Client Transitions Specialist — Onboarding & Operations
Pathstone
Pathstone is seeking a Client Transitions Senior Associate to coordinate and support client onboarding and offboarding processes in Englewood, NJ. The successful candidate will exhibit strong organizational skills and service mindset, managing multiple priorities in a fast-paced environment. Responsibilities include maintaining documentation and communication across stakeholders, while qualifications require a Bachelor's degree and relevant financial services experience. Competitive benefits include medical coverage and flexible PTO. #J-18808-Ljbffr Pathstone
- ...and organizations streamline operations through virtual support and... ...are currently seekingsales &client onboardingspecialiststo join... ...finalizeservice selections, and transition new clients into active... ...Guide new clients through the onboarding and activation process...OperationsRemote workWork from home
- ...Department / Team Purpose The Client Onboarding team sits within the Operations department and is dedicated to delivering... ...a swift and successful transition onto the Copper platform. By partnering... ...As a senior Client Onboarding Specialist, you will lead the delivery of a...Operations
- ...Paystone is seeking an Onboarding Specialist to oversee the onboarding lifecycle for high-volume merchant accounts. This fast-paced role requires 4+ years of client onboarding experience and expertise in Salesforce. You will ensure accuracy in applications, coordinate...OperationsWork from home
- ...Client Onboarding Functional Specialist – SEI Trust 3000 (T3K) Indigo Beam Consulting provides a common-sense approach to solving business problems... ...Trust 3000 (T3K) platform. This role will be part of the Operations team working directly with the end clients. The Client...OperationsFull timeContract workRemote work
- ...entrepreneurs and organizations streamline operations through virtual support and digital... ...productivity, and scalability—allowing clients to focus on what matters most. In this role... ...pipeline in CRM tools Collaborate with onboarding and operations teams to support client success...OperationsRemote workWork from home
$48 - $50 per hour
...learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities... ...including Front Office, KYC, AML, Compliance, Legal, Risk, Operations, Credit, and Technology. Serve as the primary point of contact...OperationsContract work$35 - $50 per hour
Title: Client Success Lead Job Type: Contract Contract Length: TBD Pay Range: $35-50... ...Deliverables Platform Implementation & Onboarding:Orchestrate the technical onboarding of... ...waiver requests, and structural amendments. Operational Integrity:Execute real-time...OperationsContract workWork at officeImmediate start3 days per week$60k - $70k
Ned is looking for a Customer Operations Associate in New York, NY to act as the link between customers and the product. This role involves customer support, onboarding new clients, and technical enablement. Candidates should have 1-2+ years of experience, strong problem...Operations- ...Customer Service & Onboarding Representative Our client is looking for a Customer Service & Onboarding Representative to join their fully remote team. They operate in the digital marketing and consulting space, supporting growing businesses with data-driven systems, and...OperationsRemote work
- ...A leading tech company is seeking a Support Operations Associate who will ensure seamless support experiences for customers during onboarding. The ideal candidate should have at least 3 years of experience in Support Operations, especially in SaaS or telecom sectors, and...Operations
$146.7k - $335.1k
...Philadelphia, San Francisco, San Jose, Seattle Role Overview The Transition/Onboarding Lead will play a critical role in ensuring the successful onboarding, transition, and stabilization of clients onto EY’s IFMS operating model. This role spans onboarding readiness, end-to-end...Operations$43.81k
...Position at MABSTOA Job Information: Title: Transit Customer Service Specialist Series (Customer Service Specialist Department: Customer... ...will be required to work between the OMNY and the 511 operations. The Customer Service Representative must enter this data...OperationsFull timeWork at office$23 per hour
...specific, nutritious meals a client’s severe illness and... ...Client Support Specialist to join our Program Development... ...in pre-tax Commuter Transit, Flexible Spending... ...: Supporting our operations providing nutritious meals... ...inaccuracies that could delay onboarding new clients to our...OperationsHourly payFull timeWork at officeRemote workWork visaMonday to FridayFlexible hours$1,120 - $1,600 per month
