HNW Client Case Manager & Onboarding
$65k - $80kVanguard Services Inc
Vanguard is seeking a High Net Worth Client Case Representative in Dallas, Texas, to serve as the primary contact for Personal Investor clients. You will build strong relationships, navigate clients through significant financial decisions, and simplify complex processes. Required qualifications include active FINRA Series 7 and 63 licenses and 1-3 years of financial services experience. The role offers a base salary of $65,000 - $80,000, plus a $20,000 licensing bonus. #J-18808-Ljbffr Vanguard Services Inc
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the HNW Client Case Manager & Onboarding in Dallas, TX vacancy
- ...Credentialing Specialist with extensive U.S. provider credentialing experience. The role involves working with offshore teams for provider onboarding and ensuring compliance with payer requirements. Ideal candidates will possess strong organizational and communication skills,...Suggested
- 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, supervising associates, and ensuring compliance with tax regulations. Ideal candidates will...High net worth
- A leading tax and advisory firm in Dallas is seeking a Tax Senior Manager for their Private Client Services. The role requires management of tax compliance for high-net-worth clients, with responsibilities including engaging with clients, reviewing complex tax documents...High net worth
- A leading investment advisory firm in Dallas, TX seeks a Relationship Manager to join their talented team. The role involves serving high-net-worth clients, facilitating client onboarding, and maintaining updated client records. Candidates should possess a Bachelor's degree...High net worth
$62.5k - $87.5k
...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and support high‑net‑worth clients through financial solutions and referrals. Desired Qualities Deeply curious...High net worthWork experience placementTeachers Insurance and Annuity Association of America
Dallas, TX4 days ago- ...institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision... ...cutting‑edge solutions for our clients. For our analyst team, this means not only... ...skills Why LP Analyst? Comprehensive onboarding and training programs, including a structured...Full timeCasual workWork at office
$60k - $65k
...compassionate, organized, and service-oriented Client Care Manager to help us maintain the exceptional... ...of customer satisfaction. Assist with onboarding new clients and coordinating... ...in healthcare, home care, senior care, case management, social services, or customer...Work at officeAlways Best Care Senior Service
Dallas, TX3 days ago- ## Wealth Management, Client Relationship ManagerApplyremote type: Hybrid Flexlocations: Dallas, TX, USAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 29, 2026 (30+ days left to apply)job requisition id: R260500388**Wealth Client Relationship...High net worthWork experience placement
$71.3k - $80.5k
...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver...High net worthWork experience placementWork at office$62.5k - $87.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow practice through referrals that ignite the dreams of the people we serve. Key Qualities Deep curiosity...High net worthWork experience placement- ...Pointe Advisors as a Relationship Manager in our Dallas, TX office... ...team of wealth management and client service professionals that... ...liaison between high-net worth (HNW) clients, investment... .... Assist with relationship onboarding tasks such as requesting account...High net worthWork at office
Beacon Pointe Advisors
Dallas, TX3 days ago - ...DEPARTMENT: Sales POSITION: Client Services Manager REPORTING TO: Senior VP of Sales Classification: Exempt Job Summary... ...-functional teams. This role drives successful partner onboarding, full-lifecycle contract administration, and proactive...Contract work
Smart AutoCare
Richardson, TX5 days ago $744 per week
...Registered Nurse (RN) | Case Manager Location: Syracuse, NY Agency: Infojini Healthcare... ...with the specific requirements of our client facilities. Allied Health... ...defining. Requirements Required for Onboarding Competency Exam Core Mandatory Exam...Daily paidPermanent employmentFull timeContract workTemporary workImmediate startFlexible hoursShift workTravelNurseSource
Syracuse, NY5 days ago- ...who are passionate self‑starters. We are searching for a Client Services Manager to own and support a complex enterprise client within our... ...trends, competitors, and solutions Assist with new client onboardings and sales pitches as needed Represent Koddi in client meetings...
