Wealth Management Operations Lead Client Onboarding
Claire Myers Consulting
Claire Myers Consulting is seeking an Operations Manager in Houston, Texas. In this role, you will oversee daily operations, enhance efficiency, and implement best practices within a high-performing financial services practice. 3+ years of operations experience and a Bachelor's degree in Business or Finance are required. Your responsibilities include optimizing daily workflow, managing client onboarding processes, and ensuring effective communication across internal teams. The position offers a base salary of $75,000 - $100K plus performance-based incentives. #J-18808-Ljbffr
$145k - $155k
...A global investment firm in Houston is seeking a Client Operations Manager to lead operational initiatives for institutional clients. The role focuses on client onboarding, service delivery, and process improvements. Ideal candidates will have 8+ years in investment operations...Suggested$75k - $105k
A financial services firm in Houston is seeking a Senior Client Operations Associate to lead key client service workflows and support operational execution. This role requires a Bachelor's degree and at least three years of experience in the financial services industry....Suggested- ...financial services firm in Houston is seeking an Operations Specialist to enhance the client experience by managing service requests and supporting financial advisors... ...robust benefits, including medical coverage and a 401(k) plan. #J-18808-Ljbffr Heritage Wealth ManagementSuggestedWork at office
$70k - $100k
...year About Your Startup Operations Your Startup... ...is live on calls with clients and VAs. Process mapping... ...best fit for our clients Lead process mapping sessions... ...a plan on the 90 day onboarding for VA Work with the VA... ...onboarding and account management processes more efficient...SuggestedFull timeContract workRemote work- Search Services is seeking a Client Operations Professional in Houston, Texas. In this role, you will provide essential operational support to advisors, manage client onboarding, and ensure high service quality. You must have at least 4 years of experience in client operations...SuggestedWork at office
- FlexSteel USA, LLC. is looking for an HR Operations & Onboarding Specialist in Houston, TX. This role involves managing HR processes with a focus on onboarding and compliance, ensuring a seamless experience for new hires. Responsibilities include supporting branch management...
- Allied Universal is looking for an Account Manager in Houston, Texas. The position involves leading daily security operations and managing a team of security officers to ensure... ..., and strong skills in leadership and client relationship management. This role offers a dynamic...
- ...Universal is seeking a Service Manager in Houston, Texas, to oversee daily security operations. This role involves managing a team... ...exceptional service to clients. The ideal candidate should possess... ...communication skills, with the ability to lead and develop teams effectively....
$80k - $95k
...Client Onboarding Project Manager For over 30 years, G&A Partners has been helping entrepreneurs grow their businesses, take better care of their... ...team. Acts as liaison/facilitator across technical and operational departments to resolve onboarding issues as necessary to...Contract workTemporary workWork at officeLocal areaRemote workFlexible hours- ...G&A Partners, located in Houston, is seeking a Client Onboarding Project Manager to facilitate client onboarding processes. This role oversees client transitions onto the G&A Platform, ensuring satisfaction and smooth implementations. The ideal candidate should have extensive...Remote work
- ...incentives About the Role Our client, a top producer in the... ...is seeking a highly skilled Operations Manager to oversee daily operations... ...Manage and streamline the client onboarding process, ensuring all... ...within financial services, wealth management, or a similar high...Work at office
- ...A dynamic software solutions company is seeking a dedicated Onboarding Supervisor to enhance client engagement through remote interactions. This vital role requires excellent interpersonal skills to create lasting impressions on clients. Responsibilities include initiating...Remote work
- Persona AI, Inc. is seeking a People Operations Business Partner to join our Houston team. This role requires extensive experience... ...state compliance. You will be responsible for designing onboarding programs and managing employee benefits while contributing to a people-first...
- Search Services is looking for a Staffing Operations Manager in Bellaire, Texas. This role involves overseeing all aspects of staffing operations, including recruitment coordination and payroll support. The ideal candidate must possess exceptional organizational skills...
