Senior Client Experience Lead — WealthTech
Cardata
Cardata is looking for a Senior Client Experience Associate in Dallas, Texas to enhance the wealth management experience for advisors and clients. You'll be responsible for onboarding, addressing inquiries, and ensuring satisfaction through effective communication and detailed account management. The ideal candidate has a bachelor’s degree and at least 6 years in a client-facing financial services role. Strong communication and organizational skills are required. Join us to innovate in the wealth management industry! #J-18808-Ljbffr Cardata
Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Senior Client Experience Lead — WealthTech in Dallas, TX vacancy
$27 per hour
...immigration law firm in Dallas is seeking a Sr. Intake Specialist to provide elevated support to clients and teams. The role involves training team members, improving client experiences, and monitoring consultations. Ideal candidates will possess analytical skills, be fluent...Senior- ...Working With At PMG, our Client Strategy team plays a key role... ...partner with clients, media leads, analytics teams, and creative... ...and make an impact. As a Senior Lead in Client Strategy, if you... ...selling points. Skills & Experience ~5+ years of experience in...SeniorWork experience placementLocal areaShift work
- Cognizant is seeking a Manager in Dallas, TX, to lead and deliver complex consulting engagements. The... ...will possess over 10 years of consulting experience and will be instrumental in driving project delivery and client satisfaction. This hybrid role requires collaboration...Senior
- Cotality is seeking a Sr. Client Success Manager to enhance client relationships and drive retention. The role involves managing client... ...expectations. The ideal candidate will have over 6 years of experience in client success, preferably in the mortgage sector, and possess...Senior
$65k
A leading consulting firm in Dallas is seeking a Senior KYC / Onboarding Lead to oversee the onboarding process for an alternative investments client. Key responsibilities include managing workflows, engaging... ...have over 3 years of KYC experience within Financial Services...SeniorContract work- G MASS Consulting is seeking a Senior KYC / Onboarding Lead to support a financial services firm in Dallas, Texas. This role is client-facing and requires expertise in onboarding,... ...to ensure timely onboarding execution. Experience in KYC within financial services, particularly...Senior
- ...services company based in Dallas is seeking a Senior Site Account Manager (SSAM) to oversee... ...candidate needs extensive construction experience, particularly in estimating, and must... ...inspections, proposal writing, and managing client relationships. This role requires a...Senior
- Terracon is seeking a Client Development Representative in Dallas, Texas, responsible for building long-term client relationships and... ...Marketing or a related field with at least 5 years of relevant experience. A Master’s degree is preferred. A valid driver's license may be...Senior
$85k - $100k
...regional public accounting firm in Dallas is seeking a Senior Consultant to lead client engagements and mentor junior team members. The role requires... ...degree in Accounting and 3-5 years of public accounting experience. Responsibilities include ensuring compliance, building...Senior- The Role As a Senior Manager of Client Experience, you will lead a team responsible for delivering a world-class wealth management experience for Farther advisors... ...impact - not just on the company, but on the entire wealthtech industry. Your Impact Lead and develop a team of...Senior
- ..., tailored wealth management experience. Farther’s founders are leaders... ...about helping their clients and our teammates achieve more... ...management with you. The Role As a Senior Client Experience Associate,... ...company, but on the entire wealthtech industry. Your Impact Act as...SeniorWork experience placement
- ...established engineering firm is seeking a Senior Geotechnical Engineer to lead complex projects in Dallas. The role includes mentoring, client interactions, and technical leadership,... ...significant geotechnical engineering experience, a relevant degree, and a Texas PE...Senior
$65k
Our client's Networks group offers best-in-class technology and industry-leading practices to help firms manage risk, meet regulatory requirements... .... We are seeking a Senior KYC / Onboarding Lead to work... ...and efficient onboarding experience. Rapidly develop expertise in...SeniorPermanent employmentContract workWork at office- ...Executive - Global Executive Search Agency is looking for a Senior Client Advisor to lead its Dallas office. This role involves promoting residence... .... The ideal candidate should have at least five years of experience in client-facing roles within investment, insurance, or...SeniorWork at office