...Bamboo Works is looking for a Client Onboarding and Product Support Specialist to provide technical support and onboarding services to new clients using their AI-powered platform. You'll be monitoring campaign performance, troubleshooting client issues, and ensuring a...Remote work- 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...Operations
- ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our... ...This position plays a critical role in ensuring a smooth transition from first conversation to active client. This is an opportunity...Remote work
- ...A nonprofit organization is seeking a part-time Operations Assistant to enhance the onboarding experience for new users and provide support throughout the grant application process. The ideal candidate will exhibit strong administrative skills, excel in team collaboration...OperationsFull timePart time
- ...NightOwl Consulting is seeking a detail-oriented HR Support Assistant to support HR operations through data entry, onboarding, and employee record maintenance. Experience supporting HR functions in the U.S. mortgage industry is preferred. The ideal candidate will possess...Operations
$106k - $144k
...Framework Ventures is looking for a People Operations Associate to enhance the full employee lifecycle from onboarding to offboarding. The ideal candidate will ensure efficient processes in HR operations and work cross-functionally to support team engagement and retention...Operations- 4WARD.earth is looking for a dedicated individual to manage the onboarding and offboarding processes, as well as provide support in People Operations and recruitment efforts. The role includes designing operational processes, supporting engagement initiatives, and maintaining...Operations
$93.5k - $110k
...Cushman Wakefield Multifamily is seeking a Business Operations Specialist to enhance business functions across the organization. This role involves coordinating onboarding and offboarding for resources, maintaining compliance records, and supporting operational excellence...Operations- ...Reserv Claims Analysis, LLC is looking for a Vendor Operations Specialist to manage the vendor onboarding process. You will coordinate all vendor activities, ensuring full compliance and timely integrations. Ideal candidates should have experience in vendor coordination...OperationsRemote work
- ...A leading CPA firm is seeking a Client Operations Onboarding Manager to oversee client onboarding processes. This remote position involves managing a team of client onboarding specialists, ensuring accurate service agreements are created, and identifying bottlenecks in...OperationsRemote work
$28.2k - $71.4k
...A global HR platform is hiring a Specialist for their Onboarding Operations team. This full-time remote role focuses on enhancing the onboarding journey for international teams. Candidates should have extensive operations experience and be adaptable in fast-paced environments...OperationsFull timeLocal areaRemote workFlexible hours- ...Job Overview: The People Operations Specialist plays a pivotal role in the employee life cycle from on-boarding to off-boarding. This individual... ...the Talent Acquisition Specialist, coordinates new hire onboarding including last minute hires and conversions. Work with IT,...OperationsWork at officeLocal areaShift work
- ...Framework Ventures is seeking a client onboarding specialist to join their remote team. The ideal candidate will manage client onboarding and verification activities while ensuring a 6-star client experience. Strong knowledge of cryptocurrency and customer service experience...Fixed term contractRemote workWeekend workAfternoon shift
- Netomi is seeking an HR/People Operations Specialist in New York to support HR functions and enhance employee experience. This high-impact role involves managing the employee lifecycle, onboarding processes, and maintaining HR systems. The ideal candidate will have 3-5+...Operations
- A leading tech company in New York is seeking a People Operations Specialist to enhance employee onboarding and manage various operational initiatives. This role requires strong communication and organizational skills while ensuring a seamless experience for new hires....Operations
$31k - $33k
...brand based in New York City is looking for a Human Resources Coordinator to support various HR functions. Responsibilities include onboarding, recruitment, employee engagement, and HR administration. Candidates should have 1-3 years of HR experience, strong...Operations- ...Qcells is seeking a Sales Operations Specialist in Irvine, California. The role involves supporting and coordinating sales functions, ensuring contract accuracy, managing partner onboarding, and monitoring project status. The ideal candidate should have 1-2 years of experience...OperationsContract work
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