requests, and any complex needs. You will work closely...SuggestedWork experience placement
$53k - $77k
...make deep connections with colleagues, clients and the communities in which we live and... ...receives value far exceeding their investment. Associates seek to understand and surface client's... ...Gartner value to prospective clients, onboarding clients, proving the concept of Gartner...InternshipWorldwideFlexible hours- ...Client Success Associate The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner... ...decisions for their business. They are responsible for onboarding clients, proving the concept of Gartner services, and stimulating...Internship
- ...Established RIA is searching for a motivated individual to collaborate closely with clients while providing essential support to their advisory team. Responsibilities: Facilitate the onboarding process for new clients and accounts, including the completion of client...Work at office
- ...Client Onboarding New Account Approver At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial...
$53k - $77k
...• Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client professions... .... Since our founding in 1979, we've grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries...InternshipWorldwide$69.13k - $96.47k
...complex problems, integrate specialized knowledge with industry standards, and apply analytical thinking. They ensure seamless client onboarding and account opening processes within Citigroup’s Banking, Credit and Investments platform. It involves client interaction,...- ...who are passionate about helping their clients and our teammates achieve more. If you’re... ...The Role As a Senior Client Experience Associate, you will play a key role in delivering... ...financial operations required for advisor onboarding, client onboarding, ongoing requests, and...Work experience placement
- ...Gartner Client Relationship Manager Build, develop and manage relationships with a variety of clients ranging from senior C-levels... ...priorities. Since our founding in 1979, we've grown to 20,000 associates globally who support over 13,000 client enterprises in ~90...Worldwide
$53k - $77k
...their teams succeed with their mission-critical priorities. Since our founding in 1979, we've grown to 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters....Worldwide- ...DUTIES AND RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication... ...authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information...Work at officeLocal area
- ...Our client, a growing wealth management firm, is seeking a Client Services Associate to support the Advisors and help deliver an exceptional client experience. Responsibilities... ...and workflows Assist with client onboarding, account maintenance, and investment-related...Work at office
- ...Client Service Associate Hilltop Securities is currently looking to hire a Client Service Associate to support its Independent Network (HTIN... ...assigned Registered Representative(s) including, client onboarding and account opening, preparing and reviewing client documents...Currently hiringWork at officeRemote work
- ...-family office for high-net-worth individuals in Dallas is seeking a detail-oriented Client Service Associate. This role involves supporting wealth advisors, managing client onboarding, and ensuring excellence in client interactions. Ideal candidates will have a Bachelor...Work at office
- ...others, and takes pride in delivering an outstanding client experience? We’re looking for a Client Service Associate (CSA) to join our Dallas office and play a key... ...deliver a seamless client experience from onboarding through ongoing service. You’ll make sure that every...Temporary workWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor... ...in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client...Work at officeLocal area
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s... ...clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client...Work at officeLocal area
- Garry Executive Search is recruiting a Wealth Management Associate for a well-established firm in Dallas. This role involves supporting client onboarding, processing paperwork, and maintaining accurate client information. The ideal candidate should have prior wealth management...
- Position Description Title: Registered Client Service Associate, Dallas office Reports to: Chief Administrative Officer, Houston office Status... ...and prepare reports and agendas for client meetings. Onboard new clients and manage account opening process, including the...Full timeWork at office
- Job Identification 210684583 Job Category Client Service Delivery Business Unit Consumer... ...Day Job Description The Client Service Associate is the primary point of contact for all... ...Associates Partner with leadership with the onboarding and training of new Client Service...Full timeWork at officeShift work
- ...in Dallas seeks a proactive Customer Success Representative to onboard customers and enhance satisfaction. Your role will involve building... ..., resolving issues, and collaborating internally to ensure clients derive maximum benefits from our products. This offers clear career...
- ...Merrill Wealth Management seeks a Client Service Associate to provide support to Financial Advisors and enhance client experiences. Responsibilities Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking...Seasonal workWork from homeShift workDay shift
- We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of- Funds. For new General Partners, we provide consulting services to help accelerate ...Full timeWork at office
- ...Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created...Seasonal workWeekend workAfternoon shift
$21.75 - $44.5 per hour
...shape the future of our industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift work- ...collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks... ...with you. The Role As a Client Transition Operations Associate, you'll play a vital role in executing Farther's advisor and client...
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