Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Onboarding & Operations Coordinator (Part-time)

Westlake Services

Client Onboarding & Operations CoordinatorPart-Time | In-Office - Dallas, TX Flexible Schedule Based On Business Need | Opportunity to GrowCovered Care works with merchants and partners to provide financing solutions that make services and purchases more accessible. Our Client Onboarding team supports new merchants and locations through setup and activation, helping ensure the process is accurate, organized, and efficient.We are seeking a reliable, organized, and detail-oriented Client Onboarding & Operations Coordinator to join our in-office team. This part-time role offers a flexible schedule based on business needs, with potential for additional or full-time hours as the department grows. Prior fintech or merchant onboarding experience is not required.What You'll DoSupport merchant onboarding from submission through activation and help keep assigned applications moving forward.Review applications and supporting documentation for completeness, accuracy, and consistency with established procedures.Request missing information, communicate next steps, and follow up until outstanding items are resolved.Manage assigned onboarding tickets, queues, tasks, and follow-ups while maintaining clear and timely notes.Assist with merchant and location setup, account changes, access requests, and routine verification requirements.Coordinate professionally with merchants, partners, aggregators, and internal teams to keep work moving.Protect confidential business and customer information and handle records responsibly.Perform quality checks, maintain trackers, support reporting, and help identify errors before they create delays.Track open items, use good judgment, escalate unusual situations, and ask questions rather than guess.Help improve recurring workflows and take on greater ownership as knowledge and experience grow.What We're Looking ForReliable, accountable, organized, and detail-oriented, with strong follow-through.Able to manage multiple priorities and stay focused in a process-driven environment.Clear, professional written and verbal communication with a helpful, service-oriented approach.Comfortable working independently after training while collaborating closely with a team.Good judgment, problem-solving ability, and willingness to verify information and escalate appropriately.Adaptable, coachable, self-motivated, and comfortable learning new processes and changing priorities.Respectful of confidential information and committed to accuracy, professionalism, and dependable work.Interested in building a career in onboarding, operations, client services, or a related field.You do not need to be a technical expert, but computer proficiency and comfort learning new technology are important. Candidates should be comfortable with everyday computer applications, web-based tools, spreadsheets such as Excel or Google Sheets, and CRM, ticketing, case-management, or workflow systems.Experience in administrative coordination, client or customer service, operations, account coordination, banking or financial services, healthcare administration, customer support, implementation, project coordination, or another process-driven environment is helpful but not required. We welcome candidates who can demonstrate strong organization, reliability, communication, and a willingness to learn.Schedule & Work EnvironmentPart-time, in-office position.Flexible schedule based on department and business needs.Hours may vary based on workload and coverage requirements.Potential for additional or full-time hours as the department grows.This role offers room for growth within Covered Care. Strong performers may take on additional hours and responsibilities in client onboarding, partner communication, account management, quality assurance, reporting, process improvement, and broader operations.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.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Onboarding & Operations Coordinator (Part-time) in Addison, TX vacancy
  •  ...Parallel Advisors, LLC, a fast-growing Registered Investment Advisor, seeks an Operations Associate for our Dallas office on a three-day in-office hybrid schedule. You will support onboarding, client servicing, and collaboration with advisors, vendors, and custodians to... 
    Suggested
    Work at office

    Parallel Advisors LLC

    Dallas, TX
    4 days ago
  •  ...Parallel Advisors, LLC is seeking an Operations Associate to join our fast-growing Registered Investment Advisor firm in Dallas. The role focuses on onboarding new clients and servicing existing accounts, working closely with financial advisors, clients, vendors, and... 
    Suggested
    Work at office

    Parallel Advisors LLC

    Dallas, TX
    3 days ago
  • $23 per hour

    A financial services company in Dallas is seeking an Entry Level Operations Specialist to manage the onboarding process for institutional clients. Ideal candidates will have 1-3 years of experience in client service, strong communication, and organizational skills. The... 
    Suggested
    Immediate start

    Russell Tobin

    Dallas, TX
    4 days ago
  •  ...CMC) is seeking an Office Admin/Customer Success Coordinator in Dallas, TX. This role reports to the Senior Customer Success Consultant and focuses on onboarding, contractor welfare, client events, and day-to-day operations to ensure an exceptional experience for clients... 
    Suggested
    For contractors
    Work at office