- ...Jones in Dallas, Texas is seeking a passionate Tax Lead Advisor to develop relationships with clients and provide high-quality tax and planning advice. This... ...CPA, JD or EA, and a minimum of 5 years of relevant experience. The position includes supervising tax return...SeniorFull time
- ...unified source of truth that empowers our clients with real-time, actionable insights. We... ...career with purpose. The Client Solutions Lead is a client-facing functional expert... ...processes. What You’ll Bring 5+ years of experience in a client‑facing solutions, reporting,...SeniorWork at officeVisa sponsorshipFlexible hours
- ...Tilly Advisory Group, LP is seeking a Tax Senior Manager to provide federal tax... ...services. In this role, you will manage client relationships and mentor a team of professionals... ...in tax services with at least 5 years of experience in a professional services firm. Baker...Senior
- A leading advisory firm in Dallas is seeking an experienced Tax Senior Manager for Private Client Services. The role involves managing tax engagements for high net-worth clients... ...Ideal candidates will have significant experience in accounting or finance, strong leadership...Senior
- ...x Recruiting is seeking a Public Tax Senior Manager, CPA in Dallas, TX. The successful... ...tax compliance and planning while leading teams and managing client relationships. This role requires a minimum of 7 years of relevant experience and a CPA or EA certification. The...Senior
- ...Search Group is seeking an experienced Public Tax Senior Manager in Dallas, Texas. This full-time leadership... ..., planning, and consulting for a wide range of clients. The ideal candidate has over 7 years of experience in public accounting or consulting, along with a CPA...SeniorFull time
- ...for the brand, focusing on Ready-To-Wear styling, supporting the retail team in client interactions, and fostering long-term loyalty. The role requires a minimum of 5 years of experience in luxury retail and a proven track record of building client relationships. Responsibilities...
- Company in Dallas seeks an experienced Hospitality Manager to own the external client experience through event planning and execution. You will manage every aspect of events, from logistics to client feedback. The role requires flexibility for travel, and collaboration...
- Knoll Inc. seeks a Showroom Experience Manager in Dallas, Texas, to enhance client engagement through seamless event execution and exceptional hospitality. This role involves managing showroom operations and staff while ensuring that client experiences align with the MillerKnoll...
- Farther in Dallas is seeking a Senior Managing Director to support high-net-worth families... ...financial planning. This role combines client operations and advisor support, focusing... .... Candidates should have 5+ years of experience in financial services, particularly with...
- ...comprehensive, tailored wealth management experience. Farther’s founders are leaders and... ...who are passionate about helping their clients and our teammates achieve more. If you’re... ...and advisor support, purpose‑built for a senior Managing Director who serves high‑net‑worth...Shift work
- Knoll Inc. is seeking a Showroom Experience Manager for its Dallas location. The role focuses on delivering exceptional client engagement experiences and managing operational logistics at the showroom. You will lead a team, curate unique engagement agendas, and ensure...
- Always Best Care Senior Services - Dallas, TX is seeking a compassionate Client Care Manager to ensure seniors receive exceptional care in their homes. You will... ...candidate has excellent communication skills and experience in healthcare or customer service management. This...Senior
- Miebach in Dallas is seeking a Senior Client Success Lead with expertise in the Life Sciences industry. The role involves managing and growing... ...chain challenges. The ideal candidate will have 7-15 years of experience and a strong problem-solving capability. As a trusted...Senior
- T1 Energy in Dallas, Texas, is looking for a Senior HR Onboarding Coordinator to enhance the employee onboarding experience, ensuring new hires successfully integrate into the organization. This position serves as a liaison among HR, hiring managers, and new employees,...Senior
- Summary The Senior Client Manager/ Team Lead works with and supports Producers, Client Advocates, Client Executives and the account team to manage... ...; college degree preferred. Five or more years of experience in mid-size brokerage or independent agency. Proficiency...SeniorHourly payWork at office3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Experience Lead — WealthTech. Be the first to apply!
Related searches
- senior cloud service delivery manager Dallas, TX
- senior business analyst contract Dallas, TX
- senior product design engineer Dallas, TX
- senior game producer Dallas, TX
- senior software manager Dallas, TX
- senior manager business analytics Dallas, TX
- senior marketing account manager Dallas, TX
- senior marketing manager Dallas, TX
- senior contracts analyst Dallas, TX
- sr operations manager Dallas, TX