- ...seeking a highly capable Office Manager in Houston, Texas. This full-... ...and ensuring seamless office operations. Key responsibilities include overseeing expense reports, onboarding new staff, and coordinating... ...opportunities for growth in client-facing responsibilities. #J-1...Full timeWork at office
$163.2k - $234.57k
...Razorfish. We've been leading the marketing industry... ...As the Vice President, Operations Lead, you will direct... ...working onsite at our client's office in the Houston... ...acumen, stakeholder management skills, innovative thinking... ...the application or onboarding process specifically,...Temporary workFreelanceWork at officeLocal areaFlexible hours- ...Legal Case Operations Lead Our River Oaks client is seeking an experienced personal injury professional to serve as a Case Operations... ...day-to-day guidance and support to case managers and support staff. Assist with onboarding and training initiatives for new team...
- ..., Texas, to oversee high-volume industrial projects. You will manage client communications and coordinate internal teams to ensure projects... ...communication skills, and thrive in fast-paced environments. Join a leading manufacturer in critical industries! #J-18808-Ljbffr...
- ...Virtual Assistants India in Houston, TX is seeking a Project Management team member. The position involves assisting senior consultants... ...strong work ethic. This role offers a chance to work closely with clients and contribute to important projects. A positive, 'can do'...
$103.6k - $189.7k
...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...Growth Engine because this team operates in a technical environment... ...deliverables Ability to lead projects and work...Summer holidayWork at officeLocal areaFlexible hours$145k - $155k
...As one of the world’s leading independent global investment... ...possibilities for our clients. By delivering the... ...investment management capabilities, we provide... ...Your Role The Client Operations Manager (COM) provides... ...lifecycle, including onboarding, transitions, reporting...Full timeWork experience placementWork at officeFlexible hours- ...Five-S Group is looking for a Project Executive to manage and execute multiple projects successfully. This role involves acting as a liaison between clients and the company, facilitating needs to ensure timely and budget-friendly project completion. The ideal candidate...
$125k - $165k
Willis Johnson Wealth in Houston is seeking a passionate Tax Manager with a CPA license and 5-7 years of public accounting... ...experience. The role emphasizes strong client relationships and tax planning for... ...asset reporting. You will lead tax compliance and provide technical...$75k - $105k
Reporting to the Client Operations Manager, the Senior Client Operations Associate serves as a senior team lead within the Client Operations group. This individual is responsible... ..., account maintenance, transfers, and onboarding workflows Ensure all paperwork is accurate...Internship- ...connecting top talent with leading employers. We are seeking a... ...organized and proactive Staffing Operations Manager to oversee staffing operations, office administration, onboarding, payroll support, recruiting... ...for candidates, employees, clients, and internal team members...Work at office
- Client Service and Firm Operations Coordinator Chery Finn CPAs PLLC Houston, Texas Role Summary Chery Finn... ...Firm Operations Coordinator to help manage client communication, document... ...collection, scheduling, workflow follow-up, onboarding, and administrative operations for a...Work at office
- ...City Wide Facility Solutions in Houston is seeking a Director of Operations to lead their team in achieving industry-leading client satisfaction and revenue growth. This role manages a team of Facility Service Managers, overseeing operations, financial performance, and...
$125k - $140k
...trusted multi-family Property Management firm that operates A, B, C and new... ...results-driven Director of Client Services to lead our business development... ...to ensure the seamless onboarding of new assignments and deliver... ...Life Insurance Employee Wealth Program 401K Plan...Full timeContract workShift work- ...professional with extensive experience in water and/or wastewater process operations. As a leader, you will optimize treatment plant operations, develop and lead commissioning efforts, and advise clients on facility performance. A minimum of 15 years in the field and upper-...
$58.24k - $70.72k
...Overview The Operations Site Lead is responsible for assisting in oversight of the operations. They... ...act as the liaison between Transdev Management and Transdev employees. They are responsible... ...of the missions requested by our Clients. The Site Lead is responsible for...Full timeContract workTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shiftEarly shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Operations Lead Client Onboarding. Be the first to apply!
- operations lead Houston, TX
- operations leader Houston, TX
- travel operations Houston, TX
- operations chef Houston, TX
- business operations intern Houston, TX
- operations tech Houston, TX
- operations support agent Houston, TX
- loan operations Houston, TX
- vice president clinical operations Houston, TX
- vice president manufacturing operations Houston, TX