    Coalesce Management Consulting

    Dallas, TX
    2 days ago
  •  ...Energy Transfer is seeking a Sr Coordinator - Operations Onboarding to lead end-to-end onboarding from offer to orientation. You will collaborate with Recruiting, Hiring Managers, IT, and Safety to ensure a compliant, smooth experience across multiple locations. Ideal... 
    Suggested

    Energy Transfer

    Dallas, TX
    2 days ago
  •  ...North Advisors is currently hiring for a Client Operations Analyst position. True North is a...  ...entrepreneurs. This is an onsite full-time support role that reports to the Manager...  ...deliverables; assisting the client operations and onboarding teams with day to day operations; and... 
    Full time
    Currently hiring
    Work at office
    Remote work

    0c4879b0-5b68-4248-a0e9-eaa7b4551c9d

    Dallas, TX
    1 day ago
  • $15 per unit

     ..., all-levels classes. We offer flexible part-time hours, extensive support and personal development...  ...! You'll be connecting with our clients at our classes to hear about their...  ...options may fit them best! You'll also be onboarding new members and making sure they are maximizing... 
    Part time
    Flexible hours
    Weekend work
    Afternoon shift

    DivaDance Southwest Dallas

    Dallas, TX
    27 days ago
  • Operations CoordinatorFoxtrot Aviation Services is seeking...  ...organized Operations Coordinator to coordinate and manage...  ...requirements.Monitor real-time flight schedules and...  ...detailed email summary to the client outlining the completed...  ...is available to both Part-Time and Full-Time... 
    Part time
    Full time
    Night shift
    Weekend work

    Foxtrot Aviation Services LLC

    Dallas, TX
    5 days ago
  • $50k - $72k

    Job Description: The Operations Associate will be joining a fast-growing...  ...in the implementation of new client accounts and the ongoing...  ...needs of our clients during the onboarding process, such as account...  ...objectives, risk tolerances, and time horizons. From this insight,... 
    Work experience placement
    Work at office

    Parallel Advisors

    Dallas, TX
    1 day ago
  •  ...administrative team member for our Dallas office to support daily recruiting and business operations. You will liaise between field teams and back office, ensuring smooth onboarding, payroll, and billing processes. The ideal candidate has strong customer service... 

    NSC

    Dallas, TX
    1 day ago
  •  ...an HR Administrator to support onboarding, maintain employee records,...  ...regulatory compliance and smooth operations across the organization. The position involves coordinating interviews, assisting...  ...handling office logistics to support client service delivery and staff engagement... 
    Work at office

    FCS Security Services, Inc.

    Dallas, TX
    2 days ago
  •  ...Texas Capital Bank seeks an Operations Associate – Client Service Officer in Richardson, TX to serve as the primary operational...  ...for commercial banking clients. You will coordinate onboarding, account maintenance, and timely execution of client instructions, working with... 

    Texas Capital Bank

    Richardson, TX
    18 hours ago
  •  ...application process. Client Relations Manager - Military Operations Full Time Minol - Addison, TX 30...  ...Manager leads program onboarding, manages client-requested...  ...role plays a critical part in revenue growth, portfolio...  ...Housing Division. Coordinate implementation of new programs... 
    Full time
    Shift work

    Minol USA

    Addison, TX
    1 day ago
  •  ...in Richardson, TX seeks an experienced Client Service Officer to serve as the primary operational contact for commercial banking clients...  ...teams by managing service requests, onboarding and account maintenance, and ensuring timely execution of client instructions. The... 

    Texas Capital Bank

    Richardson, TX
    2 days ago
  •  ...Client Operations Specialist At TruePoint, our product is our people. We're a seven-time Inc. 5000 fastest-growing company and a four-time Top...  ...Lifecycle: Facilitate client onboarding, including account setup,...  ...a background screening as part of the application process.... 
    Work at office
    Local area
    Remote work

    TruePoint Communications

    Dallas, TX
    4 days ago
  •  ...staffing company, dedicated to our client partners in networking,...  ...office to ensure the smooth operation of the branch and daily recruiting...  .... Responsibilities: Process onboarding paperwork Communication with...  ...and procedures Excellent time management skills and ability... 
    Temporary work
    For contractors

    NSC

    Dallas, TX
    2 days ago
  •  ...Support in Dallas to provide exceptional client service and administrative support to a large...  ..., and reporting, ensuring accuracy and timely delivery. You will work closely with site teams and finance to optimize costs, onboard vendors, and maintain essential documentation... 
    Contract work

