Senior Client Experience & Onboarding Specialist
Fartherfinance
Fartherfinance in Dallas, Texas is looking for a Senior Client Experience Associate to enhance the wealth management experience for clients and advisors. In this role, you will support advisor onboarding and manage financial operations to ensure exceptional client service. The ideal candidate will have a Bachelor's degree, over 6 years of client-facing experience, and a robust understanding of financial platforms. This is an opportunity to contribute to a fast-scaling startup with a collaborative culture. #J-18808-Ljbffr Fartherfinance
- ...development and process of customized onboarding plans and timelines for complex client relationships, ensuring full... ...agreed go-live date. Serve as a senior-level subject matter expert on Treasury... ...of equivalent relevant work experience and high school diploma, GED, or...SeniorWork experience placementWork at office
- Scorpion is seeking a Senior Client Experience Analyst to partner with the VP of Client Experience and cross-functional leaders. The role elevates how we measure and improve the end-to-end client journey, connecting data, feedback, and operations to drive retention and...Senior
- ...Dallas to serve as the primary liaison for Farther advisors and clients, delivering timely responses via email, phone, and other... ...proactively, and identify opportunities to improve the client experience function in a fast-paced environment, collaborating with a team...Senior
- Scorpion is seeking a Senior Client Experience Analyst to partner with the VP of Client Experience and cross-functional leaders, elevating how we measure, understand, and improve the end-to-end client journey. This role connects data, feedback, and signals to uncover risks...Senior
- Scorpion is seeking a Senior Client Experience Analyst to partner with the VP of Client Experience and cross-functional leaders. You will connect data, client feedback, and operational signals to uncover systemic risks, prioritize improvements, and influence enterprise...Senior
- 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...Senior
- Fartherfinance in Dallas, Texas, is seeking a Senior Manager of Client Experience to lead a team focused on delivering an exceptional wealth management... ...The role involves overseeing financial operations for onboarding and ongoing support while collaborating with Product...Senior
- ...Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email... ...as they arise Identify opportunities to improve the client experience function Requirements Bachelor’s degree or equivalent work experience...SeniorWork experience placement
- ...JOB POSTING #2081 TITLE: Senior HR Generalist/HR Generalist (level depends on experience) INDUSTRY: Technology LOCATION: South of Dallas, TX (hybrid role... ...review your resume and if your background matches our client’s requirements, we will get back to you right...SeniorFull timeLocal areaRelocation
$27 per hour
A dedicated 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...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... ...execution of financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs...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,... ...required for advisor onboarding, client onboarding, ongoing requests...SeniorWork experience placement
$110k
...their marketing, and deliver experiences their customers will love. We... ...whatever it takes to help our clients reach their goals. Our... ...every stage of the journey.The Senior Client Experience Analyst is... ...renewals, support interactions, onboarding metrics, and account health....SeniorWork at officeLocal areaRemote workFlexible hours- ...seasoned professional to join its Banking, Credit and Investments platform, focusing on onboarding and KYC processes. You will collaborate with sales teams and internal partners to fulfill client requests while ensuring high service levels and strong documentation controls....
- Madison-Davis, LLC seeks an SVP to lead Deposit Operations & Commercial Client Services, owning client onboarding, deposit back-office, compliance, and technology integration. The role requires 10+ years in banking operations, a hands-on leadership style, and a proven ability...Senior
- ...delivering tailored solutions that help clients in sustainable industries unlock the full... ...We're currently hiring for experienced Senior Consultants, Managing Consultants or Principal... ...over 40 years of combined industry experience, offering hands-on guidance and...SeniorFull timeCurrently hiringWork at office
- ...Senior Recruiter Plutus Health Inc. is a leading provider of Revenue Cycle Management... ...service and innovative solutions to our clients. As a result, Plutus Health Inc. has... ...hiring requirements Manage candidate experience from initial outreach through offer acceptance...Senior
- ...content management and sign operation for our clients. Together, we're reshaping the future of customer engagement and experience in the signage industry. About the Role... ...growth, and we're looking for an experienced Senior Recruiter to help us build the teams that will...SeniorWork at officeMonday to FridayFlexible hours
- ...technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the... ...team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks...Full timeWork at office
- ...Senior Recruiter Company : Loenbro, LLC Location : Irving, TX (Hybrid) FLSA Classification... ...in simplifying the complex, so that our clients gain clarity and control in construction... ...Senior Recruiter who has proven experience of filling a wide range of construction...SeniorFull timeWork at officeLocal area
- ...the job poster from Babich & Associates. Senior Human Resources Recruiter – Search... ...rapidly expanding search practice? Our client, one of the most respected finance, accounting... ...strategy. What We’re Looking For 3–10 years of experience recruiting senior‑level Human Resources...Senior
$50k - $60k
...specializes on cultural and behavior change management. We focus on clients’ existing people, processes and culture to help them achieve... ...Annual Meeting. Requirements: Previous recruiting or staffing experience. Clear understanding of the beginning to end recruitment...SeniorFull timeTemporary workWork at office$20.25 - $25.25 per hour
...amazing career at a time. Job Summary The Senior Recruiter, RPO builds positive... ...and Recruiters in conjunction with the Client Delivery Manager. This role is a temporary... ...required. Qualifications Education & Years of Experience Associate's Degree plus 2-5 years of...SeniorHourly payPermanent employmentFull timeContract workTemporary workWork experience placementWork at officeRemote workHome office2 days per week- ...Want for My Family?” What You’ll Do The Senior Talent Acquisition Partner is... ...expand visibility and attract niche talent. Experiment with new sourcing channels, AI tools, and... ...standard policies and procedures. Treats all clients, visitors, and co‑workers with dignity...SeniorFull time
$128k - $192k
How You’ll Make an Impact As Senior Principal on the Client Success: Marketing Solutions team at Epsilon, you’ll serve as the primary point of contact... ...grounded in a clear understanding of the customer experience. As a member of the Client Success team, you’ll drive adoption...SeniorLocal areaFlexible hours- ...Senior Healthcare Recruiter - Elevate Your Career with a Dynamic Platform Introduction... ..., built on years of trusted industry experience. Our dedicated team merges cutting-edge... ...while fostering strong partnerships with clients. With some of the most generous commission...SeniorPermanent employmentRemote workFlexible hours
- ...through people performance. We work with clients to reimagine work, the workforce, and... ...better at work. Work You'll Do As a Delivery Senior Consultant for our team, you will be... ...transformation, maximize the workforce experience, and sustain HR effectiveness and value...SeniorWork at officeLocal areaRelocationNight shift
- ...through people performance. We work with clients to reimagine work, the workforce, and... ...better at work. Work You’ll Do As a Delivery Senior Consultant on the team, you will be... ...transformation, maximize the workforce experience, and sustain HR effectiveness and value...SeniorWork at officeLocal areaRelocationNight shift
- ...leading solution providers and leverage your experience in strategy, process design, technology... ....Work You’ll DoAs a US Delivery Senior Consultant, Configuration and Integration... ...Serving federal, state, & local government clients as well as public higher education institutions...SeniorWork at officeLocal areaRelocationNight shift
- ...Recruiter, GEM, and your personal network to engage high-caliber passive talent. Candidate Advocacy: Provide a "white-glove" experience. You’ll ensure every candidate—regardless of the outcome—leaves their interview feeling inspired by Navan. Data-Driven Execution...SeniorFull time
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