Koddi
Dallas, TX4 days ago $48k - $50k
...from within the company. JOB SUMMARY The Case Manager will be responsible for managing relationships with clients, serving as a trusted advisor to the families... ...and/or care management). Ensure successful onboarding of new clients (e.g. new client paperwork)...Full timeWork at officeFlexible hoursFamily Tree Private Care
Dallas, TX1 day ago- ...industry-leading organization. We are hiring an Experienced Client Services Manager to manage client relationships and ensure consistent... ...growth and service improvement. Manage client onboarding, transitions, and change requests. Track and report on...Full timeContract workTemporary workCasual workWork at officeLocal areaRemote work
MCI Careers
Dallas, TX2 days ago $744 per week
...Registered Nurse (RN) | Case Manager Location: Syracuse, NY Agency: Infojini Healthcare Pay: $744 per week Shift Information... ...RN - Case Manager Requirements Required for Onboarding Competency Exam Core Mandatory Exam Self Assessment...Full timeContract workImmediate startShift workInfojini Healthcare
Syracuse, NY5 days ago$1,603 per week
...Registered Nurse (RN) | Case Manager Location: Dallas, TX Agency: Cynet Health Pay: $1,603 per week Shift Information... ...troubling negotiation tactics. Requirements Required for Onboarding ACLS BLS Pharmacology Skills Checklist...Full timeContract workShift workTravelNurseSource
Dallas, TX4 days ago- ...Experienced Client Services Manager MCI is a leading Business Process Outsourcing (BPO) company that specializes in delivering tailored... ...account growth and service improvement. Manage client onboarding, transitions, and change requests. Track and report on...Full timeTemporary workCasual workWork at officeLocal area
MCI
Addison, TX5 days ago - ...What You'll Get to Do As a Regional Client Service Manager, you'll lead and support customer service operations across multiple branch locations... ...Partner with our Trainer, Client Services to coordinate onboarding, refresher training and employee development Identify service...
Oldcastle BuildingEnvelope
Dallas, TX4 days ago - ...employees across 26 offices, we support clients ranging from large multinationals to mid... ...strategic and collaborative Client Intake Manager to lead the daily operations of the firm... ...Specialists and contribute to the onboarding of new Conflicts Attorneys and Lateral Specialists...Temporary workWork at office
- A leading fiduciary wealth management firm is seeking a Senior Associate for the Client & Advisor Services team in Dallas, TX. The role involves supporting new client relationships, maintaining client information, and facilitating various operational processes. Ideal candidates...High net worth
$106.5k - $195.1k
...reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our...High net worthWork experience placementSummer holidayImmediate startFlexible hours$115k - $125k
Client Service Manager - Middle Office Loan Services, Vice President Role & Key Responsibilities Asset administration: Responsibilities include... ...: Lead and participate in weekly client meetings /new onboards and ensure minutes are noted and follow up items are closed...Work at officeLocal area- ...is a leading provider of Revenue Cycle Management (RCM) services, certified in SOC2 compliance... ...We are seeking an experienced Client Success- Coding Manager with expertise in... ...business development teams to support client onboarding, process improvement initiatives, and contract...Contract work
- ...Client Success Manager Join Our Growing Team at Pereview Software: Client Success Manager Are you a client advocate, focused on driving... ...industry to the entire client base As needed, shadow Client Onboarding projects, as well as other applicable Client Success...
- ...is seeking an Associate, Private Wealth Client Services to join a collaborative team serving... ...service and operations, helping with onboarding, account maintenance, and documentation,... .... You will gain exposure to portfolio management, planning, and client relationships, with...High net worth
- ...partnership with other business lines to serve Vanguards Wealth Management high net worth clients of $5 million or more. Vanguard’s Family Legacy team... ...and deepen the firms' relationships in high net worth (HNW) and ultra-high-net-worth (UHNW) families through a more systemic...High net worthWork at officeRemote workWork from homeMonday to Friday
Vanguard
Dallas, TX14 hours ago - Frost is seeking a Private Banking Officer II in Dallas, Texas, to manage client relationships and assist families with their financial needs. You will develop tailored plans for clients with investable assets of $1.5-5 million and ensure comprehensive financial service...High net worth
- ...in your financial services relationship management career? Vanguard is seeking passionate and... ...of self-directed ultra-high-net-worth clients, each holding between $5–25 million in Vanguard... ...of the way with comprehensive training, onboarding, and a culture that invests in your...High net worthWork at officeRemote workRelocation packageMonday to Friday
Vanguard
Dallas, TX18 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to HNW Client Case Manager & Onboarding. Be the first to apply!
Related searches
- client finance manager Dallas, TX
- client account executive Dallas, TX
- client service account manager Dallas, TX
- senior client services manager Dallas, TX
- client service manager Dallas, TX
- member engagement manager Dallas, TX
- client executive Dallas, TX
- strategic engagement manager Dallas, TX
- senior engagement manager Dallas, TX
- client solutions executive Dallas, TX