    CBRE

    Dallas, TX
    3 days ago
  • $23.44 per hour

     ...Operations Specialist Addison, TXThis role is a potential contract to hire and will require...  ...Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments....  ...furnishing and movement of financial and client information and data. Key... 
    Contract work
    For contractors
    Immediate start
    Remote work
    Day shift

    Veterans Sourcing Group LLC

    Addison, TX
    18 hours ago
  •  ...Seasonal Operations Associate (Part-Time) - The KnoxThe Knox, Dallas, TX (10184)Mindful movement. It's at the core of why we do what we do at ALO...  ...leveraging metrics to support business-driving strategiesResolve client needs quickly & effectively ensuring customer... 
    Part time
    Work experience placement
    Seasonal work
    Shift work
    Weekend work

    ALO Yoga

    Dallas, TX
    3 days ago
  • $80k - $135k

     ...to help solve problems for our clients. We are a leading global...  ...communities.Investment Banking Operations is a dynamic, multi-faceted business that partners with all parts of the firm to facilitate banking...  ...to active, non-temporary, full-time and part-time US employees who... 
    Part time
    Full time
    Temporary work
    Work at office

    The Goldman Sachs Group, Inc.

    Dallas, TX
    2 days ago
  •  ...Building Services LLC is seeking a dedicated individual for a customer service role in Dallas, Texas. This position involves coordinating operations and scheduling work orders to enhance efficiency and customer satisfaction. Responsibilities include scheduling services,... 
    Work at office

    City Wide Building Services LLC

    Dallas, TX
    2 days ago
  •  ...technology for our clients. We are committed to...  ...is a foundational operations role supporting the...  ...operations leadership over time. What You'll Do Team coordination and administration...  ...a growing team. Onboarding and people support...  ...disability for any part of the employment... 
    Daily paid
    Work at office
    Local area

    Jones Lang LaSalle Incorporated

    Dallas, TX
    3 days ago
  • Surf Air Mobility is hiring a Flight Operations & Experience Coordinator (OPEX) for Surf On Demand. The role supports...  ...charter flights, working with clients, operators, and sales teams to ensure flawless service across multiple time zones. It is an in-office, full-time... 
    Hourly pay
    Full time
    Work at office

    Southern Airways Corporation

    Addison, TX
    2 days ago
  • JLL is hiring an entry‑level operations professional to support the Asset Management Services...  ...will act as the operational backbone, coordinating logistics, onboarding new teammates, and aiding recruiting, marketing materials, and client outreach. You will build playbooks and... 

    Jones Lang LaSalle Incorporated

    Dallas, TX
    3 days ago
  •  ...CorePower Yoga, LLC. in Dallas, Texas is seeking a Studio Coordinator to oversee daily studio operations, maintain health and safety standards, and support community engagement. This role requires a commitment of 18-29 hours per week, involvement in membership growth,... 
    Part time

    CorePower Yoga

    Dallas, TX
    3 days ago
  •  ...Lennox International is seeking an HR Operations & Recruiting Coordinator in Richardson, TX. You will support hourly recruiting and onboarding, move requisitions, offers, and onboarding activity forward, and provide a welcoming, professional candidate experience from... 
    Hourly pay

    Lennox

    Richardson, TX
    17 hours ago
  • Green Brick Partners, Inc. in Plano, TX seeks a Client Services Coordinator to support back-office processes, onboarding data, and homeowner communications. You will help with invoicing, lender questionnaires, and maintenance of management software for homeowner setup.... 

    Green Brick Partners, Inc.

    Plano, TX
    5 days ago
  •  ...strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business. This high-impact role ensures...  ...with senior Finance leaders and key partners across Product, Operations, Transformation, Business Management, and Data & Analytics... 
    Visa sponsorship

    JPMorgan Chase & Co.

    Plano, TX
    2 days ago
  • $1,500 - $2,000 per month

     ...Patient Experience & Operations Coordinator who can manage multiple...  ...multiple moving parts, anticipating what needs...  ...channels. Provide timely, professional, empathetic...  ..., customer base or client team. Experience...  ...be established during onboarding based on clinic... 
    Full time
    Remote work

    Assist World

    Dallas, TX
    3 days ago
  •  ...Richardson (FUMCR) seeks a Music Administrative Assistant to serve as the backbone of the Music Ministry. You will manage calendars, coordinate space use, and support worship services, rehearsals, and events with a proactive, musically literate approach. The ideal... 
    Part time
    Work at office

    The North Texas Conference of The United Methodist Church

    Richardson, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Onboarding & Operations Coordinator (Part-time). Be the first to apply!